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
ADSK
Autodesk, Inc.

Technology
94
+ 8.05%
N/A
1.26K $310K
SAIA
Saia Inc

Industrials
307
+ 38.14%
$349.29 - $508.47 $107K - $156K
1.11K $388K
FBT
First Trust Nyse Arca Biotechn

ETFs
10
+ 0.2%
$164.86 - $182.19 $1.65K - $1.82K
5.1K $868K
LYG
Lloyds Banking Group PLC

Financial Services
2.76K
+ 27.15%
$2.58 - $3.9 $7.12K - $10.8K
12.9K $49K
DINO
Hf Sinclair Corp

Energy
3.08K
+ 8.33%
$30.66 - $38.48 $94.5K - $119K
40.1K $1.32M
WES
Western Midstream Partners, LP

Energy
100
+ 1.65%
$37.87 - $42.89 $3.79K - $4.29K
6.16K $252K
ITT
Itt Inc.

Industrials
413
+ 17.12%
$128.71 - $153.88 $53.2K - $63.6K
2.83K $364K
AB
Alliancebernstein Holding L.P.

Financial Services
35
+ 0.25%
$35.0 - $40.73 $1.23K - $1.43K
14.3K $547K
NVT
N Vent Electric PLC

Industrials
1.94K
+ 36.88%
$52.42 - $75.4 $102K - $146K
7.2K $377K
BBY
Best Buy CO Inc

Consumer Cyclical
664
+ 25.39%
$70.3 - $91.1 $46.7K - $60.5K
3.28K $241K
FNDA
Schwab Fundamental U S Small C

ETFs
2.64K
+ 10.92%
$26.87 - $30.99 $70.9K - $81.7K
26.8K $733K
VAW
Vanguard Materials ETF

ETFs
79
+ 7.34%
$185.71 - $202.46 $14.7K - $16K
1.16K $218K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
498
+ 8.72%
$41.35 - $44.46 $20.6K - $22.1K
6.21K $262K
DHI
Horton D R Inc

Consumer Cyclical
239
+ 16.71%
$125.29 - $147.65 $29.9K - $35.3K
1.67K $212K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.96K
+ 10.81%
$16.57 - $18.85 $115K - $131K
71.3K $1.19M
PECO
Phillips Edison & Company, Inc.

Real Estate
1.73K
+ 3.33%
$34.43 - $37.49 $59.5K - $64.8K
53.6K $1.96M
CW
Curtiss Wright Corp

Industrials
167
+ 15.74%
$304.82 - $384.07 $50.9K - $64.1K
1.23K $389K
PIO
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.31%
$38.78 - $41.4 $1.12K - $1.2K
9.46K $379K
AVIG
American Centy ETF Tr Avantis

ETFs
130
+ 1.8%
$40.06 - $41.55 $5.21K - $5.4K
7.35K $304K
FTNT
Fortinet, Inc.

Technology
11
+ 0.24%
$92.49 - $114.57 $1.02K - $1.26K
4.51K $434K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
107
+ 1.91%
$37.07 - $40.63 $3.97K - $4.35K
5.72K $225K
QTEC
First Trust Nasdaq 100 Technol

ETFs
151
+ 13.99%
$173.56 - $210.67 $26.2K - $31.8K
1.23K $213K
EMN
Eastman Chemical CO

Basic Materials
528
+ 4.63%
$87.05 - $103.47 $46K - $54.6K
11.9K $1.05M
GNL
Global Net Lease, Inc.

Real Estate
85
+ 0.63%
$6.91 - $8.26 $587 - $702
13.7K $109K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
44
+ 0.2%
$24.79 - $25.26 $1.09K - $1.11K
21.9K $552K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
36
+ 0.14%
$39.96 - $43.3 $1.44K - $1.56K
26.3K $1.08M
FTA
First Tr Large Cap Value

ETFs
92
+ 1.26%
$74.42 - $80.34 $6.85K - $7.39K
7.39K $567K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.06%
$76.77 - $82.22 $230 - $247
5.34K $423K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.46K
+ 5.23%
$11.22 - $11.8 $16.3K - $17.2K
29.3K $329K
PCAR
Paccar Inc

Industrials
244
+ 10.75%
$96.91 - $112.51 $23.6K - $27.5K
2.51K $244K
TDIV
First Trust Nasdaq Technology

ETFs
397
+ 9.24%
$73.39 - $83.95 $29.1K - $33.3K
4.69K $345K
WDAY
Workday, Inc.

Technology
152
+ 13.32%
$233.53 - $277.82 $35.5K - $42.2K
1.29K $301K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
887
+ 1.47%
$11.17 - $11.61 $9.91K - $10.3K
61.1K $687K
RBLX
Roblox Corp

Communication Services
23
+ 0.35%
$53.77 - $75.47 $1.24K - $1.74K
6.54K $381K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
47
+ 0.24%
$12.06 - $13.55 $567 - $637
19.8K $251K
ESS
Essex Property Trust, Inc.

Real Estate
11
+ 1.39%
N/A
805 $219K
MGK
Vanguard Mega Cap Growth ETF

ETFs
503
+ 11.28%
$307.43 - $357.48 $155K - $180K
4.96K $1.53M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.58K
+ 20.36%
$47.79 - $59.89 $171K - $214K
21.1K $1.06M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.93K
+ 2.6%
$19.04 - $20.15 $36.7K - $38.8K
75.9K $1.45M
OXLC
Oxford Lane Capital Corp.

Financial Services
2.22K
+ 8.29%
$4.3 - $5.17 $9.55K - $11.5K
29K $136K
Strategic Trust
28.1K
+ 6.55%
N/A
457K $0
Tidal Tr Ii
269
+ 2.31%
N/A
11.9K $0
Tidal Tr Ii
2.15K
+ 15.55%
N/A
16K $0
Blackrock Inc
39
+ 1.19%
N/A
3.31K $0
Rbb Fd Inc
2.33K
+ 15.23%
N/A
17.7K $0
Annaly Capital Management In
3.75K
+ 14.17%
N/A
30.2K $0
South Bow Corp
5.23K
+ 23.47%
N/A
27.5K $0
Blackrock ETF Trust Ii
6.15K
+ 6.63%
N/A
98.9K $0
Brookfield Asset Managmt LTD
952
+ 11.34%
N/A
9.35K $0
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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