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
INTC
Intel Corp

Technology
-53K
- 27.29%
$19.1 - $27.39 $1.01M - $1.45M
141K $3.21M
AXP
American Express CO

Financial Services
-1.65K
- 20.03%
$255.39 - $325.87 $422K - $539K
6.61K $1.78M
XLE
Energy Sector Spdr

ETFs
-12.8K
- 18.49%
$85.7 - $93.96 $1.1M - $1.21M
56.6K $5.29M
ALK
Alaska Air Group, Inc.

Industrials
-3.47K
- 11.18%
$49.22 - $76.6 $171K - $266K
27.6K $1.36M
HYG
Ishares Tr

ETFs
-8.58K
- 6.83%
$78.51 - $80.11 $674K - $688K
117K $9.23M
XLI
Industrial Sector Spdr

ETFs
-4.53K
- 9.42%
$128.78 - $141.67 $583K - $641K
43.5K $5.71M
XLC
Select Sector Spdr Tr Communic

ETFs
-5.88K
- 12.34%
$94.84 - $105.31 $558K - $619K
41.8K $4.03M
UNH
Unitedhealth Group Inc

Healthcare
-1.73K
- 9.39%
$461.52 - $548.18 $800K - $950K
16.7K $8.76M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-25.3K
- 44.89%
$22.61 - $23.14 $572K - $585K
31K $718K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-7.7K
- 63.32%
$62.28 - $71.92 $479K - $554K
4.46K $282K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.99K
- 17.51%
$279.74 - $321.29 $836K - $960K
14.1K $4.4M
INTU
Intuit Inc

Technology
-802
- 28.51%
$555.63 - $630.23 $446K - $505K
2.01K $1.23M
MRVL
Marvell Technology, Inc.

Technology
-653
- 6.6%
$61.57 - $126.06 $40.2K - $82.3K
9.24K $569K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.02K
- 59.88%
$89.18 - $104.04 $447K - $522K
3.36K $307K
AVT
Avnet Inc

Technology
-8.47K
- 33.29%
$46.61 - $54.65 $395K - $463K
17K $816K
PUMP
Pro Petro Holding Corp.

Energy
-21.1K
- 11.87%
$6.67 - $11.06 $141K - $234K
157K $1.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8.56K
- 41.77%
$59.28 - $66.1 $507K - $566K
11.9K $758K
SRE
Sempra Energy

Utilities
-1.58K
- 7.23%
$67.85 - $87.67 $107K - $138K
20.2K $1.44M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-14.5K
- 45.01%
$32.5 - $33.3 $470K - $482K
17.7K $587K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.53K
- 7.34%
$105.1 - $109.61 $581K - $606K
69.8K $7.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.48K
- 2.96%
$67.03 - $74.61 $166K - $185K
81.2K $5.52M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.01K
- 10.51%
$210.19 - $243.33 $211K - $245K
8.57K $1.81M
TMUS
T Mobile Us, Inc.

Communication Services
-3.18K
- 35.36%
$211.3 - $272.83 $672K - $868K
5.82K $1.55M
DEO
Diageo PLC

Consumer Defensive
-680
- 4.19%
$104.79 - $126.12 $71.3K - $85.8K
15.5K $1.63M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-9.1K
- 37.52%
$45.88 - $46.8 $417K - $426K
15.1K $699K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-504
- 1.11%
$168.16 - $186.21 $84.8K - $93.8K
44.9K $7.68M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-11.2K
- 11.92%
$42.4 - $44.11 $476K - $495K
82.9K $3.63M
ARKW
Ark Next Generation Internet E

ETFs
-504
- 1.87%
$91.59 - $125.64 $46.2K - $63.3K
26.4K $2.5M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-120K
- 28.37%
N/A
302K $1.02M
TAXF
American Centy ETF Tr Diversif

ETFs
-7.68K
- 20.47%
$49.19 - $50.86 $378K - $391K
29.8K $1.48M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-2.78K
- 6.21%
$39.97 - $48.7 $111K - $135K
41.9K $1.68M
ITA
Ishares Tr

ETFs
-2.89K
- 40.53%
$144.84 - $159.5 $418K - $460K
4.23K $648K
RC
Ready Capital Corp

Real Estate
-37.5K
- 34.11%
$4.9 - $7.05 $184K - $265K
72.5K $368K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-7.59K
- 44.33%
$40.03 - $46.81 $304K - $355K
9.54K $388K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-17.5K
- 26.27%
$22.42 - $23.22 $392K - $406K
49.1K $1.13M
RTX
Raytheon Technologies Corp

Industrials
-7.96K
- 19.55%
$114.1 - $135.66 $908K - $1.08M
32.8K $4.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.56K
- 3.66%
$50.39 - $50.66 $431K - $433K
225K $11.4M
FL
Foot Locker, Inc.

Consumer Cyclical
-57
- 0.12%
$14.1 - $21.67 $804 - $1.24K
46.2K $651K
TXN
Texas Instruments Inc

Technology
-1.82K
- 13.08%
N/A
12.1K $2.35M
UAA
Under Armour, Inc.

Consumer Cyclical
-385
- 0.23%
$6.25 - $8.66 $2.41K - $3.33K
169K $1.06M
ACN
Accenture PLC

Technology
-249
- 3.71%
$300.91 - $398.25 $74.9K - $99.2K
6.46K $2.02M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-4.62K
- 2.83%
$38.06 - $40.36 $176K - $187K
159K $6.08M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-7.8K
- 24.28%
$45.92 - $47.58 $358K - $371K
24.3K $1.16M
GWW
W.W. Grainger, Inc.

Industrials
-281
- 36.97%
$953.54 - $1132.42 $268K - $318K
479 $473K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.25K
- 45.89%
$203.38 - $274.79 $253K - $342K
1.47K $301K
SAH
Sonic Automotive Inc

Consumer Cyclical
-3.04K
- 12.85%
$55.11 - $75.24 $167K - $229K
20.6K $1.17M
CTAS
Cintas Corp

Industrials
-1.9K
- 61.96%
$182.09 - $208.14 $345K - $395K
1.16K $239K
TTD
Trade Desk, Inc.

Technology
-535
- 11.55%
$53.59 - $126.58 $28.7K - $67.7K
4.1K $224K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-862
- 14.88%
$218.17 - $305.86 $188K - $264K
4.93K $1.09M
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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