Mutual Advisors, LLC New Holdings in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
174K
New
$89.27 - $92.9 $15.5M - $16.1M
174K $16M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
51.2K
New
$82.81 - $96.53 $4.24M - $4.94M
51.2K $4.29M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
27.2K
New
$58.04 - $65.84 $1.58M - $1.79M
27.2K $1.74M
TMST
Timken Steel Corp

Basic Materials
62.5K
New
N/A
62.5K $1.34M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
40.3K
New
$32.13 - $33.82 $1.29M - $1.36M
40.3K $1.3M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
16.2K
New
$65.49 - $74.67 $1.06M - $1.21M
16.2K $1.16M
EWG
Ishares Msci Germany ETF

ETFs
30.4K
New
$31.57 - $39.31 $959K - $1.19M
30.4K $1.13M
EMLP
First Tr Exchange Traded Iv

ETFs
26.3K
New
$35.79 - $38.28 $940K - $1.01M
26.3K $985K
TWI
Titan International Inc

Industrials
113K
New
$6.59 - $9.22 $747K - $1.05M
113K $951K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
38.1K
New
$23.61 - $24.38 $900K - $929K
38.1K $929K
CLW
Clearwater Paper Corp

Basic Materials
30.6K
New
$22.98 - $32.73 $702K - $1M
30.6K $775K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
104K
New
$7.17 - $12.89 $748K - $1.35M
104K $748K
KRP
Kimbell Royalty Partners, LP

Energy
49.5K
New
$13.35 - $16.45 $661K - $814K
49.5K $692K
WNC
Wabash National Corp

Industrials
61.5K
New
$10.59 - $17.28 $651K - $1.06M
61.5K $679K
JMBS
Janus Detroit Str Tr Henderson

ETFs
14.2K
New
$43.53 - $45.42 $617K - $644K
14.2K $640K
FFND
Northern Lts Fd Tr Ii Future F

ETFs
25.5K
New
$24.66 - $27.25 $628K - $694K
25.5K $633K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.15K
New
$114.57 - $118.14 $590K - $609K
5.15K $608K
VAL
Valaris LTD

Energy
15.4K
New
$32.85 - $49.52 $507K - $765K
15.4K $606K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4.78K
New
$125.01 - $201.52 $597K - $963K
4.78K $598K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.71K
New
$126.86 - $146.45 $598K - $690K
4.71K $598K
SVOL
Simplify ETF Simplify Volatili

ETFs
30K
New
$17.92 - $21.7 $537K - $650K
30K $544K
FXE
Invesco Currency Shares Euro Trust

ETFs
5.36K
New
$94.32 - $101.09 $506K - $542K
5.36K $535K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
55K
New
$7.2 - $10.6 $396K - $583K
55K $526K
DG
Dollar General Corp

Consumer Defensive
5.69K
New
$68.44 - $87.93 $390K - $501K
5.69K $500K
SCHR
Schwab Intermediate Term Us Tr

ETFs
18.8K
New
$24.05 - $24.86 $452K - $467K
18.8K $467K
HQY
Healthequity, Inc.

Healthcare
5.17K
New
$84.32 - $114.51 $436K - $592K
5.17K $457K
EPI
Wisdomtree Tr India Earnings F

ETFs
10.4K
New
$40.08 - $45.85 $415K - $475K
10.4K $452K
XYLG
Global X Fds S&P 500 Covered C

ETFs
16.4K
New
$26.14 - $28.86 $429K - $473K
16.4K $433K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.2K
New
$39.61 - $42.65 $402K - $433K
10.2K $414K
DASH
Door Dash, Inc.

Communication Services
2.19K
New
$168.37 - $213.38 $369K - $468K
2.19K $400K
CSWC
Capital Southwest Corp

Financial Services
17.4K
New
$21.69 - $23.81 $377K - $414K
17.4K $387K
BOTZ
Global X Fds

ETFs
12.9K
New
$28.46 - $34.53 $367K - $445K
12.9K $366K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
15.1K
New
$23.19 - $23.5 $351K - $356K
15.1K $350K
EOG
Eog Resources Inc

Energy
2.49K
New
$120.54 - $138.05 $300K - $343K
2.49K $318K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.84K
New
$79.96 - $87.71 $307K - $337K
3.84K $315K
SHW
Sherwin Williams CO

Basic Materials
777
New
$330.16 - $365.55 $257K - $284K
777 $271K
TM
Toyota Motor Corp

Consumer Cyclical
1.54K
New
$176.53 - $195.35 $272K - $300K
1.54K $271K
AIG
American International Group, Inc.

Financial Services
3.07K
New
$70.5 - $86.94 $216K - $267K
3.07K $266K
QDF
Flexshares Quality Dividend In

ETFs
3.87K
New
$67.19 - $73.37 $260K - $284K
3.87K $264K
TDG
Trans Digm Group Inc

Industrials
191
New
$1251.32 - $1394.11 $239K - $266K
191 $264K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.67K
New
$66.47 - $71.08 $244K - $261K
3.67K $257K
PHYS
Sprott Physical Gold Trust

Financial Services
10.7K
New
$20.25 - $24.06 $216K - $256K
10.7K $256K
AON
Aon PLC

Financial Services
641
New
$348.44 - $409.32 $223K - $262K
641 $255K
TTWO
Take Two Interactive Software Inc

Communication Services
1.21K
New
$178.61 - $217.95 $216K - $264K
1.21K $250K
UDN
Invesco Db Us Dollar Index Bearish Fund

ETFs
14.3K
New
$16.52 - $17.68 $236K - $252K
14.3K $250K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.49K
New
$96.74 - $101.36 $240K - $252K
2.49K $249K
ALE
Allete Inc

Utilities
3.76K
New
$64.9 - $65.91 $244K - $248K
3.76K $247K
RWM
Proshares Short Russell2000

ETFs
11.8K
New
$18.05 - $21.08 $213K - $249K
11.8K $245K
RY
Royal Bank Of Canada

Financial Services
2.18K
New
$108.81 - $123.4 $237K - $269K
2.18K $245K
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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