Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.81K
+ 19.3%
N/A
11.2K $0
South Bow Corp
904
+ 3.29%
N/A
28.4K $0
Ishares Ethereum Tr
40K
New
N/A
40K $0
Ishares Tr
8.54K
New
N/A
8.54K $0
Doubleline ETF Trust
7.56K
New
N/A
7.56K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
15.2K
New
N/A
15.2K $0
Dimensional ETF Trust
1.49K
+ 16.09%
N/A
10.7K $0
Ishares Tr
57
+ 0.44%
N/A
13K $0
Ishares Tr
2.1K
+ 16.26%
N/A
15K $0
Fidelity Covington Trust
12.5K
+ 58.79%
N/A
33.9K $0
Ea Series Trust
53.4K
+ 27.74%
N/A
246K $0
Innovator Etfs Trust
16.1K
New
N/A
16.1K $0
RYLG
Global X Fds Russell 2000 Cove
4.6K
+ 19.83%
N/A
27.8K $0
Global X Fds
3.51K
New
N/A
3.51K $0
ILCG
Ishares Morningstar Growth ETF
30
+ 0.68%
N/A
4.45K $0
QTUM
ETF Ser Solutions Defiance Qua
3.81K
+ 61.36%
N/A
10K $0
Lam Research Corp
411
+ 4.2%
N/A
10.2K $0
Kodiak Gas Svcs Inc
4.58K
+ 21.8%
N/A
25.6K $0
Global X Fds
10.6K
New
N/A
10.6K $0
Gsk PLC
2.76K
+ 19.95%
N/A
16.6K $0
Innovator Etfs Trust
1.56K
+ 19.44%
N/A
9.56K $0
Innovator Etfs Trust
104K
New
N/A
104K $0
Ea Series Trust
17.5K
+ 12.9%
N/A
153K $0
Ea Series Trust
6.82K
+ 11.08%
N/A
68.3K $0
Ea Series Trust
10.6K
+ 20.27%
N/A
62.9K $0
BDX
Becton Dickinson & CO

Healthcare
980
+ 32.9%
$165.15 - $226.42 $162K - $222K
3.96K $681K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
428
+ 2.38%
$22.02 - $25.06 $9.42K - $10.7K
18.4K $446K
SENS
Senseonics Holdings, Inc.

Healthcare
1K
+ 6.25%
$0.48 - $0.77 $480 - $770
17K $8K
EOG
Eog Resources Inc

Energy
161
+ 6.48%
$104.61 - $129.97 $16.8K - $20.9K
2.65K $316K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
383
+ 1.6%
$20.85 - $24.04 $7.99K - $9.21K
24.4K $569K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
365
+ 2.15%
$9.75 - $10.96 $3.56K - $4K
17.3K $179K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
704
+ 2.1%
$45.9 - $48.26 $32.3K - $34K
34.2K $1.6M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10
+ 0.02%
$10.49 - $12.99 $105 - $130
47.5K $604K
AGNC
Agnc Investment Corp.

Real Estate
141
+ 0.73%
$8.12 - $9.49 $1.14K - $1.34K
19.4K $178K
GNL
Global Net Lease, Inc.

Real Estate
48
+ 0.35%
$6.82 - $8.08 $327 - $388
13.7K $103K
FDL
First Tr Morningstar Dividend

ETFs
43
+ 0.7%
$38.19 - $43.19 $1.64K - $1.86K
6.19K $259K
DPZ
Dominos Pizza Inc

Consumer Cyclical
6
+ 0.53%
$430.72 - $497.52 $2.58K - $2.99K
1.13K $509K
EXC
Exelon Corp

Utilities
78
+ 1.64%
$42.2 - $47.37 $3.29K - $3.69K
4.85K $210K
SAIA
Saia Inc

Industrials
268
+ 24.1%
$236.65 - $374.8 $63.4K - $100K
1.38K $378K
NEE
Nextera Energy Inc

Utilities
256
+ 1.08%
$64.11 - $75.0 $16.4K - $19.2K
24.1K $1.67M
AZO
Autozone Inc

Consumer Cyclical
5
+ 1.39%
$3478.38 - $3880.15 $17.4K - $19.4K
366 $1.36M
SCHQ
Schwab Strategic Tr Long Term

ETFs
965
+ 1.68%
$30.46 - $33.4 $29.4K - $32.2K
58.3K $1.86M
BBY
Best Buy CO Inc

Consumer Cyclical
11
+ 0.34%
$56.17 - $75.73 $618 - $833
3.29K $220K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
4.93K
+ 4.61%
$19.2 - $22.42 $94.7K - $111K
112K $2.26M
SUN
Sunoco LP

Energy
1
+ 0.02%
$50.38 - $59.13 $50.4 - $59.1
4.62K $247K
ALC
Alcon Inc

Healthcare
106
+ 2.23%
$82.88 - $98.3 $8.79K - $10.4K
4.87K $429K
ED
Consolidated Edison Inc

Utilities
344
+ 6.11%
$98.05 - $113.3 $33.7K - $39K
5.98K $599K
SHEL
Shell PLC

Energy
30
+ 0.31%
$59.75 - $73.05 $1.79K - $2.19K
9.56K $672K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8
+ 0.1%
$45.07 - $52.57 $361 - $421
8.39K $409K
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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email