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
AOR
Ishares Tr Core Growth Allocat

ETFs
2.05K
+ 9.15%
$56.63 - $59.39 $116K - $122K
24.4K $1.41M
YUM
Yum Brands Inc

Consumer Cyclical
353
+ 12.3%
$123.25 - $162.53 $43.5K - $57.4K
3.22K $507K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.5K
+ 2.86%
$90.0 - $96.32 $135K - $144K
53.8K $4.96M
AES
Aes Corp

Utilities
12.3K
+ 16.6%
$9.93 - $13.23 $122K - $163K
86.5K $1.07M
VRT
Vertiv Holdings CO

Industrials
1.38K
+ 19.5%
N/A
8.46K $733K
IEMG
Ishares Inc

ETFs
2.23K
+ 3.71%
N/A
62.3K $3.34M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
683
+ 12.85%
$107.24 - $116.37 $73.2K - $79.5K
6K $697K
SYK
Stryker Corp

Healthcare
105
+ 1.66%
$355.18 - $399.9 $37.3K - $42K
6.44K $2.4M
OTIS
Otis Worldwide Corp

Industrials
663
+ 15.28%
$90.77 - $104.01 $60.2K - $69K
5K $516K
BALT
Innovator Etfs Tr
3.94K
+ 1.61%
$31.31 - $31.89 $123K - $126K
248K $7.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
681
+ 6.61%
$67.08 - $76.14 $45.7K - $51.9K
11K $809K
IYE
Ishares Tr

ETFs
576
+ 2.62%
$45.23 - $49.95 $26.1K - $28.8K
22.5K $1.11M
IWB
Ishares Tr Russell 1000 ETF

ETFs
676
+ 10.54%
$302.31 - $337.54 $204K - $228K
7.09K $2.18M
ROP
Roper Technologies Inc

Industrials
38
+ 3.1%
$502.71 - $593.81 $19.1K - $22.6K
1.26K $744K
ET
Energy Transfer LP

Energy
16.2K
+ 8.28%
$17.26 - $21.08 $279K - $341K
212K $3.94M
ALL
Allstate Corp

Financial Services
342
+ 14.67%
$180.99 - $210.18 $61.9K - $71.9K
2.67K $553K
NSC
Norfolk Southern Corp

Industrials
395
+ 10.12%
$227.69 - $259.76 $89.9K - $103K
4.3K $1.02M
ALC
Alcon Inc

Healthcare
633
+ 15.34%
$82.73 - $96.8 $52.4K - $61.3K
4.76K $451K
SIVR
Abrdn Silver ETF Trust

ETFs
503
+ 2.96%
$28.07 - $32.82 $14.1K - $16.5K
17.5K $569K
SPGI
S&P Global Inc.

Financial Services
169
+ 11.34%
$478.26 - $543.77 $80.8K - $91.9K
1.66K $842K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.14K
+ 3.8%
$49.69 - $50.76 $107K - $109K
58.6K $2.93M
URI
United Rentals, Inc.

Industrials
196
+ 63.02%
$594.17 - $789.56 $116K - $155K
507 $317K
CSL
Carlisle Companies Inc

Industrials
349
+ 40.87%
$326.43 - $408.24 $114K - $142K
1.2K $409K
CB
Chubb LTD

Financial Services
139
+ 6.71%
$257.71 - $301.99 $35.8K - $42K
2.21K $667K
TSN
Tyson Foods, Inc.

Consumer Defensive
86
+ 0.64%
$54.27 - $63.81 $4.67K - $5.49K
13.5K $859K
A
Agilent Technologies, Inc.

Healthcare
1.6K
+ 28.59%
$116.69 - $152.6 $186K - $244K
7.18K $839K
RIO
Rio Tinto PLC

Basic Materials
1.35K
+ 21.44%
$58.19 - $64.29 $78.8K - $87K
7.67K $460K
CGGO
Capital Group Global Growth Eq

ETFs
8.14K
+ 4.94%
$28.33 - $30.84 $231K - $251K
173K $4.9M
NCA
Nuveen California Municipal Value Fund

Financial Services
9.1K
+ 48.52%
$8.41 - $8.73 $76.5K - $79.4K
27.9K $240K
FTCS
First Trust Capital Strength E

ETFs
498
+ 2.48%
$86.39 - $91.35 $43K - $45.5K
20.5K $1.84M
TDY
Teledyne Technologies Inc

Technology
81
+ 6.72%
$455.51 - $518.84 $36.9K - $42K
1.29K $640K
DOX
Amdocs LTD

Technology
610
+ 16.19%
$82.21 - $92.02 $50.1K - $56.1K
4.38K $400K
SCHW
Schwab Charles Corp

Financial Services
421
+ 3.85%
$71.24 - $83.64 $30K - $35.2K
11.4K $889K
OMC
Omnicom Group Inc.

Communication Services
1.23K
+ 15.46%
$79.43 - $88.34 $97.9K - $109K
9.21K $763K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.33K
+ 37.14%
$39.02 - $42.89 $90.8K - $99.8K
8.59K $339K
SYY
Sysco Corp

Consumer Defensive
1.16K
+ 15.63%
$70.0 - $77.13 $81.3K - $89.5K
8.59K $644K
SCHP
Schwab Strategic Us Tips ETF

ETFs
428
+ 0.7%
$25.69 - $26.89 $11K - $11.5K
61.5K $1.65M
CINF
Cincinnati Financial Corp

Financial Services
424
+ 14.34%
$133.67 - $147.81 $56.7K - $62.7K
3.38K $499K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.7K
+ 21.96%
$49.36 - $53.08 $83.9K - $90.2K
9.44K $470K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
605
+ 8.65%
$78.97 - $85.82 $47.8K - $51.9K
7.6K $630K
LDOS
Leidos Holdings, Inc.

Technology
671
+ 29.86%
$126.82 - $161.11 $85.1K - $108K
2.92K $393K
CTRA
Coterra Energy Inc.

Energy
97
+ 0.5%
$25.51 - $29.83 $2.47K - $2.89K
19.6K $565K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
4.94K
+ 7.45%
$9.62 - $10.03 $47.6K - $49.6K
71.3K $705K
APD
Air Products & Chemicals, Inc.

Basic Materials
161
+ 4.58%
$283.24 - $338.07 $45.6K - $54.4K
3.68K $1.09M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
554
+ 28.47%
$166.63 - $185.86 $92.3K - $103K
2.5K $416K
BHP
Bhp Group LTD

Basic Materials
1.36K
+ 24.69%
$48.18 - $52.11 $65.6K - $71K
6.88K $333K
CACI
Caci International Inc

Technology
150
+ 15.71%
N/A
1.11K $472K
SSNC
Ss&C Technologies Holdings Inc

Technology
329
+ 7.01%
$74.75 - $89.13 $24.6K - $29.3K
5.03K $419K
JCI
Johnson Controls International PLC

Industrials
123
+ 0.27%
$76.12 - $90.6 $9.36K - $11.1K
46.4K $3.72M
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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