Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
196K
+ 11.31%
$93.15 - $96.56 $18.3M - $19M
1.93M $185M
NVDA
Nvidia Corp

Technology
5.59K
+ 1.85%
$94.31 - $157.99 $527K - $883K
308K $48.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.9K
+ 1.0%
$498.8 - $620.9 $947K - $1.18M
191K $118M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
112K
+ 85.46%
$102.02 - $103.5 $11.5M - $11.6M
244K $25.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
170K
+ 39.04%
$50.48 - $50.71 $8.58M - $8.62M
605K $30.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.48K
+ 9.34%
$456.74 - $568.03 $3.41M - $4.25M
87.5K $49.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
71.2K
+ 411.29%
$82.32 - $112.47 $5.86M - $8.01M
88.6K $9.96M
META
Meta Platforms, Inc.

Communication Services
1.52K
+ 3.57%
$484.66 - $738.09 $737K - $1.12M
44.1K $32.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.91K
+ 10.44%
$416.06 - $551.64 $2.46M - $3.26M
62.5K $34.5M
AVGO
Broadcom Inc.

Technology
1.04K
+ 1.69%
$146.29 - $275.65 $151K - $285K
62.2K $17.2M
XLC
Select Sector Spdr Tr Communic

ETFs
52.2K
+ 124.93%
$86.13 - $108.53 $4.5M - $5.66M
94K $10.2M
NFLX
Netflix Inc

Communication Services
115
+ 0.8%
$855.86 - $1339.13 $98.4K - $154K
14.5K $19.4M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 2.28%
$45.65 - $57.01 $742K - $926K
729K $41.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21.2K
+ 319.69%
$171.4 - $227.1 $3.64M - $4.82M
27.9K $6.33M
GOOG
Alphabet Inc.

Communication Services
13.1K
+ 11.13%
$146.58 - $180.01 $1.91M - $2.35M
130K $23.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
84.3K
+ 221.4%
$40.94 - $52.1 $3.45M - $4.39M
122K $6.37M
ARCC
Ares Capital Corp

Financial Services
206K
+ 128.23%
$18.91 - $22.43 $3.89M - $4.62M
366K $8.05M
SJNK
Spdr Bloomberg Short Term High

ETFs
157K
New
$24.12 - $25.48 $3.78M - $4M
157K $4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
78.3K
+ 139.97%
$49.98 - $50.26 $3.91M - $3.94M
134K $6.73M
CGGR
Capital Group Growth ETF Shs C

ETFs
66.2K
+ 39.84%
$30.53 - $40.65 $2.02M - $2.69M
232K $9.45M
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
+ 3.18%
$221.86 - $362.89 $377K - $617K
55.1K $17.5M
VTI
Vanguard Total Stock Market Et

ETFs
4.08K
+ 4.91%
$243.75 - $303.93 $994K - $1.24M
87.1K $26.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8.89K
+ 54.7%
$179.95 - $278.88 $1.6M - $2.48M
25.1K $7.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.8K
+ 1.63%
$22.27 - $29.21 $263K - $346K
738K $21.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.42K
+ 6.5%
$82.96 - $110.1 $698K - $926K
138K $15.2M
XLK
Technology Sector Spdr

ETFs
297
+ 0.47%
$179.73 - $253.23 $53.4K - $75.2K
62.9K $15.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.9K
+ 2.52%
$39.89 - $49.46 $515K - $638K
524K $25.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.85K
+ 8.22%
$82.51 - $109.2 $730K - $966K
117K $12.7M
AMD
Advanced Micro Devices Inc

Technology
3.1K
+ 5.57%
$78.21 - $143.81 $243K - $446K
58.8K $8.34M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
16.6K
+ 15.93%
$57.46 - $75.58 $954K - $1.26M
121K $9.13M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
42.4K
+ 51.43%
$59.8 - $60.07 $2.54M - $2.55M
125K $7.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
30.2K
+ 210.24%
$79.56 - $82.92 $2.41M - $2.51M
44.6K $3.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.9K
+ 9.32%
$114.78 - $133.31 $1.6M - $1.86M
163K $21.8M
VT
Vanguard Total World Stk Index

ETFs
18.3K
+ 221.18%
$103.16 - $128.52 $1.89M - $2.36M
26.6K $3.42M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24.1K
+ 2.84%
$100.35 - $100.71 $2.41M - $2.42M
870K $87.6M
IRM
Iron Mountain Inc

Real Estate
2.01K
+ 1.54%
$76.93 - $105.25 $155K - $212K
132K $13.6M
CGUS
Capital Group Core Equity ETF
47.3K
+ 32.32%
$29.93 - $36.93 $1.41M - $1.75M
193K $7.15M
VB
Vanguard Small Cap ETF

ETFs
6.22K
+ 22.29%
$193.73 - $237.37 $1.21M - $1.48M
34.2K $8.09M
COST
Costco Wholesale Corp

Consumer Defensive
1.14K
+ 6.74%
$908.13 - $1056.85 $1.04M - $1.21M
18.1K $17.9M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
26.6K
New
$59.06 - $65.21 $1.57M - $1.73M
26.6K $1.73M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
78.7K
+ 375.36%
$19.73 - $22.32 $1.55M - $1.76M
99.7K $2.16M
SECT
Sector 10, Inc.

ETFs
2.03K
+ 0.89%
$45.25 - $58.07 $91.9K - $118K
230K $13.4M
IBM
International Business Machines Corp

Technology
1.33K
+ 4.69%
$221.03 - $294.78 $295K - $393K
29.8K $8.78M
IQLT
Ishares Msci Intl Quality Fact

ETFs
21.5K
+ 9.81%
$35.9 - $43.76 $773K - $942K
241K $10.4M
GS
Goldman Sachs Group Inc

Financial Services
656
+ 8.57%
$462.22 - $707.75 $303K - $464K
8.31K $5.88M
PEP
Pepsico Inc

Consumer Defensive
20.2K
+ 37.42%
$128.02 - $151.37 $2.58M - $3.05M
74.1K $9.78M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
31K
+ 28.39%
$51.68 - $52.76 $1.6M - $1.64M
140K $7.39M
CADE
Cadence Bank

Financial Services
52.2K
New
$26.42 - $32.41 $1.38M - $1.69M
52.2K $1.67M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.2K
+ 19.21%
$72.02 - $73.82 $1.6M - $1.64M
138K $10.2M
Activity Summary
Buys All Purchases 740 New Holdings 127 Increased Positions 613 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 0 Puts 0
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