Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
2.21K
+ 40.55%
$524.81 - $672.19 $1.16M - $1.48M
7.66K $4.18M
VGSH
Vanguard

ETFs
17.8K
+ 45.86%
$58.07 - $58.69 $1.03M - $1.04M
56.5K $3.31M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
20.9K
+ 59.78%
$50.03 - $50.27 $1.05M - $1.05M
55.9K $2.8M
EMLP
First Tr Exchange Traded Iv

ETFs
26.3K
New
$35.79 - $38.28 $940K - $1.01M
26.3K $985K
TWI
Titan International Inc

Industrials
113K
New
$6.59 - $9.22 $747K - $1.05M
113K $951K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
38.1K
New
$23.61 - $24.38 $900K - $929K
38.1K $929K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
38.9K
+ 17.31%
$23.13 - $23.41 $900K - $911K
264K $6.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.1K
+ 74.42%
$56.51 - $62.98 $796K - $887K
33K $2M
SOXX
Ishares Semiconductor ETF

ETFs
5.19K
+ 149.94%
$188.17 - $235.81 $977K - $1.22M
8.66K $1.63M
TFLO
Ishares Treasury Floating Rate

ETFs
16.5K
+ 9.64%
$50.48 - $50.68 $830K - $834K
187K $9.48M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
21.2K
New
$37.87 - $39.86 $801K - $843K
21.2K $807K
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 3.69%
$45.56 - $47.23 $488K - $506K
301K $14.2M
CLW
Clearwater Paper Corp

Basic Materials
30.6K
New
$22.98 - $32.73 $702K - $1M
30.6K $775K
WMT
Walmart Inc.

Consumer Defensive
12K
+ 10.47%
$84.5 - $105.05 $1.01M - $1.26M
127K $11.1M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
104K
New
$7.17 - $12.89 $748K - $1.35M
104K $748K
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.3K
+ 4.55%
$25.54 - $27.64 $365K - $395K
328K $8.93M
LDSF
First Tr ETF Viii Low Duration

ETFs
35.9K
+ 20.16%
$18.68 - $18.94 $671K - $680K
214K $4.04M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
31.9K
+ 288.56%
$17.67 - $20.85 $564K - $666K
43K $896K
KRP
Kimbell Royalty Partners, LP

Energy
49.5K
New
$13.35 - $16.45 $661K - $814K
49.5K $692K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.7K
+ 42.88%
$51.45 - $58.51 $859K - $977K
55.7K $2.88M
IBHG
Ishares Tr Ibonds 2027 Term Hi
29.4K
+ 11.1%
$22.21 - $22.56 $653K - $664K
294K $6.57M
WNC
Wabash National Corp

Industrials
61.5K
New
$10.59 - $17.28 $651K - $1.06M
61.5K $679K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
27.9K
+ 22.49%
$21.77 - $22.56 $608K - $630K
152K $3.42M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.99K
+ 11.29%
$80.21 - $86.14 $560K - $602K
68.9K $5.68M
BP
Bp PLC

Energy
6.14K
+ 5.86%
$29.93 - $35.31 $184K - $217K
111K $3.74M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.16K
+ 26.74%
$74.85 - $84.89 $461K - $523K
29.2K $2.39M
JMBS
Janus Detroit Str Tr Henderson

ETFs
14.2K
New
$43.53 - $45.42 $617K - $644K
14.2K $640K
FFND
Northern Lts Fd Tr Ii Future F

ETFs
25.5K
New
$24.66 - $27.25 $628K - $694K
25.5K $633K
EPD
Enterprise Products Partners L.P.

Energy
2.1K
+ 1.04%
$31.75 - $34.14 $66.5K - $71.5K
203K $6.93M
TGT
Target Corp

Consumer Defensive
15.3K
+ 48.72%
$103.65 - $142.5 $1.59M - $2.18M
46.7K $4.87M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
11.8K
+ 111.72%
$51.3 - $56.76 $606K - $670K
22.4K $1.19M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.15K
New
$114.57 - $118.14 $590K - $609K
5.15K $608K
VAL
Valaris LTD

Energy
15.4K
New
$32.85 - $49.52 $507K - $765K
15.4K $606K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.71K
New
$126.86 - $146.45 $598K - $690K
4.71K $598K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4.78K
New
$125.01 - $201.52 $597K - $963K
4.78K $598K
DFAI
Dimensional ETF Tr

ETFs
14.2K
+ 22.24%
$28.88 - $32.4 $409K - $459K
77.8K $2.43M
TPL
Texas Pacific Land Corp

Energy
69
+ 3.22%
$1180.08 - $1431.01 $81.4K - $98.7K
2.21K $2.93M
PNW
Pinnacle West Capital Corp

Utilities
5.22K
+ 89.78%
$81.76 - $95.25 $427K - $497K
11K $1.05M
SGOL
Abrdn Gold ETF Trust

ETFs
8.35K
+ 13.38%
$25.14 - $29.82 $210K - $249K
70.7K $2.11M
SVOL
Simplify ETF Simplify Volatili

ETFs
30K
New
$17.92 - $21.7 $537K - $650K
30K $544K
FXE
Invesco Currency Shares Euro Trust

ETFs
5.36K
New
$94.32 - $101.09 $506K - $542K
5.36K $535K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.9K
+ 42.59%
$41.74 - $43.57 $540K - $563K
43.3K $1.82M
EEM
Ishares Msci Emerging Markets

ETFs
11.7K
+ 129.34%
$40.81 - $45.34 $477K - $530K
20.7K $904K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
55K
New
$7.2 - $10.6 $396K - $583K
55K $526K
MCK
Mckesson Corp

Healthcare
321
+ 10.89%
$566.21 - $672.99 $182K - $216K
3.27K $2.2M
DG
Dollar General Corp

Consumer Defensive
5.69K
New
$68.44 - $87.93 $390K - $501K
5.69K $500K
VOTE
Engine No 1 ETF Tr

ETFs
13.4K
+ 11.77%
$64.6 - $72.12 $865K - $966K
127K $8.32M
DHR
Danaher Corp

Healthcare
3.12K
+ 49.63%
$201.62 - $250.59 $629K - $782K
9.41K $1.93M
ABT
Abbott Laboratories

Healthcare
508
+ 2.39%
$111.1 - $140.22 $56.4K - $71.2K
21.7K $2.88M
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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