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
WMB
Williams Companies, Inc.

Energy
1.17K
+ 33.88%
$54.33 - $62.87 $63.5K - $73.4K
4.62K $289K
KMB
Kimberly Clark Corp

Consumer Defensive
2.09K
+ 14.83%
$126.84 - $145.22 $266K - $304K
16.2K $2.09M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
851
+ 9.01%
$46.04 - $53.67 $39.2K - $45.7K
10.3K $552K
TTD
Trade Desk, Inc.

Technology
142
+ 3.47%
$45.27 - $79.4 $6.43K - $11.3K
4.24K $305K
EQIX
Equinix Inc

Real Estate
119
+ 15.26%
$740.07 - $914.43 $88.1K - $109K
899 $715K
CLX
Clorox CO

Consumer Defensive
1.02K
+ 63.4%
$118.01 - $148.69 $121K - $152K
2.63K $316K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.01K
+ 16.0%
$24.54 - $25.07 $73.8K - $75.4K
21.8K $545K
IWR
Ishares Russell Mid Cap ETF

ETFs
607
+ 21.35%
$74.88 - $91.97 $45.5K - $55.8K
3.45K $317K
VMC
Vulcan Materials CO

Basic Materials
90
+ 4.63%
$226.49 - $276.01 $20.4K - $24.8K
2.03K $529K
BR
Broadridge Financial Solutions, Inc.

Technology
308
+ 12.75%
$217.22 - $246.25 $66.9K - $75.8K
2.72K $661K
GDEN
Golden Entertainment, Inc.

Consumer Cyclical
183
+ 0.82%
$24.6 - $29.86 $4.5K - $5.46K
22.5K $660K
ROST
Ross Stores, Inc.

Consumer Cyclical
568
+ 13.48%
$126.62 - $154.26 $71.9K - $87.6K
4.78K $610K
VGSH
Vanguard

ETFs
1.13K
+ 2.0%
$58.32 - $58.95 $65.8K - $66.5K
57.6K $3.39M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9
+ 0.08%
$65.84 - $80.81 $593 - $727
11K $880K
PH
Parker Hannifin Corp

Industrials
4
+ 0.53%
$517.23 - $700.54 $2.07K - $2.8K
761 $531K
LDOS
Leidos Holdings, Inc.

Technology
22
+ 0.75%
$132.9 - $160.3 $2.92K - $3.53K
2.94K $463K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.15K
+ 13.25%
$62.08 - $73.58 $134K - $158K
18.4K $1.23M
A
Agilent Technologies, Inc.

Healthcare
522
+ 7.27%
$99.29 - $120.52 $51.8K - $62.9K
7.7K $908K
PAA
Plains All American Pipeline LP

Energy
4.86K
+ 39.8%
$16.03 - $20.28 $77.9K - $98.5K
17.1K $312K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
110
+ 9.7%
$224.16 - $285.86 $24.7K - $31.4K
1.24K $355K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.92K
+ 4.74%
$26.18 - $26.93 $76.3K - $78.5K
64.4K $1.72M
PSLV
Sprott Physical Silver Trust

Financial Services
4.19K
+ 22.41%
$9.98 - $12.51 $41.8K - $52.4K
22.9K $280K
TMUS
T Mobile Us, Inc.

Communication Services
956
+ 16.43%
$220.99 - $268.54 $211K - $257K
6.77K $1.61M
SCCO
Southern Copper Corp

Basic Materials
113
+ 1.75%
$75.63 - $104.64 $8.55K - $11.8K
6.58K $665K
VRT
Vertiv Holdings CO

Industrials
704
+ 8.32%
N/A
9.17K $794K
FNDA
Schwab Fundamental U S Small C

ETFs
923
+ 3.45%
$23.85 - $28.69 $22K - $26.5K
27.7K $793K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
41
+ 1.64%
$153.22 - $199.8 $6.28K - $8.19K
2.54K $476K
QJUN
First Tr ETF
343
+ 2.12%
$24.35 - $29.57 $8.35K - $10.1K
16.5K $488K
CLW
Clearwater Paper Corp

Basic Materials
18
+ 0.06%
$23.84 - $30.3 $429 - $545
30.6K $833K
PAPR
Innovator U.S. Equity Power Bu

ETFs
988
+ 7.66%
$33.22 - $37.29 $32.8K - $36.8K
13.9K $518K
CMI
Cummins Inc

Industrials
63
+ 2.42%
$267.12 - $336.65 $16.8K - $21.2K
2.67K $874K
QTEC
First Trust Nasdaq 100 Technol

ETFs
39
+ 3.17%
$149.56 - $212.83 $5.83K - $8.3K
1.27K $270K
SAP
Sap Se

Technology
84
+ 9.45%
$237.53 - $309.8 $20K - $26K
973 $295K
TDY
Teledyne Technologies Inc

Technology
71
+ 5.52%
$435.54 - $512.31 $30.9K - $36.4K
1.36K $695K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2
+ 0.04%
$60.22 - $80.1 $120 - $160
4.53K $363K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
2.1K
+ 20.41%
$22.15 - $23.69 $46.5K - $49.7K
12.4K $293K
FFIN
First Financial Bankshares Inc

Financial Services
1.49K
+ 5.64%
$31.3 - $37.48 $46.5K - $55.7K
27.8K $1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
390
+ 2.44%
$121.58 - $136.74 $47.4K - $53.3K
16.4K $2.22M
FTCS
First Trust Capital Strength E

ETFs
317
+ 1.54%
$81.6 - $92.39 $25.9K - $29.3K
20.9K $1.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
196
+ 11.79%
$149.76 - $186.42 $29.4K - $36.5K
1.86K $346K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
2.42K
+ 6.36%
$23.96 - $24.41 $58.1K - $59.1K
40.5K $982K
XSMO
Invesco S&P Smallcap Momentum

ETFs
473
+ 12.39%
$55.15 - $68.11 $26.1K - $32.2K
4.29K $291K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
658
+ 1.01%
$5.27 - $7.02 $3.47K - $4.62K
65.9K $458K
PFE
Pfizer Inc

Healthcare
12.1K
+ 5.49%
$21.59 - $24.84 $262K - $302K
234K $5.66M
EMB
Ishares Tr

ETFs
342
+ 3.76%
$86.54 - $92.62 $29.6K - $31.7K
9.44K $874K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.87K
+ 6.26%
$24.98 - $25.66 $46.7K - $48K
31.7K $812K
DVN
Devon Energy Corp

Energy
3.13K
+ 34.69%
$26.8 - $37.92 $83.8K - $119K
12.1K $386K
MAR
Marriott International Inc

Consumer Cyclical
45
+ 4.49%
$211.12 - $274.14 $9.5K - $12.3K
1.05K $286K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
3.57K
+ 5.0%
$8.72 - $10.05 $31.1K - $35.9K
74.9K $752K
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