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
IWS
Ishares Russell Midcap Value E

ETFs
1.78K
+ 23.99%
$110.58 - $132.14 $197K - $236K
9.21K $1.22M
NMFC
New Mountain Finance Corp

Financial Services
27.9K
+ 87.01%
$9.11 - $11.09 $254K - $309K
60K $632K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
2.76K
+ 120.91%
$79.85 - $95.57 $220K - $264K
5.04K $481K
SRE
Sempra Energy

Utilities
2.4K
+ 11.86%
$63.78 - $78.91 $153K - $189K
22.6K $1.71M
NUE
Nucor Corp

Basic Materials
1.09K
+ 7.66%
$103.22 - $131.43 $112K - $143K
15.3K $1.98M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.11K
+ 4.06%
$56.88 - $70.77 $63K - $78.3K
28.3K $2.01M
AMAT
Applied Materials Inc

Technology
186
+ 3.15%
$126.95 - $183.52 $23.6K - $34.1K
6.1K $1.12M
KO
Coca Cola CO

Consumer Defensive
4.3K
+ 7.48%
$68.37 - $73.9 $294K - $318K
61.8K $4.37M
NEM
Newmont Corp

Basic Materials
1.11K
+ 5.95%
$44.18 - $59.46 $49.1K - $66.1K
19.8K $1.15M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
2.76K
+ 57.7%
$99.46 - $129.39 $274K - $357K
7.54K $847K
DFAE
Dimensional ETF Tr

ETFs
3K
+ 5.72%
$22.87 - $28.95 $68.7K - $86.9K
55.5K $1.61M
XLB
Select Sector Spdr Fd Material

ETFs
2.75K
+ 102.69%
$74.27 - $88.92 $204K - $245K
5.43K $476K
VEU
Vanguard Ftse All World Ex Us

ETFs
388
+ 1.18%
$54.19 - $67.22 $21K - $26.1K
33.4K $2.25M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.85K
+ 12.06%
$29.82 - $30.19 $234K - $237K
73K $2.2M
COF
Capital One Financial Corp

Financial Services
938
+ 79.63%
$150.57 - $212.76 $141K - $200K
2.12K $450K
VAL
Valaris LTD

Energy
4.46K
+ 28.86%
$28.94 - $46.88 $129K - $209K
19.9K $837K
VOE
Vanguard Mid Cap Value Index F

ETFs
778
+ 2.96%
$141.87 - $164.49 $110K - $128K
27.1K $4.46M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.53K
+ 3.23%
$29.52 - $35.31 $74.6K - $89.2K
80.7K $2.85M
EMLP
First Tr Exchange Traded Iv

ETFs
6K
+ 22.85%
$33.62 - $37.89 $202K - $227K
32.3K $1.21M
IT
Gartner Inc

Technology
578
+ 96.17%
$377.5 - $449.52 $218K - $260K
1.18K $476K
VDC
Vanguard Consumer Staples ETF

ETFs
1.02K
+ 17.58%
$204.89 - $224.73 $208K - $228K
6.79K $1.49M
CCI
Crown Castle International Corp

Real Estate
2.29K
+ 27.08%
$94.83 - $107.06 $217K - $245K
10.8K $1.1M
KKR
Kkr & Co. Inc.

Financial Services
436
+ 4.66%
$92.79 - $134.29 $40.5K - $58.6K
9.8K $1.3M
SHV
Ishares Tr

ETFs
2.02K
+ 3.51%
$110.06 - $110.46 $222K - $223K
59.5K $6.57M
TWI
Titan International Inc

Industrials
76
+ 0.07%
$6.27 - $10.43 $477 - $793
113K $1.17M
WFC
Wells Fargo & Company

Financial Services
316
+ 1.4%
$60.98 - $80.12 $19.3K - $25.3K
22.9K $1.84M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
685
+ 14.54%
$113.67 - $150.4 $77.9K - $103K
5.4K $811K
FDN
First Tr Fd Dow Jones

ETFs
496
+ 30.17%
$200.29 - $269.33 $99.3K - $134K
2.14K $576K
TRV
Travelers Companies, Inc.

Financial Services
775
+ 70.39%
$233.83 - $276.34 $181K - $214K
1.88K $501K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.76K
+ 2.03%
$26.18 - $30.91 $46K - $54.3K
88.3K $2.66M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.31K
+ 3.15%
$22.57 - $23.23 $187K - $193K
272K $6.32M
CB
Chubb LTD

Financial Services
767
+ 34.71%
$274.32 - $302.46 $210K - $232K
2.98K $862K
PHYS
Sprott Physical Gold Trust

Financial Services
7.03K
+ 65.97%
$22.82 - $26.29 $160K - $185K
17.7K $448K
MPC
Marathon Petroleum Corp

Energy
40
+ 0.44%
$118.55 - $170.08 $4.74K - $6.8K
9.13K $1.52M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8.44K
+ 1990.57%
$87.84 - $1441.89 $741K - $12.2M
8.86K $798K
GD
General Dynamics Corp

Industrials
85
+ 0.99%
$247.68 - $291.66 $21.1K - $24.8K
8.65K $2.52M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
3.25K
+ 7.19%
$29.44 - $33.91 $95.6K - $110K
48.4K $1.58M
HON
Honeywell International Inc

Industrials
58
+ 0.71%
$182.86 - $232.88 $10.6K - $13.5K
8.18K $1.9M
T
At&T Inc.

Communication Services
998
+ 0.43%
$26.33 - $28.94 $26.3K - $28.9K
232K $6.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.53K
+ 0.86%
$22.68 - $23.28 $125K - $129K
647K $15M
CTVA
Corteva, Inc.

Basic Materials
1.56K
+ 28.69%
$55.52 - $74.53 $86.4K - $116K
6.98K $520K
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.07K
+ 1.72%
$21.56 - $22.54 $109K - $114K
299K $6.75M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
634
+ 6.18%
$76.98 - $98.31 $48.8K - $62.3K
10.9K $1.07M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3.35K
+ 20.37%
$49.79 - $50.59 $167K - $170K
19.8K $1M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
3.61K
+ 23.38%
$37.73 - $43.54 $136K - $157K
19.1K $823K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.09K
+ 4.53%
$30.96 - $40.6 $33.9K - $44.4K
25.3K $1.02M
F
Ford Motor CO

Consumer Cyclical
8.97K
+ 9.69%
$8.69 - $10.85 $78K - $97.4K
102K $1.1M
DASH
Door Dash, Inc.

Communication Services
134
+ 6.12%
$163.16 - $246.51 $21.9K - $33K
2.33K $573K
COP
Conocophillips

Energy
4.14K
+ 31.93%
$82.66 - $106.1 $342K - $439K
17.1K $1.53M
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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