Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
30.8K
+ 5.05%
$202.38 - $256.87 $6.23M - $7.91M
641K $163M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
549K
+ 313.85%
$52.55 - $54.37 $28.8M - $29.8M
724K $39.1M
IVV
Ishares Core S&P 500 ETF

ETFs
25.9K
+ 13.55%
$620.67 - $670.08 $16M - $17.3M
217K $145M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
434K
+ 309.38%
$52.39 - $53.11 $22.7M - $23M
574K $30.4M
PJAN
Innovator U.S. Equity Power Bu

ETFs
401K
+ 1281.2%
$43.95 - $45.8 $17.6M - $18.4M
432K $19.8M
NVDA
Nvidia Corp

Technology
31.4K
+ 10.18%
$153.3 - $186.58 $4.81M - $5.86M
340K $63.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
139K
+ 16.03%
$100.37 - $100.74 $14M - $14.1M
1.01M $102M
IEF
Ishares Barclays

ETFs
117K
+ 6.06%
$93.91 - $97.26 $11M - $11.4M
2.05M $198M
GOOGL
Alphabet Inc.

Communication Services
9.12K
+ 7.16%
$174.36 - $254.72 $1.59M - $2.32M
136K $33.2M
TSLA
Tesla, Inc.

Consumer Cyclical
5.13K
+ 9.31%
$293.94 - $444.72 $1.51M - $2.28M
60.2K $26.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
35K
+ 375.34%
$195.29 - $223.85 $6.84M - $7.84M
44.4K $9.86M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
132K
+ 105.3%
$59.81 - $60.11 $7.87M - $7.91M
256K $15.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
161K
+ 69.48%
$40.2 - $44.58 $6.49M - $7.2M
394K $17.3M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
308K
New
$23.53 - $23.89 $7.24M - $7.35M
308K $7.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.9K
+ 4.46%
$567.77 - $614.76 $2.22M - $2.4M
91.4K $56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
34.4K
+ 21.05%
$132.9 - $142.03 $4.57M - $4.88M
198K $27.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.72K
+ 7.55%
$546.99 - $602.2 $2.58M - $2.84M
67.2K $40.4M
PLTR
Palantir Technologies Inc.

Technology
16.8K
+ 29.2%
$130.68 - $186.97 $2.2M - $3.15M
74.5K $13.6M
AVGO
Broadcom Inc.

Technology
6.99K
+ 11.23%
$264.74 - $369.57 $1.85M - $2.58M
69.2K $22.8M
IAU
Ishares Gold Trust

ETFs
67K
+ 91.85%
$61.62 - $72.77 $4.13M - $4.88M
140K $10.2M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
110K
+ 81.95%
$50.08 - $50.37 $5.51M - $5.54M
244K $12.3M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
109K
+ 116.04%
$49.05 - $49.99 $5.34M - $5.44M
203K $10.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.77K
+ 1.86%
$459.11 - $506.91 $1.73M - $1.91M
207K $104M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.1K
+ 44.09%
$275.84 - $326.36 $3.06M - $3.62M
36.2K $11.8M
FTHI
First Trust Exchange Traded Fd

ETFs
188K
New
$22.76 - $23.92 $4.28M - $4.5M
188K $4.46M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
78.6K
New
$47.99 - $54.16 $3.77M - $4.26M
78.6K $4.16M
AMZN
Amazon Com Inc

Consumer Cyclical
18.6K
+ 9.18%
$211.65 - $238.24 $3.94M - $4.43M
221K $48.6M
JPM
Jpmorgan Chase & CO

Financial Services
4.24K
+ 4.46%
$282.78 - $316.06 $1.2M - $1.34M
99.3K $31.3M
GLD
Spdr Gold Trust

ETFs
6K
+ 26.48%
$300.96 - $355.47 $1.81M - $2.13M
28.7K $10.2M
VGT
Vanguard Information Technolog

ETFs
1.68K
+ 7.21%
$656.44 - $753.15 $1.1M - $1.26M
24.9K $18.6M
FSIG
First Tr ETF Iv LTD Duration I
160K
+ 234.08%
$19.03 - $19.33 $3.05M - $3.09M
228K $4.39M
META
Meta Platforms, Inc.

Communication Services
4.4K
+ 9.99%
$695.21 - $791.73 $3.06M - $3.49M
48.5K $35.6M
HOOD
Robinhood Markets, Inc.

Technology
20.1K
+ 565.29%
$91.27 - $143.18 $1.84M - $2.88M
23.7K $3.39M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
156K
New
$19.15 - $20.2 $2.99M - $3.16M
156K $3.01M
YCS
Pro Shares Trust Ii

ETFs
66.4K
New
$41.15 - $45.73 $2.73M - $3.04M
66.4K $2.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.79K
+ 96.86%
$224.68 - $282.71 $1.98M - $2.49M
17.9K $4.99M
OHI
Omega Healthcare Investors Inc

Real Estate
25.6K
+ 8.47%
$36.29 - $43.34 $928K - $1.11M
327K $13.8M
VEA
Vanguard Ftse Developed Market

ETFs
10.4K
+ 1.43%
$56.02 - $60.3 $582K - $627K
739K $44.3M
KMB
Kimberly Clark Corp

Consumer Defensive
22.4K
+ 138.24%
$121.72 - $136.77 $2.73M - $3.07M
38.6K $4.8M
SOFI
So Fi Technologies, Inc.

Financial Services
96.6K
+ 704.35%
$17.64 - $29.81 $1.7M - $2.88M
110K $2.91M
RTX
Raytheon Technologies Corp

Industrials
11.5K
+ 35.5%
$144.19 - $167.33 $1.66M - $1.93M
44K $7.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.08K
+ 0.4%
$49.43 - $54.52 $103K - $113K
527K $28.5M
FDIG
Fidelity Covington Tr Crypto I

ETFs
52.6K
New
$35.1 - $49.09 $1.85M - $2.58M
52.6K $2.58M
XLC
Select Sector Spdr Tr Communic

ETFs
13.3K
+ 14.18%
$105.99 - $119.41 $1.41M - $1.59M
107K $12.7M
FTLS
First Tr Long/Short Equity ETF

ETFs
34.6K
New
$65.78 - $69.95 $2.28M - $2.42M
34.6K $2.42M
JOBY
Joby Aviation, Inc.

Industrials
144K
New
$9.81 - $20.39 $1.42M - $2.94M
144K $2.33M
COIN
Coinbase Global, Inc.

Technology
7.02K
+ 251.11%
$297.99 - $419.78 $2.09M - $2.95M
9.81K $3.31M
BA
Boeing CO

Industrials
10.1K
+ 82.15%
$209.79 - $237.38 $2.12M - $2.4M
22.4K $4.83M
JCPB
J P Morgan Exchange Traded Fd

ETFs
44.3K
+ 14.76%
$46.37 - $47.77 $2.05M - $2.11M
344K $16.4M
Activity Summary
Buys All Purchases 765 New Holdings 178 Increased Positions 587 Sells All Sells 446 Reductions 446 Sold out 0 Options Calls 0 Puts 0
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