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
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
8.22K
+ 10.89%
$26.38 - $32.66 $217K - $268K
83.6K $2.73M
NVO
Novo Nordisk A S

Healthcare
7.47K
+ 19.73%
$58.08 - $81.05 $434K - $605K
45.3K $3.13M
IEFA
Ishares Tr

ETFs
2.61K
+ 7.29%
$67.83 - $84.09 $177K - $219K
38.4K $3.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.12K
+ 9.45%
$90.56 - $109.49 $283K - $342K
36.2K $3.95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.71K
+ 5.95%
$45.11 - $52.34 $303K - $351K
119K $6.25M
VOT
Vanguard Mid Cap Growth Index

ETFs
33
+ 0.27%
$216.28 - $284.39 $7.14K - $9.38K
12.1K $3.45M
FL
Foot Locker, Inc.

Consumer Cyclical
39
+ 0.08%
$11.12 - $24.5 $434 - $956
46.2K $1.13M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.18K
+ 36.56%
$46.92 - $55.01 $384K - $450K
30.5K $1.66M
DG
Dollar General Corp

Consumer Defensive
2.8K
+ 49.15%
$86.02 - $114.95 $241K - $322K
8.49K $971K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
8.96K
+ 37.92%
$36.71 - $42.81 $329K - $384K
32.6K $1.4M
SOXX
Ishares Semiconductor ETF

ETFs
33
+ 0.38%
$154.86 - $239.07 $5.11K - $7.89K
8.69K $2.07M
BOTZ
Global X Fds

ETFs
11.9K
+ 92.48%
$24.51 - $32.65 $292K - $389K
24.8K $809K
IWN
Ishares Russell2000 Val ETF

ETFs
2.66K
+ 75.58%
$131.84 - $157.76 $351K - $419K
6.18K $974K
CEG
Constellation Energy Corp

Utilities
826
+ 57.28%
$170.96 - $322.76 $141K - $267K
2.27K $732K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.5K
+ 8.31%
$108.12 - $135.04 $162K - $202K
19.5K $2.63M
MS
Morgan Stanley

Financial Services
1.13K
+ 9.99%
$99.83 - $140.86 $113K - $159K
12.5K $1.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
396
+ 7.98%
$273.67 - $366.17 $108K - $145K
5.36K $1.96M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.99K
+ 7.75%
$50.39 - $60.05 $201K - $240K
55.5K $3.34M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.44K
+ 4.32%
$162.65 - $188.71 $235K - $272K
34.9K $6.58M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.47K
+ 15.75%
$79.19 - $99.64 $195K - $246K
18.1K $1.81M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
3
+ 0.02%
$35.11 - $63.01 $105 - $189
18.9K $1.16M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.51K
+ 3.6%
$35.12 - $48.24 $53.1K - $72.9K
43.5K $2.1M
KMI
Kinder Morgan, Inc.

Energy
11.3K
+ 12.29%
$25.21 - $29.4 $285K - $333K
103K $3.04M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.69K
+ 5.0%
$81.46 - $94.63 $219K - $254K
56.5K $5.34M
MA
Mastercard Inc

Financial Services
505
+ 9.1%
$479.92 - $590.74 $242K - $298K
6.05K $3.4M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.7K
+ 9.03%
$21.85 - $22.76 $300K - $313K
166K $3.78M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
649
+ 12.29%
$180.84 - $240.32 $117K - $156K
5.93K $1.43M
DFAI
Dimensional ETF Tr

ETFs
2.79K
+ 3.59%
$28.02 - $34.71 $78.2K - $96.9K
80.6K $2.79M
XLY
Select Sector Spdr Consumer Di

ETFs
231
+ 1.5%
$176.34 - $218.59 $40.7K - $50.5K
15.6K $3.39M
VST
Vistra Corp.

Utilities
276
+ 7.0%
$98.07 - $195.04 $27.1K - $53.8K
4.22K $818K
ADP
Automatic Data Processing Inc

Industrials
1.07K
+ 13.53%
$276.76 - $326.81 $297K - $351K
9.01K $2.78M
PAVE
Global X Fds Us Infrastructure

ETFs
5.4K
+ 27.19%
$33.78 - $43.68 $182K - $236K
25.2K $1.1M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.82K
+ 47.03%
$107.61 - $119.09 $304K - $336K
8.82K $1.05M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.4K
+ 13.7%
$29.0 - $30.68 $329K - $348K
94.3K $2.89M
ITA
Ishares Tr

ETFs
1.01K
+ 23.9%
$135.31 - $188.64 $137K - $191K
5.25K $989K
IWY
Ishares Tr Russell 200 Growth

ETFs
131
+ 1.53%
$187.5 - $246.51 $24.6K - $32.3K
8.7K $2.14M
AOA
Ishares Tr Core Aggressive All

ETFs
1.19K
+ 3.5%
$69.46 - $83.4 $82.4K - $99K
35.1K $2.93M
MCO
Moodys Corp

Financial Services
605
+ 78.06%
$396.7 - $501.59 $240K - $303K
1.38K $692K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.82K
+ 1.9%
$35.8 - $41.07 $65.1K - $74.7K
97.7K $4.01M
GILD
Gilead Sciences, Inc.

Healthcare
3.07K
+ 16.92%
$96.91 - $113.0 $298K - $347K
21.2K $2.35M
LNG
Cheniere Energy, Inc.

Energy
914
+ 11.76%
$197.25 - $244.33 $180K - $223K
8.69K $2.11M
ASML
Asml Holding Nv

Technology
18
+ 0.84%
$595.37 - $815.24 $10.7K - $14.7K
2.17K $1.74M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.11K
+ 125.74%
$72.12 - $76.23 $297K - $314K
7.38K $560K
XAR
Spdr S&P Aerospace & Defense E

ETFs
578
+ 16.3%
$144.94 - $210.94 $83.8K - $122K
4.12K $869K
XLU
Utilities Sector Spdr

ETFs
2.23K
+ 5.34%
$73.09 - $82.77 $163K - $185K
44.1K $3.6M
WNC
Wabash National Corp

Industrials
30.3K
+ 49.35%
$6.91 - $11.2 $210K - $340K
91.8K $976K
GEL
Genesis Energy LP

Energy
14.2K
+ 43.92%
$12.5 - $17.36 $178K - $247K
46.5K $801K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.69K
+ 41.72%
$39.43 - $49.34 $185K - $231K
15.9K $753K
C
Citigroup Inc

Financial Services
405
+ 2.24%
$58.13 - $85.12 $23.5K - $34.5K
18.5K $1.57M
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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