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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.34K
- 10.73%
$49.25 - $50.66 $165K - $169K
27.8K $1.38M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-2.55K
- 40.09%
$59.97 - $70.03 $153K - $179K
3.82K $239K
DXC
Dxc Technology CO

Technology
-127
- 0.21%
$16.43 - $22.61 $2.09K - $2.87K
60.1K $1.02M
IWN
Ishares Russell2000 Val ETF

ETFs
-795
- 18.43%
$149.27 - $169.4 $119K - $135K
3.52K $531K
BSX
Boston Scientific Corp

Healthcare
-2.49K
- 34.7%
$89.38 - $106.18 $223K - $264K
4.69K $472K
COP
Conocophillips

Energy
-2.43K
- 15.78%
$88.6 - $105.85 $215K - $257K
13K $1.36M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-8.71K
- 36.33%
$18.54 - $18.88 $162K - $165K
15.3K $285K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-137
- 14.05%
$634.14 - $744.83 $86.9K - $102K
838 $531K
ISRG
Intuitive Surgical Inc

Healthcare
-230
- 13.15%
$476.63 - $610.45 $110K - $140K
1.52K $752K
DOW
Dow Inc.

Basic Materials
-2.43K
- 17.11%
$34.36 - $41.92 $83.6K - $102K
11.8K $411K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-6.99K
- 11.88%
$24.29 - $24.65 $170K - $172K
51.9K $1.28M
ADI
Analog Devices Inc

Technology
-665
- 32.28%
$201.56 - $243.82 $134K - $162K
1.4K $281K
VOT
Vanguard Mid Cap Growth Index

ETFs
-179
- 1.46%
$237.72 - $276.98 $42.6K - $49.6K
12.1K $2.96M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.26K
- 3.66%
$41.55 - $43.98 $94K - $99.5K
59.5K $2.49M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.14K
- 6.13%
$69.82 - $78.67 $79.5K - $89.6K
17.5K $1.23M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-14.8K
- 11.32%
$11.57 - $12.07 $172K - $179K
116K $1.36M
VRSK
Verisk Analytics, Inc.

Industrials
-609
- 41.34%
$268.63 - $301.33 $164K - $184K
864 $257K
EVR
Evercore Inc.

Financial Services
-82
- 4.86%
$190.28 - $291.27 $15.6K - $23.9K
1.61K $320K
GM
General Motors CO

Consumer Cyclical
-555
- 2.96%
$45.22 - $54.92 $25.1K - $30.5K
18.2K $856K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.27K
- 6.19%
$54.25 - $57.64 $123K - $131K
34.4K $1.9M
MA
Mastercard Inc

Financial Services
-482
- 7.99%
$504.67 - $576.31 $243K - $278K
5.55K $3.04M
IEO
Ishares Tr

ETFs
-3.91K
- 8.26%
$86.02 - $99.13 $337K - $388K
43.5K $4.11M
AMAT
Applied Materials Inc

Technology
-189
- 3.1%
$145.06 - $195.51 $27.4K - $37K
5.91K $858K
MUB
Ishares National Muni Bond ETF

ETFs
-971
- 4.36%
$104.71 - $107.69 $102K - $105K
21.3K $2.25M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.74K
- 8.72%
$37.33 - $45.03 $65.1K - $78.5K
18.3K $698K
D
Dominion Energy, Inc

Utilities
-2.68K
- 24.54%
$52.85 - $57.43 $142K - $154K
8.24K $462K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-388
- 5.69%
$121.0 - $142.28 $46.9K - $55.2K
6.43K $800K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-19.3K
- 9.5%
$18.36 - $20.51 $355K - $397K
184K $3.64M
SR
Spire Inc

Utilities
-3.34K
- 24.36%
$65.62 - $78.25 $219K - $261K
10.4K $810K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.2K
- 3.04%
$27.01 - $28.54 $463K - $490K
548K $15.3M
VT
Vanguard Total World Stk Index

ETFs
-881
- 9.61%
$115.08 - $123.97 $101K - $109K
8.29K $960K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.16K
- 6.17%
$67.43 - $75.54 $78.4K - $87.8K
17.7K $1.21M
BSRR
Sierra Bancorp

Financial Services
-3K
- 10.36%
$27.52 - $32.22 $82.6K - $96.7K
26K $723K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.14K
- 10.95%
$104.89 - $113.56 $120K - $130K
9.3K $991K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.26K
- 22.43%
$42.86 - $45.92 $96.9K - $104K
7.82K $339K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-419
- 20.13%
$168.84 - $202.89 $70.7K - $85K
1.66K $292K
EQIX
Equinix Inc

Real Estate
-8
- 1.02%
$803.0 - $959.97 $6.42K - $7.68K
780 $635K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-9K
- 8.47%
$15.0 - $15.91 $135K - $143K
97.3K $1.51M
DVY
Ishares Tr

ETFs
-2.15K
- 3.44%
$128.58 - $138.1 $276K - $296K
60.2K $8.09M
IYF
Ishares Tr

ETFs
-1.33K
- 6.17%
$107.69 - $119.37 $143K - $159K
20.2K $2.28M
FTSL
First Trust Senior Ln Fund

ETFs
-1.87K
- 7.31%
$45.65 - $46.48 $85.5K - $87K
23.7K $1.08M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.56K
- 16.11%
$34.5 - $43.01 $88.1K - $110K
13.3K $503K
ROST
Ross Stores, Inc.

Consumer Cyclical
-7
- 0.17%
$123.3 - $154.95 $863 - $1.08K
4.22K $538K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-901
- 9.57%
$102.5 - $112.02 $92.4K - $101K
8.52K $882K
VDC
Vanguard Consumer Staples ETF

ETFs
-658
- 10.23%
$206.54 - $226.16 $136K - $149K
5.77K $1.26M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-78
- 3.13%
$497.6 - $606.74 $38.8K - $47.3K
2.41K $1.2M
SCCO
Southern Copper Corp

Basic Materials
-1.2K
- 15.68%
$85.92 - $101.48 $103K - $122K
6.46K $604K
ARW
Arrow Electronics Inc

Technology
-9
- 0.09%
$101.93 - $119.3 $917 - $1.07K
9.99K $1.04M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-842
- 1.61%
$55.41 - $60.74 $46.7K - $51.1K
51.6K $2.91M
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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