Mutual Advisors, LLC New Holdings in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4.05K
New
$52.66 - $64.01 $213K - $259K
4.05K $259K
CCJ
Cameco Corp

Energy
3.45K
New
$36.68 - $74.46 $127K - $257K
3.45K $256K
LEN
Lennar Corp

Consumer Cyclical
2.31K
New
$102.76 - $115.66 $237K - $267K
2.31K $255K
YPF
Ypf Sociedad Anonima

Energy
7.81K
New
$27.16 - $36.96 $212K - $289K
7.81K $245K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.42K
New
$59.24 - $71.39 $203K - $244K
3.42K $243K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
6.02K
New
$36.05 - $40.34 $217K - $243K
6.02K $242K
BROS
Dutch Bros Inc.

Consumer Cyclical
3.53K
New
$51.37 - $73.72 $182K - $261K
3.53K $241K
OC
Owens Corning

Industrials
1.76K
New
$126.32 - $147.75 $222K - $260K
1.76K $241K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.48K
New
$91.57 - $110.76 $227K - $274K
2.48K $238K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.41K
New
$67.22 - $100.51 $162K - $242K
2.41K $238K
BEN
Franklin Resources Inc

Financial Services
9.79K
New
$16.66 - $23.85 $163K - $233K
9.79K $233K
ENSG
Ensign Group, Inc

Healthcare
1.51K
New
$119.93 - $156.36 $181K - $236K
1.51K $232K
OKTA
Okta, Inc.

Technology
2.33K
New
$91.24 - $127.3 $212K - $296K
2.33K $232K
IDXX
Idexx Laboratories Inc

Healthcare
431
New
$361.04 - $536.34 $156K - $231K
431 $231K
STT
State Street Corp

Financial Services
2.16K
New
$75.33 - $106.34 $163K - $230K
2.16K $230K
ECL
Ecolab Inc.

Basic Materials
857
New
$225.65 - $270.95 $193K - $232K
857 $230K
HTEC
Robo Global Healthcare

ETFs
8.09K
New
$24.16 - $28.53 $195K - $231K
8.09K $230K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.37K
New
$31.67 - $42.89 $170K - $230K
5.37K $230K
DELL
Dell Technologies Inc.

Technology
1.85K
New
$71.63 - $125.98 $133K - $233K
1.85K $227K
RDNT
Rad Net, Inc.

Healthcare
3.98K
New
$47.36 - $61.14 $188K - $243K
3.98K $226K
MCHP
Microchip Technology Inc

Technology
3.2K
New
$35.34 - $71.6 $113K - $229K
3.2K $224K
RAVI
Flexshares Tr Ready Access Var

ETFs
2.97K
New
$75.04 - $75.51 $222K - $224K
2.97K $223K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.93K
New
$91.62 - $116.16 $177K - $224K
1.93K $223K
BIIB
Biogen Inc.

Healthcare
1.78K
New
$113.38 - $135.49 $202K - $241K
1.78K $223K
IIPR
Innovative Industrial Properties Inc

Real Estate
3.92K
New
$48.03 - $58.9 $188K - $231K
3.92K $216K
PAX
Patria Investments LTD

Financial Services
15.1K
New
$9.68 - $14.06 $147K - $213K
15.1K $212K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.94K
New
$23.2 - $23.63 $207K - $211K
8.94K $210K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.29K
New
$137.62 - $174.44 $177K - $225K
1.29K $210K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
5.4K
New
$34.22 - $38.84 $185K - $210K
5.4K $209K
FIS
Fidelity National Information Services, Inc.

Technology
2.53K
New
$68.14 - $82.13 $172K - $208K
2.53K $206K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.27K
New
$146.74 - $176.07 $186K - $223K
1.27K $205K
HLI
Houlihan Lokey, Inc.

Financial Services
1.14K
New
$141.59 - $182.75 $161K - $207K
1.14K $204K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
5.64K
New
$27.65 - $36.12 $156K - $204K
5.64K $203K
MGC
Vanguard Mega Cap ETF

ETFs
901
New
$179.23 - $224.92 $161K - $203K
901 $202K
KXI
Ishares Tr Global Consumer Sta

ETFs
3.1K
New
$60.73 - $67.45 $188K - $209K
3.1K $202K
PCH
Potlatchdeltic Corp

Real Estate
5.24K
New
$37.16 - $44.86 $195K - $235K
5.24K $201K
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.81K
New
$54.6 - $70.83 $153K - $199K
2.81K $198K
BJAN
Innovator U.S. Equity Buffer E

ETFs
3.93K
New
$42.58 - $50.22 $167K - $197K
3.93K $197K
IWV
Ishares Russell 3000 ETF

ETFs
562
New
$281.67 - $351.0 $158K - $197K
562 $197K
LANC
Lancaster Colony Corp

Consumer Defensive
1.15K
New
$159.67 - $192.9 $183K - $221K
1.15K $197K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.07K
New
$28.15 - $47.93 $115K - $195K
4.07K $195K
ARKG
Ark Genomic Revolution ETF (De

ETFs
7.71K
New
$18.34 - $24.56 $141K - $189K
7.71K $187K
ZION
Zions Bancorporation, National Association

Financial Services
3.61K
New
$41.39 - $51.94 $150K - $188K
3.61K $187K
TXG
10x Genomics, Inc.

Healthcare
13.3K
New
$7.14 - $11.73 $94.8K - $156K
13.3K $153K
FNB
Fnb Corp

Financial Services
10.3K
New
$11.48 - $14.58 $118K - $150K
10.3K $149K
PRME
Prime Medicine, Inc.
45.2K
New
$1.15 - $2.65 $52K - $120K
45.2K $111K
MFA
Mfa Financial, Inc.

Real Estate
10.1K
New
$8.17 - $10.35 $82.5K - $105K
10.1K $95K
Innovator Etfs Trust
16.1K
New
N/A
16.1K $0
Ssga Active Tr
8.64K
New
N/A
8.64K $0
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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