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
TTE
Total Energies Se

Energy
3.17K
+ 52.49%
N/A
9.22K $632K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.77K
+ 2.61%
$51.52 - $52.37 $143K - $145K
109K $5.72M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.21K
+ 8.21%
$128.74 - $138.67 $156K - $168K
16K $2.17M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
477
+ 15.43%
$208.48 - $244.03 $99.4K - $116K
3.57K $870K
UBER
Uber Technologies, Inc

Technology
1.75K
+ 29.42%
$63.17 - $81.49 $110K - $142K
7.68K $559K
VLO
Valero Energy Corp

Energy
1.03K
+ 15.21%
$121.76 - $142.99 $125K - $147K
7.8K $1.03M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.81K
+ 30.78%
$80.08 - $92.93 $305K - $354K
16.2K $1.3M
TFC
Truist Financial Corp

Financial Services
6.84K
+ 18.74%
$39.48 - $48.15 $270K - $329K
43.3K $1.78M
RYI
Ryerson Holding Corp

Industrials
4
+ 0.01%
$17.63 - $25.87 $70.5 - $103
44.9K $1.03M
NVO
Novo Nordisk A S

Healthcare
9.62K
+ 34.09%
$69.3 - $90.95 $667K - $875K
37.8K $2.63M
LOW
Lowes Companies Inc

Consumer Cyclical
1.52K
+ 13.17%
$222.66 - $268.42 $338K - $408K
13.1K $3.04M
ICLR
Icon PLC

Healthcare
1.38K
+ 111.79%
$174.99 - $222.58 $241K - $306K
2.61K $455K
NUE
Nucor Corp

Basic Materials
1.22K
+ 9.38%
$114.48 - $142.52 $139K - $173K
14.2K $1.71M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
944
+ 1.49%
$66.9 - $71.57 $63.2K - $67.6K
64.4K $4.54M
TT
Trane Technologies PLC

Industrials
624
+ 118.41%
$332.0 - $400.86 $207K - $250K
1.15K $387K
BND
Vanguard Bd Index Fd Inc Total

ETFs
190
+ 0.16%
$71.17 - $73.66 $13.5K - $14K
116K $8.5M
MU
Micron Technology Inc

Technology
1.91K
+ 23.24%
$86.89 - $109.38 $166K - $209K
10.1K $881K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.3K
+ 20.89%
$191.06 - $228.87 $249K - $298K
7.54K $1.45M
VONG
Vanguard Russell 1000 Growth E

ETFs
12.8K
+ 13.44%
$92.71 - $107.38 $1.18M - $1.37M
108K $9.99M
GEL
Genesis Energy LP

Energy
425
+ 1.33%
$10.31 - $16.03 $4.38K - $6.81K
32.3K $507K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
68
+ 19.1%
$1187.71 - $1432.58 $80.8K - $97.4K
424 $607K
LEG
Leggett & Platt Inc

Consumer Cyclical
37.7K
+ 55.15%
$7.91 - $11.06 $298K - $417K
106K $839K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.81K
+ 79.14%
$99.16 - $99.52 $179K - $180K
4.09K $406K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.36K
+ 42.67%
$35.35 - $42.74 $119K - $144K
11.2K $464K
F
Ford Motor CO

Consumer Cyclical
16.5K
+ 21.64%
$9.12 - $10.43 $150K - $172K
92.6K $928K
KR
Kroger CO

Consumer Defensive
2.2K
+ 64.22%
$58.36 - $67.72 $128K - $149K
5.62K $380K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.24K
+ 9.57%
$30.73 - $32.26 $223K - $234K
82.9K $2.55M
AJG
Arthur J. Gallagher & Co.

Financial Services
170
+ 9.5%
$275.89 - $345.24 $46.9K - $58.7K
1.96K $676K
RACE
Ferrari N.V.

Consumer Cyclical
378
+ 58.88%
$413.73 - $508.15 $156K - $192K
1.02K $436K
BRO
Brown & Brown, Inc.

Financial Services
673
+ 19.14%
$100.54 - $124.4 $67.7K - $83.7K
4.19K $521K
OMI
Owens & Minor Inc

Healthcare
43.6K
+ 75.71%
$6.22 - $15.07 $271K - $657K
101K $913K
SCHG
Schwab Strategic Tr Us Large C

ETFs
79.4K
+ 12.29%
$24.91 - $29.02 $1.98M - $2.31M
726K $18.2M
DGX
Quest Diagnostics Inc

Healthcare
1.15K
+ 78.84%
N/A
2.61K $357K
AMT
American Tower Corp

Real Estate
57
+ 1.36%
$173.46 - $217.6 $9.89K - $12.4K
4.26K $927K
IR
Ingersoll Rand Inc.

Industrials
2.45K
+ 61.34%
$79.44 - $94.23 $195K - $231K
6.45K $515K
STE
Steris PLC

Healthcare
474
+ 23.36%
$202.46 - $232.74 $96K - $110K
2.5K $567K
BR
Broadridge Financial Solutions, Inc.

Technology
475
+ 24.48%
$221.46 - $244.83 $105K - $116K
2.42K $585K
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.84K
+ 38.65%
$37.9 - $43.9 $184K - $213K
17.4K $666K
FAF
First American Financial Corp

Financial Services
15
+ 0.03%
$57.7 - $66.47 $866 - $997
43.6K $2.86M
RDVY
First Trust Rising Dividend Ac

ETFs
2.93K
+ 5.58%
$57.22 - $63.39 $168K - $186K
55.5K $3.25M
OKE
Oneok Inc

Energy
1.47K
+ 16.54%
$89.57 - $109.85 $132K - $161K
10.4K $1.03M
KLAC
Kla Corp

Technology
40
+ 1.84%
$636.62 - $777.63 $25.5K - $31.1K
2.22K $1.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.88K
+ 8.88%
$57.21 - $65.8 $565K - $650K
121K $7.06M
MSTR
Microstrategy Inc

Technology
471
+ 55.28%
$239.27 - $396.5 $113K - $187K
1.32K $381K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.95K
+ 20.67%
$54.9 - $62.36 $217K - $246K
23.1K $1.28M
CMCSA
Comcast Corp

Communication Services
4.26K
+ 9.95%
$33.19 - $38.23 $141K - $163K
47.1K $1.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.85K
+ 10.13%
$29.34 - $31.31 $172K - $183K
63.6K $1.89M
NVS
Novartis Ag

Healthcare
14
+ 0.16%
$97.14 - $115.57 $1.36K - $1.62K
8.9K $992K
ED
Consolidated Edison Inc

Utilities
39
+ 0.7%
$88.0 - $110.59 $3.43K - $4.31K
5.63K $623K
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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