Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQV
Iqvia Holdings Inc.

Healthcare
1.44K
+ 85.08%
$176.3 - $209.96 $253K - $302K
3.13K $551K
SUB
Ishares Short Term National Mu

ETFs
2.07K
+ 13.97%
$105.3 - $106.24 $218K - $220K
16.9K $1.78M
NEM
Newmont Corp

Basic Materials
356
+ 1.94%
$37.79 - $48.39 $13.5K - $17.2K
18.7K $901K
EXC
Exelon Corp

Utilities
4.77K
New
$37.3 - $46.08 $178K - $220K
4.77K $219K
TTE
Total Energies Se

Energy
3.17K
+ 52.49%
N/A
9.22K $632K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.77K
+ 2.61%
$51.52 - $52.37 $143K - $145K
109K $5.72M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.21K
+ 8.21%
$128.74 - $138.67 $156K - $168K
16K $2.17M
PSLV
Sprott Physical Silver Trust

Financial Services
18.7K
New
$9.86 - $11.68 $184K - $218K
18.7K $216K
AVDV
American Centy ETF Tr Avantis

ETFs
3.09K
New
$63.74 - $71.96 $197K - $223K
3.09K $215K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
477
+ 15.43%
$208.48 - $244.03 $99.4K - $116K
3.57K $870K
COF
Capital One Financial Corp

Financial Services
1.18K
New
$163.87 - $209.82 $193K - $247K
1.18K $211K
MNST
Monster Beverage Corp

Consumer Defensive
3.6K
New
$46.16 - $58.58 $166K - $211K
3.6K $210K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.75K
New
$51.39 - $57.43 $193K - $215K
3.75K $208K
XEL
Xcel Energy Inc

Utilities
2.94K
New
$63.37 - $72.1 $186K - $212K
2.94K $208K
VNO
Vornado Realty Trust

Real Estate
5.62K
New
$35.4 - $43.26 $199K - $243K
5.62K $207K
EBAY
Ebay Inc

Consumer Cyclical
3.03K
New
$61.61 - $70.93 $187K - $215K
3.03K $205K
UBER
Uber Technologies, Inc

Technology
1.75K
+ 29.42%
$63.17 - $81.49 $110K - $142K
7.68K $559K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.26K
New
$46.74 - $47.55 $199K - $203K
4.26K $202K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.81K
+ 30.78%
$80.08 - $92.93 $305K - $354K
16.2K $1.3M
TFC
Truist Financial Corp

Financial Services
6.84K
+ 18.74%
$39.48 - $48.15 $270K - $329K
43.3K $1.78M
VLO
Valero Energy Corp

Energy
1.03K
+ 15.21%
$121.76 - $142.99 $125K - $147K
7.8K $1.03M
NVO
Novo Nordisk A S

Healthcare
9.62K
+ 34.09%
$69.3 - $90.95 $667K - $875K
37.8K $2.63M
RYI
Ryerson Holding Corp

Industrials
4
+ 0.01%
$17.63 - $25.87 $70.5 - $103
44.9K $1.03M
AFL
Aflac Inc

Financial Services
640
+ 3.92%
$100.99 - $111.19 $64.6K - $71.2K
17K $1.89M
LOW
Lowes Companies Inc

Consumer Cyclical
1.52K
+ 13.17%
$222.66 - $268.42 $338K - $408K
13.1K $3.04M
ICLR
Icon PLC

Healthcare
1.38K
+ 111.79%
$174.99 - $222.58 $241K - $306K
2.61K $455K
NUE
Nucor Corp

Basic Materials
1.22K
+ 9.38%
$114.48 - $142.52 $139K - $173K
14.2K $1.71M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
944
+ 1.49%
$66.9 - $71.57 $63.2K - $67.6K
64.4K $4.54M
TT
Trane Technologies PLC

Industrials
624
+ 118.41%
$332.0 - $400.86 $207K - $250K
1.15K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
190
+ 0.16%
$71.17 - $73.66 $13.5K - $14K
116K $8.5M
MU
Micron Technology Inc

Technology
1.91K
+ 23.24%
$86.89 - $109.38 $166K - $209K
10.1K $881K
NET
Cloudflare, Inc.

Technology
1.67K
New
$110.71 - $176.5 $185K - $295K
1.67K $188K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.3K
+ 20.89%
$191.06 - $228.87 $249K - $298K
7.54K $1.45M
SPOT
Spotify Technology S.A.

Communication Services
340
New
$457.79 - $648.32 $156K - $220K
340 $187K
VONG
Vanguard Russell 1000 Growth E

ETFs
12.8K
+ 13.44%
$92.71 - $107.38 $1.18M - $1.37M
108K $9.99M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
68
+ 19.1%
$1187.71 - $1432.58 $80.8K - $97.4K
424 $607K
GEL
Genesis Energy LP

Energy
425
+ 1.33%
$10.31 - $16.03 $4.38K - $6.81K
32.3K $507K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
16.9K
New
$10.81 - $11.29 $183K - $191K
16.9K $184K
LEG
Leggett & Platt Inc

Consumer Cyclical
37.7K
+ 55.15%
$7.91 - $11.06 $298K - $417K
106K $839K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.81K
+ 79.14%
$99.16 - $99.52 $179K - $180K
4.09K $406K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.36K
+ 42.67%
$35.35 - $42.74 $119K - $144K
11.2K $464K
F
Ford Motor CO

Consumer Cyclical
16.5K
+ 21.64%
$9.12 - $10.43 $150K - $172K
92.6K $928K
KR
Kroger CO

Consumer Defensive
2.2K
+ 64.22%
$58.36 - $67.72 $128K - $149K
5.62K $380K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.24K
+ 9.57%
$30.73 - $32.26 $223K - $234K
82.9K $2.55M
AJG
Arthur J. Gallagher & Co.

Financial Services
170
+ 9.5%
$275.89 - $345.24 $46.9K - $58.7K
1.96K $676K
RACE
Ferrari N.V.

Consumer Cyclical
378
+ 58.88%
$413.73 - $508.15 $156K - $192K
1.02K $436K
BRO
Brown & Brown, Inc.

Financial Services
673
+ 19.14%
$100.54 - $124.4 $67.7K - $83.7K
4.19K $521K
OMI
Owens & Minor Inc

Healthcare
43.6K
+ 75.71%
$6.22 - $15.07 $271K - $657K
101K $913K
BIGZ
Black Rock Innovation & Growth Trust
24.4K
New
$6.4 - $8.25 $156K - $201K
24.4K $161K
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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