Mutual Advisors, LLC Purchases in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
44
+ 0.2%
$24.79 - $25.26 $1.09K - $1.11K
21.9K $552K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
36
+ 0.14%
$39.96 - $43.3 $1.44K - $1.56K
26.3K $1.08M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.46K
+ 5.23%
$11.22 - $11.8 $16.3K - $17.2K
29.3K $329K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.06%
$76.77 - $82.22 $230 - $247
5.34K $423K
TDIV
First Trust Nasdaq Technology

ETFs
397
+ 9.24%
$73.39 - $83.95 $29.1K - $33.3K
4.69K $345K
PCAR
Paccar Inc

Industrials
244
+ 10.75%
$96.91 - $112.51 $23.6K - $27.5K
2.51K $244K
WDAY
Workday, Inc.

Technology
152
+ 13.32%
$233.53 - $277.82 $35.5K - $42.2K
1.29K $301K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
887
+ 1.47%
$11.17 - $11.61 $9.91K - $10.3K
61.1K $687K
SES
Ses Ai Corp

Consumer Cyclical
10K
New
$0.4 - $2.25 $4K - $22.5K
10K $5K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
47
+ 0.24%
$12.06 - $13.55 $567 - $637
19.8K $251K
ESS
Essex Property Trust, Inc.

Real Estate
11
+ 1.39%
N/A
805 $219K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.58K
+ 20.36%
$47.79 - $59.89 $171K - $214K
21.1K $1.06M
MGK
Vanguard Mega Cap Growth ETF

ETFs
503
+ 11.28%
$307.43 - $357.48 $155K - $180K
4.96K $1.53M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.93K
+ 2.6%
$19.04 - $20.15 $36.7K - $38.8K
75.9K $1.45M
OXLC
Oxford Lane Capital Corp.

Financial Services
2.22K
+ 8.29%
$4.3 - $5.17 $9.55K - $11.5K
29K $136K
Capital Group Dividend Growe
23.8K
New
N/A
23.8K $0
Bunge Global Sa
10.8K
New
N/A
10.8K $0
American Healthcare Reit Inc
640
+ 6.42%
N/A
10.6K $0
South Bow Corp
5.23K
+ 23.47%
N/A
27.5K $0
Blackrock ETF Trust Ii
6.15K
+ 6.63%
N/A
98.9K $0
Super Micro Computer Inc
5.51K
New
N/A
5.51K $0
Annaly Capital Management In
3.75K
+ 14.17%
N/A
30.2K $0
Brookfield Asset Managmt LTD
952
+ 11.34%
N/A
9.35K $0
Ubs Ag Jersey Branch
1.5K
New
N/A
1.5K $0
Blackrock ETF Trust
54.5K
New
N/A
54.5K $0
Vaneck ETF Trust
6.67K
New
N/A
6.67K $0
Tidal Tr Ii
2.15K
+ 15.55%
N/A
16K $0
VUSB
Vanguard Bd Index Fds
2.85K
+ 57.76%
N/A
7.78K $0
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1
+ 0.02%
$51.94 - $55.24 $51.9 - $55.2
5.09K $270K
CGMU
Capital Group Core Plus Income
6.45K
+ 4.95%
N/A
137K $0
Blackrock Inc
39
+ 1.19%
N/A
3.31K $0
Tidal Tr Ii
269
+ 2.31%
N/A
11.9K $0
Blackrock ETF Trust
24.3K
New
N/A
24.3K $0
Capital Grp Fixed Incm ETF T
9.4K
+ 13.68%
N/A
78.1K $0
CGMS
Capital Grp Core Plus Income E
7.24K
+ 38.99%
N/A
25.8K $0
Tidal ETF Tr
447
+ 2.54%
N/A
18K $0
Capital Group International
15.1K
New
N/A
15.1K $0
Strategic Trust
28.1K
+ 6.55%
N/A
457K $0
Capital Group International
35.3K
New
N/A
35.3K $0
TUA
Simpl Exch Traded Fds Sht Term
87.1K
New
N/A
87.1K $0
Exchange Listed Fds Tr
364
+ 1.67%
N/A
22.2K $0
First Tr Exchng Traded Fd Vi
10.9K
New
N/A
10.9K $0
Ishares Bitcoin Trust ETF
15.8K
+ 10.05%
N/A
173K $0
First Tr Exchng Traded Fd Vi
10.2K
New
N/A
10.2K $0
First Tr Exchng Traded Fd Vi
9.33K
New
N/A
9.33K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
3.54K
+ 60.35%
N/A
9.4K $0
Neos ETF Trust
21.5K
New
N/A
21.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
36.2K
New
N/A
36.2K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
28.1K
+ 339.16%
N/A
36.4K $0
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