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
ROBO
Robo Global Robotics And Autom

ETFs
-335
- 5.81%
$51.5 - $60.89 $17.3K - $20.4K
5.43K $279K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.01K
- 12.04%
$32.74 - $36.2 $65.6K - $72.6K
14.6K $511K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-367
- 13.86%
$89.89 - $100.28 $33K - $36.8K
2.28K $209K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-2.26K
- 2.95%
$19.8 - $19.97 $44.7K - $45.1K
74.2K $1.47M
AVUS
American Centy ETF Tr Avantis

ETFs
-140
- 2.13%
$90.7 - $101.57 $12.7K - $14.2K
6.44K $594K
MCO
Moodys Corp

Financial Services
-78
- 9.14%
$437.8 - $527.48 $34.1K - $41.1K
775 $360K
WMB
Williams Companies, Inc.

Energy
-1.09K
- 23.97%
$54.02 - $61.09 $58.7K - $66.4K
3.45K $205K
MPC
Marathon Petroleum Corp

Energy
-686
- 7.02%
$134.72 - $159.03 $92.4K - $109K
9.09K $1.32M
PPG
Ppg Industries Inc

Basic Materials
-112
- 4.2%
$107.44 - $124.29 $12K - $13.9K
2.55K $279K
IYJ
Ishares Tr

ETFs
-159
- 2.98%
$127.48 - $142.0 $20.3K - $22.6K
5.17K $673K
IWR
Ishares Russell Mid Cap ETF

ETFs
-295
- 9.4%
$82.81 - $92.93 $24.4K - $27.4K
2.84K $241K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-108
- 2.96%
$157.71 - $180.77 $17K - $19.5K
3.55K $569K
FTC
First Tr Lge Cap Growth

ETFs
-41
- 0.89%
$127.87 - $148.89 $5.24K - $6.1K
4.56K $598K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-406
- 0.84%
N/A
47.7K $4.1M
LUMN
Lumen Technologies, Inc.

Communication Services
-1.33K
- 6.05%
$3.92 - $5.92 $5.22K - $7.89K
20.7K $81K
AVMU
American Centy ETF Travantis C

ETFs
-600
- 5.86%
$45.11 - $46.66 $27.1K - $28K
9.64K $438K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-3.4K
- 13.48%
$9.47 - $11.46 $32.2K - $38.9K
21.8K $233K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-450
- 2.78%
$26.06 - $28.54 $11.7K - $12.8K
15.8K $412K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.47K
- 2.08%
$42.93 - $44.71 $63.1K - $65.7K
69.1K $3.03M
LHX
L3 Harris Technologies, Inc.

Industrials
-128
- 2.83%
$194.65 - $222.86 $24.9K - $28.5K
4.39K $918K
AX
Axos Financial, Inc.

Financial Services
-168
- 4.32%
$61.63 - $73.1 $10.4K - $12.3K
3.72K $239K
USFR
Wisdomtree Floating Rate Treas

ETFs
-616
- 6.01%
$50.29 - $50.5 $31K - $31.1K
9.63K $484K
KBE
Spdr S&P Bank ETF

ETFs
-63
- 0.57%
$51.28 - $59.92 $3.23K - $3.77K
11.1K $585K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-33
- 1.27%
$110.9 - $132.93 $3.66K - $4.39K
2.57K $291K
CL
Colgate Palmolive CO

Consumer Defensive
-556
- 6.6%
$85.68 - $97.5 $47.6K - $54.2K
7.86K $736K
ACWI
Ishares Msci Acwi ETF

ETFs
-200
- 4.89%
$115.16 - $124.13 $23K - $24.8K
3.89K $452K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-864
- 8.99%
$23.88 - $25.48 $20.6K - $22K
8.75K $212K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-605
- 7.85%
$49.22 - $51.73 $29.8K - $31.3K
7.1K $358K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-355
- 6.37%
$66.28 - $72.04 $23.5K - $25.6K
5.22K $357K
PAYX
Paychex Inc

Industrials
-439
- 15.24%
$136.06 - $154.52 $59.7K - $67.8K
2.44K $376K
NUDM
Nuveen Esg International Devel

ETFs
-1.34K
- 14.47%
$29.75 - $33.12 $39.7K - $44.2K
7.9K $251K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-13.9K
- 41.95%
$0.6 - $1.22 $8.34K - $17K
19.2K $11K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-474
- 6.19%
$35.54 - $37.44 $16.8K - $17.7K
7.18K $257K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-412
- 6.75%
$66.3 - $74.17 $27.3K - $30.6K
5.7K $395K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
-592
- 8.04%
$36.19 - $37.18 $21.4K - $22K
6.77K $246K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.01K
- 2.66%
$17.53 - $17.87 $17.6K - $18K
36.8K $647K
MPV
Barings Participation Investors

Financial Services
-2.12K
- 7.51%
$15.2 - $17.63 $32.2K - $37.4K
26.1K $460K
EW
Edwards Lifesciences Corp

Healthcare
-218
- 5.87%
$67.95 - $76.19 $14.8K - $16.6K
3.5K $253K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-200
- 1.59%
$40.44 - $43.17 $8.09K - $8.63K
12.4K $505K
DD
Du Pont De Nemours, Inc.

Basic Materials
-67
- 0.65%
$72.7 - $84.32 $4.87K - $5.65K
10.3K $770K
IXC
Ishares Tr Global Energy ETF

ETFs
-1.27K
- 15.11%
$38.48 - $42.16 $48.9K - $53.5K
7.13K $300K
KEYS
Keysight Technologies, Inc.

Technology
-18
- 1.1%
$148.16 - $185.11 $2.67K - $3.33K
1.61K $241K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-278
- 7.71%
N/A
3.33K $207K
POCT
Innovator U.S. Equity Power Bu

ETFs
-260
- 2.7%
$38.53 - $40.49 $10K - $10.5K
9.37K $363K
KEY
Keycorp

Financial Services
-83
- 0.6%
$15.15 - $18.3 $1.26K - $1.52K
13.7K $219K
IP
International Paper CO

Consumer Cyclical
-146
- 0.72%
$49.38 - $60.09 $7.21K - $8.77K
20K $1.07M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-209
- 1.25%
$10.61 - $16.49 $2.22K - $3.45K
16.5K $204K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-51
- 0.43%
$39.81 - $42.17 $2.03K - $2.15K
11.8K $476K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-359
- 1.47%
$36.63 - $37.45 $13.2K - $13.4K
24.1K $887K
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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