Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.67K
+ 22.46%
$165.25 - $224.62 $275K - $374K
9.08K $1.51M
AKAM
Akamai Technologies Inc

Technology
477
+ 12.06%
N/A
4.43K $402K
PH
Parker Hannifin Corp

Industrials
98
+ 14.87%
$591.65 - $707.05 $58K - $69.3K
757 $460K
FNDF
Schwab Fundamental Intl Large

ETFs
405
+ 5.16%
$32.9 - $37.45 $13.3K - $15.2K
8.26K $298K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
717
+ 4.17%
$47.33 - $47.92 $33.9K - $34.4K
17.9K $853K
FSK
Fs Kkr Capital Corp

Financial Services
2.75K
+ 10.2%
$20.47 - $24.06 $56.3K - $66.2K
29.7K $623K
STWD
Starwood Property Trust, Inc.

Real Estate
418
+ 1.2%
$18.41 - $20.53 $7.7K - $8.58K
35.3K $697K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.4K
+ 9.98%
$41.26 - $44.98 $57.8K - $63.1K
15.4K $649K
CSX
Csx Corp

Industrials
1.79K
+ 27.88%
$29.11 - $33.67 $52K - $60.2K
8.2K $241K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
704
+ 2.41%
$24.73 - $25.62 $17.4K - $18K
29.9K $762K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 0.77%
$29.82 - $30.1 $14.9K - $15.1K
65.2K $1.96M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
16.1K
+ 32.75%
$5.74 - $7.6 $92.4K - $122K
65.3K $407K
ITW
Illinois Tool Works Inc

Industrials
164
+ 8.26%
$244.9 - $274.48 $40.2K - $45K
2.15K $532K
IYH
Ishares Tr

ETFs
31
+ 0.31%
$58.32 - $62.76 $1.81K - $1.95K
10.1K $613K
MSI
Motorola Solutions, Inc.

Technology
84
+ 18.58%
$411.73 - $482.1 $34.6K - $40.5K
536 $234K
FDS
Factset Research Systems Inc

Financial Services
103
+ 12.67%
$427.5 - $476.51 $44K - $49.1K
916 $416K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
168
+ 1.31%
$27.77 - $31.75 $4.67K - $5.33K
13K $393K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.09K
+ 5.21%
$23.03 - $23.17 $25.1K - $25.3K
22K $507K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.12%
$68.32 - $75.06 $410 - $450
5.13K $383K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
554
+ 5.71%
$86.24 - $97.98 $47.8K - $54.3K
10.3K $894K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
899
+ 5.59%
$25.05 - $25.16 $22.5K - $22.6K
17K $427K
ADSK
Autodesk, Inc.

Technology
94
+ 8.05%
N/A
1.26K $310K
LYG
Lloyds Banking Group PLC

Financial Services
2.76K
+ 27.15%
$2.58 - $3.9 $7.12K - $10.8K
12.9K $49K
SAIA
Saia Inc

Industrials
307
+ 38.14%
$349.29 - $508.47 $107K - $156K
1.11K $388K
FBT
First Trust Nyse Arca Biotechn

ETFs
10
+ 0.2%
$164.86 - $182.19 $1.65K - $1.82K
5.1K $868K
ITT
Itt Inc.

Industrials
413
+ 17.12%
$128.71 - $153.88 $53.2K - $63.6K
2.83K $364K
WES
Western Midstream Partners, LP

Energy
100
+ 1.65%
$37.87 - $42.89 $3.79K - $4.29K
6.16K $252K
DINO
Hf Sinclair Corp

Energy
3.08K
+ 8.33%
$30.66 - $38.48 $94.5K - $119K
40.1K $1.32M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
11.1K
New
$1.77 - $2.59 $19.6K - $28.7K
11.1K $19K
NVT
N Vent Electric PLC

Industrials
1.94K
+ 36.88%
$52.42 - $75.4 $102K - $146K
7.2K $377K
AB
Alliancebernstein Holding L.P.

Financial Services
35
+ 0.25%
$35.0 - $40.73 $1.23K - $1.43K
14.3K $547K
BBY
Best Buy CO Inc

Consumer Cyclical
664
+ 25.39%
$70.3 - $91.1 $46.7K - $60.5K
3.28K $241K
FNDA
Schwab Fundamental U S Small C

ETFs
2.64K
+ 10.92%
$26.87 - $30.99 $70.9K - $81.7K
26.8K $733K
VAW
Vanguard Materials ETF

ETFs
79
+ 7.34%
$185.71 - $202.46 $14.7K - $16K
1.16K $218K
AIQ
Global X Funds Global X Artifi

ETFs
900
+ 12.45%
$36.38 - $42.77 $32.7K - $38.5K
8.13K $295K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
498
+ 8.72%
$41.35 - $44.46 $20.6K - $22.1K
6.21K $262K
DHI
Horton D R Inc

Consumer Cyclical
239
+ 16.71%
$125.29 - $147.65 $29.9K - $35.3K
1.67K $212K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.96K
+ 10.81%
$16.57 - $18.85 $115K - $131K
71.3K $1.19M
CW
Curtiss Wright Corp

Industrials
167
+ 15.74%
$304.82 - $384.07 $50.9K - $64.1K
1.23K $389K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.73K
+ 3.33%
$34.43 - $37.49 $59.5K - $64.8K
53.6K $1.96M
PIO
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.31%
$38.78 - $41.4 $1.12K - $1.2K
9.46K $379K
AVIG
American Centy ETF Tr Avantis

ETFs
130
+ 1.8%
$40.06 - $41.55 $5.21K - $5.4K
7.35K $304K
GNL
Global Net Lease, Inc.

Real Estate
85
+ 0.63%
$6.91 - $8.26 $587 - $702
13.7K $109K
EMN
Eastman Chemical CO

Basic Materials
528
+ 4.63%
$87.05 - $103.47 $46K - $54.6K
11.9K $1.05M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
107
+ 1.91%
$37.07 - $40.63 $3.97K - $4.35K
5.72K $225K
FTNT
Fortinet, Inc.

Technology
11
+ 0.24%
$92.49 - $114.57 $1.02K - $1.26K
4.51K $434K
SENS
Senseonics Holdings, Inc.

Healthcare
16K
New
$0.43 - $1.31 $6.88K - $21K
16K $10K
QTEC
First Trust Nasdaq 100 Technol

ETFs
151
+ 13.99%
$173.56 - $210.67 $26.2K - $31.8K
1.23K $213K
FTA
First Tr Large Cap Value

ETFs
92
+ 1.26%
$74.42 - $80.34 $6.85K - $7.39K
7.39K $567K
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
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