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
APPF
Appfolio Inc

Technology
-9
- 0.7%
$192.02 - $234.65 $1.73K - $2.11K
1.27K $291K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-160
- 4.67%
$90.5 - $114.3 $14.5K - $18.3K
3.26K $372K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-748
- 4.31%
$33.38 - $40.81 $25K - $30.5K
16.6K $677K
SPGI
S&P Global Inc.

Financial Services
-37
- 2.23%
$438.31 - $527.29 $16.2K - $19.5K
1.62K $855K
KEYS
Keysight Technologies, Inc.

Technology
-45
- 2.79%
$127.02 - $165.4 $5.72K - $7.44K
1.57K $256K
CTAS
Cintas Corp

Industrials
-23
- 1.98%
$190.11 - $227.66 $4.37K - $5.24K
1.14K $254K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 1.88%
$919.93 - $1101.66 $8.28K - $9.91K
470 $488K
KEY
Keycorp

Financial Services
-208
- 1.51%
$13.23 - $17.42 $2.75K - $3.62K
13.5K $235K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-107
- 1.88%
$61.08 - $74.04 $6.54K - $7.92K
5.59K $413K
TJX
Tjx Companies Inc

Consumer Cyclical
-119
- 0.6%
$119.13 - $135.03 $14.2K - $16.1K
19.6K $2.42M
AME
Ametek Inc

Industrials
-87
- 2.14%
$151.41 - $182.75 $13.2K - $15.9K
3.97K $719K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-1.21K
- 6.27%
$20.94 - $26.47 $25.4K - $32.1K
18.1K $479K
CSL
Carlisle Companies Inc

Industrials
-49
- 4.07%
$317.1 - $408.5 $15.5K - $20K
1.15K $430K
UGI
Ugi Corp

Utilities
-48
- 0.69%
$30.18 - $36.59 $1.45K - $1.76K
6.87K $250K
RACE
Ferrari N.V.

Consumer Cyclical
-84
- 8.24%
$397.86 - $499.02 $33.4K - $41.9K
936 $459K
AVUS
American Centy ETF Tr Avantis

ETFs
-285
- 4.43%
$81.38 - $100.82 $23.2K - $28.7K
6.15K $620K
DRI
Darden Restaurants Inc

Consumer Cyclical
-21
- 0.68%
$186.58 - $225.78 $3.92K - $4.74K
3.05K $665K
NUDM
Nuveen Esg International Devel

ETFs
-61
- 0.77%
$28.66 - $35.49 $1.75K - $2.16K
7.84K $278K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-285
- 2.41%
$37.66 - $43.85 $10.7K - $12.5K
11.6K $506K
FNDF
Schwab Fundamental Intl Large

ETFs
-13
- 0.16%
$32.25 - $40.02 $419 - $520
8.25K $329K
AVEM
American Centy ETF Tr Avantis

ETFs
-296
- 4.84%
$53.08 - $68.54 $15.7K - $20.3K
5.82K $398K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-424
- 4.31%
$86.05 - $107.7 $36.5K - $45.7K
9.42K $1.01M
VOX
Vanguard Communication Service

ETFs
-175
- 6.36%
$133.12 - $171.03 $23.3K - $29.9K
2.58K $440K
FTI
Technip Fmc PLC

Energy
-65
- 0.51%
$23.18 - $35.33 $1.51K - $2.3K
12.6K $435K
AIQ
Global X Funds Global X Artifi

ETFs
-584
- 7.18%
$31.5 - $43.69 $18.4K - $25.5K
7.55K $329K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-192
- 1.55%
$38.3 - $44.42 $7.35K - $8.53K
12.2K $540K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-57
- 1.5%
$97.68 - $121.38 $5.57K - $6.92K
3.74K $454K
EPI
Wisdomtree Tr India Earnings F

ETFs
-22
- 0.21%
$41.3 - $47.52 $909 - $1.05K
10.3K $490K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2
- 0.02%
$39.23 - $45.02 $78.5 - $90
12.4K $560K
PWR
Quanta Services, Inc.

Industrials
-221
- 22.67%
$239.47 - $381.26 $52.9K - $84.3K
754 $285K
CCL
Carnival Corp

Consumer Cyclical
-6.12K
- 24.76%
$16.43 - $28.12 $101K - $172K
18.6K $523K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-168
- 0.68%
$20.42 - $25.3 $3.43K - $4.25K
24.4K $616K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-622
- 1.75%
$24.63 - $29.39 $15.3K - $18.3K
34.9K $1.01M
LEG
Leggett & Platt Inc

Consumer Cyclical
-7.04K
- 6.63%
$6.56 - $9.72 $46.2K - $68.4K
99.1K $883K
MTB
M&T Bank Corp

Financial Services
-132
- 2.9%
$156.58 - $193.99 $20.7K - $25.6K
4.42K $857K
HEI
Heico Corp

Industrials
-92
- 7.48%
$236.44 - $328.0 $21.8K - $30.2K
1.14K $373K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-9.39K
- 5.92%
$36.35 - $41.07 $341K - $385K
149K $6.12M
TDIV
First Trust Nasdaq Technology

ETFs
-346
- 7.37%
$64.41 - $90.17 $22.3K - $31.2K
4.35K $392K
IWD
Ishares Russell 1000 Val ETF

ETFs
-490
- 2.1%
$166.82 - $194.23 $81.7K - $95.2K
22.9K $4.44M
NVT
N Vent Electric PLC

Industrials
-1.39K
- 19.34%
$45.2 - $73.35 $62.9K - $102K
5.8K $425K
VLUE
Ishares Msci Usa Value Factor

ETFs
-119
- 1.28%
$93.5 - $113.21 $11.1K - $13.5K
9.18K $1.04M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-817
- 2.03%
$30.9 - $34.31 $25.2K - $28K
39.4K $1.35M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-326
- 1.04%
$22.92 - $28.05 $7.47K - $9.14K
31.1K $873K
MSTB
ETF Ser Solutions Lha Mkt St T

ETFs
-1.59K
- 6.97%
$31.36 - $37.23 $49.9K - $59.3K
21.2K $790K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-228
- 1.56%
$30.87 - $39.17 $7.04K - $8.93K
14.4K $564K
DMAR
First Tr Ex Tr Viii Cboe Vest
-400
- 1.1%
$35.55 - $39.57 $14.2K - $15.8K
36.1K $1.43M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-232
- 2.45%
$32.41 - $42.59 $7.52K - $9.88K
9.25K $393K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-200
- 0.8%
$37.41 - $42.4 $7.48K - $8.48K
24.9K $1.05M
LEA
Lear Corp

Consumer Cyclical
-19
- 0.2%
$75.18 - $95.54 $1.43K - $1.82K
9.52K $903K
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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