Mutual Advisors, LLC Incresed Positions in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
1.73M
+ 16747.03%
$91.17 - $95.39 $157M - $165M
1.74M $166M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
838K
+ 11321.67%
$100.34 - $100.68 $84.1M - $84.4M
846K $85.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
83.4K
+ 24.54%
$551.42 - $612.93 $46M - $51.1M
423K $237M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
229K
+ 91.7%
$91.45 - $91.75 $21M - $21M
479K $44M
ICSH
Blackrock Ultra Short Term Bon

ETFs
398K
+ 1080.28%
$50.44 - $50.7 $20.1M - $20.2M
435K $22.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
142K
+ 128.33%
$95.85 - $99.25 $13.6M - $14.1M
253K $25.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
101K
+ 325.2%
$100.59 - $103.47 $10.1M - $10.4M
131K $13.6M
VGT
Vanguard Information Technolog

ETFs
13.8K
+ 126.03%
$542.38 - $646.34 $7.49M - $8.92M
24.8K $13.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
127K
+ 33.03%
$42.5 - $46.71 $5.4M - $5.93M
512K $23.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
+ 140.0%
$663000.0 - $801950.0 $4.64M - $5.61M
12 $9.58M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
105K
+ 200.3%
$48.31 - $49.23 $5.05M - $5.15M
157K $7.71M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
126K
+ 181.24%
$33.84 - $37.77 $4.28M - $4.77M
196K $7.14M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
88.9K
+ 373.28%
$49.78 - $53.19 $4.43M - $4.73M
113K $5.76M
SPYG
Spdr Portfolio

ETFs
55.9K
+ 331.79%
$80.05 - $92.39 $4.47M - $5.16M
72.7K $5.84M
CGUS
Capital Group Core Equity ETF
131K
+ 836.43%
$33.08 - $36.62 $4.32M - $4.78M
146K $4.88M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
50.6K
+ 199.09%
$80.73 - $94.96 $4.08M - $4.8M
76K $6.31M
VTV
Vanguard Value ETF

ETFs
18.2K
+ 17.01%
$167.73 - $179.21 $3.04M - $3.25M
125K $21.6M
LLY
Eli Lilly & CO

Healthcare
19
+ 0.03%
$725.72 - $929.72 $13.8K - $17.7K
63.5K $52.4M
CGDV
Capital Group Divid Value ETF

ETFs
90.9K
+ 105.45%
$34.95 - $37.36 $3.18M - $3.4M
177K $6.31M
CGGR
Capital Group Growth ETF Shs C

ETFs
100K
+ 151.71%
$33.98 - $39.84 $3.4M - $3.99M
166K $5.69M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.8K
+ 45.49%
$56.17 - $59.71 $3.08M - $3.27M
175K $10M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
117K
+ 318.08%
$22.91 - $25.71 $2.67M - $3M
153K $3.89M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
59.9K
+ 35.14%
$50.48 - $51.04 $3.02M - $3.06M
230K $11.7M
PEP
Pepsico Inc

Consumer Defensive
19.4K
+ 56.34%
$142.64 - $156.42 $2.77M - $3.04M
53.9K $8.08M
VEA
Vanguard Ftse Developed Market

ETFs
12.7K
+ 1.81%
$47.4 - $52.99 $600K - $670K
712K $36.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
25.2K
+ 71.17%
$87.68 - $94.52 $2.21M - $2.38M
60.5K $5.67M
SLV
I Shares Silver Trust

ETFs
62.2K
+ 57.18%
$26.93 - $31.32 $1.68M - $1.95M
171K $5.3M
JPIE
J P Morgan Exchange Traded Fd
49.1K
+ 63.33%
$45.46 - $46.18 $2.23M - $2.27M
127K $5.83M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
40.3K
+ 11.75%
$44.72 - $46.25 $1.8M - $1.86M
383K $17.7M
IAU
Ishares Gold Trust

ETFs
12.4K
+ 8.74%
$49.74 - $58.96 $615K - $729K
154K $9.06M
GIS
General Mills Inc

Consumer Defensive
35K
+ 126.08%
$57.56 - $65.3 $2.01M - $2.28M
62.7K $3.75M
UPS
United Parcel Service Inc

Industrials
21.6K
+ 57.63%
$109.66 - $136.26 $2.37M - $2.94M
59K $6.49M
COST
Costco Wholesale Corp

Consumer Defensive
1.33K
+ 8.53%
$890.62 - $1076.86 $1.19M - $1.44M
17K $16M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
30.5K
+ 156.44%
$34.58 - $45.97 $1.06M - $1.4M
50K $2.3M
PULS
Pgim ETF Tr

ETFs
32.8K
+ 118.52%
$49.56 - $49.78 $1.63M - $1.63M
60.5K $3.01M
XOM
Exxon Mobil Corp

Energy
4.2K
+ 4.22%
$105.44 - $118.93 $443K - $500K
104K $12.4M
XLU
Utilities Sector Spdr

ETFs
18.2K
+ 76.8%
$74.7 - $80.27 $1.36M - $1.46M
41.8K $3.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.7K
+ 15.85%
$64.88 - $72.1 $2.12M - $2.36M
239K $15.7M
OEF
Ishares S&P 100 ETF

ETFs
5.55K
+ 80.03%
N/A
12.5K $3.32M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7.41K
+ 83.8%
$211.47 - $267.17 $1.57M - $1.98M
16.3K $3.44M
PG
Procter & Gamble CO

Consumer Defensive
5.58K
+ 10.84%
$158.56 - $176.26 $884K - $983K
57K $9.72M
BMY
Bristol Myers Squibb CO

Healthcare
13.5K
+ 24.38%
$53.9 - $63.11 $728K - $852K
68.9K $4.2M
GS
Goldman Sachs Group Inc

Financial Services
2.21K
+ 40.55%
$524.81 - $672.19 $1.16M - $1.48M
7.66K $4.18M
VGSH
Vanguard

ETFs
17.8K
+ 45.86%
$58.07 - $58.69 $1.03M - $1.04M
56.5K $3.31M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
20.9K
+ 59.78%
$50.03 - $50.27 $1.05M - $1.05M
55.9K $2.8M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
38.9K
+ 17.31%
$23.13 - $23.41 $900K - $911K
264K $6.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.1K
+ 74.42%
$56.51 - $62.98 $796K - $887K
33K $2M
SOXX
Ishares Semiconductor ETF

ETFs
5.19K
+ 149.94%
$188.17 - $235.81 $977K - $1.22M
8.66K $1.63M
TFLO
Ishares Treasury Floating Rate

ETFs
16.5K
+ 9.64%
$50.48 - $50.68 $830K - $834K
187K $9.48M
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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