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
RPM
Rpm International Inc

Basic Materials
636
+ 16.32%
$96.97 - $117.58 $61.7K - $74.8K
4.53K $497K
ET
Energy Transfer LP

Energy
7.94K
+ 3.75%
$15.65 - $18.93 $124K - $150K
220K $3.98M
TTWO
Take Two Interactive Software Inc

Communication Services
12
+ 0.99%
$194.58 - $243.05 $2.33K - $2.92K
1.22K $296K
DFSD
Dimensional ETF Tr Short Durat

ETFs
919
+ 21.57%
$47.09 - $48.01 $43.3K - $44.1K
5.18K $248K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
49
+ 1.91%
$101.93 - $128.63 $4.99K - $6.3K
2.61K $336K
MPLX
Mplx LP

Energy
1.3K
+ 11.99%
$46.68 - $53.89 $60.8K - $70.2K
12.2K $626K
PIO
Invesco Exchange Traded Fd Tr

ETFs
40
+ 0.42%
$35.79 - $44.67 $1.43K - $1.79K
9.5K $424K
IDU
Ishares Tr U S Utils ETF

ETFs
236
+ 3.71%
$93.98 - $106.11 $22.2K - $25K
6.59K $689K
RY
Royal Bank Of Canada

Financial Services
4
+ 0.18%
$108.36 - $131.55 $433 - $526
2.19K $287K
ITW
Illinois Tool Works Inc

Industrials
175
+ 8.14%
$218.41 - $252.43 $38.2K - $44.2K
2.32K $574K
ELV
Elevance Health, Inc.

Healthcare
345
+ 17.04%
$372.27 - $452.69 $128K - $156K
2.37K $921K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.61K
+ 9.45%
$25.04 - $25.18 $40.2K - $40.4K
18.6K $468K
AB
Alliancebernstein Holding L.P.

Financial Services
126
+ 0.88%
$33.0 - $41.77 $4.16K - $5.26K
14.4K $588K
SPG
Simon Property Group Inc

Real Estate
331
+ 13.66%
$140.37 - $171.44 $46.5K - $56.7K
2.75K $442K
MNST
Monster Beverage Corp

Consumer Defensive
397
+ 11.02%
$55.01 - $64.24 $21.8K - $25.5K
4K $250K
BIGZ
Black Rock Innovation & Growth Trust
6.08K
+ 24.9%
N/A
30.5K $201K
ALLY
Ally Financial Inc.

Financial Services
37
+ 0.24%
$30.09 - $38.95 $1.11K - $1.44K
15.5K $603K
ACN
Accenture PLC

Technology
419
+ 6.48%
$279.23 - $323.21 $117K - $135K
6.88K $2.06M
NRZ
New Residential Investment Corp.

Real Estate
5.44K
+ 37.44%
N/A
20K $144K
TSCO
Tractor Supply CO

Consumer Cyclical
1.24K
+ 10.91%
$47.86 - $55.77 $59.4K - $69.2K
12.6K $665K
FDS
Factset Research Systems Inc

Financial Services
103
+ 11.24%
$398.85 - $473.32 $41.1K - $48.8K
1.02K $455K
STWD
Starwood Property Trust, Inc.

Real Estate
1.34K
+ 3.79%
$17.28 - $20.41 $23.1K - $27.3K
36.6K $735K
IR
Ingersoll Rand Inc.

Industrials
203
+ 3.15%
$66.75 - $84.94 $13.6K - $17.2K
6.65K $553K
WDAY
Workday, Inc.

Technology
119
+ 9.2%
$210.47 - $274.71 $25K - $32.7K
1.41K $338K
WTBA
West Bancorporation Inc

Financial Services
2.34K
+ 8.88%
$18.31 - $20.38 $42.8K - $47.6K
28.7K $562K
KGC
Kinross Gold Corp

Basic Materials
193
+ 1.79%
$11.79 - $15.85 $2.28K - $3.06K
11K $171K
AMP
Ameriprise Financial Inc

Financial Services
22
+ 4.5%
$422.19 - $533.73 $9.29K - $11.7K
511 $272K
IBHE
Ishares Ibonds 2025 Term High

ETFs
1.55K
+ 10.56%
$22.98 - $23.27 $35.6K - $36.1K
16.2K $377K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.08K
+ 2.07%
$24.32 - $24.81 $26.1K - $26.7K
53K $1.31M
BNS
Bank Of Nova Scotia

Financial Services
41
+ 1.0%
$44.56 - $55.27 $1.83K - $2.27K
4.16K $229K
EFSC
Enterprise Financial Services Corp

Financial Services
5
+ 0.02%
$46.2 - $55.78 $231 - $279
24.1K $1.33M
WPC
W. P. Carey Inc.

Real Estate
795
+ 3.62%
$56.12 - $64.53 $44.6K - $51.3K
22.8K $1.42M
PFG
Principal Financial Group Inc

Financial Services
578
+ 20.96%
$69.56 - $86.19 $40.2K - $49.8K
3.34K $264K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.48%
$468.22 - $566.51 $1.87K - $2.27K
843 $477K
VZ
Verizon Communications Inc

Communication Services
7.33K
+ 5.32%
$41.67 - $45.62 $305K - $334K
145K $6.27M
SHW
Sherwin Williams CO

Basic Materials
96
+ 12.36%
$313.51 - $363.51 $30.1K - $34.9K
873 $299K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
3
+ 0.09%
$70.34 - $87.93 $211 - $264
3.23K $284K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
330
+ 1.53%
$40.82 - $43.14 $13.5K - $14.2K
21.8K $941K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
309
+ 1.88%
$10.8 - $16.92 $3.34K - $5.23K
16.8K $230K
PSX
Phillips 66

Energy
794
+ 4.82%
$92.87 - $125.73 $73.7K - $99.8K
17.3K $2.06M
SYLD
Cambria Shareholder Yld ETF

ETFs
128
+ 0.96%
$55.35 - $65.57 $7.08K - $8.39K
13.5K $877K
ALK
Alaska Air Group, Inc.

Industrials
342
+ 1.24%
$41.01 - $54.88 $14K - $18.8K
27.9K $1.38M
RIO
Rio Tinto PLC

Basic Materials
658
+ 8.58%
$52.32 - $62.75 $34.4K - $41.3K
8.33K $485K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
11
+ 0.15%
$38.29 - $44.77 $421 - $492
7.25K $324K
PRU
Prudential Financial Inc

Financial Services
896
+ 5.16%
$95.12 - $112.71 $85.2K - $101K
18.2K $1.96M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25
+ 0.67%
$49.48 - $61.22 $1.24K - $1.53K
3.78K $230K
D
Dominion Energy, Inc

Utilities
315
+ 3.82%
$49.66 - $58.0 $15.6K - $18.3K
8.56K $483K
EBAY
Ebay Inc

Consumer Cyclical
5
+ 0.16%
$59.52 - $79.36 $298 - $397
3.04K $226K
GGG
Graco Inc

Industrials
107
+ 2.32%
$74.02 - $87.26 $7.92K - $9.34K
4.71K $405K
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
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