Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
3.74K
New
$87.96 - $112.42 $329K - $420K
3.74K $390K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.69K
+ 5.0%
$81.46 - $94.63 $219K - $254K
56.5K $5.34M
NRG
Nrg Energy, Inc.

Utilities
2.35K
New
$83.61 - $162.67 $197K - $383K
2.35K $378K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.32K
New
$50.09 - $51.09 $367K - $374K
7.32K $373K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
7.99K
New
$42.73 - $45.32 $341K - $362K
7.99K $362K
MA
Mastercard Inc

Financial Services
505
+ 9.1%
$479.92 - $590.74 $242K - $298K
6.05K $3.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
649
+ 12.29%
$180.84 - $240.32 $117K - $156K
5.93K $1.43M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.7K
+ 9.03%
$21.85 - $22.76 $300K - $313K
166K $3.78M
XLY
Select Sector Spdr Consumer Di

ETFs
231
+ 1.5%
$176.34 - $218.59 $40.7K - $50.5K
15.6K $3.39M
DFAI
Dimensional ETF Tr

ETFs
2.79K
+ 3.59%
$28.02 - $34.71 $78.2K - $96.9K
80.6K $2.79M
ADP
Automatic Data Processing Inc

Industrials
1.07K
+ 13.53%
$276.76 - $326.81 $297K - $351K
9.01K $2.78M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.63K
New
$104.23 - $134.39 $275K - $354K
2.63K $353K
PAVE
Global X Fds Us Infrastructure

ETFs
5.4K
+ 27.19%
$33.78 - $43.68 $182K - $236K
25.2K $1.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.82K
+ 47.03%
$107.61 - $119.09 $304K - $336K
8.82K $1.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.4K
+ 13.7%
$29.0 - $30.68 $329K - $348K
94.3K $2.89M
ITA
Ishares Tr

ETFs
1.01K
+ 23.9%
$135.31 - $188.64 $137K - $191K
5.25K $989K
L
Loews Corp

Financial Services
3.73K
New
$80.89 - $92.09 $302K - $343K
3.73K $341K
HAL
Halliburton CO

Energy
16.7K
New
$19.26 - $25.7 $322K - $429K
16.7K $340K
IWY
Ishares Tr Russell 200 Growth

ETFs
131
+ 1.53%
$187.5 - $246.51 $24.6K - $32.3K
8.7K $2.14M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.26K
New
$201.28 - $266.34 $254K - $337K
1.26K $336K
HOOD
Robinhood Markets, Inc.

Technology
3.56K
New
$34.17 - $93.63 $122K - $333K
3.56K $333K
AOA
Ishares Tr Core Aggressive All

ETFs
1.19K
+ 3.5%
$69.46 - $83.4 $82.4K - $99K
35.1K $2.93M
MCO
Moodys Corp

Financial Services
605
+ 78.06%
$396.7 - $501.59 $240K - $303K
1.38K $692K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.82K
+ 1.9%
$35.8 - $41.07 $65.1K - $74.7K
97.7K $4.01M
GILD
Gilead Sciences, Inc.

Healthcare
3.07K
+ 16.92%
$96.91 - $113.0 $298K - $347K
21.2K $2.35M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
680
New
$328.01 - $475.68 $223K - $323K
680 $318K
PEG
Public Service Enterprise Group Inc

Utilities
3.76K
New
$77.13 - $84.18 $290K - $317K
3.76K $316K
LNG
Cheniere Energy, Inc.

Energy
914
+ 11.76%
$197.25 - $244.33 $180K - $223K
8.69K $2.11M
AXON
Axon Enterprise, Inc.

Industrials
379
New
$497.13 - $827.94 $188K - $314K
379 $313K
ASML
Asml Holding Nv

Technology
18
+ 0.84%
$595.37 - $815.24 $10.7K - $14.7K
2.17K $1.74M
CPER
United States Copper Index Fun

ETFs
9.89K
New
$25.72 - $31.7 $254K - $314K
9.89K $313K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.11K
+ 125.74%
$72.12 - $76.23 $297K - $314K
7.38K $560K
XAR
Spdr S&P Aerospace & Defense E

ETFs
578
+ 16.3%
$144.94 - $210.94 $83.8K - $122K
4.12K $869K
XLU
Utilities Sector Spdr

ETFs
2.23K
+ 5.34%
$73.09 - $82.77 $163K - $185K
44.1K $3.6M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
5.85K
New
$44.42 - $51.46 $260K - $301K
5.85K $299K
WNC
Wabash National Corp

Industrials
30.3K
+ 49.35%
$6.91 - $11.2 $210K - $340K
91.8K $976K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
5.92K
New
$42.44 - $50.03 $251K - $296K
5.92K $296K
ETR
Entergy Corp

Utilities
3.54K
New
$79.01 - $86.61 $280K - $307K
3.54K $294K
GEL
Genesis Energy LP

Energy
14.2K
+ 43.92%
$12.5 - $17.36 $178K - $247K
46.5K $801K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.69K
+ 41.72%
$39.43 - $49.34 $185K - $231K
15.9K $753K
C
Citigroup Inc

Financial Services
405
+ 2.24%
$58.13 - $85.12 $23.5K - $34.5K
18.5K $1.57M
SNOW
Snowflake Inc.

Technology
1.29K
New
$130.53 - $223.77 $168K - $288K
1.29K $287K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
7.54K
New
$33.11 - $37.79 $250K - $285K
7.54K $285K
DTM
Dt Midstream, Inc.

Energy
2.57K
New
$87.23 - $109.91 $224K - $282K
2.57K $282K
IWS
Ishares Russell Midcap Value E

ETFs
1.78K
+ 23.99%
$110.58 - $132.14 $197K - $236K
9.21K $1.22M
KNSL
Kinsale Capital Group, Inc.

Financial Services
579
New
$419.99 - $501.97 $243K - $291K
579 $280K
NMFC
New Mountain Finance Corp

Financial Services
27.9K
+ 87.01%
$9.11 - $11.09 $254K - $309K
60K $632K
LVS
Las Vegas Sands Corp

Consumer Cyclical
6.3K
New
$30.7 - $44.12 $194K - $278K
6.3K $274K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.76K
+ 120.91%
$79.85 - $95.57 $220K - $264K
5.04K $481K
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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email