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
WES
Western Midstream Partners, LP

Energy
3.63K
+ 58.98%
$34.99 - $41.61 $127K - $151K
9.79K $378K
GLW
Corning Inc

Technology
1.71K
+ 33.31%
$39.07 - $52.59 $66.8K - $90K
6.85K $360K
SO
Southern CO

Utilities
1.4K
+ 4.16%
$84.91 - $92.56 $119K - $129K
35K $3.21M
DOV
Dover Corp

Industrials
508
+ 12.49%
$151.14 - $186.7 $76.8K - $94.8K
4.58K $838K
MMM
3 M CO

Industrials
469
+ 4.84%
$126.09 - $154.15 $59.1K - $72.3K
10.2K $1.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
853
+ 35.35%
$390.26 - $489.06 $333K - $417K
3.27K $1.32M
MO
Altria Group, Inc.

Consumer Defensive
4.64K
+ 4.31%
$55.56 - $60.91 $258K - $283K
112K $6.58M
TM
Toyota Motor Corp

Consumer Cyclical
752
+ 48.89%
$158.63 - $195.39 $119K - $147K
2.29K $394K
OTIS
Otis Worldwide Corp

Industrials
1.44K
+ 28.83%
$90.88 - $104.3 $131K - $150K
6.44K $638K
SNPS
Synopsys Inc

Technology
64
+ 5.99%
$380.9 - $517.66 $24.4K - $33.1K
1.13K $580K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.11K
+ 4.59%
$67.03 - $80.35 $74.3K - $89.1K
25.3K $2.01M
ISRG
Intuitive Surgical Inc

Healthcare
86
+ 5.66%
$451.58 - $565.94 $38.8K - $48.7K
1.61K $872K
BBUS
J P Morgan Exchg Traded Fd

ETFs
671
+ 16.6%
$89.63 - $111.92 $60.1K - $75.1K
4.71K $527K
DIV
Global X Superdividend Us ETF

ETFs
6.98K
+ 23.36%
N/A
36.8K $632K
IDEV
Ishares Core Msci Intl Develop

ETFs
960
+ 15.54%
$61.79 - $76.67 $59.3K - $73.6K
7.14K $542K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
119
+ 1.42%
$101.97 - $126.75 $12.1K - $15.1K
8.51K $1.08M
PPA
Invesco Exchange Traded Fd Tr

ETFs
355
+ 13.91%
$105.2 - $141.69 $37.3K - $50.3K
2.91K $411K
PAYX
Paychex Inc

Industrials
932
+ 38.17%
$137.01 - $159.78 $128K - $149K
3.37K $490K
HDV
Ishares Core High Dividend ETF

ETFs
1.47K
+ 9.85%
$108.41 - $120.51 $159K - $177K
16.4K $1.92M
GWRE
Guidewire Software, Inc.

Technology
194
+ 14.1%
$172.73 - $257.37 $33.5K - $49.9K
1.57K $369K
ADI
Analog Devices Inc

Technology
258
+ 18.49%
$164.6 - $238.02 $42.5K - $61.4K
1.65K $393K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.37K
+ 38.58%
$100.44 - $129.37 $137K - $177K
4.91K $505K
PSTG
Pure Storage, Inc.

Technology
725
+ 14.02%
$37.18 - $57.58 $27K - $41.7K
5.9K $339K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.5K
+ 19.97%
$43.86 - $51.74 $65.9K - $77.7K
9.02K $466K
AEP
American Electric Power CO Inc

Utilities
1.51K
+ 16.41%
$98.59 - $109.11 $149K - $165K
10.7K $1.11M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
576
+ 7.58%
$75.29 - $91.16 $43.4K - $52.5K
8.17K $736K
BK
Bank Of New York Mellon Corp

Financial Services
758
+ 15.47%
$73.31 - $91.62 $55.6K - $69.4K
5.66K $515K
KHC
Kraft Heinz CO

Consumer Defensive
6.94K
+ 43.7%
$25.61 - $30.81 $178K - $214K
22.8K $588K
SOUN
Soundhound Ai, Inc.

Technology
4.56K
+ 21.39%
$7.18 - $11.76 $32.7K - $53.6K
25.9K $277K
XYLG
Global X Fds S&P 500 Covered C

ETFs
3.04K
+ 18.54%
$23.63 - $27.55 $71.8K - $83.8K
19.4K $535K
AX
Axos Financial, Inc.

Financial Services
765
+ 20.58%
$56.36 - $76.85 $43.1K - $58.8K
4.48K $340K
NCA
Nuveen California Municipal Value Fund

Financial Services
11.3K
+ 40.57%
$8.24 - $8.73 $93.1K - $98.6K
39.2K $339K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.92K
+ 18.86%
$37.18 - $42.55 $71.2K - $81.5K
12.1K $513K
BST
Black Rock Science & Technology Trust

Financial Services
730
+ 5.4%
$29.62 - $38.3 $21.6K - $28K
14.2K $543K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
496
+ 13.64%
$86.93 - $109.64 $43.1K - $54.4K
4.13K $453K
RSG
Republic Services, Inc.

Industrials
257
+ 3.55%
$227.2 - $258.07 $58.4K - $66.3K
7.51K $1.85M
ITT
Itt Inc.

Industrials
98
+ 3.47%
$112.67 - $157.95 $11K - $15.5K
2.92K $458K
IHDG
Wisdomtree Tr

ETFs
142
+ 0.27%
$38.54 - $46.0 $5.47K - $6.53K
53.2K $2.39M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
946
+ 6.69%
$54.27 - $63.01 $51.3K - $59.6K
15.1K $944K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.01K
+ 7.02%
$14.97 - $16.79 $75K - $84.1K
76.3K $1.28M
SAMT
Advisors Inn.Circle Fd Iii Str
131
+ 0.8%
$27.04 - $34.43 $3.54K - $4.51K
16.6K $570K
VLO
Valero Energy Corp

Energy
532
+ 6.82%
$104.69 - $141.77 $55.7K - $75.4K
8.33K $1.12M
BNDC
Flexshares Tr Core Select Bd F

ETFs
3.83K
+ 5.19%
$21.75 - $22.41 $83.2K - $85.7K
77.5K $1.73M
FCX
Freeport Mcmoran Inc

Basic Materials
334
+ 2.51%
$29.15 - $44.46 $9.74K - $14.8K
13.6K $591K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
699
+ 13.57%
$116.93 - $119.39 $81.7K - $83.5K
5.85K $696K
SUB
Ishares Short Term National Mu

ETFs
702
+ 4.16%
$104.77 - $106.34 $73.5K - $74.7K
17.6K $1.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
475
+ 12.91%
$248.61 - $294.96 $118K - $140K
4.15K $1.17M
CDNS
Cadence Design Systems Inc

Technology
75
+ 6.53%
$231.64 - $323.08 $17.4K - $24.2K
1.22K $376K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.52K
+ 10.03%
$44.47 - $47.0 $67.5K - $71.4K
16.7K $783K
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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email