Mutual Advisors, LLC Reduced Holdings in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-5.04K
- 37.36%
$38.81 - $44.28 $195K - $223K
8.44K $358K
PNW
Pinnacle West Capital Corp

Utilities
-1.9K
- 17.2%
$88.3 - $95.43 $168K - $181K
9.13K $817K
NOC
Northrop Grumman Corp

Industrials
-360
- 8.71%
$456.3 - $540.39 $164K - $195K
3.77K $1.89M
HPQ
Hp Inc

Technology
-583
- 0.9%
$21.88 - $29.32 $12.8K - $17.1K
63.9K $1.56M
UL
Unilever PLC

Consumer Defensive
-5.07K
- 8.25%
$57.9 - $65.43 $294K - $332K
56.4K $3.45M
CBSH
Commerce Bancshares Inc

Financial Services
-2.88K
- 0.61%
$55.42 - $65.63 $160K - $189K
468K $29.1M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-16.3K
- 12.72%
$9.61 - $10.53 $156K - $171K
111K $1.12M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-4.11K
- 34.39%
$57.14 - $72.68 $235K - $298K
7.83K $569K
FAF
First American Financial Corp

Financial Services
-16
- 0.04%
$54.11 - $67.0 $866 - $1.07K
43.6K $2.67M
IRT
Independence Realty Trust, Inc.

Real Estate
-3.79K
- 11.45%
$17.41 - $21.38 $66.1K - $81.1K
29.3K $518K
CSWC
Capital Southwest Corp

Financial Services
-8.14K
- 46.81%
$17.99 - $22.44 $146K - $183K
9.24K $203K
DGX
Quest Diagnostics Inc

Healthcare
-1.27K
- 48.45%
N/A
1.35K $184K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-7.59K
- 30.72%
$30.31 - $53.25 $230K - $404K
17.1K $796K
RC
Ready Capital Corp

Real Estate
-26.9K
- 37.07%
$4.13 - $5.15 $111K - $138K
45.6K $199K
CMCSA
Comcast Corp

Communication Services
-3.09K
- 6.56%
$32.84 - $36.72 $101K - $113K
44K $1.57M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-48.7K
- 16.12%
N/A
253K $853K
SLB
Schlumberger Limited

Energy
-2.26K
- 21.82%
$31.95 - $42.2 $72.2K - $95.4K
8.1K $273K
PULS
Pgim ETF Tr

ETFs
-3.17K
- 5.24%
$49.39 - $49.76 $157K - $158K
57.3K $2.85M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.56K
- 6.39%
$49.12 - $50.93 $126K - $131K
37.6K $1.87M
DHR
Danaher Corp

Healthcare
-405
- 4.3%
$174.64 - $205.16 $70.7K - $83.1K
9K $1.78M
CGCP
Capital Group Core Plus Income

ETFs
-7.69K
- 1.57%
$21.92 - $22.56 $169K - $174K
483K $10.9M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.22K
- 45.32%
$120.49 - $141.16 $146K - $172K
1.47K $202K
ALL
Allstate Corp

Financial Services
-644
- 24.09%
$180.53 - $212.64 $116K - $137K
2.03K $408K
HSY
Hershey CO

Consumer Defensive
-781
- 25.33%
$151.29 - $173.13 $118K - $135K
2.3K $382K
PID
Invesco Exchange Traded Fd Tr

ETFs
-8.05K
- 29.28%
N/A
19.4K $347K
DOW
Dow Inc.

Basic Materials
-1.62K
- 13.77%
$25.81 - $34.89 $41.9K - $56.6K
10.2K $269K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.88K
- 2.7%
$105.23 - $109.61 $198K - $207K
67.9K $7.44M
URI
United Rentals, Inc.

Industrials
-272
- 53.65%
$551.94 - $753.4 $150K - $205K
235 $177K
DHS
Wisdomtree Tr U.S

ETFs
-294
- 0.84%
$87.71 - $98.37 $25.8K - $28.9K
34.5K $3.31M
IYK
Ishares U.S. Consumer Staples

ETFs
-1.75K
- 12.33%
$67.29 - $72.42 $118K - $127K
12.4K $876K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-4.75K
- 4.88%
$13.74 - $15.66 $65.3K - $74.4K
92.5K $1.38M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-6.09K
- 19.62%
$22.7 - $23.33 $138K - $142K
25K $582K
FTGC
First Trust Global Tactical CO

ETFs
-3.64K
- 6.85%
$23.09 - $25.91 $84.1K - $94.4K
49.5K $1.22M
IP
International Paper CO

Consumer Cyclical
-48
- 0.24%
$43.89 - $54.46 $2.11K - $2.61K
20K $935K
FNV
Franco Nevada Corp

Basic Materials
-906
- 36.58%
$143.04 - $178.17 $130K - $161K
1.57K $257K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-5.55K
- 25.21%
$22.87 - $23.14 $127K - $128K
16.5K $379K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-900
- 18.25%
$210.85 - $245.99 $190K - $221K
4.03K $961K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.39K
- 23.07%
$83.54 - $100.04 $116K - $139K
4.63K $460K
MOH
Molina Healthcare, Inc.

Healthcare
-254
- 16.14%
$290.25 - $353.24 $73.7K - $89.7K
1.32K $393K
WELL
Welltower Inc.

Real Estate
-820
- 23.4%
$136.49 - $155.22 $112K - $127K
2.68K $412K
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.91K
- 18.69%
$104.34 - $138.68 $513K - $681K
21.4K $2.96M
PLD
Prologis, Inc.

Real Estate
-853
- 17.03%
$89.76 - $112.34 $76.6K - $95.8K
4.16K $436K
FSK
Fs Kkr Capital Corp

Financial Services
-5.47K
- 18.39%
$17.95 - $21.5 $98.2K - $118K
24.3K $503K
MDT
Medtronic PLC

Healthcare
-32
- 0.08%
$80.68 - $88.86 $2.58K - $2.84K
42.1K $3.67M
MATX
Matson, Inc.

Industrials
-11
- 0.16%
$93.11 - $132.21 $1.02K - $1.45K
6.87K $764K
OMC
Omnicom Group Inc.

Communication Services
-218
- 2.37%
$69.22 - $79.77 $15.1K - $17.4K
8.99K $646K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.12K
- 7.27%
$100.04 - $100.54 $112K - $113K
14.3K $1.44M
O
Realty Income Corp

Real Estate
-1.42K
- 1.8%
$52.27 - $58.52 $74.2K - $83.1K
77.4K $4.46M
SYK
Stryker Corp

Healthcare
-665
- 10.33%
$337.37 - $395.63 $224K - $263K
5.77K $2.28M
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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