Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SWK
Stanley Black & Decker, Inc.

Industrials
6.67K
+ 67.18%
$76.43 - $90.41 $510K - $603K
16.6K $1.28M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.04K
+ 3.64%
$24.11 - $28.41 $73.3K - $86.4K
86.5K $2.46M
SCHR
Schwab Intermediate Term Us Tr

ETFs
18.8K
New
$24.05 - $24.86 $452K - $467K
18.8K $467K
JELD
Jeld Wen Holding, Inc.

Industrials
92.7K
+ 231.67%
$5.46 - $9.88 $506K - $916K
133K $792K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 47.53%
$45.72 - $51.73 $561K - $634K
38.1K $1.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.1K
+ 113.62%
$58.01 - $64.46 $412K - $458K
13.3K $828K
HQY
Healthequity, Inc.

Healthcare
5.17K
New
$84.32 - $114.51 $436K - $592K
5.17K $457K
EPI
Wisdomtree Tr India Earnings F

ETFs
10.4K
New
$40.08 - $45.85 $415K - $475K
10.4K $452K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.87K
+ 1.27%
$126.11 - $135.06 $236K - $253K
149K $19.3M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.44K
+ 7.89%
$179.71 - $192.06 $439K - $469K
33.4K $6.15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.8K
+ 0.81%
$25.77 - $27.6 $124K - $133K
594K $15.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.82K
+ 0.92%
$22.46 - $23.26 $131K - $135K
642K $14.9M
FVD
First Tr Value Line Divid Inde

ETFs
7.51K
+ 7.9%
$42.61 - $45.51 $320K - $342K
103K $4.57M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
10.7K
+ 16.44%
$27.47 - $30.62 $293K - $326K
75.4K $2.23M
QCOM
Qualcomm Inc

Technology
2.72K
+ 8.76%
$151.94 - $175.86 $413K - $478K
33.8K $5.19M
AOA
Ishares Tr Core Aggressive All

ETFs
5.46K
+ 19.2%
$75.7 - $80.01 $413K - $437K
33.9K $2.59M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.2K
New
$39.61 - $42.65 $402K - $433K
10.2K $414K
SHV
Ishares Tr

ETFs
3.46K
+ 6.41%
$110.11 - $110.51 $381K - $383K
57.5K $6.35M
XLP
Consumer Staples Sector Spdr

ETFs
5.28K
+ 28.36%
N/A
23.9K $1.82M
DASH
Door Dash, Inc.

Communication Services
2.19K
New
$168.37 - $213.38 $369K - $468K
2.19K $400K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.72K
+ 13.81%
$50.72 - $50.92 $392K - $393K
63.7K $3.24M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22.8K
+ 7.96%
$48.06 - $53.73 $1.09M - $1.22M
309K $15.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.86K
+ 33.27%
$100.32 - $100.76 $387K - $388K
15.4K $1.55M
CI
Cigna Corp

Healthcare
366
+ 7.21%
$274.49 - $329.0 $100K - $120K
5.44K $1.79M
SO
Southern CO

Utilities
800
+ 2.44%
$80.96 - $92.96 $64.8K - $74.4K
33.6K $3.09M
CSWC
Capital Southwest Corp

Financial Services
17.4K
New
$21.69 - $23.81 $377K - $414K
17.4K $387K
RMD
Resmed Inc

Healthcare
1.72K
+ 196.23%
$219.7 - $257.65 $378K - $443K
2.6K $580K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.42K
+ 3.03%
$50.82 - $52.7 $225K - $233K
150K $7.9M
BNDC
Flexshares Tr Core Select Bd F

ETFs
15.8K
+ 27.39%
$21.51 - $22.34 $341K - $354K
73.7K $1.64M
DE
Deere & CO

Industrials
549
+ 20.87%
$408.57 - $509.27 $224K - $280K
3.18K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
2.05K
+ 4.59%
$185.78 - $198.58 $380K - $406K
46.6K $8.89M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.64K
+ 43.93%
$142.8 - $176.36 $235K - $290K
5.38K $928K
SCHO
Schwab Short Term Us Treasury

ETFs
10.9K
+ 2.92%
$24.1 - $24.34 $263K - $265K
384K $9.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
892
+ 17.44%
$308.86 - $455.36 $276K - $406K
6.01K $2.12M
BOTZ
Global X Fds

ETFs
12.9K
New
$28.46 - $34.53 $367K - $445K
12.9K $366K
DFAE
Dimensional ETF Tr

ETFs
13.3K
+ 33.92%
$24.64 - $26.86 $328K - $357K
52.5K $1.36M
VBR
Vanguard Small Cap Value ETF

ETFs
2.39K
+ 33.99%
$183.02 - $207.75 $437K - $496K
9.42K $1.75M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
876
+ 46.25%
$408.78 - $448.82 $358K - $393K
2.77K $1.16M
WPC
W. P. Carey Inc.

Real Estate
3.09K
+ 16.36%
$53.5 - $65.05 $165K - $201K
22K $1.39M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
15.1K
New
$23.19 - $23.5 $351K - $356K
15.1K $350K
XLV
Select Sector Spdr Fund Health

ETFs
368
+ 1.05%
$137.61 - $149.68 $50.6K - $55.1K
35.3K $5.16M
WM
Waste Management Inc

Industrials
121
+ 1.12%
$200.54 - $233.78 $24.3K - $28.3K
10.9K $2.53M
NOC
Northrop Grumman Corp

Industrials
350
+ 9.25%
$433.45 - $513.82 $152K - $180K
4.13K $2.12M
RSG
Republic Services, Inc.

Industrials
196
+ 2.78%
$200.09 - $242.16 $39.2K - $47.5K
7.25K $1.76M
PGR
Progressive Corp

Financial Services
670
+ 20.22%
$235.61 - $291.22 $158K - $195K
3.98K $1.13M
ADP
Automatic Data Processing Inc

Industrials
785
+ 10.97%
$286.85 - $318.64 $225K - $250K
7.94K $2.43M
SKYY
First Trust Cloud Computing Et

ETFs
4.07K
+ 78.64%
$102.23 - $131.18 $416K - $534K
9.25K $945K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.15K
+ 2.99%
$44.68 - $46.49 $186K - $193K
143K $6.62M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
10.8K
+ 5.85%
$43.63 - $46.01 $470K - $495K
195K $8.58M
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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