Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
79.4K
+ 12.29%
$24.91 - $29.02 $1.98M - $2.31M
726K $18.2M
DGX
Quest Diagnostics Inc

Healthcare
1.15K
+ 78.84%
N/A
2.61K $357K
AMT
American Tower Corp

Real Estate
57
+ 1.36%
$173.46 - $217.6 $9.89K - $12.4K
4.26K $927K
IR
Ingersoll Rand Inc.

Industrials
2.45K
+ 61.34%
$79.44 - $94.23 $195K - $231K
6.45K $515K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
12.9K
New
$10.9 - $12.02 $141K - $155K
12.9K $151K
STE
Steris PLC

Healthcare
474
+ 23.36%
$202.46 - $232.74 $96K - $110K
2.5K $567K
BR
Broadridge Financial Solutions, Inc.

Technology
475
+ 24.48%
$221.46 - $244.83 $105K - $116K
2.42K $585K
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.84K
+ 38.65%
$37.9 - $43.9 $184K - $213K
17.4K $666K
RDVY
First Trust Rising Dividend Ac

ETFs
2.93K
+ 5.58%
$57.22 - $63.39 $168K - $186K
55.5K $3.25M
FAF
First American Financial Corp

Financial Services
15
+ 0.03%
$57.7 - $66.47 $866 - $997
43.6K $2.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.88K
+ 8.88%
$57.21 - $65.8 $565K - $650K
121K $7.06M
KLAC
Kla Corp

Technology
40
+ 1.84%
$636.62 - $777.63 $25.5K - $31.1K
2.22K $1.51M
MSTR
Microstrategy Inc

Technology
471
+ 55.28%
$239.27 - $396.5 $113K - $187K
1.32K $381K
KGC
Kinross Gold Corp

Basic Materials
10.8K
New
$9.69 - $12.61 $104K - $136K
10.8K $135K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.95K
+ 20.67%
$54.9 - $62.36 $217K - $246K
23.1K $1.28M
CMCSA
Comcast Corp

Communication Services
4.26K
+ 9.95%
$33.19 - $38.23 $141K - $163K
47.1K $1.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.85K
+ 10.13%
$29.34 - $31.31 $172K - $183K
63.6K $1.89M
NVS
Novartis Ag

Healthcare
14
+ 0.16%
$97.14 - $115.57 $1.36K - $1.62K
8.9K $992K
SOFI
So Fi Technologies, Inc.

Financial Services
11K
New
$11.18 - $18.03 $123K - $199K
11K $128K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
21.3K
New
$5.91 - $6.78 $126K - $144K
21.3K $125K
ED
Consolidated Edison Inc

Utilities
39
+ 0.7%
$88.0 - $110.59 $3.43K - $4.31K
5.63K $623K
AOR
Ishares Tr Core Growth Allocat

ETFs
2.05K
+ 9.15%
$56.63 - $59.39 $116K - $122K
24.4K $1.41M
YUM
Yum Brands Inc

Consumer Cyclical
353
+ 12.3%
$123.25 - $162.53 $43.5K - $57.4K
3.22K $507K
AES
Aes Corp

Utilities
12.3K
+ 16.6%
$9.93 - $13.23 $122K - $163K
86.5K $1.07M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.5K
+ 2.86%
$90.0 - $96.32 $135K - $144K
53.8K $4.96M
VRT
Vertiv Holdings CO

Industrials
1.38K
+ 19.5%
N/A
8.46K $733K
IEMG
Ishares Inc

ETFs
2.23K
+ 3.71%
N/A
62.3K $3.34M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
683
+ 12.85%
$107.24 - $116.37 $73.2K - $79.5K
6K $697K
SYK
Stryker Corp

Healthcare
105
+ 1.66%
$355.18 - $399.9 $37.3K - $42K
6.44K $2.4M
OTIS
Otis Worldwide Corp

Industrials
663
+ 15.28%
$90.77 - $104.01 $60.2K - $69K
5K $516K
BALT
Innovator Etfs Tr
3.94K
+ 1.61%
$31.31 - $31.89 $123K - $126K
248K $7.8M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.3K
+ 26.56%
$63.77 - $71.36 $82.6K - $92.5K
6.18K $425K
IYE
Ishares Tr

ETFs
576
+ 2.62%
$45.23 - $49.95 $26.1K - $28.8K
22.5K $1.11M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
681
+ 6.61%
$67.08 - $76.14 $45.7K - $51.9K
11K $809K
IWB
Ishares Tr Russell 1000 ETF

ETFs
676
+ 10.54%
$302.31 - $337.54 $204K - $228K
7.09K $2.18M
ROP
Roper Technologies Inc

Industrials
38
+ 3.1%
$502.71 - $593.81 $19.1K - $22.6K
1.26K $744K
ET
Energy Transfer LP

Energy
16.2K
+ 8.28%
$17.26 - $21.08 $279K - $341K
212K $3.94M
ALL
Allstate Corp

Financial Services
342
+ 14.67%
$180.99 - $210.18 $61.9K - $71.9K
2.67K $553K
NSC
Norfolk Southern Corp

Industrials
395
+ 10.12%
$227.69 - $259.76 $89.9K - $103K
4.3K $1.02M
ALC
Alcon Inc

Healthcare
633
+ 15.34%
$82.73 - $96.8 $52.4K - $61.3K
4.76K $451K
SPGI
S&P Global Inc.

Financial Services
169
+ 11.34%
$478.26 - $543.77 $80.8K - $91.9K
1.66K $842K
SIVR
Abrdn Silver ETF Trust

ETFs
503
+ 2.96%
$28.07 - $32.82 $14.1K - $16.5K
17.5K $569K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.14K
+ 3.8%
$49.69 - $50.76 $107K - $109K
58.6K $2.93M
URI
United Rentals, Inc.

Industrials
196
+ 63.02%
$594.17 - $789.56 $116K - $155K
507 $317K
CB
Chubb LTD

Financial Services
139
+ 6.71%
$257.71 - $301.99 $35.8K - $42K
2.21K $667K
CSL
Carlisle Companies Inc

Industrials
349
+ 40.87%
$326.43 - $408.24 $114K - $142K
1.2K $409K
TSN
Tyson Foods, Inc.

Consumer Defensive
86
+ 0.64%
$54.27 - $63.81 $4.67K - $5.49K
13.5K $859K
A
Agilent Technologies, Inc.

Healthcare
1.6K
+ 28.59%
$116.69 - $152.6 $186K - $244K
7.18K $839K
RIO
Rio Tinto PLC

Basic Materials
1.35K
+ 21.44%
$58.19 - $64.29 $78.8K - $87K
7.67K $460K
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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