HoldingsChannel.com
Mutual Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 128,693 -1,415 $33,254
     IVV128,693-1,415$33,254
APPLE INC 88,358 -1,292 $22,468
     AAPL88,358-1,292$22,468
MICROSOFT CORP 139,346 +5,617 $21,976
     MSFT139,346+5,617$21,976
BERKSHIRE HATHAWAY INC DEL      $12,344
     BRK.B67,518+3,207$12,344
SPDR SER TR (SPAB) 387,898 +30,578 $11,722
     SPAB387,898+30,578$11,722
AMAZON COM INC 5,922 +394 $11,546
     AMZN5,922+394$11,546
INVESCO QQQ TR 59,580 +16,275 $11,344
     QQQ59,580+16,275$11,344
ISHARES TR (AGG) 95,353 -18,867 $11,001
     AGG95,353-18,867$11,001
PIMCO ETF TR (BOND) 95,829 +95,829 $10,174
     BOND95,829+95,829$10,174
VANGUARD SPECIALIZED FUNDS (VIG) 93,642 +3,962 $9,682
     VIG93,642+3,962$9,682
ISHARES TR (IEFA) 190,261 +10,812 $9,492
     IEFA190,261+10,812$9,492
SELECT SECTOR SPDR TR (XLK) 117,745 -6,887 $9,463
     XLK117,745-6,887$9,463
SPDR SER TR (SPTM) 299,100 -21,786 $9,407
     SPTM299,100-21,786$9,407
VANGUARD INDEX FDS (VTV) 94,928 -3,755 $8,454
     VTV94,928-3,755$8,454
GOLDMAN SACHS ETF TR (GBIL) 81,741 +81,741 $8,237
     GBIL81,741+81,741$8,237
VANGUARD INDEX FDS (VOO) 32,841 -1,637 $7,777
     VOO32,841-1,637$7,777
ISHARES TR (SHV) 68,666 +41,784 $7,623
     SHV68,666+41,784$7,623
PROSHARES TR (CSM) 123,479 -6,309 $7,310
     CSM123,479-6,309$7,310
VANGUARD INDEX FDS (VTI) 54,692 -1,415 $7,050
     VTI54,692-1,415$7,050
INTEL CORP 109,153 +1,735 $5,907
     INTC109,153+1,735$5,907
ISHARES TR (IVW) 33,582 -11,571 $5,543
     IVW33,582-11,571$5,543
VANGUARD INDEX FDS (VUG) 34,488 -4,717 $5,404
     VUG34,488-4,717$5,404
CISCO SYS INC 136,039 +5,328 $5,348
     CSCO136,039+5,328$5,348
SPDR S&P 500 ETF TR (SPY)      $5,157
     SPY20,933+6,068$5,395
     Put7,500+7,500$238
VANGUARD WHITEHALL FDS (VYM) 71,496 +3,873 $5,058
     VYM71,496+3,873$5,058
FACEBOOK INC 30,162 +2,644 $5,031
     FB30,162+2,644$5,031
SPDR SER TR (SPYG) 139,419 -62,162 $4,983
     SPYG139,419-62,162$4,983
ISHARES TR (ISTB) 94,098 +36,767 $4,752
     ISTB94,098+36,767$4,752
SCHWAB STRATEGIC TR 85,596 +4,370 $4,645
     SCHZ85,596+4,370$4,645
ISHARES TR (IWF) 30,173 +12,629 $4,546
     IWF30,173+12,629$4,546
FIDELITY COVINGTON TR 125,261 +56,975 $4,499
     FUTY125,261+56,975$4,499
JOHNSON & JOHNSON 34,034 +1,131 $4,463
     JNJ34,034+1,131$4,463
SCHWAB STRATEGIC TR 100,155 +12,426 $4,434
     SCHV100,155+12,426$4,434
ISHARES TR (ACWI) 69,810 +2,315 $4,368
     ACWI69,810+2,315$4,368
VANGUARD TAX MANAGED INTL FD (VEA) 127,421 +100,976 $4,248
     VEA127,421+100,976$4,248
SPDR SER TR (SPLG) 138,025 -29,340 $4,175
     SPLG138,025-29,340$4,175
PROCTER & GAMBLE CO 37,878 +2,602 $4,167
     PG37,878+2,602$4,167
VERIZON COMMUNICATIONS INC 73,966 +872 $3,974
     VZ73,966+872$3,974
ALPHABET INC 3,169 +269 $3,682
     GOOGL3,169+269$3,682
WP CAREY INC 62,791 -28,470 $3,647
     WPC62,791-28,470$3,647
ALPHABET INC 3,094 +362 $3,598
     GOOG3,094+362$3,598
ISHARES TR (ILTB) 48,511 +2,889 $3,455
     ILTB48,511+2,889$3,455
VANGUARD CHARLOTTE FDS (BNDX) 61,334 +42,603 $3,451
     BNDX61,334+42,603$3,451
DISNEY WALT CO 34,421 -567 $3,325
     DIS34,421-567$3,325
JPMORGAN CHASE & CO 36,615 +6,241 $3,296
     JPM36,615+6,241$3,296
ISHARES TR (SHY) 36,830 +1,566 $3,192
     SHY36,830+1,566$3,192
SCHWAB STRATEGIC TR 39,599 +4,277 $3,154
     SCHG39,599+4,277$3,154
FIRST TR EXCHANGE TRADED FD (LMBS) 60,259 +3,739 $3,073
     LMBS60,259+3,739$3,073
VANGUARD INDEX FDS (VXF) 33,779 +13,384 $3,058
     VXF33,779+13,384$3,058
AT&T INC 104,473 -9,044 $3,045
     T104,473-9,044$3,045

See Full List: All Stocks Held By Mutual Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mutual Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $737,122
At 12/31/2019: $940,064

Mutual Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mutual Advisors LLC 13F filings. Link to 13F filings: SEC filings

Mutual Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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