Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
2.35K
+ 10.93%
$174.82 - $215.79 $411K - $507K
23.9K $5.15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.9K
+ 1.16%
$23.55 - $27.67 $163K - $191K
601K $16.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.89K
+ 10.73%
$82.21 - $83.12 $813K - $822K
102K $8.45M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.62K
+ 4.46%
$60.34 - $74.89 $219K - $271K
84.8K $6.35M
IYM
Ishares Tr

ETFs
5.8K
+ 297.64%
$116.16 - $140.01 $674K - $812K
7.75K $1.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.53K
+ 3.4%
$152.42 - $182.82 $233K - $280K
46.5K $8.5M
GIS
General Mills Inc

Consumer Defensive
25.1K
+ 40.09%
$50.37 - $60.97 $1.27M - $1.53M
87.9K $4.55M
MELI
Mercadolibre Inc

Consumer Cyclical
82
+ 9.38%
$1794.73 - $2613.63 $147K - $214K
956 $2.5M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.38K
+ 2.25%
$41.3 - $47.0 $181K - $206K
199K $9.36M
BA
Boeing CO

Industrials
1.66K
+ 15.6%
$136.59 - $217.51 $226K - $361K
12.3K $2.57M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
7.14K
+ 9.97%
$110.55 - $126.65 $789K - $904K
78.8K $9.67M
VTV
Vanguard Value ETF

ETFs
1.35K
+ 1.08%
$153.67 - $176.74 $207K - $238K
126K $22.3M
IEMG
Ishares Inc

ETFs
13.4K
+ 21.47%
N/A
75.7K $4.06M
AEE
Ameren Corp

Utilities
8.35K
+ 41.44%
$94.23 - $101.68 $787K - $849K
28.5K $2.74M
EFV
Msci Eafe Value ETF

ETFs
5.92K
+ 7.96%
$52.4 - $64.65 $310K - $382K
80.3K $5.09M
SKYY
First Trust Cloud Computing Et

ETFs
4.33K
+ 46.82%
$89.46 - $121.64 $388K - $527K
13.6K $1.65M
MEI
Methode Electronics Inc

Technology
74K
New
$5.35 - $9.51 $396K - $703K
74K $703K
EMR
Emerson Electric CO

Industrials
368
+ 1.34%
$94.15 - $133.33 $34.6K - $49.1K
27.8K $3.71M
HYG
Ishares Tr

ETFs
6.12K
+ 5.23%
$75.75 - $80.65 $463K - $493K
123K $9.93M
TFLO
Ishares Treasury Floating Rate

ETFs
13.8K
+ 7.38%
$50.47 - $50.66 $697K - $700K
201K $10.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.5K
+ 5.88%
$49.79 - $50.75 $674K - $687K
244K $12.4M
OEF
Ishares S&P 100 ETF

ETFs
2.59K
+ 20.74%
N/A
15.1K $4.01M
RDVY
First Trust Rising Dividend Ac

ETFs
7.24K
+ 13.05%
$51.6 - $62.74 $374K - $454K
62.7K $3.94M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
7.37K
New
$82.14 - $94.68 $605K - $698K
7.37K $678K
UBER
Uber Technologies, Inc

Technology
5.57K
+ 72.55%
$64.62 - $93.3 $360K - $520K
13.2K $1.24M
USB
Us Bancorp \De\

Financial Services
11.1K
+ 19.32%
$36.4 - $45.76 $404K - $507K
68.5K $3.1M
DE
Deere & CO

Industrials
1.06K
+ 33.44%
$412.99 - $531.48 $439K - $565K
4.24K $2.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.5K
+ 7.16%
$51.14 - $57.0 $641K - $715K
188K $10.7M
LMT
Lockheed Martin Corp

Industrials
1.02K
+ 9.02%
$430.82 - $486.45 $438K - $495K
12.3K $5.7M
EWD
Ishares Inc Msci Sweden ETF

ETFs
14K
New
$37.07 - $46.35 $519K - $648K
14K $639K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.95K
+ 15.44%
$66.5 - $71.25 $662K - $709K
74.4K $5.17M
HEFA
Ishares Currency Hedged Msci E

ETFs
11K
+ 8.47%
$32.11 - $38.21 $353K - $420K
141K $5.34M
VV
Vanguard Large Cap ETF

ETFs
2.05K
+ 130.1%
$228.25 - $285.3 $469K - $586K
3.63K $1.04M
SCHO
Schwab Short Term Us Treasury

ETFs
25.1K
+ 6.52%
$24.19 - $24.45 $606K - $613K
409K $9.97M
FVD
First Tr Value Line Divid Inde

ETFs
13.7K
+ 13.32%
$40.62 - $45.12 $555K - $616K
116K $5.19M
XLE
Energy Sector Spdr

ETFs
13.1K
+ 23.11%
$76.44 - $94.13 $999K - $1.23M
69.7K $5.91M
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
+ 4.32%
$168.34 - $195.42 $339K - $393K
48.7K $9.51M
UPS
United Parcel Service Inc

Industrials
11.3K
+ 19.17%
$91.92 - $110.2 $1.04M - $1.25M
70.4K $7.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.75K
+ 0.74%
$19.6 - $24.44 $34.4K - $42.8K
237K $5.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.74K
+ 4.2%
$17.76 - $22.1 $137K - $171K
192K $4.24M
KRP
Kimbell Royalty Partners, LP

Energy
42.6K
+ 86.05%
$11.58 - $14.61 $493K - $622K
92.1K $1.29M
PANW
Palo Alto Networks Inc

Technology
375
+ 2.49%
$152.44 - $204.64 $57.2K - $76.7K
15.5K $3.16M
AXP
American Express CO

Financial Services
804
+ 12.17%
$231.39 - $318.98 $186K - $256K
7.41K $2.36M
NOW
Service Now, Inc.

Technology
5
+ 0.2%
$721.65 - $1040.18 $3.61K - $5.2K
2.48K $2.55M
EWP
Ishares Inc Msci Spain ETF

ETFs
12.9K
New
$34.15 - $44.03 $440K - $568K
12.9K $567K
VDE
Vanguard Energy ETF

ETFs
5.17K
+ 100.82%
$105.87 - $130.56 $548K - $675K
10.3K $1.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.89K
+ 32.77%
$77.94 - $79.5 $537K - $547K
27.9K $2.22M
USFR
Wisdomtree Floating Rate Treas

ETFs
11.1K
+ 115.0%
$50.28 - $50.47 $557K - $559K
20.7K $1.04M
HWM
Howmet Aerospace Inc.

Industrials
2.97K
New
$112.33 - $186.13 $334K - $553K
2.97K $552K
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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