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
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
1.82K
+ 2.61%
$110.12 - $124.59 $200K - $227K
71.6K $8.92M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 3.69%
$45.56 - $47.23 $488K - $506K
301K $14.2M
WMT
Walmart Inc.

Consumer Defensive
12K
+ 10.47%
$84.5 - $105.05 $1.01M - $1.26M
127K $11.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.3K
+ 4.55%
$25.54 - $27.64 $365K - $395K
328K $8.93M
LDSF
First Tr ETF Viii Low Duration

ETFs
35.9K
+ 20.16%
$18.68 - $18.94 $671K - $680K
214K $4.04M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
31.9K
+ 288.56%
$17.67 - $20.85 $564K - $666K
43K $896K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16.7K
+ 42.88%
$51.45 - $58.51 $859K - $977K
55.7K $2.88M
IBHG
Ishares Tr Ibonds 2027 Term Hi
29.4K
+ 11.1%
$22.21 - $22.56 $653K - $664K
294K $6.57M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
27.9K
+ 22.49%
$21.77 - $22.56 $608K - $630K
152K $3.42M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.99K
+ 11.29%
$80.21 - $86.14 $560K - $602K
68.9K $5.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.16K
+ 26.74%
$74.85 - $84.89 $461K - $523K
29.2K $2.39M
EPD
Enterprise Products Partners L.P.

Energy
2.1K
+ 1.04%
$31.75 - $34.14 $66.5K - $71.5K
203K $6.93M
TGT
Target Corp

Consumer Defensive
15.3K
+ 48.72%
$103.65 - $142.5 $1.59M - $2.18M
46.7K $4.87M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
11.8K
+ 111.72%
$51.3 - $56.76 $606K - $670K
22.4K $1.19M
DFAI
Dimensional ETF Tr

ETFs
14.2K
+ 22.24%
$28.88 - $32.4 $409K - $459K
77.8K $2.43M
TPL
Texas Pacific Land Corp

Energy
69
+ 3.22%
$1180.08 - $1431.01 $81.4K - $98.7K
2.21K $2.93M
PNW
Pinnacle West Capital Corp

Utilities
5.22K
+ 89.78%
$81.76 - $95.25 $427K - $497K
11K $1.05M
SGOL
Abrdn Gold ETF Trust

ETFs
8.35K
+ 13.38%
$25.14 - $29.82 $210K - $249K
70.7K $2.11M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
12.9K
+ 42.59%
$41.74 - $43.57 $540K - $563K
43.3K $1.82M
EEM
Ishares Msci Emerging Markets

ETFs
11.7K
+ 129.34%
$40.81 - $45.34 $477K - $530K
20.7K $904K
MCK
Mckesson Corp

Healthcare
321
+ 10.89%
$566.21 - $672.99 $182K - $216K
3.27K $2.2M
VOTE
Engine No 1 ETF Tr

ETFs
13.4K
+ 11.77%
$64.6 - $72.12 $865K - $966K
127K $8.32M
DHR
Danaher Corp

Healthcare
3.12K
+ 49.63%
$201.62 - $250.59 $629K - $782K
9.41K $1.93M
ABT
Abbott Laboratories

Healthcare
508
+ 2.39%
$111.1 - $140.22 $56.4K - $71.2K
21.7K $2.88M
SWK
Stanley Black & Decker, Inc.

Industrials
6.67K
+ 67.18%
$76.43 - $90.41 $510K - $603K
16.6K $1.28M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.04K
+ 3.64%
$24.11 - $28.41 $73.3K - $86.4K
86.5K $2.46M
JELD
Jeld Wen Holding, Inc.

Industrials
92.7K
+ 231.67%
$5.46 - $9.88 $506K - $916K
133K $792K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.3K
+ 47.53%
$45.72 - $51.73 $561K - $634K
38.1K $1.75M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.1K
+ 113.62%
$58.01 - $64.46 $412K - $458K
13.3K $828K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.87K
+ 1.27%
$126.11 - $135.06 $236K - $253K
149K $19.3M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.44K
+ 7.89%
$179.71 - $192.06 $439K - $469K
33.4K $6.15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.8K
+ 0.81%
$25.77 - $27.6 $124K - $133K
594K $15.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.82K
+ 0.92%
$22.46 - $23.26 $131K - $135K
642K $14.9M
FVD
First Tr Value Line Divid Inde

ETFs
7.51K
+ 7.9%
$42.61 - $45.51 $320K - $342K
103K $4.57M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
10.7K
+ 16.44%
$27.47 - $30.62 $293K - $326K
75.4K $2.23M
QCOM
Qualcomm Inc

Technology
2.72K
+ 8.76%
$151.94 - $175.86 $413K - $478K
33.8K $5.19M
AOA
Ishares Tr Core Aggressive All

ETFs
5.46K
+ 19.2%
$75.7 - $80.01 $413K - $437K
33.9K $2.59M
SHV
Ishares Tr

ETFs
3.46K
+ 6.41%
$110.11 - $110.51 $381K - $383K
57.5K $6.35M
XLP
Consumer Staples Sector Spdr

ETFs
5.28K
+ 28.36%
N/A
23.9K $1.82M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.72K
+ 13.81%
$50.72 - $50.92 $392K - $393K
63.7K $3.24M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22.8K
+ 7.96%
$48.06 - $53.73 $1.09M - $1.22M
309K $15.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.86K
+ 33.27%
$100.32 - $100.76 $387K - $388K
15.4K $1.55M
CI
Cigna Corp

Healthcare
366
+ 7.21%
$274.49 - $329.0 $100K - $120K
5.44K $1.79M
SO
Southern CO

Utilities
800
+ 2.44%
$80.96 - $92.96 $64.8K - $74.4K
33.6K $3.09M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.42K
+ 3.03%
$50.82 - $52.7 $225K - $233K
150K $7.9M
RMD
Resmed Inc

Healthcare
1.72K
+ 196.23%
$219.7 - $257.65 $378K - $443K
2.6K $580K
BNDC
Flexshares Tr Core Select Bd F

ETFs
15.8K
+ 27.39%
$21.51 - $22.34 $341K - $354K
73.7K $1.64M
DE
Deere & CO

Industrials
549
+ 20.87%
$408.57 - $509.27 $224K - $280K
3.18K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
2.05K
+ 4.59%
$185.78 - $198.58 $380K - $406K
46.6K $8.89M
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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