Mutual Advisors, LLC Incresed Positions in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
272
+ 12.67%
$133.82 - $151.96 $36.4K - $41.3K
2.42K $336K
CACI
Caci International Inc

Technology
44
+ 3.98%
N/A
1.15K $491K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
203
+ 1.86%
$12.25 - $15.47 $2.49K - $3.14K
11.1K $172K
FTA
First Tr Large Cap Value

ETFs
42
+ 0.57%
$67.12 - $78.63 $2.82K - $3.3K
7.44K $584K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1.81K
+ 2.96%
$10.51 - $11.34 $19K - $20.5K
63K $703K
VGIT
Vanguard Intermediate Term Tre

ETFs
190
+ 1.49%
$58.63 - $59.9 $11.1K - $11.4K
13K $774K
AKAM
Akamai Technologies Inc

Technology
177
+ 3.99%
N/A
4.61K $418K
CL
Colgate Palmolive CO

Consumer Defensive
401
+ 5.1%
$87.57 - $96.0 $35.1K - $38.5K
8.27K $751K
FELE
Franklin Electric CO Inc

Industrials
382
+ 8.35%
$84.21 - $95.87 $32.2K - $36.6K
4.96K $444K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
7.55K
+ 6.5%
$10.66 - $11.83 $80.5K - $89.3K
124K $1.38M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5
+ 0.09%
$70.7 - $82.14 $354 - $411
5.34K $438K
MSI
Motorola Solutions, Inc.

Technology
55
+ 10.26%
$394.72 - $440.39 $21.7K - $24.2K
591 $248K
UBSI
United Bankshares Inc

Financial Services
16
+ 0.23%
$31.5 - $37.32 $504 - $597
7.05K $256K
AON
Aon PLC

Financial Services
113
+ 17.63%
$335.85 - $398.81 $38K - $45.1K
754 $268K
DHI
Horton D R Inc

Consumer Cyclical
80
+ 4.79%
$115.1 - $129.63 $9.21K - $10.4K
1.75K $225K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
671
+ 1.14%
$48.46 - $50.2 $32.5K - $33.7K
59.3K $2.94M
DOX
Amdocs LTD

Technology
138
+ 3.15%
$80.46 - $94.08 $11.1K - $13K
4.52K $412K
BHP
Bhp Group LTD

Basic Materials
276
+ 4.01%
$40.22 - $50.88 $11.1K - $14K
7.16K $344K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.48K
+ 12.05%
$22.66 - $26.12 $102K - $117K
41.7K $1.02M
CINF
Cincinnati Financial Corp

Financial Services
35
+ 1.04%
$126.6 - $151.6 $4.43K - $5.31K
3.42K $508K
ICF
Ishares Tr

ETFs
280
+ 1.27%
$54.56 - $62.47 $15.3K - $17.5K
22.3K $1.36M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
137
+ 0.66%
$20.23 - $21.04 $2.77K - $2.88K
20.9K $439K
JRS
Nuveen Real Estate Income Fund

Financial Services
6.22K
+ 7.26%
$6.92 - $8.3 $43K - $51.6K
91.9K $714K
SSNC
Ss&C Technologies Holdings Inc

Technology
150
+ 2.99%
$71.96 - $83.42 $10.8K - $12.5K
5.18K $428K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
184
+ 2.72%
$35.98 - $37.53 $6.62K - $6.91K
6.96K $254K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
71
+ 0.36%
$24.31 - $25.29 $1.73K - $1.8K
19.5K $494K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
86
+ 0.1%
$42.72 - $44.24 $3.67K - $3.8K
83K $3.64M
IBDV
Ishares Tr

Technology
80
+ 0.38%
$21.28 - $21.98 $1.7K - $1.76K
21K $461K
OMI
Owens & Minor Inc

Healthcare
30
+ 0.03%
$6.35 - $9.16 $191 - $275
101K $920K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
172
+ 0.23%
$19.58 - $19.93 $3.37K - $3.43K
74.4K $1.48M
VTC
Vanguard Scottsdale Fds Total

ETFs
62
+ 1.4%
$74.71 - $77.33 $4.63K - $4.79K
4.48K $346K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
118
+ 0.89%
$10.59 - $11.48 $1.25K - $1.35K
13.4K $153K
XEL
Xcel Energy Inc

Utilities
172
+ 5.85%
$65.65 - $72.39 $11.3K - $12.5K
3.11K $212K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
1.48K
+ 1.91%
$1.9 - $2.13 $2.81K - $3.15K
78.7K $167K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1
+ 0.02%
$47.97 - $54.0 $48 - $54
5.09K $274K
MET
Metlife Inc

Financial Services
31
+ 0.34%
$68.42 - $82.49 $2.12K - $2.56K
9.24K $742K
DNP
Dnp Select Income Fund Inc

Financial Services
342
+ 3.01%
$8.89 - $9.88 $3.04K - $3.38K
11.7K $114K
XYLD
Global X Fds S&P 500 Covered C

ETFs
161
+ 1.87%
$35.62 - $39.64 $5.73K - $6.38K
8.75K $340K
MKC
Mccormick & CO Inc

Consumer Defensive
287
+ 9.09%
$71.11 - $82.25 $20.4K - $23.6K
3.45K $261K
TMST
Timken Steel Corp

Basic Materials
43
+ 0.07%
N/A
62.5K $1.35M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6
+ 0.05%
$24.48 - $24.9 $147 - $149
12.4K $308K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
633
+ 5.05%
$12.21 - $13.9 $7.73K - $8.8K
13.2K $171K
Ea Series Trust
17.5K
+ 12.9%
N/A
153K $0
Fidelity Wise Origin Bitcoin
7.05K
+ 17.78%
N/A
46.7K $0
Tidal Trust I
242
+ 1.34%
N/A
18.3K $0
Fidelity Covington Trust
12.5K
+ 58.79%
N/A
33.9K $0
Tidal Tr Ii
805
+ 5.04%
N/A
16.8K $0
2023 ETF Series Trust Ii
26
+ 0.06%
N/A
44.3K $0
Capital Group Dividend Growe
4.73K
+ 19.9%
N/A
28.5K $0
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
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