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
ALLY
Ally Financial Inc.

Financial Services
1.54K
+ 11.07%
$32.99 - $40.09 $50.8K - $61.7K
15.5K $563K
FTI
Technip Fmc PLC

Energy
912
+ 7.73%
$25.3 - $32.57 $23.1K - $29.7K
12.7K $402K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.69K
+ 6.43%
$32.42 - $36.13 $249K - $278K
127K $4.2M
PRI
Primerica, Inc.

Financial Services
151
+ 10.83%
$271.41 - $296.43 $41K - $44.8K
1.55K $439K
HEI
Heico Corp

Industrials
101
+ 8.95%
$219.6 - $270.85 $22.2K - $27.4K
1.23K $328K
CPRT
Copart Inc

Consumer Cyclical
1.29K
+ 7.06%
$52.3 - $59.83 $67.6K - $77.4K
19.6K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
522
+ 7.98%
$85.55 - $94.34 $44.7K - $49.2K
7.06K $639K
BA
Boeing CO

Industrials
690
+ 6.94%
$148.15 - $186.25 $102K - $129K
10.6K $1.81M
FELE
Franklin Electric CO Inc

Industrials
710
+ 18.37%
$93.38 - $106.03 $66.3K - $75.3K
4.58K $429K
BK
Bank Of New York Mellon Corp

Financial Services
246
+ 5.29%
$75.42 - $88.95 $18.6K - $21.9K
4.9K $410K
WSO
Watsco Inc

Industrials
45
+ 5.26%
$463.86 - $530.75 $20.9K - $23.9K
900 $457K
AWK
American Water Works Company, Inc.

Utilities
15
+ 0.7%
$121.01 - $149.31 $1.82K - $2.24K
2.15K $316K
DVN
Devon Energy Corp

Energy
263
+ 3.01%
$33.15 - $38.55 $8.72K - $10.1K
9.01K $337K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.51K
+ 7.98%
$11.96 - $13.56 $42K - $47.6K
47.5K $609K
MTB
M&T Bank Corp

Financial Services
488
+ 12.01%
$170.47 - $201.98 $83.2K - $98.6K
4.55K $813K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.53K
+ 1.49%
$62.72 - $71.92 $95.7K - $110K
104K $6.57M
IBDV
Ishares Tr

Technology
1.99K
+ 10.52%
$21.11 - $21.73 $42K - $43.2K
20.9K $454K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.35K
+ 4.19%
$47.47 - $48.84 $63.9K - $65.8K
33.5K $1.6M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
163
+ 0.68%
$21.64 - $23.93 $3.53K - $3.9K
24K $573K
FCAL
First Tr Iii Calif Mun High In

ETFs
1.4K
+ 6.46%
$48.53 - $49.76 $67.7K - $69.5K
23K $1.12M
HSY
Hershey CO

Consumer Defensive
253
+ 8.94%
$144.74 - $186.36 $36.6K - $47.1K
3.08K $527K
BST
Black Rock Science & Technology Trust

Financial Services
2.65K
+ 24.39%
$32.99 - $38.94 $87.4K - $103K
13.5K $445K
EQH
Equitable Holdings, Inc.

Financial Services
319
+ 5.27%
$47.64 - $55.68 $15.2K - $17.8K
6.37K $331K
CTVA
Corteva, Inc.

Basic Materials
242
+ 4.67%
$55.94 - $66.15 $13.5K - $16K
5.42K $341K
SAMT
Advisors Inn.Circle Fd Iii Str
1.56K
+ 10.48%
$28.43 - $33.08 $44.4K - $51.6K
16.4K $479K
C
Citigroup Inc

Financial Services
481
+ 2.74%
$67.23 - $84.63 $32.3K - $40.7K
18.1K $1.28M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
2.05K
+ 20.92%
$27.95 - $30.87 $57.3K - $63.3K
11.9K $335K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.67K
+ 22.46%
$165.25 - $224.62 $275K - $374K
9.08K $1.51M
AKAM
Akamai Technologies Inc

Technology
477
+ 12.06%
N/A
4.43K $402K
PH
Parker Hannifin Corp

Industrials
98
+ 14.87%
$591.65 - $707.05 $58K - $69.3K
757 $460K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
717
+ 4.17%
$47.33 - $47.92 $33.9K - $34.4K
17.9K $853K
FNDF
Schwab Fundamental Intl Large

ETFs
405
+ 5.16%
$32.9 - $37.45 $13.3K - $15.2K
8.26K $298K
FSK
Fs Kkr Capital Corp

Financial Services
2.75K
+ 10.2%
$20.47 - $24.06 $56.3K - $66.2K
29.7K $623K
STWD
Starwood Property Trust, Inc.

Real Estate
418
+ 1.2%
$18.41 - $20.53 $7.7K - $8.58K
35.3K $697K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.4K
+ 9.98%
$41.26 - $44.98 $57.8K - $63.1K
15.4K $649K
CSX
Csx Corp

Industrials
1.79K
+ 27.88%
$29.11 - $33.67 $52K - $60.2K
8.2K $241K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
704
+ 2.41%
$24.73 - $25.62 $17.4K - $18K
29.9K $762K
GGG
Graco Inc

Industrials
430
+ 10.3%
$80.53 - $87.54 $34.6K - $37.6K
4.61K $384K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
16.1K
+ 32.75%
$5.74 - $7.6 $92.4K - $122K
65.3K $407K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 0.77%
$29.82 - $30.1 $14.9K - $15.1K
65.2K $1.96M
ITW
Illinois Tool Works Inc

Industrials
164
+ 8.26%
$244.9 - $274.48 $40.2K - $45K
2.15K $532K
IYH
Ishares Tr

ETFs
31
+ 0.31%
$58.32 - $62.76 $1.81K - $1.95K
10.1K $613K
MSI
Motorola Solutions, Inc.

Technology
84
+ 18.58%
$411.73 - $482.1 $34.6K - $40.5K
536 $234K
FDS
Factset Research Systems Inc

Financial Services
103
+ 12.67%
$427.5 - $476.51 $44K - $49.1K
916 $416K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.12%
$68.32 - $75.06 $410 - $450
5.13K $383K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
168
+ 1.31%
$27.77 - $31.75 $4.67K - $5.33K
13K $393K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.09K
+ 5.21%
$23.03 - $23.17 $25.1K - $25.3K
22K $507K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
554
+ 5.71%
$86.24 - $97.98 $47.8K - $54.3K
10.3K $894K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
899
+ 5.59%
$25.05 - $25.16 $22.5K - $22.6K
17K $427K
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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