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
VPU
Vanguard Utilities ETF

ETFs
4.12K
+ 92.09%
$158.36 - $178.82 $653K - $737K
8.6K $1.52M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
7.14K
+ 9.97%
$110.55 - $126.65 $789K - $904K
78.8K $9.67M
VTV
Vanguard Value ETF

ETFs
1.35K
+ 1.08%
$153.67 - $176.74 $207K - $238K
126K $22.3M
IEMG
Ishares Inc

ETFs
13.4K
+ 21.47%
N/A
75.7K $4.06M
AEE
Ameren Corp

Utilities
8.35K
+ 41.44%
$94.23 - $101.68 $787K - $849K
28.5K $2.74M
EFV
Msci Eafe Value ETF

ETFs
5.92K
+ 7.96%
$52.4 - $64.65 $310K - $382K
80.3K $5.09M
SKYY
First Trust Cloud Computing Et

ETFs
4.33K
+ 46.82%
$89.46 - $121.64 $388K - $527K
13.6K $1.65M
EMR
Emerson Electric CO

Industrials
368
+ 1.34%
$94.15 - $133.33 $34.6K - $49.1K
27.8K $3.71M
HYG
Ishares Tr

ETFs
6.12K
+ 5.23%
$75.75 - $80.65 $463K - $493K
123K $9.93M
TFLO
Ishares Treasury Floating Rate

ETFs
13.8K
+ 7.38%
$50.47 - $50.66 $697K - $700K
201K $10.2M
OEF
Ishares S&P 100 ETF

ETFs
2.59K
+ 20.74%
N/A
15.1K $4.01M
RDVY
First Trust Rising Dividend Ac

ETFs
7.24K
+ 13.05%
$51.6 - $62.74 $374K - $454K
62.7K $3.94M
UBER
Uber Technologies, Inc

Technology
5.57K
+ 72.55%
$64.62 - $93.3 $360K - $520K
13.2K $1.24M
USB
Us Bancorp \De\

Financial Services
11.1K
+ 19.32%
$36.4 - $45.76 $404K - $507K
68.5K $3.1M
DE
Deere & CO

Industrials
1.06K
+ 33.44%
$412.99 - $531.48 $439K - $565K
4.24K $2.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.5K
+ 7.16%
$51.14 - $57.0 $641K - $715K
188K $10.7M
LMT
Lockheed Martin Corp

Industrials
1.02K
+ 9.02%
$430.82 - $486.45 $438K - $495K
12.3K $5.7M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.95K
+ 15.44%
$66.5 - $71.25 $662K - $709K
74.4K $5.17M
HEFA
Ishares Currency Hedged Msci E

ETFs
11K
+ 8.47%
$32.11 - $38.21 $353K - $420K
141K $5.34M
VV
Vanguard Large Cap ETF

ETFs
2.05K
+ 130.1%
$228.25 - $285.3 $469K - $586K
3.63K $1.04M
SCHO
Schwab Short Term Us Treasury

ETFs
25.1K
+ 6.52%
$24.19 - $24.45 $606K - $613K
409K $9.97M
FVD
First Tr Value Line Divid Inde

ETFs
13.7K
+ 13.32%
$40.62 - $45.12 $555K - $616K
116K $5.19M
XLE
Energy Sector Spdr

ETFs
13.1K
+ 23.11%
$76.44 - $94.13 $999K - $1.23M
69.7K $5.91M
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
+ 4.32%
$168.34 - $195.42 $339K - $393K
48.7K $9.51M
UPS
United Parcel Service Inc

Industrials
11.3K
+ 19.17%
$91.92 - $110.2 $1.04M - $1.25M
70.4K $7.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.75K
+ 0.74%
$19.6 - $24.44 $34.4K - $42.8K
237K $5.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.74K
+ 4.2%
$17.76 - $22.1 $137K - $171K
192K $4.24M
KRP
Kimbell Royalty Partners, LP

Energy
42.6K
+ 86.05%
$11.58 - $14.61 $493K - $622K
92.1K $1.29M
PANW
Palo Alto Networks Inc

Technology
375
+ 2.49%
$152.44 - $204.64 $57.2K - $76.7K
15.5K $3.16M
AXP
American Express CO

Financial Services
804
+ 12.17%
$231.39 - $318.98 $186K - $256K
7.41K $2.36M
NOW
Service Now, Inc.

Technology
5
+ 0.2%
$721.65 - $1040.18 $3.61K - $5.2K
2.48K $2.55M
VDE
Vanguard Energy ETF

ETFs
5.17K
+ 100.82%
$105.87 - $130.56 $548K - $675K
10.3K $1.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.89K
+ 32.77%
$77.94 - $79.5 $537K - $547K
27.9K $2.22M
USFR
Wisdomtree Floating Rate Treas

ETFs
11.1K
+ 115.0%
$50.28 - $50.47 $557K - $559K
20.7K $1.04M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.01%
$141.37 - $228.57 $141 - $229
9.08K $2.06M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.39K
+ 10.54%
$71.94 - $86.02 $388K - $464K
56.5K $4.84M
XLF
Financial Sector Spdr

ETFs
2.95K
+ 1.94%
$43.92 - $52.37 $129K - $154K
154K $8.08M
CARR
Carrier Global Corp

Industrials
6.66K
+ 120.9%
$55.55 - $75.83 $370K - $505K
12.2K $890K
IWB
Ishares Tr Russell 1000 ETF

ETFs
869
+ 12.25%
$272.36 - $339.57 $237K - $295K
7.96K $2.7M
FV
First Trust Dorsey Wright Focu

ETFs
5.7K
+ 13.46%
$48.43 - $59.26 $276K - $338K
48.1K $2.85M
ROBO
Robo Global Robotics And Autom

ETFs
7.92K
+ 146.04%
$43.89 - $59.78 $348K - $474K
13.4K $798K
ENB
Enbridge Inc

Energy
10.5K
+ 25.27%
$41.09 - $47.16 $431K - $495K
52K $2.36M
SLV
I Shares Silver Trust

ETFs
6.25K
+ 3.65%
$27.08 - $33.74 $169K - $211K
177K $5.82M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.35K
+ 4.43%
$61.92 - $81.5 $83.6K - $110K
31.9K $2.59M
CRM
Salesforce, Inc.

Technology
1.68K
+ 14.05%
$236.26 - $291.15 $397K - $489K
13.6K $3.72M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
7.55K
+ 4.92%
$23.14 - $27.82 $175K - $210K
161K $4.4M
HD
Home Depot, Inc.

Consumer Cyclical
1.37K
+ 5.51%
$335.24 - $380.78 $459K - $522K
26.2K $9.62M
BALT
Innovator Etfs Tr
10.3K
+ 4.14%
$30.33 - $32.1 $312K - $331K
259K $8.3M
KLAC
Kla Corp

Technology
27
+ 1.22%
$576.53 - $902.94 $15.6K - $24.4K
2.24K $2.01M
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