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
IQV
Iqvia Holdings Inc.

Healthcare
-309
- 9.88%
$137.0 - $174.37 $42.3K - $53.9K
2.82K $443K
FTSL
First Trust Senior Ln Fund

ETFs
-2.47K
- 10.4%
$44.58 - $46.07 $110K - $114K
21.3K $976K
DXC
Dxc Technology CO

Technology
-35
- 0.06%
$14.03 - $17.63 $491 - $617
60K $918K
PSA
Public Storage

Real Estate
-259
- 7.43%
$266.31 - $309.77 $69K - $80.2K
3.23K $946K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-12.5K
- 10.04%
$11.53 - $13.87 $144K - $173K
112K $1.55M
ICE
Intercontinental Exchange, Inc.

Financial Services
-806
- 14.97%
$151.62 - $183.47 $122K - $148K
4.58K $839K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-1.57K
- 12.1%
$23.94 - $30.54 $37.6K - $48K
11.4K $310K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-3.9K
- 2.5%
$10.78 - $11.57 $42K - $45.1K
152K $1.71M
USAC
Usa Compression Partners, LP

Energy
-762
- 3.39%
$22.12 - $27.69 $16.9K - $21.1K
21.7K $528K
FCAL
First Tr Iii Calif Mun High In

ETFs
-1.35K
- 5.88%
$47.18 - $49.3 $63.8K - $66.7K
21.7K $1.04M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-2.25K
- 11.36%
$19.12 - $22.36 $43K - $50.3K
17.6K $375K
BRO
Brown & Brown, Inc.

Financial Services
-99
- 2.36%
$104.48 - $124.43 $10.3K - $12.3K
4.09K $453K
IFRA
Ishares Tr

ETFs
-2.52K
- 18.37%
$40.97 - $49.19 $103K - $124K
11.2K $551K
WSO
Watsco Inc

Industrials
-14
- 1.56%
$421.84 - $520.66 $5.91K - $7.29K
886 $391K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.46K
- 29.84%
$58.52 - $71.7 $85.4K - $105K
3.43K $235K
IYY
Ishares Tr

ETFs
-1.11K
- 16.0%
$120.9 - $150.87 $134K - $167K
5.83K $879K
RYI
Ryerson Holding Corp

Industrials
-4
- 0.01%
$19.19 - $23.45 $76.8 - $93.8
44.9K $967K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-600
- 7.05%
$93.63 - $103.68 $56.2K - $62.2K
7.92K $820K
OXLC
Oxford Lane Capital Corp.

Financial Services
-11.4K
- 39.27%
$4.01 - $4.96 $45.7K - $56.5K
17.6K $74K
MBB
Ishares Tr

ETFs
-701
- 1.85%
$91.41 - $94.22 $64.1K - $66K
37.1K $3.49M
IXC
Ishares Tr Global Energy ETF

ETFs
-1.04K
- 14.64%
$34.69 - $42.32 $36.2K - $44.2K
6.09K $239K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.41K
- 0.47%
$45.9 - $47.2 $64.9K - $66.7K
300K $14.1M
YUM
Yum Brands Inc

Consumer Cyclical
-187
- 5.8%
$138.36 - $161.45 $25.9K - $30.2K
3.04K $449K
ROP
Roper Technologies Inc

Industrials
-50
- 3.96%
$519.19 - $590.78 $26K - $29.5K
1.21K $687K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-1.52K
- 7.69%
$10.68 - $12.73 $16.2K - $19.4K
18.3K $195K
SR
Spire Inc

Utilities
-17
- 0.16%
$71.03 - $79.07 $1.21K - $1.34K
10.3K $755K
TIP
Ishares Tr Tips Bd ETF

ETFs
-324
- 1.73%
$107.93 - $110.97 $35K - $36K
18.4K $2.03M
QDF
Flexshares Quality Dividend In

ETFs
-1.01K
- 26.08%
$59.99 - $73.18 $60.6K - $73.9K
2.86K $209K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-219
- 9.86%
$167.22 - $212.42 $36.6K - $46.5K
2K $395K
ROL
Rollins Inc

Consumer Cyclical
-1.13K
- 21.85%
$50.65 - $58.58 $57.4K - $66.4K
4.05K $228K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-3.19K
- 2.27%
$33.92 - $37.71 $108K - $120K
137K $5.18M
MAIN
Main Street Capital Corp

Financial Services
-1.31K
- 12.68%
$49.15 - $59.32 $64.4K - $77.7K
9.02K $533K
MPW
Medical Properties Trust Inc

Real Estate
-81
- 0.29%
$4.31 - $5.91 $349 - $479
28.2K $121K
MPV
Barings Participation Investors

Financial Services
-5.47K
- 20.96%
$15.85 - $20.11 $86.7K - $110K
20.6K $414K
CME
Cme Group Inc.

Financial Services
-267
- 9.72%
$252.37 - $290.71 $67.4K - $77.6K
2.48K $683K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.52K
- 2.01%
$18.11 - $18.97 $27.6K - $28.9K
74.4K $1.4M
UNM
Unum Group

Financial Services
-467
- 5.1%
$70.48 - $82.91 $32.9K - $38.7K
8.68K $701K
ORI
Old Republic International Corp

Financial Services
-950
- 11.6%
$35.25 - $39.79 $33.5K - $37.8K
7.24K $278K
LHX
L3 Harris Technologies, Inc.

Industrials
-896
- 20.41%
$200.21 - $256.99 $179K - $230K
3.49K $876K
EQH
Equitable Holdings, Inc.

Financial Services
-1.13K
- 17.81%
$43.98 - $56.1 $49.9K - $63.6K
5.23K $293K
LAND
Gladstone Land Corp

Real Estate
-3.15K
- 17.65%
$8.95 - $10.51 $28.2K - $33.1K
14.7K $149K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-872
- 5.53%
$13.77 - $16.67 $12K - $14.5K
14.9K $223K
GPC
Genuine Parts CO

Consumer Cyclical
-452
- 5.58%
$105.54 - $129.09 $47.7K - $58.3K
7.64K $927K
QCOM
Qualcomm Inc

Technology
-1.43K
- 4.24%
$124.66 - $159.48 $179K - $228K
32.3K $5.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-446
- 4.08%
$63.54 - $68.5 $28.3K - $30.6K
10.5K $706K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-854
- 3.65%
$49.57 - $50.27 $42.3K - $42.9K
22.6K $1.13M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.35K
- 13.55%
$23.45 - $26.56 $55.1K - $62.4K
15K $398K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.37K
- 14.61%
$36.35 - $41.3 $49.8K - $56.5K
8K $330K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.95K
- 12.77%
$17.99 - $18.99 $35.1K - $37K
13.3K $252K
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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