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
TDSC
Exchange Listed Fds Tr Cabana

ETFs
428
+ 2.38%
$22.02 - $25.06 $9.42K - $10.7K
18.4K $446K
SENS
Senseonics Holdings, Inc.

Healthcare
1K
+ 6.25%
$0.48 - $0.77 $480 - $770
17K $8K
EOG
Eog Resources Inc

Energy
161
+ 6.48%
$104.61 - $129.97 $16.8K - $20.9K
2.65K $316K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
383
+ 1.6%
$20.85 - $24.04 $7.99K - $9.21K
24.4K $569K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10
+ 0.02%
$10.49 - $12.99 $105 - $130
47.5K $604K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
365
+ 2.15%
$9.75 - $10.96 $3.56K - $4K
17.3K $179K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
704
+ 2.1%
$45.9 - $48.26 $32.3K - $34K
34.2K $1.6M
AGNC
Agnc Investment Corp.

Real Estate
141
+ 0.73%
$8.12 - $9.49 $1.14K - $1.34K
19.4K $178K
GNL
Global Net Lease, Inc.

Real Estate
48
+ 0.35%
$6.82 - $8.08 $327 - $388
13.7K $103K
FDL
First Tr Morningstar Dividend

ETFs
43
+ 0.7%
$38.19 - $43.19 $1.64K - $1.86K
6.19K $259K
EXC
Exelon Corp

Utilities
78
+ 1.64%
$42.2 - $47.37 $3.29K - $3.69K
4.85K $210K
SAIA
Saia Inc

Industrials
268
+ 24.1%
$236.65 - $374.8 $63.4K - $100K
1.38K $378K
NEE
Nextera Energy Inc

Utilities
256
+ 1.08%
$64.11 - $75.0 $16.4K - $19.2K
24.1K $1.67M
AZO
Autozone Inc

Consumer Cyclical
5
+ 1.39%
$3478.38 - $3880.15 $17.4K - $19.4K
366 $1.36M
SCHQ
Schwab Strategic Tr Long Term

ETFs
965
+ 1.68%
$30.46 - $33.4 $29.4K - $32.2K
58.3K $1.86M
SUN
Sunoco LP

Energy
1
+ 0.02%
$50.38 - $59.13 $50.4 - $59.1
4.62K $247K
BBY
Best Buy CO Inc

Consumer Cyclical
11
+ 0.34%
$56.17 - $75.73 $618 - $833
3.29K $220K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
4.93K
+ 4.61%
$19.2 - $22.42 $94.7K - $111K
112K $2.26M
ALC
Alcon Inc

Healthcare
106
+ 2.23%
$82.88 - $98.3 $8.79K - $10.4K
4.87K $429K
ED
Consolidated Edison Inc

Utilities
344
+ 6.11%
$98.05 - $113.3 $33.7K - $39K
5.98K $599K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8
+ 0.1%
$45.07 - $52.57 $361 - $421
8.39K $409K
SHEL
Shell PLC

Energy
30
+ 0.31%
$59.75 - $73.05 $1.79K - $2.19K
9.56K $672K
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 0.14%
$145.91 - $168.0 $292 - $336
1.45K $214K
FBT
First Trust Nyse Arca Biotechn

ETFs
102
+ 2.0%
$145.67 - $165.99 $14.9K - $16.9K
5.21K $839K
UNP
Union Pacific Corp

Industrials
92
+ 1.12%
$208.27 - $238.46 $19.2K - $21.9K
8.27K $1.9M
ZUMZ
Zumiez Inc

Consumer Cyclical
1.39K
+ 4.35%
$11.58 - $15.3 $16.1K - $21.3K
33.4K $443K
IYH
Ishares Tr

ETFs
146
+ 1.45%
$53.97 - $60.17 $7.88K - $8.78K
10.2K $577K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
191
+ 6.19%
$421.16 - $509.5 $80.4K - $97.3K
3.28K $1.46M
LUV
Southwest Airlines CO

Industrials
26
+ 0.08%
$24.04 - $34.36 $625 - $893
34K $1.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
31
+ 1.58%
$310.86 - $348.77 $9.64K - $10.8K
1.99K $637K
FDX
Fedex Corp

Industrials
99
+ 2.62%
$198.07 - $245.17 $19.6K - $24.3K
3.88K $881K
IYE
Ishares Tr

ETFs
1.07K
+ 4.75%
$40.36 - $49.67 $43.2K - $53.1K
23.6K $1.07M
SNA
Snap On Inc

Industrials
110
+ 3.64%
$292.36 - $342.2 $32.2K - $37.6K
3.14K $975K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
123
+ 1.36%
$86.97 - $102.82 $10.7K - $12.6K
9.15K $878K
PPL
Ppl Corp

Utilities
649
+ 2.13%
$33.45 - $36.5 $21.7K - $23.7K
31.2K $1.06M
CPRT
Copart Inc

Consumer Cyclical
2.05K
+ 10.43%
$47.72 - $63.84 $97.6K - $131K
21.7K $1.06M
DD
Du Pont De Nemours, Inc.

Basic Materials
176
+ 1.71%
$55.13 - $75.25 $9.7K - $13.2K
10.5K $719K
PGR
Progressive Corp

Financial Services
35
+ 0.88%
$255.27 - $288.74 $8.93K - $10.1K
4.02K $1.07M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
130
+ 3.4%
$99.37 - $134.05 $12.9K - $17.4K
3.95K $447K
CTRA
Coterra Energy Inc.

Energy
245
+ 1.25%
$22.6 - $29.07 $5.54K - $7.12K
19.8K $502K
ICLR
Icon PLC

Healthcare
93
+ 3.57%
$126.62 - $168.7 $11.8K - $15.7K
2.7K $392K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
118
+ 3.31%
$212.1 - $244.27 $25K - $28.8K
3.69K $806K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
50
+ 5.97%
$483.07 - $625.6 $24.2K - $31.3K
888 $466K
AFL
Aflac Inc

Financial Services
216
+ 1.27%
$99.77 - $112.45 $21.6K - $24.3K
17.2K $1.81M
BMY
Bristol Myers Squibb CO

Healthcare
20.1K
+ 29.17%
$44.12 - $59.6 $887K - $1.2M
89K $4.12M
TSN
Tyson Foods, Inc.

Consumer Defensive
64
+ 0.47%
$54.33 - $63.56 $3.48K - $4.07K
13.5K $757K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 8.33%
$725400.0 - $809350.0 $725K - $809K
13 $9.47M
LOW
Lowes Companies Inc

Consumer Cyclical
170
+ 1.3%
$210.83 - $235.28 $35.8K - $40K
13.2K $2.93M
OKE
Oneok Inc

Energy
715
+ 6.91%
$78.71 - $100.37 $56.3K - $71.8K
11.1K $903K
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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