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
ICE
Intercontinental Exchange, Inc.

Financial Services
1.64K
+ 43.93%
$142.8 - $176.36 $235K - $290K
5.38K $928K
SCHO
Schwab Short Term Us Treasury

ETFs
10.9K
+ 2.92%
$24.1 - $24.34 $263K - $265K
384K $9.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
892
+ 17.44%
$308.86 - $455.36 $276K - $406K
6.01K $2.12M
DFAE
Dimensional ETF Tr

ETFs
13.3K
+ 33.92%
$24.64 - $26.86 $328K - $357K
52.5K $1.36M
VBR
Vanguard Small Cap Value ETF

ETFs
2.39K
+ 33.99%
$183.02 - $207.75 $437K - $496K
9.42K $1.75M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
876
+ 46.25%
$408.78 - $448.82 $358K - $393K
2.77K $1.16M
WPC
W. P. Carey Inc.

Real Estate
3.09K
+ 16.36%
$53.5 - $65.05 $165K - $201K
22K $1.39M
WM
Waste Management Inc

Industrials
121
+ 1.12%
$200.54 - $233.78 $24.3K - $28.3K
10.9K $2.53M
XLV
Select Sector Spdr Fund Health

ETFs
368
+ 1.05%
$137.61 - $149.68 $50.6K - $55.1K
35.3K $5.16M
NOC
Northrop Grumman Corp

Industrials
350
+ 9.25%
$433.45 - $513.82 $152K - $180K
4.13K $2.12M
PGR
Progressive Corp

Financial Services
670
+ 20.22%
$235.61 - $291.22 $158K - $195K
3.98K $1.13M
ADP
Automatic Data Processing Inc

Industrials
785
+ 10.97%
$286.85 - $318.64 $225K - $250K
7.94K $2.43M
SKYY
First Trust Cloud Computing Et

ETFs
4.07K
+ 78.64%
$102.23 - $131.18 $416K - $534K
9.25K $945K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.15K
+ 2.99%
$44.68 - $46.49 $186K - $193K
143K $6.62M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
10.8K
+ 5.85%
$43.63 - $46.01 $470K - $495K
195K $8.58M
IDU
Ishares Tr U S Utils ETF

ETFs
3.02K
+ 90.67%
$95.33 - $102.77 $288K - $311K
6.36K $644K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.03K
+ 11.73%
$25.81 - $28.52 $233K - $258K
86.1K $2.37M
IYR
Ishares Tr

ETFs
2.94K
+ 21.73%
$89.49 - $98.98 $263K - $291K
16.5K $1.58M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.65K
+ 6.48%
$69.81 - $78.9 $115K - $130K
27.1K $2.11M
ETN
Eaton Corp PLC

Industrials
2.6K
+ 39.28%
$271.83 - $371.23 $708K - $967K
9.23K $2.51M
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 6.46%
$1739.0 - $2260.0 $92.2K - $120K
874 $1.71M
DIV
Global X Superdividend Us ETF

ETFs
17.9K
+ 149.62%
N/A
29.9K $513K
ZTS
Zoetis Inc.

Healthcare
1.78K
+ 48.2%
$156.48 - $175.67 $278K - $313K
5.47K $900K
PFE
Pfizer Inc

Healthcare
20.6K
+ 10.25%
$25.01 - $27.13 $515K - $558K
221K $5.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.37K
+ 62.69%
$247.97 - $296.33 $339K - $405K
3.55K $892K
VTR
Ventas, Inc.

Real Estate
2.96K
+ 37.93%
$56.9 - $70.47 $168K - $209K
10.8K $740K
WELL
Welltower Inc.

Real Estate
1.46K
+ 71.34%
$124.05 - $156.86 $181K - $229K
3.5K $536K
DGRO
Ishares Core Dividend Growth E

ETFs
2.94K
+ 1.41%
$60.46 - $64.42 $178K - $190K
211K $13M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.8K
+ 19.49%
$32.49 - $37.99 $414K - $484K
78.2K $2.62M
IYK
Ishares U.S. Consumer Staples

ETFs
2.87K
+ 25.39%
$63.29 - $71.8 $182K - $206K
14.2K $1.01M
APH
Amphenol Corp

Technology
4.29K
+ 146.65%
$61.62 - $78.55 $264K - $337K
7.21K $473K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.15K
+ 17.64%
$77.7 - $78.94 $245K - $249K
21K $1.66M
PBRA
Petroleo Bras Ads (Ea Reptg 2
20K
+ 23.34%
N/A
106K $1.39M
SCHQ
Schwab Strategic Tr Long Term

ETFs
5.88K
+ 11.41%
$30.72 - $33.22 $181K - $195K
57.4K $1.88M
TROW
Price T Rowe Group Inc

Financial Services
12.4K
+ 29.86%
$91.57 - $116.93 $1.14M - $1.45M
54K $4.96M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.27K
+ 49.85%
$161.05 - $222.93 $365K - $505K
6.81K $1.25M
CCI
Crown Castle International Corp

Real Estate
1.44K
+ 20.46%
$84.33 - $106.39 $121K - $153K
8.46K $881K
CAT
Caterpillar Inc

Industrials
2.49K
+ 14.15%
$326.75 - $407.63 $814K - $1.01M
20.1K $6.63M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.09K
+ 2.32%
$81.83 - $82.73 $171K - $173K
92.1K $7.62M
GLDM
World Gold Trust

ETFs
1.71K
+ 12.65%
$52.19 - $61.89 $89.2K - $106K
15.2K $941K
CME
Cme Group Inc.

Financial Services
631
+ 29.83%
$225.82 - $266.54 $142K - $168K
2.75K $728K
SLB
Schlumberger Limited

Energy
5.11K
+ 97.24%
$38.4 - $43.74 $196K - $223K
10.4K $433K
CLOI
Vaneck ETF Tr

ETFs
4.38K
+ 19.29%
$52.68 - $53.16 $230K - $233K
27.1K $1.43M
HDV
Ishares Core High Dividend ETF

ETFs
881
+ 6.27%
$110.86 - $121.12 $97.7K - $107K
14.9K $1.81M
DMAR
First Tr Ex Tr Viii Cboe Vest
6.46K
+ 21.51%
$36.82 - $39.1 $238K - $253K
36.5K $1.38M
ENB
Enbridge Inc

Energy
3.41K
+ 8.95%
$41.54 - $45.45 $142K - $155K
41.5K $1.84M
IQV
Iqvia Holdings Inc.

Healthcare
1.44K
+ 85.08%
$176.3 - $209.96 $253K - $302K
3.13K $551K
NEM
Newmont Corp

Basic Materials
356
+ 1.94%
$37.79 - $48.39 $13.5K - $17.2K
18.7K $901K
SUB
Ishares Short Term National Mu

ETFs
2.07K
+ 13.97%
$105.3 - $106.24 $218K - $220K
16.9K $1.78M
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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