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
VOE
Vanguard Mid Cap Value Index F

ETFs
-349
- 1.31%
$156.61 - $168.02 $54.7K - $58.6K
26.3K $4.22M
KMI
Kinder Morgan, Inc.

Energy
-6.97K
- 7.04%
$26.1 - $31.22 $182K - $218K
92.1K $2.63M
VOX
Vanguard Communication Service

ETFs
-445
- 13.93%
$147.73 - $169.24 $65.7K - $75.3K
2.75K $408K
WTBA
West Bancorporation Inc

Financial Services
-1.84K
- 6.53%
$19.94 - $22.62 $36.7K - $41.6K
26.3K $525K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-721
- 3.6%
$23.71 - $27.77 $17.1K - $20K
19.3K $458K
VIG
Vanguard Dividend Appreciation

ETFs
-459
- 0.37%
N/A
124K $22.6M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-644
- 7.18%
$69.69 - $79.99 $44.9K - $51.5K
8.32K $594K
IXUS
Ishares Tr

ETFs
-1.39K
- 32.95%
$65.06 - $72.31 $90.4K - $101K
2.83K $197K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-5.07K
- 3.15%
$11.4 - $11.96 $57.8K - $60.6K
156K $1.79M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.5K
- 10.76%
$41.51 - $44.56 $62.3K - $66.9K
12.5K $522K
SPG
Simon Property Group Inc

Real Estate
-361
- 12.97%
$159.48 - $187.78 $57.6K - $67.8K
2.42K $402K
APPF
Appfolio Inc

Technology
-172
- 11.87%
$206.66 - $260.64 $35.5K - $44.8K
1.28K $280K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.34K
- 5.09%
$39.33 - $41.52 $52.9K - $55.8K
25.1K $994K
WFC
Wells Fargo & Company

Financial Services
-1.57K
- 6.5%
$66.78 - $81.42 $105K - $128K
22.6K $1.62M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-31.1K
- 8.44%
$5.15 - $5.57 $160K - $173K
337K $1.81M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-1.16K
- 3.53%
$41.09 - $43.24 $47.6K - $50.1K
31.6K $1.31M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-986
- 2.4%
$50.17 - $51.45 $49.5K - $50.7K
40.1K $2.02M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-127
- 1.49%
$113.22 - $126.36 $14.4K - $16K
8.4K $964K
VHT
Vanguard Health Care ETF

ETFs
-522
- 8.15%
$254.06 - $273.83 $133K - $143K
5.88K $1.56M
IYY
Ishares Tr

ETFs
-140
- 1.98%
$134.05 - $149.75 $18.8K - $21K
6.94K $944K
IBB
Ishares Biotechnology ETF

ETFs
-211
- 2.27%
$127.9 - $140.56 $27K - $29.7K
9.09K $1.16M
MATX
Matson, Inc.

Industrials
-161
- 2.29%
$127.06 - $149.06 $20.5K - $24K
6.88K $881K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-625
- 19.67%
$113.59 - $123.29 $71K - $77.1K
2.55K $297K
LEA
Lear Corp

Consumer Cyclical
-44
- 0.46%
$87.96 - $99.36 $3.87K - $4.37K
9.54K $841K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.59K
- 10.11%
$58.32 - $65.09 $92.8K - $104K
14.1K $851K
SYLD
Cambria Shareholder Yld ETF

ETFs
-30
- 0.22%
$62.77 - $71.4 $1.88K - $2.14K
13.4K $852K
IFRA
Ishares Tr

ETFs
-958
- 6.52%
$44.8 - $49.25 $42.9K - $47.2K
13.7K $618K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-83
- 6.82%
$254.58 - $302.92 $21.1K - $25.1K
1.13K $289K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-850
- 3.47%
$39.11 - $41.9 $33.2K - $35.6K
23.6K $936K
VPU
Vanguard Utilities ETF

ETFs
-565
- 11.2%
$161.24 - $173.33 $91.1K - $97.9K
4.48K $764K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-298
- 6.17%
$68.07 - $78.99 $20.3K - $23.5K
4.53K $308K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-1.08K
- 11.69%
$30.46 - $36.6 $32.8K - $39.4K
8.14K $247K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.22K
- 8.64%
$35.21 - $37.69 $43K - $46K
12.9K $460K
ICLN
Ishares

ETFs
-5.14K
- 32.49%
$10.94 - $11.86 $56.2K - $60.9K
10.7K $121K
FAAR
First Trust Vii Alternative Ab

ETFs
-2.28K
- 22.86%
$27.81 - $28.97 $63.3K - $65.9K
7.68K $221K
FDN
First Tr Fd Dow Jones

ETFs
-92
- 5.3%
$221.38 - $266.86 $20.4K - $24.6K
1.64K $365K
VZ
Verizon Communications Inc

Communication Services
-19.9K
- 12.64%
$37.81 - $46.49 $753K - $926K
138K $6.24M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-875
- 16.32%
$85.24 - $94.86 $74.6K - $83K
4.49K $408K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.26K
- 7.13%
$49.6 - $50.28 $62.6K - $63.5K
16.5K $827K
AN
Autonation, Inc.

Consumer Cyclical
-9
- 0.14%
$156.67 - $195.15 $1.41K - $1.76K
6.53K $1.06M
IYG
Ishares Tr

ETFs
-699
- 19.98%
$74.6 - $84.81 $52.1K - $59.3K
2.8K $219K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-115
- 0.36%
$25.58 - $29.24 $2.94K - $3.36K
31.5K $824K
BNDX
Vanguard Total International B

ETFs
-86
- 0.04%
$48.33 - $49.5 $4.16K - $4.26K
198K $9.65M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-2.2K
- 13.03%
$23.16 - $23.32 $51K - $51.4K
14.7K $341K
AMP
Ameriprise Financial Inc

Financial Services
-48
- 8.94%
$472.29 - $575.13 $22.7K - $27.6K
489 $236K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-217
- 5.63%
$96.93 - $109.51 $21K - $23.8K
3.64K $356K
GPC
Genuine Parts CO

Consumer Cyclical
-565
- 6.52%
$115.91 - $129.02 $65.5K - $72.9K
8.1K $964K
ICF
Ishares Tr

ETFs
-1.23K
- 5.28%
$57.98 - $63.8 $71.1K - $78.2K
22K $1.35M
UNM
Unum Group

Financial Services
-1.69K
- 15.56%
$71.8 - $83.34 $121K - $141K
9.15K $745K
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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