Mutual Advisors, LLC Purchases in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIDU
Fidelity Covington Tr Msci Ind

ETFs
90
+ 0.51%
$60.99 - $77.53 $5.49K - $6.98K
17.8K $1.38M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
24
+ 1.63%
$177.93 - $313.14 $4.27K - $7.52K
1.49K $467K
FXE
Invesco Currency Shares Euro Trust

ETFs
1.08K
+ 20.22%
$99.56 - $108.79 $108K - $118K
6.45K $701K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.18K
+ 14.86%
$48.81 - $59.48 $106K - $130K
16.8K $999K
CI
Cigna Corp

Healthcare
478
+ 8.79%
$301.89 - $340.04 $144K - $163K
5.92K $1.96M
DUK
Duke Energy Corp

Utilities
2.05K
+ 10.61%
$112.46 - $124.05 $231K - $255K
21.4K $2.52M
MSTR
Microstrategy Inc

Technology
27
+ 2.04%
$237.95 - $421.61 $6.42K - $11.4K
1.35K $545K
VBR
Vanguard Small Cap Value ETF

ETFs
420
+ 4.46%
$162.76 - $195.77 $68.4K - $82.2K
9.84K $1.92M
DVY
Ishares Tr

ETFs
1.9K
+ 3.15%
$118.37 - $134.86 $225K - $256K
62.1K $8.25M
FFND
Northern Lts Fd Tr Ii Future F

ETFs
3.17K
+ 12.43%
$22.1 - $27.77 $70K - $87.9K
28.6K $795K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
602
+ 2.85%
$45.98 - $56.15 $27.7K - $33.8K
21.7K $1.22M
AOM
Ishares Tr Core Moderate Alloc

ETFs
197
+ 0.29%
$41.55 - $46.04 $8.19K - $9.07K
69.3K $3.19M
MRVL
Marvell Technology, Inc.

Technology
163
+ 1.76%
$49.38 - $79.97 $8.05K - $13K
9.41K $727K
HQY
Healthequity, Inc.

Healthcare
708
+ 13.69%
$76.77 - $113.06 $54.4K - $80K
5.88K $615K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.07K
+ 2.01%
$44.68 - $45.96 $137K - $141K
155K $7.11M
IYJ
Ishares Tr

ETFs
648
+ 12.53%
$115.07 - $142.31 $74.6K - $92.2K
5.82K $828K
TXG
10x Genomics, Inc.

Healthcare
13.3K
New
$7.14 - $11.73 $94.8K - $156K
13.3K $153K
AZN
Astrazeneca PLC

Healthcare
2.71K
+ 25.94%
$64.87 - $75.0 $176K - $203K
13.2K $920K
IXN
Ishares Global Information Tec

ETFs
28
+ 0.31%
$65.81 - $92.34 $1.84K - $2.59K
9.02K $832K
SYY
Sysco Corp

Consumer Defensive
1.93K
+ 22.41%
$68.0 - $75.91 $131K - $146K
10.5K $796K
MGV
Vanguard Mega Cap Value

ETFs
487
+ 1.34%
$114.87 - $131.25 $55.9K - $63.9K
36.9K $4.84M
SCHW
Schwab Charles Corp

Financial Services
37
+ 0.33%
$69.06 - $91.24 $2.56K - $3.38K
11.4K $1.04M
FNB
Fnb Corp

Financial Services
10.3K
New
$11.48 - $14.58 $118K - $150K
10.3K $149K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 37.22%
$82.17 - $99.96 $103K - $125K
4.61K $453K
VONE
Vanguard Russell 1000 ETF

ETFs
2
+ 0.04%
$225.48 - $280.86 $451 - $562
5.36K $1.51M
FXL
First Tr Exchange Traded Fd Fi

ETFs
51
+ 0.95%
$115.28 - $157.36 $5.88K - $8.03K
5.43K $854K
WM
Waste Management Inc

Industrials
748
+ 6.85%
$216.47 - $242.1 $162K - $181K
11.7K $2.67M
FISV
Fiserv Inc

Technology
1.13K
+ 19.79%
N/A
6.84K $855K
GLDM
World Gold Trust

ETFs
1.28K
+ 8.4%
$58.96 - $67.97 $75.4K - $86.9K
16.5K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.36K
+ 23.27%
$71.28 - $83.74 $97.1K - $114K
7.22K $604K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.41K
+ 36.64%
$72.32 - $86.4 $102K - $121K
5.24K $452K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
614
+ 4.6%
$55.54 - $69.09 $34.1K - $42.4K
14K $964K
TAXF
American Centy ETF Tr Diversif

ETFs
3.12K
+ 10.47%
$47.8 - $49.79 $149K - $155K
33K $1.61M
ACM
Aecom

Industrials
375
+ 8.14%
$87.19 - $113.06 $32.7K - $42.4K
4.98K $562K
TT
Trane Technologies PLC

Industrials
44
+ 3.82%
$315.21 - $437.41 $13.9K - $19.2K
1.2K $522K
PALL
Abrdn Palladium ETF Trust

ETFs
966
+ 27.11%
$82.97 - $103.91 $80.1K - $100K
4.53K $455K
ZTS
Zoetis Inc.

Healthcare
1.15K
+ 21.06%
$144.41 - $170.3 $166K - $196K
6.62K $1.03M
DLR
Digital Realty Trust, Inc.

Real Estate
171
+ 5.24%
$136.11 - $177.69 $23.3K - $30.4K
3.43K $598K
VBK
Vanguard Small Cap Growth ETF

ETFs
147
+ 4.15%
$219.76 - $276.94 $32.3K - $40.7K
3.69K $1.02M
NSC
Norfolk Southern Corp

Industrials
181
+ 4.21%
$206.34 - $257.46 $37.3K - $46.6K
4.48K $1.15M
CVS
Cvs Health Corp

Healthcare
1.6K
+ 11.87%
$60.04 - $70.18 $96.3K - $113K
15.1K $1.04M
RMD
Resmed Inc

Healthcare
146
+ 5.63%
$204.54 - $258.0 $29.9K - $37.7K
2.74K $707K
AOR
Ishares Tr Core Growth Allocat

ETFs
458
+ 1.88%
$53.36 - $61.57 $24.4K - $28.2K
24.9K $1.53M
VRSK
Verisk Analytics, Inc.

Industrials
367
+ 42.48%
$277.03 - $321.33 $102K - $118K
1.23K $383K
WES
Western Midstream Partners, LP

Energy
3.63K
+ 58.98%
$34.99 - $41.61 $127K - $151K
9.79K $378K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.41K
+ 5.55%
$24.21 - $29.47 $58.4K - $71.1K
45.9K $1.35M
GLW
Corning Inc

Technology
1.71K
+ 33.31%
$39.07 - $52.59 $66.8K - $90K
6.85K $360K
SO
Southern CO

Utilities
1.4K
+ 4.16%
$84.91 - $92.56 $119K - $129K
35K $3.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
853
+ 35.35%
$390.26 - $489.06 $333K - $417K
3.27K $1.32M
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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