Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.01%
$141.37 - $228.57 $141 - $229
9.08K $2.06M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.39K
+ 10.54%
$71.94 - $86.02 $388K - $464K
56.5K $4.84M
XLF
Financial Sector Spdr

ETFs
2.95K
+ 1.94%
$43.92 - $52.37 $129K - $154K
154K $8.08M
CARR
Carrier Global Corp

Industrials
6.66K
+ 120.9%
$55.55 - $75.83 $370K - $505K
12.2K $890K
IWB
Ishares Tr Russell 1000 ETF

ETFs
869
+ 12.25%
$272.36 - $339.57 $237K - $295K
7.96K $2.7M
FV
First Trust Dorsey Wright Focu

ETFs
5.7K
+ 13.46%
$48.43 - $59.26 $276K - $338K
48.1K $2.85M
ROBO
Robo Global Robotics And Autom

ETFs
7.92K
+ 146.04%
$43.89 - $59.78 $348K - $474K
13.4K $798K
ENB
Enbridge Inc

Energy
10.5K
+ 25.27%
$41.09 - $47.16 $431K - $495K
52K $2.36M
SLV
I Shares Silver Trust

ETFs
6.25K
+ 3.65%
$27.08 - $33.74 $169K - $211K
177K $5.82M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.35K
+ 4.43%
$61.92 - $81.5 $83.6K - $110K
31.9K $2.59M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7.55K
+ 4.92%
$23.14 - $27.82 $175K - $210K
161K $4.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.37K
+ 5.51%
$335.24 - $380.78 $459K - $522K
26.2K $9.62M
BALT
Innovator Etfs Tr
10.3K
+ 4.14%
$30.33 - $32.1 $312K - $331K
259K $8.3M
KLAC
Kla Corp

Technology
27
+ 1.22%
$576.53 - $902.94 $15.6K - $24.4K
2.24K $2.01M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
8.22K
+ 10.89%
$26.38 - $32.66 $217K - $268K
83.6K $2.73M
IEFA
Ishares Tr

ETFs
2.61K
+ 7.29%
$67.83 - $84.09 $177K - $219K
38.4K $3.21M
NVO
Novo Nordisk A S

Healthcare
7.47K
+ 19.73%
$58.08 - $81.05 $434K - $605K
45.3K $3.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.12K
+ 9.45%
$90.56 - $109.49 $283K - $342K
36.2K $3.95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.71K
+ 5.95%
$45.11 - $52.34 $303K - $351K
119K $6.25M
VOT
Vanguard Mid Cap Growth Index

ETFs
33
+ 0.27%
$216.28 - $284.39 $7.14K - $9.38K
12.1K $3.45M
CWK
Cushman & Wakefield PLC

Real Estate
44.3K
New
$7.9 - $11.13 $350K - $493K
44.3K $490K
OZ
Belpointe Prep, LLC

Real Estate
7.5K
New
$58.56 - $71.01 $439K - $533K
7.5K $488K
INDA
Ishares Msci India Index Fund

ETFs
8.7K
New
$49.13 - $55.86 $427K - $486K
8.7K $484K
FL
Foot Locker, Inc.

Consumer Cyclical
39
+ 0.08%
$11.12 - $24.5 $434 - $956
46.2K $1.13M
BKR
Baker Hughes CO

Energy
12.4K
New
$35.0 - $44.92 $434K - $557K
12.4K $475K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.18K
+ 36.56%
$46.92 - $55.01 $384K - $450K
30.5K $1.66M
DG
Dollar General Corp

Consumer Defensive
2.8K
+ 49.15%
$86.02 - $114.95 $241K - $322K
8.49K $971K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
8.96K
+ 37.92%
$36.71 - $42.81 $329K - $384K
32.6K $1.4M
SNBR
Sleep Number Corp

Consumer Cyclical
67.8K
New
$4.71 - $11.38 $320K - $772K
67.8K $458K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.68K
+ 6.77%
$45.2 - $46.6 $437K - $451K
153K $7.07M
SOXX
Ishares Semiconductor ETF

ETFs
33
+ 0.38%
$154.86 - $239.07 $5.11K - $7.89K
8.69K $2.07M
BOTZ
Global X Fds

ETFs
11.9K
+ 92.48%
$24.51 - $32.65 $292K - $389K
24.8K $809K
IWN
Ishares Russell2000 Val ETF

ETFs
2.66K
+ 75.58%
$131.84 - $157.76 $351K - $419K
6.18K $974K
CEG
Constellation Energy Corp

Utilities
826
+ 57.28%
$170.96 - $322.76 $141K - $267K
2.27K $732K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.5K
+ 8.31%
$108.12 - $135.04 $162K - $202K
19.5K $2.63M
URA
Global X Uranium ETF

ETFs
11.2K
New
$20.26 - $38.81 $227K - $435K
11.2K $434K
MS
Morgan Stanley

Financial Services
1.13K
+ 9.99%
$99.83 - $140.86 $113K - $159K
12.5K $1.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
396
+ 7.98%
$273.67 - $366.17 $108K - $145K
5.36K $1.96M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
8.53K
New
$29.19 - $50.24 $249K - $428K
8.53K $428K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.99K
+ 7.75%
$50.39 - $60.05 $201K - $240K
55.5K $3.34M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.44K
+ 4.32%
$162.65 - $188.71 $235K - $272K
34.9K $6.58M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.47K
+ 15.75%
$79.19 - $99.64 $195K - $246K
18.1K $1.81M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
3
+ 0.02%
$35.11 - $63.01 $105 - $189
18.9K $1.16M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.51K
+ 3.6%
$35.12 - $48.24 $53.1K - $72.9K
43.5K $2.1M
KMI
Kinder Morgan, Inc.

Energy
11.3K
+ 12.29%
$25.21 - $29.4 $285K - $333K
103K $3.04M
APP
App Lovin Corp

Technology
1.16K
New
$219.37 - $417.89 $254K - $484K
1.16K $405K
KNTK
Kinetik Holdings Inc.

Energy
9.14K
New
$40.12 - $53.83 $367K - $492K
9.14K $402K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
8.37K
New
$42.44 - $49.08 $355K - $411K
8.37K $400K
ACI
Albertsons Companies, Inc.

Consumer Defensive
18.5K
New
$19.94 - $22.91 $370K - $425K
18.5K $398K
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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