Mutual Advisors, LLC Reduced Holdings in Q1 2025

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-11M
- 97.04%
$22.25 - $23.0 $245M - $253M
336K $7.72M
AAPL
Apple Inc.

Technology
-28.6K
- 4.35%
$209.68 - $247.1 $6M - $7.07M
629K $140M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-36.5K
- 39.21%
$468.34 - $539.52 $17.1M - $19.7M
56.6K $26.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.2K
- 3.67%
$554.06 - $615.85 $3.99M - $4.44M
189K $106M
NVDA
Nvidia Corp

Technology
-8.6K
- 2.76%
$106.98 - $149.43 $920K - $1.29M
303K $32.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.88K
- 9.99%
$507.05 - $563.67 $4.5M - $5M
80K $41.1M
GOOGL
Alphabet Inc.

Communication Services
-5.5K
- 3.93%
$154.33 - $206.19 $849K - $1.13M
135K $20.8M
VTI
Vanguard Total Stock Market Et

ETFs
-15.4K
- 15.61%
$271.18 - $303.12 $4.16M - $4.65M
83K $22.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-44.6K
- 88.12%
$96.3 - $112.23 $4.3M - $5.01M
6.02K $586K
XLF
Financial Sector Spdr

ETFs
-94.3K
- 38.38%
$47.32 - $52.19 $4.46M - $4.92M
151K $7.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-19.1K
- 43.5%
$169.43 - $182.84 $3.24M - $3.5M
24.9K $4.31M
VUG
Vanguard Growth ETF

ETFs
-4.48K
- 11.93%
$369.1 - $427.61 $1.66M - $1.92M
33.1K $12.3M
XLK
Technology Sector Spdr

ETFs
-6.26K
- 9.09%
$206.38 - $242.18 $1.29M - $1.52M
62.6K $12.9M
VST
Vistra Corp.

Utilities
-18.5K
- 82.44%
$108.49 - $191.89 $2.01M - $3.55M
3.95K $463K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-22.2K
- 85.39%
$108.02 - $120.45 $2.4M - $2.67M
3.8K $418K
IWP
Ishares Russell Mid Cap Growth

ETFs
-17.6K
- 40.08%
$114.9 - $139.6 $2.02M - $2.45M
26.3K $3.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12K
- 8.47%
$92.45 - $106.69 $1.11M - $1.28M
129K $12M
HD
Home Depot, Inc.

Consumer Cyclical
-4.39K
- 15.0%
$347.25 - $424.87 $1.52M - $1.86M
24.9K $9.12M
ORCL
Oracle Corp

Technology
-2.04K
- 3.13%
$139.81 - $186.47 $285K - $381K
63.2K $8.84M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-3.27K
- 12.16%
$333.37 - $384.99 $1.09M - $1.26M
23.6K $7.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.7K
- 29.36%
$102.49 - $119.96 $1.41M - $1.65M
33K $3.46M
NOW
Service Now, Inc.

Technology
-1.15K
- 31.69%
$783.83 - $1170.39 $899K - $1.34M
2.47K $1.97M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-65K
- 22.86%
$36.91 - $41.03 $2.4M - $2.67M
219K $8.71M
CSCO
Cisco Systems, Inc.

Technology
-37.4K
- 19.74%
$58.74 - $64.87 $2.2M - $2.43M
152K $9.39M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-30.4K
- 26.95%
$59.78 - $60.03 $1.82M - $1.83M
82.5K $4.94M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-18.9K
- 80.48%
$81.62 - $96.63 $1.55M - $1.83M
4.59K $382K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.92K
- 77.67%
$522.96 - $601.18 $1.53M - $1.75M
839 $447K
KMB
Kimberly Clark Corp

Consumer Defensive
-13K
- 47.99%
$124.46 - $147.4 $1.62M - $1.92M
14.1K $2.01M
DIS
Walt Disney CO

Communication Services
-3.26K
- 3.83%
$96.87 - $114.0 $316K - $372K
81.9K $8.09M
IBM
International Business Machines Corp

Technology
-9.74K
- 25.51%
$217.4 - $264.74 $2.12M - $2.58M
28.4K $7.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-19.2K
- 15.77%
$85.29 - $92.57 $1.63M - $1.77M
102K $9.32M
ADBE
Adobe Inc.

Technology
-605
- 3.66%
$377.84 - $464.11 $229K - $281K
15.9K $6.11M
NEAR
Blackrock Short Maturity Bond

ETFs
-24.5K
- 33.02%
$50.4 - $50.89 $1.23M - $1.25M
49.6K $2.52M
VGIT
Vanguard Intermediate Term Tre

ETFs
-20.8K
- 61.93%
$57.44 - $59.4 $1.19M - $1.23M
12.8K $758K
VB
Vanguard Small Cap ETF

ETFs
-2.51K
- 8.25%
$217.89 - $252.64 $547K - $635K
27.9K $6.19M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-264
- 2.53%
$283.06 - $421.16 $74.7K - $111K
10.2K $2.88M
UNP
Union Pacific Corp

Industrials
-4.79K
- 36.96%
$225.21 - $254.42 $1.08M - $1.22M
8.18K $1.93M
VXF
Vanguard Extended Market ETF

ETFs
-377
- 0.72%
$170.36 - $201.04 $64.2K - $75.8K
51.9K $8.93M
ULCC
Frontier Group Holdings, Inc.

Industrials
-106K
- 56.59%
$4.34 - $10.06 $459K - $1.06M
81.2K $352K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.78K
- 4.7%
$140.44 - $166.79 $250K - $297K
36.1K $5.07M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.09K
- 10.42%
$120.24 - $134.3 $612K - $683K
43.7K $5.33M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4.61K
- 52.8%
$161.27 - $192.3 $743K - $886K
4.12K $663K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-19.4K
- 7.76%
$50.87 - $51.09 $986K - $990K
230K $11.8M
UNFI
United Natural Foods Inc

Consumer Defensive
-32.2K
- 69.4%
$24.57 - $34.37 $792K - $1.11M
14.2K $389K
META
Meta Platforms, Inc.

Communication Services
-494
- 1.15%
$576.36 - $736.67 $285K - $364K
42.6K $24.5M
MRK
Merck & Co., Inc.

Healthcare
-310
- 0.36%
$83.01 - $101.02 $25.7K - $31.3K
85K $7.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-147
- 37.12%
$4295.4 - $5141.88 $631K - $756K
249 $1.15M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.62K
- 9.54%
$192.6 - $233.2 $312K - $378K
15.4K $3.04M
IWM
Ishares Russell 2000 ETF

ETFs
-1.05K
- 4.65%
$198.1 - $229.79 $208K - $241K
21.5K $4.29M
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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