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
VUSB
Vanguard Bd Index Fds
-12
- 0.15%
N/A
7.76K $0
Tidal Tr Ii
-438
- 3.68%
N/A
11.5K $0
J P Morgan Exchange Traded F
-17.2K
- 80.93%
N/A
4.05K $0
Strategic Trust
-14.8K
- 3.25%
N/A
442K $0
J P Morgan Exchange Traded F
-313
- 9.52%
N/A
2.97K $0
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-11
- 0.33%
N/A
3.32K $207K
Kenvue Inc
-352
- 2.2%
N/A
15.6K $0
Lithium Amers Corp New
-42
- 0.06%
N/A
75.9K $0
Global X Fds
-715
- 3.7%
N/A
18.6K $0
Ishares Bitcoin Trust ETF
-3.3K
- 1.91%
N/A
170K $0
Capital Group Core Balanced
-4.07K
- 11.04%
N/A
32.8K $0
Blackrock Inc
-293
- 8.85%
N/A
3.02K $0
Blackrock ETF Trust Ii
-271
- 0.27%
N/A
98.6K $0
Exchange Listed Fds Tr
-129
- 0.58%
N/A
22.1K $0
F&G Annuities & Life Inc
-1.28K
- 7.07%
N/A
16.8K $0
Innovator Etfs Trust
-717
- 3.76%
N/A
18.4K $0
FNY
First Trust Mid Cap Growth Alp
-118
- 4.02%
N/A
2.82K $0
PDEC
Innovator U.S. Equity Power Bu
-14.9K
- 71.73%
N/A
5.88K $0
First Tr Exchange Traded Fd
-43.4K
- 55.13%
N/A
35.3K $0
First Tr Exchng Traded Fd Vi
-100
- 0.4%
N/A
24.6K $0
First Tr Exchng Traded Fd Vi
-12K
- 5.4%
N/A
210K $0
FJAN
First Exc Trd Viii Cboe Vest U
-15
- 0.1%
N/A
15.6K $0
NYCBPRU
New York Community Cap Tr V Pf
-407
- 1.2%
N/A
33.5K $0
Brookfield Asset Managmt LTD
-912
- 9.75%
N/A
8.44K $0
CGMS
Capital Grp Core Plus Income E
-14.2K
- 55.1%
N/A
11.6K $0
Aim ETF Products Trust
-145
- 0.64%
N/A
22.4K $0
CGSD
Capital Grp Core Plus Income E
-1.49K
- 4.61%
N/A
30.7K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-1.88K
- 6.14%
N/A
28.8K $0
Dimensional ETF Trust
-624
- 11.97%
N/A
4.59K $0
Bunge Global Sa
-369
- 3.42%
N/A
10.4K $0
Innovator Etfs Trust
-14.2K
- 48.19%
N/A
15.3K $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-919
- 12.12%
$57.41 - $74.81 $52.8K - $68.8K
6.67K $495K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-307
- 0.63%
$22.43 - $23.23 $6.89K - $7.13K
48.8K $1.13M
EW
Edwards Lifesciences Corp

Healthcare
-217
- 6.2%
$67.07 - $78.22 $14.6K - $17K
3.28K $256K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-12
- 0.07%
$47.02 - $47.83 $564 - $574
17.9K $856K
KR
Kroger CO

Consumer Defensive
-266
- 4.73%
$64.62 - $74.0 $17.2K - $19.7K
5.35K $383K
LYG
Lloyds Banking Group PLC

Financial Services
-376
- 2.91%
$3.32 - $4.29 $1.25K - $1.61K
12.5K $53K
LUMN
Lumen Technologies, Inc.

Communication Services
-1.14K
- 5.5%
$3.07 - $4.51 $3.49K - $5.13K
19.5K $85K
VNO
Vornado Realty Trust

Real Estate
-66
- 1.18%
$31.74 - $41.27 $2.09K - $2.72K
5.55K $212K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
-36
- 0.4%
$45.19 - $47.28 $1.63K - $1.7K
8.98K $424K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3
- 0.01%
$47.89 - $48.65 $144 - $146
22.7K $1.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-14
- 0.08%
$32.62 - $33.58 $457 - $470
17.7K $593K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-257
- 3.58%
$33.46 - $38.01 $8.6K - $9.77K
6.92K $263K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.27K
- 12.42%
$50.08 - $63.14 $214K - $270K
30.1K $1.9M
REAX
Real Brokerage Inc

Real Estate
-5
- 0.03%
$3.82 - $4.73 $19.1 - $23.7
16.1K $72K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-246
- 2.58%
$35.35 - $42.68 $8.7K - $10.5K
9.29K $395K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-295
- 6.42%
$73.7 - $90.98 $21.7K - $26.8K
4.3K $391K
ADBE
Adobe Inc.

Technology
-116
- 0.73%
$340.0 - $420.68 $39.4K - $48.8K
15.8K $6.12M
FTNT
Fortinet, Inc.

Technology
-315
- 6.99%
$84.71 - $108.69 $26.7K - $34.2K
4.19K $443K
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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