Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDU
Ishares Tr U S Utils ETF

ETFs
3.02K
+ 90.67%
$95.33 - $102.77 $288K - $311K
6.36K $644K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.03K
+ 11.73%
$25.81 - $28.52 $233K - $258K
86.1K $2.37M
IYR
Ishares Tr

ETFs
2.94K
+ 21.73%
$89.49 - $98.98 $263K - $291K
16.5K $1.58M
EOG
Eog Resources Inc

Energy
2.49K
New
$120.54 - $138.05 $300K - $343K
2.49K $318K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.84K
New
$79.96 - $87.71 $307K - $337K
3.84K $315K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.65K
+ 6.48%
$69.81 - $78.9 $115K - $130K
27.1K $2.11M
ETN
Eaton Corp PLC

Industrials
2.6K
+ 39.28%
$271.83 - $371.23 $708K - $967K
9.23K $2.51M
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 6.46%
$1739.0 - $2260.0 $92.2K - $120K
874 $1.71M
DIV
Global X Superdividend Us ETF

ETFs
17.9K
+ 149.62%
N/A
29.9K $513K
ZTS
Zoetis Inc.

Healthcare
1.78K
+ 48.2%
$156.48 - $175.67 $278K - $313K
5.47K $900K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.37K
+ 62.69%
$247.97 - $296.33 $339K - $405K
3.55K $892K
VTR
Ventas, Inc.

Real Estate
2.96K
+ 37.93%
$56.9 - $70.47 $168K - $209K
10.8K $740K
WELL
Welltower Inc.

Real Estate
1.46K
+ 71.34%
$124.05 - $156.86 $181K - $229K
3.5K $536K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.8K
+ 19.49%
$32.49 - $37.99 $414K - $484K
78.2K $2.62M
DGRO
Ishares Core Dividend Growth E

ETFs
2.94K
+ 1.41%
$60.46 - $64.42 $178K - $190K
211K $13M
IYK
Ishares U.S. Consumer Staples

ETFs
2.87K
+ 25.39%
$63.29 - $71.8 $182K - $206K
14.2K $1.01M
TM
Toyota Motor Corp

Consumer Cyclical
1.54K
New
$176.53 - $195.35 $272K - $300K
1.54K $271K
SHW
Sherwin Williams CO

Basic Materials
777
New
$330.16 - $365.55 $257K - $284K
777 $271K
APH
Amphenol Corp

Technology
4.29K
+ 146.65%
$61.62 - $78.55 $264K - $337K
7.21K $473K
AIG
American International Group, Inc.

Financial Services
3.07K
New
$70.5 - $86.94 $216K - $267K
3.07K $266K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.15K
+ 17.64%
$77.7 - $78.94 $245K - $249K
21K $1.66M
TDG
Trans Digm Group Inc

Industrials
191
New
$1251.32 - $1394.11 $239K - $266K
191 $264K
QDF
Flexshares Quality Dividend In

ETFs
3.87K
New
$67.19 - $73.37 $260K - $284K
3.87K $264K
PBRA
Petroleo Bras Ads (Ea Reptg 2
20K
+ 23.34%
N/A
106K $1.39M
SCHQ
Schwab Strategic Tr Long Term

ETFs
5.88K
+ 11.41%
$30.72 - $33.22 $181K - $195K
57.4K $1.88M
TROW
Price T Rowe Group Inc

Financial Services
12.4K
+ 29.86%
$91.57 - $116.93 $1.14M - $1.45M
54K $4.96M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.67K
New
$66.47 - $71.08 $244K - $261K
3.67K $257K
PHYS
Sprott Physical Gold Trust

Financial Services
10.7K
New
$20.25 - $24.06 $216K - $256K
10.7K $256K
AON
Aon PLC

Financial Services
641
New
$348.44 - $409.32 $223K - $262K
641 $255K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
14.3K
New
$16.52 - $17.68 $236K - $252K
14.3K $250K
TTWO
Take Two Interactive Software Inc

Communication Services
1.21K
New
$178.61 - $217.95 $216K - $264K
1.21K $250K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.49K
New
$96.74 - $101.36 $240K - $252K
2.49K $249K
ALE
Allete Inc

Utilities
3.76K
New
$64.9 - $65.91 $244K - $248K
3.76K $247K
RY
Royal Bank Of Canada

Financial Services
2.18K
New
$108.81 - $123.4 $237K - $269K
2.18K $245K
RWM
Proshares Short Russell2000

ETFs
11.8K
New
$18.05 - $21.08 $213K - $249K
11.8K $245K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.27K
+ 49.85%
$161.05 - $222.93 $365K - $505K
6.81K $1.25M
CCI
Crown Castle International Corp

Real Estate
1.44K
+ 20.46%
$84.33 - $106.39 $121K - $153K
8.46K $881K
CAT
Caterpillar Inc

Industrials
2.49K
+ 14.15%
$326.75 - $407.63 $814K - $1.01M
20.1K $6.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.09K
+ 2.32%
$81.83 - $82.73 $171K - $173K
92.1K $7.62M
GLDM
World Gold Trust

ETFs
1.71K
+ 12.65%
$52.19 - $61.89 $89.2K - $106K
15.2K $941K
SAP
Sap Se

Technology
889
New
$241.4 - $293.69 $215K - $261K
889 $238K
CLX
Clorox CO

Consumer Defensive
1.61K
New
$141.76 - $162.89 $229K - $263K
1.61K $237K
CME
Cme Group Inc.

Financial Services
631
+ 29.83%
$225.82 - $266.54 $142K - $168K
2.75K $728K
GLW
Corning Inc

Technology
5.14K
New
$44.91 - $54.25 $231K - $279K
5.14K $235K
CLOI
Vaneck ETF Tr

ETFs
4.38K
+ 19.29%
$52.68 - $53.16 $230K - $233K
27.1K $1.43M
SLB
Schlumberger Limited

Energy
5.11K
+ 97.24%
$38.4 - $43.74 $196K - $223K
10.4K $433K
HDV
Ishares Core High Dividend ETF

ETFs
881
+ 6.27%
$110.86 - $121.12 $97.7K - $107K
14.9K $1.81M
DMAR
First Tr Ex Tr Viii Cboe Vest
6.46K
+ 21.51%
$36.82 - $39.1 $238K - $253K
36.5K $1.38M
ENB
Enbridge Inc

Energy
3.41K
+ 8.95%
$41.54 - $45.45 $142K - $155K
41.5K $1.84M
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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