Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IIPR
Innovative Industrial Properties Inc

Real Estate
3.92K
New
$48.03 - $58.9 $188K - $231K
3.92K $216K
TWI
Titan International Inc

Industrials
76
+ 0.07%
$6.27 - $10.43 $477 - $793
113K $1.17M
WFC
Wells Fargo & Company

Financial Services
316
+ 1.4%
$60.98 - $80.12 $19.3K - $25.3K
22.9K $1.84M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
685
+ 14.54%
$113.67 - $150.4 $77.9K - $103K
5.4K $811K
PAX
Patria Investments LTD

Financial Services
15.1K
New
$9.68 - $14.06 $147K - $213K
15.1K $212K
FDN
First Tr Fd Dow Jones

ETFs
496
+ 30.17%
$200.29 - $269.33 $99.3K - $134K
2.14K $576K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.94K
New
$23.2 - $23.63 $207K - $211K
8.94K $210K
TRV
Travelers Companies, Inc.

Financial Services
775
+ 70.39%
$233.83 - $276.34 $181K - $214K
1.88K $501K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.29K
New
$137.62 - $174.44 $177K - $225K
1.29K $210K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
5.4K
New
$34.22 - $38.84 $185K - $210K
5.4K $209K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.27K
New
$146.74 - $176.07 $186K - $223K
1.27K $205K
HLI
Houlihan Lokey, Inc.

Financial Services
1.14K
New
$141.59 - $182.75 $161K - $207K
1.14K $204K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
5.64K
New
$27.65 - $36.12 $156K - $204K
5.64K $203K
KXI
Ishares Tr Global Consumer Sta

ETFs
3.1K
New
$60.73 - $67.45 $188K - $209K
3.1K $202K
MGC
Vanguard Mega Cap ETF

ETFs
901
New
$179.23 - $224.92 $161K - $203K
901 $202K
PCH
Potlatchdeltic Corp

Real Estate
5.24K
New
$37.16 - $44.86 $195K - $235K
5.24K $201K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.76K
+ 2.03%
$26.18 - $30.91 $46K - $54.3K
88.3K $2.66M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.81K
New
$54.6 - $70.83 $153K - $199K
2.81K $198K
BJAN
Innovator U.S. Equity Buffer E

ETFs
3.93K
New
$42.58 - $50.22 $167K - $197K
3.93K $197K
LANC
Lancaster Colony Corp

Consumer Defensive
1.15K
New
$159.67 - $192.9 $183K - $221K
1.15K $197K
IWV
Ishares Russell 3000 ETF

ETFs
562
New
$281.67 - $351.0 $158K - $197K
562 $197K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.31K
+ 3.15%
$22.57 - $23.23 $187K - $193K
272K $6.32M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.07K
New
$28.15 - $47.93 $115K - $195K
4.07K $195K
CB
Chubb LTD

Financial Services
767
+ 34.71%
$274.32 - $302.46 $210K - $232K
2.98K $862K
PHYS
Sprott Physical Gold Trust

Financial Services
7.03K
+ 65.97%
$22.82 - $26.29 $160K - $185K
17.7K $448K
MPC
Marathon Petroleum Corp

Energy
40
+ 0.44%
$118.55 - $170.08 $4.74K - $6.8K
9.13K $1.52M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.44K
+ 1990.57%
$87.84 - $1441.89 $741K - $12.2M
8.86K $798K
GD
General Dynamics Corp

Industrials
85
+ 0.99%
$247.68 - $291.66 $21.1K - $24.8K
8.65K $2.52M
ARKG
Ark Genomic Revolution ETF (De

ETFs
7.71K
New
$18.34 - $24.56 $141K - $189K
7.71K $187K
ZION
Zions Bancorporation, National Association

Financial Services
3.61K
New
$41.39 - $51.94 $150K - $188K
3.61K $187K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.25K
+ 7.19%
$29.44 - $33.91 $95.6K - $110K
48.4K $1.58M
HON
Honeywell International Inc

Industrials
58
+ 0.71%
$182.86 - $232.88 $10.6K - $13.5K
8.18K $1.9M
T
At&T Inc.

Communication Services
998
+ 0.43%
$26.33 - $28.94 $26.3K - $28.9K
232K $6.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.53K
+ 0.86%
$22.68 - $23.28 $125K - $129K
647K $15M
CTVA
Corteva, Inc.

Basic Materials
1.56K
+ 28.69%
$55.52 - $74.53 $86.4K - $116K
6.98K $520K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
634
+ 6.18%
$76.98 - $98.31 $48.8K - $62.3K
10.9K $1.07M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.07K
+ 1.72%
$21.56 - $22.54 $109K - $114K
299K $6.75M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3.35K
+ 20.37%
$49.79 - $50.59 $167K - $170K
19.8K $1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.61K
+ 23.38%
$37.73 - $43.54 $136K - $157K
19.1K $823K
F
Ford Motor CO

Consumer Cyclical
8.97K
+ 9.69%
$8.69 - $10.85 $78K - $97.4K
102K $1.1M
DASH
Door Dash, Inc.

Communication Services
134
+ 6.12%
$163.16 - $246.51 $21.9K - $33K
2.33K $573K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.09K
+ 4.53%
$30.96 - $40.6 $33.9K - $44.4K
25.3K $1.02M
COP
Conocophillips

Energy
4.14K
+ 31.93%
$82.66 - $106.1 $342K - $439K
17.1K $1.53M
CAH
Cardinal Health Inc

Healthcare
6
+ 0.11%
$125.0 - $168.0 $750 - $1.01K
5.68K $953K
TFC
Truist Financial Corp

Financial Services
2.14K
+ 4.93%
$34.79 - $42.99 $74.3K - $91.9K
45.5K $1.95M
VAW
Vanguard Materials ETF

ETFs
851
+ 73.68%
$163.82 - $196.64 $139K - $167K
2.01K $390K
VNQ
Vanguard Specialized Funds Van

ETFs
2.03K
+ 28.7%
$79.79 - $91.42 $162K - $185K
9.09K $809K
SPOT
Spotify Technology S.A.

Communication Services
126
+ 37.06%
$503.3 - $775.9 $63.4K - $97.8K
466 $357K
NET
Cloudflare, Inc.

Technology
145
+ 8.66%
$97.08 - $195.83 $14.1K - $28.4K
1.82K $356K
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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