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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-753
- 4.62%
$69.8 - $85.28 $52.6K - $64.2K
15.5K $1.29M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-2.71K
- 14.28%
$32.02 - $39.74 $86.6K - $107K
16.2K $643K
OWL
Blue Owl Capital Inc.

Financial Services
-153
- 0.45%
$15.9 - $21.16 $2.43K - $3.24K
33.6K $644K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.16K
- 20.23%
$34.72 - $42.74 $40.2K - $49.5K
4.57K $195K
GNR
Spdr S&P Global Natural Resour

ETFs
-631
- 9.1%
$45.66 - $55.03 $28.8K - $34.7K
6.3K $341K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-858
- 0.59%
$10.82 - $12.71 $9.28K - $10.9K
146K $1.81M
CSX
Csx Corp

Industrials
-1.63K
- 19.86%
$26.69 - $32.91 $43.5K - $53.6K
6.57K $214K
EIG
Employers Holdings, Inc.

Financial Services
-27
- 0.39%
$46.08 - $51.35 $1.24K - $1.39K
6.94K $327K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-540
- 3.41%
$47.46 - $55.3 $25.6K - $29.9K
15.3K $842K
SWKS
Skyworks Solutions, Inc.

Technology
-972
- 19.57%
$49.2 - $74.95 $47.8K - $72.9K
4K $297K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.03K
- 4.72%
$24.94 - $25.42 $25.8K - $26.3K
20.8K $529K
AMT
American Tower Corp

Real Estate
-163
- 3.82%
$203.96 - $228.19 $33.2K - $37.2K
4.1K $906K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-1.41K
- 1.34%
N/A
104K $1.37M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-607
- 5.53%
$56.84 - $65.5 $34.5K - $39.8K
10.4K $679K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-761
- 4.57%
$23.96 - $24.27 $18.2K - $18.5K
15.9K $385K
FAAR
First Trust Vii Alternative Ab

ETFs
-302
- 3.93%
$25.68 - $29.03 $7.76K - $8.77K
7.37K $204K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.28K
- 3.47%
$16.93 - $17.81 $21.6K - $22.7K
35.5K $632K
GM
General Motors CO

Consumer Cyclical
-1.13K
- 6.18%
$42.48 - $50.46 $47.8K - $56.8K
17.1K $841K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-342
- 1.41%
$46.41 - $47.7 $15.9K - $16.3K
24K $1.14M
AVIG
American Centy ETF Tr Avantis

ETFs
-385
- 5.24%
$40.41 - $41.62 $15.6K - $16K
6.97K $290K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-49
- 0.96%
$68.13 - $74.77 $3.34K - $3.66K
5.08K $369K
USRT
Ishares Core U.S. Reit ETF

ETFs
-45
- 0.45%
$50.37 - $57.97 $2.27K - $2.61K
10K $565K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-526
- 6.29%
$25.27 - $27.14 $13.3K - $14.3K
7.84K $212K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-587
- 2.0%
$10.78 - $11.28 $6.33K - $6.62K
28.7K $319K
STE
Steris PLC

Healthcare
-183
- 7.31%
$208.55 - $252.55 $38.2K - $46.2K
2.32K $557K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-430
- 2.14%
N/A
19.6K $466K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.23K
- 10.21%
$7.69 - $11.46 $17.1K - $25.5K
19.6K $224K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-497
- 3.28%
$22.66 - $23.41 $11.3K - $11.6K
14.6K $341K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-1.14K
- 13.96%
$26.03 - $35.66 $29.6K - $40.5K
7K $239K
TDG
Trans Digm Group Inc

Industrials
-22
- 11.52%
$1231.75 - $1520.64 $27.1K - $33.5K
169 $256K
CLOI
Vaneck ETF Tr

ETFs
-193
- 0.71%
$51.16 - $53.02 $9.87K - $10.2K
26.9K $1.42M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-661
- 8.46%
$39.93 - $46.67 $26.4K - $30.8K
7.15K $333K
LCID
Lucid Group, Inc.

Consumer Cyclical
-361
- 2.76%
$2.1 - $2.96 $758 - $1.07K
12.7K $26K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-1.6K
- 11.61%
$24.21 - $29.58 $38.7K - $47.3K
12.2K $360K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-767
- 7.73%
$41.76 - $49.03 $32K - $37.6K
9.16K $448K
ESS
Essex Property Trust, Inc.

Real Estate
-13
- 1.61%
N/A
792 $216K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-381
- 8.54%
$55.86 - $68.61 $21.3K - $26.1K
4.08K $279K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-1.15K
- 13.18%
$22.28 - $27.57 $25.7K - $31.8K
7.6K $209K
SQ
Block, Inc.

Technology
-44
- 1.23%
N/A
3.53K $201K
BSX
Boston Scientific Corp

Healthcare
-311
- 6.64%
$89.7 - $107.41 $27.9K - $33.4K
4.38K $470K
BX
Blackstone Inc.

Financial Services
-1.14K
- 6.59%
$120.07 - $151.11 $137K - $173K
16.2K $2.42M
GMOM
Cambria ETF Tr Cambria Global

ETFs
-591
- 3.77%
$25.79 - $29.78 $15.2K - $17.6K
15.1K $446K
ADSK
Autodesk, Inc.

Technology
-3
- 0.24%
N/A
1.26K $309K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.04K
- 5.8%
N/A
16.9K $0
Saba Capital Income & Opport
-6.54K
- 5.14%
N/A
120K $0
Sila Realty Trust Inc
-872
- 9.13%
N/A
8.67K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-1.15K
- 2.04%
N/A
55.1K $0
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-10
- 0.28%
$157.93 - $175.89 $1.58K - $1.76K
3.56K $621K
Jacobs Solutions Inc
-29
- 0.89%
N/A
3.24K $0
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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