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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.12K
- 4.41%
$77.33 - $90.16 $86.2K - $101K
24.1K $1.89M
UL
Unilever PLC

Consumer Defensive
-8.44K
- 12.07%
$54.72 - $60.29 $462K - $509K
61.5K $3.66M
FSIG
First Tr ETF Iv LTD Duration I
-16.3K
- 12.29%
$18.74 - $19.04 $306K - $311K
117K $2.21M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-11.1K
- 56.99%
$26.64 - $27.14 $295K - $301K
8.37K $224K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.5K
- 37.45%
$78.0 - $84.37 $273K - $296K
5.85K $467K
PRU
Prudential Financial Inc

Financial Services
-1.4K
- 7.48%
$105.04 - $122.33 $147K - $172K
17.3K $1.94M
M
Macy'S, Inc.

Consumer Cyclical
-131
- 0.2%
$12.56 - $16.82 $1.65K - $2.2K
64.5K $809K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
-54
- 0.03%
$4.07 - $5.99 $220 - $323
161K $653K
SHOP
Shopify Inc.

Technology
-243
- 1.04%
$90.59 - $129.31 $22K - $31.4K
23.1K $2.2M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.51K
- 21.77%
$96.18 - $109.82 $242K - $276K
9.03K $924K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-13.3K
- 39.04%
$20.1 - $20.8 $267K - $276K
20.7K $430K
BAC
Bank Of America Corp

Financial Services
-1.22K
- 1.33%
$39.61 - $47.74 $48.3K - $58.2K
90.5K $3.78M
IDV
Ishares Tr

ETFs
-14.3K
- 25.41%
$27.0 - $31.7 $387K - $455K
42.1K $1.31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-577
- 7.99%
$192.82 - $222.1 $111K - $128K
6.64K $1.28M
CSM
Proshares Large Cap Core Plus

ETFs
-1.58K
- 2.9%
$63.0 - $69.13 $99.8K - $110K
53.1K $3.38M
DK
Delek Us Holdings, Inc.

Energy
-138
- 0.21%
$13.53 - $20.31 $1.87K - $2.8K
65.6K $988K
SNA
Snap On Inc

Industrials
-642
- 17.51%
$324.09 - $358.62 $208K - $230K
3.03K $1.02M
SQ
Block, Inc.

Technology
-1.47K
- 29.17%
$54.04 - $92.95 $79.4K - $137K
3.57K $204K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-15.1K
- 6.96%
$21.23 - $22.14 $320K - $334K
202K $4.45M
EMB
Ishares Tr

ETFs
-2.66K
- 22.6%
$88.64 - $92.03 $235K - $244K
9.1K $823K
ORI
Old Republic International Corp

Financial Services
-6.85K
- 45.54%
$33.46 - $39.22 $229K - $269K
8.19K $321K
HYGV
Flexshares Tr High Yield Value

ETFs
-5.4K
- 45.25%
$40.21 - $41.29 $217K - $223K
6.53K $263K
IYC
Ishares U.S. Consumer Discreti

ETFs
-996
- 5.98%
$85.71 - $101.2 $85.4K - $101K
15.7K $1.38M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-5.28K
- 5.22%
$38.02 - $39.4 $201K - $208K
95.9K $3.69M
KO
Coca Cola CO

Consumer Defensive
-12.1K
- 17.39%
$60.81 - $72.32 $736K - $876K
57.5K $4.12M
CBSH
Commerce Bancshares Inc

Financial Services
-2.84K
- 0.6%
$58.85 - $68.59 $167K - $195K
471K $29.3M
VV
Vanguard Large Cap ETF

ETFs
-709
- 31.0%
$253.32 - $282.66 $180K - $200K
1.58K $405K
BDX
Becton Dickinson & CO

Healthcare
-959
- 24.35%
$222.79 - $249.08 $214K - $239K
2.98K $682K
GLD
Spdr Gold Trust

ETFs
-4.45K
- 19.07%
$243.19 - $288.14 $1.08M - $1.28M
18.9K $5.44M
DLR
Digital Realty Trust, Inc.

Real Estate
-540
- 14.21%
$142.1 - $183.56 $76.7K - $99.1K
3.26K $467K
PSA
Public Storage

Real Estate
-686
- 16.45%
$288.99 - $313.98 $198K - $215K
3.49K $1.04M
GD
General Dynamics Corp

Industrials
-1.07K
- 11.12%
$241.94 - $272.58 $259K - $292K
8.57K $2.33M
VO
Vanguard Mid Cap ETF

ETFs
-388
- 2.06%
$251.87 - $277.95 $97.7K - $108K
18.5K $4.77M
TRV
Travelers Companies, Inc.

Financial Services
-953
- 46.4%
$232.43 - $265.13 $222K - $253K
1.1K $291K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-621
- 3.67%
$81.1 - $94.7 $50.4K - $58.8K
16.3K $1.32M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-849
- 13.85%
$196.12 - $229.48 $167K - $195K
5.28K $1.07M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-42
- 0.17%
$33.63 - $49.79 $1.41K - $2.09K
24.7K $969K
LUV
Southwest Airlines CO

Industrials
-5.83K
- 14.65%
$28.18 - $34.84 $164K - $203K
34K $1.14M
MAIN
Main Street Capital Corp

Financial Services
-3.01K
- 22.57%
$54.71 - $63.1 $165K - $190K
10.3K $584K
ARCC
Ares Capital Corp

Financial Services
-11K
- 6.41%
$21.28 - $23.81 $234K - $262K
161K $3.56M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-5.32K
- 3.65%
$36.57 - $37.91 $195K - $202K
141K $5.23M
XLB
Select Sector Spdr Fd Material

ETFs
-2.37K
- 46.89%
$83.19 - $90.99 $197K - $215K
2.68K $230K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-3.16K
- 43.23%
$65.44 - $70.64 $206K - $223K
4.14K $283K
HON
Honeywell International Inc

Industrials
-344
- 4.06%
$202.75 - $226.52 $69.7K - $77.9K
8.12K $1.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.39K
- 5.62%
$182.82 - $196.21 $254K - $273K
23.4K $4.4M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.32K
- 11.81%
$96.88 - $111.25 $128K - $147K
9.84K $983K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.53K
- 16.21%
$48.43 - $49.9 $219K - $226K
23.4K $1.17M
IXN
Ishares Global Information Tec

ETFs
-1.23K
- 11.99%
$75.73 - $88.4 $92.8K - $108K
8.99K $680K
FDX
Fedex Corp

Industrials
-149
- 3.79%
$230.33 - $281.53 $34.3K - $41.9K
3.78K $921K
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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