Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
8.14K
+ 4.94%
$28.33 - $30.84 $231K - $251K
173K $4.9M
NCA
Nuveen California Municipal Value Fund

Financial Services
9.1K
+ 48.52%
$8.41 - $8.73 $76.5K - $79.4K
27.9K $240K
TDY
Teledyne Technologies Inc

Technology
81
+ 6.72%
$455.51 - $518.84 $36.9K - $42K
1.29K $640K
FTCS
First Trust Capital Strength E

ETFs
498
+ 2.48%
$86.39 - $91.35 $43K - $45.5K
20.5K $1.84M
SCHW
Schwab Charles Corp

Financial Services
421
+ 3.85%
$71.24 - $83.64 $30K - $35.2K
11.4K $889K
DOX
Amdocs LTD

Technology
610
+ 16.19%
$82.21 - $92.02 $50.1K - $56.1K
4.38K $400K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.33K
+ 37.14%
$39.02 - $42.89 $90.8K - $99.8K
8.59K $339K
OMC
Omnicom Group Inc.

Communication Services
1.23K
+ 15.46%
$79.43 - $88.34 $97.9K - $109K
9.21K $763K
SYY
Sysco Corp

Consumer Defensive
1.16K
+ 15.63%
$70.0 - $77.13 $81.3K - $89.5K
8.59K $644K
SCHP
Schwab Strategic Us Tips ETF

ETFs
428
+ 0.7%
$25.69 - $26.89 $11K - $11.5K
61.5K $1.65M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.7K
+ 21.96%
$49.36 - $53.08 $83.9K - $90.2K
9.44K $470K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
605
+ 8.65%
$78.97 - $85.82 $47.8K - $51.9K
7.6K $630K
LDOS
Leidos Holdings, Inc.

Technology
671
+ 29.86%
$126.82 - $161.11 $85.1K - $108K
2.92K $393K
CTRA
Coterra Energy Inc.

Energy
97
+ 0.5%
$25.51 - $29.83 $2.47K - $2.89K
19.6K $565K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
4.94K
+ 7.45%
$9.62 - $10.03 $47.6K - $49.6K
71.3K $705K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
554
+ 28.47%
$166.63 - $185.86 $92.3K - $103K
2.5K $416K
APD
Air Products & Chemicals, Inc.

Basic Materials
161
+ 4.58%
$283.24 - $338.07 $45.6K - $54.4K
3.68K $1.09M
SSNC
Ss&C Technologies Holdings Inc

Technology
329
+ 7.01%
$74.75 - $89.13 $24.6K - $29.3K
5.03K $419K
JCI
Johnson Controls International PLC

Industrials
123
+ 0.27%
$76.12 - $90.6 $9.36K - $11.1K
46.4K $3.72M
CACI
Caci International Inc

Technology
150
+ 15.71%
N/A
1.11K $472K
BHP
Bhp Group LTD

Basic Materials
1.36K
+ 24.69%
$48.18 - $52.11 $65.6K - $71K
6.88K $333K
ALLY
Ally Financial Inc.

Financial Services
1.54K
+ 11.07%
$32.99 - $40.09 $50.8K - $61.7K
15.5K $563K
PRI
Primerica, Inc.

Financial Services
151
+ 10.83%
$271.41 - $296.43 $41K - $44.8K
1.55K $439K
FTI
Technip Fmc PLC

Energy
912
+ 7.73%
$25.3 - $32.57 $23.1K - $29.7K
12.7K $402K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.69K
+ 6.43%
$32.42 - $36.13 $249K - $278K
127K $4.2M
HEI
Heico Corp

Industrials
101
+ 8.95%
$219.6 - $270.85 $22.2K - $27.4K
1.23K $328K
CPRT
Copart Inc

Consumer Cyclical
1.29K
+ 7.06%
$52.3 - $59.83 $67.6K - $77.4K
19.6K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
522
+ 7.98%
$85.55 - $94.34 $44.7K - $49.2K
7.06K $639K
BA
Boeing CO

Industrials
690
+ 6.94%
$148.15 - $186.25 $102K - $129K
10.6K $1.81M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.82K
+ 10.33%
$24.21 - $25.09 $44.1K - $45.7K
19.5K $486K
FELE
Franklin Electric CO Inc

Industrials
710
+ 18.37%
$93.38 - $106.03 $66.3K - $75.3K
4.58K $429K
BK
Bank Of New York Mellon Corp

Financial Services
246
+ 5.29%
$75.42 - $88.95 $18.6K - $21.9K
4.9K $410K
WSO
Watsco Inc

Industrials
45
+ 5.26%
$463.86 - $530.75 $20.9K - $23.9K
900 $457K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.51K
+ 7.98%
$11.96 - $13.56 $42K - $47.6K
47.5K $609K
DVN
Devon Energy Corp

Energy
263
+ 3.01%
$33.15 - $38.55 $8.72K - $10.1K
9.01K $337K
AWK
American Water Works Company, Inc.

Utilities
15
+ 0.7%
$121.01 - $149.31 $1.82K - $2.24K
2.15K $316K
MTB
M&T Bank Corp

Financial Services
488
+ 12.01%
$170.47 - $201.98 $83.2K - $98.6K
4.55K $813K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.53K
+ 1.49%
$62.72 - $71.92 $95.7K - $110K
104K $6.57M
IBDV
Ishares Tr

Technology
1.99K
+ 10.52%
$21.11 - $21.73 $42K - $43.2K
20.9K $454K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
163
+ 0.68%
$21.64 - $23.93 $3.53K - $3.9K
24K $573K
FCAL
First Tr Iii Calif Mun High In

ETFs
1.4K
+ 6.46%
$48.53 - $49.76 $67.7K - $69.5K
23K $1.12M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.35K
+ 4.19%
$47.47 - $48.84 $63.9K - $65.8K
33.5K $1.6M
BST
Black Rock Science & Technology Trust

Financial Services
2.65K
+ 24.39%
$32.99 - $38.94 $87.4K - $103K
13.5K $445K
HSY
Hershey CO

Consumer Defensive
253
+ 8.94%
$144.74 - $186.36 $36.6K - $47.1K
3.08K $527K
SAMT
Advisors Inn.Circle Fd Iii Str
1.56K
+ 10.48%
$28.43 - $33.08 $44.4K - $51.6K
16.4K $479K
CTVA
Corteva, Inc.

Basic Materials
242
+ 4.67%
$55.94 - $66.15 $13.5K - $16K
5.42K $341K
EQH
Equitable Holdings, Inc.

Financial Services
319
+ 5.27%
$47.64 - $55.68 $15.2K - $17.8K
6.37K $331K
C
Citigroup Inc

Financial Services
481
+ 2.74%
$67.23 - $84.63 $32.3K - $40.7K
18.1K $1.28M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
2.05K
+ 20.92%
$27.95 - $30.87 $57.3K - $63.3K
11.9K $335K
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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