Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
1.25K
+ 17.41%
N/A
8.44K $0
OXYWS
Occidental Pete Corp Wt Exp 08
2.49K
+ 4.62%
N/A
56.3K $0
SFLR
Innovator Etfs Tr Equity Manag
5.11K
+ 10.99%
N/A
51.7K $0
Innovator Etfs Trust
8K
New
N/A
8K $0
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
768
+ 5.12%
$16.48 - $19.07 $12.7K - $14.6K
15.8K $261K
FFIN
First Financial Bankshares Inc

Financial Services
56
+ 0.21%
$34.78 - $38.52 $1.95K - $2.16K
26.3K $946K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
21
+ 0.03%
$2.1 - $2.18 $44.1 - $45.8
77.2K $163K
IT
Gartner Inc

Technology
73
+ 13.83%
$418.25 - $548.38 $30.5K - $40K
601 $252K
EME
Emcor Group, Inc.

Industrials
198
+ 21.78%
$361.16 - $535.99 $71.5K - $106K
1.11K $409K
EIG
Employers Holdings, Inc.

Financial Services
27
+ 0.39%
$47.46 - $52.08 $1.28K - $1.41K
6.96K $352K
LCID
Lucid Group, Inc.

Consumer Cyclical
1.23K
+ 10.38%
$2.03 - $3.48 $2.5K - $4.29K
13.1K $31K
ROK
Rockwell Automation, Inc

Industrials
212
+ 9.84%
$255.29 - $303.75 $54.1K - $64.4K
2.37K $611K
ITOT
Ishares Core S&P Total U.S. St

ETFs
898
+ 5.25%
$120.29 - $134.6 $108K - $121K
18K $2.2M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
197
+ 1.84%
$14.21 - $15.67 $2.8K - $3.09K
10.9K $155K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
240
+ 12.12%
$186.55 - $250.04 $44.8K - $60K
2.22K $447K
CARR
Carrier Global Corp

Industrials
298
+ 5.72%
$62.07 - $70.55 $18.5K - $21K
5.51K $349K
KRE
Spdr S&P Regional Banking ETF

ETFs
720
+ 5.17%
$55.11 - $65.5 $39.7K - $47.2K
14.7K $833K
MET
Metlife Inc

Financial Services
84
+ 0.92%
$77.7 - $87.0 $6.53K - $7.31K
9.21K $739K
PWR
Quanta Services, Inc.

Industrials
171
+ 21.27%
$236.71 - $358.03 $40.5K - $61.2K
975 $247K
ANSS
Ansys Inc

Technology
14
+ 2.24%
$316.56 - $360.36 $4.43K - $5.05K
639 $202K
REAX
Real Brokerage Inc

Real Estate
5
+ 0.03%
$4.06 - $5.51 $20.3 - $27.5
16.1K $65K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
80
+ 0.46%
$24.66 - $26.1 $1.97K - $2.09K
17.3K $432K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.4K
+ 8.49%
$27.56 - $32.1 $93.7K - $109K
43.4K $1.22M
VMC
Vulcan Materials CO

Basic Materials
140
+ 7.77%
$220.9 - $277.54 $30.9K - $38.9K
1.94K $453K
SNPS
Synopsys Inc

Technology
101
+ 10.43%
$428.58 - $551.54 $43.3K - $55.7K
1.07K $458K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.76K
+ 18.31%
$47.25 - $67.02 $225K - $319K
30.8K $1.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
243
+ 1.56%
$53.6 - $58.97 $13K - $14.3K
15.8K $867K
AME
Ametek Inc

Industrials
104
+ 2.63%
$170.39 - $190.43 $17.7K - $19.8K
4.06K $699K
ADM
Archer Daniels Midland CO

Consumer Defensive
862
+ 3.75%
$45.22 - $52.17 $39K - $45K
23.9K $1.15M
IWS
Ishares Russell Midcap Value E

ETFs
51
+ 0.69%
$122.59 - $135.24 $6.25K - $6.9K
7.43K $936K
NEE
Nextera Energy Inc

Utilities
5
+ 0.02%
$66.96 - $76.16 $335 - $381
23.8K $1.69M
UBSI
United Bankshares Inc

Financial Services
11
+ 0.16%
$34.03 - $39.27 $374 - $432
7.03K $243K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.23K
+ 11.85%
$67.24 - $84.27 $217K - $272K
30.5K $2.08M
FSLR
First Solar, Inc.

Technology
408
+ 27.89%
$126.34 - $197.73 $51.5K - $80.7K
1.87K $236K
PAVE
Global X Fds Us Infrastructure

ETFs
739
+ 3.87%
$37.31 - $43.82 $27.6K - $32.4K
19.9K $748K
RPM
Rpm International Inc

Basic Materials
37
+ 0.96%
$114.03 - $128.31 $4.22K - $4.75K
3.9K $450K
ASML
Asml Holding Nv

Technology
58
+ 2.78%
$662.63 - $776.99 $38.4K - $45.1K
2.15K $1.42M
FV
First Trust Dorsey Wright Focu

ETFs
2.58K
+ 6.47%
$53.91 - $63.03 $139K - $162K
42.4K $2.32M
JRS
Nuveen Real Estate Income Fund

Financial Services
965
+ 1.14%
$8.09 - $8.88 $7.81K - $8.57K
85.7K $705K
CMI
Cummins Inc

Industrials
188
+ 7.78%
$312.92 - $386.07 $58.8K - $72.6K
2.61K $816K
SWKS
Skyworks Solutions, Inc.

Technology
1.03K
+ 26.23%
$64.12 - $93.96 $66.2K - $97K
4.97K $321K
DOV
Dover Corp

Industrials
105
+ 2.65%
$174.65 - $206.43 $18.3K - $21.7K
4.07K $714K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
90
+ 0.4%
$32.07 - $35.16 $2.89K - $3.16K
22.8K $737K
CEG
Constellation Energy Corp

Utilities
9
+ 0.63%
$201.63 - $347.44 $1.81K - $3.13K
1.44K $290K
PBF
Pbf Energy Inc.

Energy
7.56K
+ 31.88%
$18.97 - $31.31 $143K - $237K
31.3K $597K
CDNS
Cadence Design Systems Inc

Technology
68
+ 6.3%
$233.96 - $324.52 $15.9K - $22.1K
1.15K $291K
MAR
Marriott International Inc

Consumer Cyclical
26
+ 2.66%
$237.01 - $304.45 $6.16K - $7.92K
1K $238K
MS
Morgan Stanley

Financial Services
515
+ 4.76%
$111.68 - $141.08 $57.5K - $72.7K
11.3K $1.32M
VONE
Vanguard Russell 1000 ETF

ETFs
106
+ 2.02%
$250.16 - $278.79 $26.5K - $29.6K
5.36K $1.36M
Activity Summary
Buys All Purchases 596 New Holdings 108 Increased Positions 488 Sells All Sells 432 Reductions 432 Sold out 0 Options Calls 1 Puts 0
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