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
PJAN
Innovator U.S. Equity Power Bu

ETFs
-332
- 1.05%
$38.7 - $44.05 $12.8K - $14.6K
31.3K $1.38M
IYF
Ishares Tr

ETFs
-797
- 3.94%
$99.23 - $120.99 $79.1K - $96.4K
19.4K $2.35M
DFAT
Dimensional ETF Tr U S Target

ETFs
-420
- 1.13%
$44.8 - $53.97 $18.8K - $22.7K
36.7K $1.98M
SGOL
Abrdn Gold ETF Trust

ETFs
-1.63K
- 2.31%
$28.39 - $32.75 $46.3K - $53.4K
69.1K $2.18M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-24
- 0.29%
$63.36 - $80.23 $1.52K - $1.93K
8.3K $665K
MCK
Mckesson Corp

Healthcare
-167
- 5.11%
$652.83 - $732.78 $109K - $122K
3.1K $2.27M
V
Visa Inc.

Financial Services
-352
- 0.8%
$308.27 - $373.31 $109K - $131K
43.5K $15.5M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-600
- 1.39%
$39.94 - $44.64 $24K - $26.8K
42.7K $1.91M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.82K
- 3.05%
$39.59 - $44.69 $71.9K - $81.2K
57.7K $2.58M
ARES
Ares Management Corp

Financial Services
-303
- 5.87%
$118.04 - $175.83 $35.8K - $53.3K
4.86K $842K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.06K
- 5.79%
$33.86 - $45.77 $35.8K - $48.3K
17.2K $787K
APH
Amphenol Corp

Technology
-1.48K
- 20.55%
$59.09 - $98.75 $87.6K - $146K
5.73K $565K
CW
Curtiss Wright Corp

Industrials
-243
- 19.79%
$283.18 - $488.55 $68.8K - $119K
985 $481K
WHR
Whirlpool Corp

Consumer Cyclical
-244
- 2.19%
$75.71 - $101.42 $18.5K - $24.7K
10.9K $1.11M
ADM
Archer Daniels Midland CO

Consumer Defensive
-185
- 0.78%
$41.79 - $54.16 $7.73K - $10K
23.7K $1.25M
ROK
Rockwell Automation, Inc

Industrials
-170
- 7.18%
$218.97 - $332.17 $37.2K - $56.5K
2.2K $729K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-494
- 0.78%
$27.3 - $31.8 $13.5K - $15.7K
63.1K $2.01M
IGV
Ishares Expanded Tech Software

ETFs
-675
- 7.0%
$80.15 - $109.5 $54.1K - $73.9K
8.97K $981K
IDV
Ishares Tr

ETFs
-663
- 1.57%
$27.79 - $34.84 $18.4K - $23.1K
41.5K $1.43M
TROW
Price T Rowe Group Inc

Financial Services
-1.28K
- 2.37%
$80.27 - $98.06 $103K - $126K
52.7K $5.08M
EFG
Msci Eafe Growth ETF

ETFs
-3.52K
- 8.06%
$89.8 - $112.0 $316K - $394K
40.1K $4.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-126
- 1.72%
$60.61 - $87.72 $7.64K - $11.1K
7.2K $610K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.86K
- 3.33%
$24.38 - $30.18 $69.8K - $86.4K
83.2K $2.51M
RBLX
Roblox Corp

Communication Services
-1.55K
- 23.75%
$51.22 - $105.59 $79.5K - $164K
4.99K $524K
MP
Mp Materials Corp.

Basic Materials
-2.45K
- 9.51%
$18.77 - $37.74 $46.1K - $92.6K
23.4K $777K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-9
- 0.01%
$6.26 - $9.51 $56.3 - $85.6
104K $898K
HPE
Hewlett Packard Enterprise CO

Technology
-735
- 2.15%
$12.51 - $20.45 $9.19K - $15K
33.5K $685K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-271
- 1.09%
$152.93 - $181.74 $41.4K - $49.3K
24.6K $4.47M
TEI
Templeton Emerging Markets Income Fund

Financial Services
-4.74K
- 1.41%
$4.91 - $6.0 $23.3K - $28.4K
332K $1.99M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
-249
- 0.76%
$15.54 - $23.35 $3.87K - $5.81K
32.7K $762K
PM
Philip Morris International Inc.

Consumer Defensive
-4.12K
- 10.08%
$149.23 - $184.95 $615K - $762K
36.8K $6.69M
SAH
Sonic Automotive Inc

Consumer Cyclical
-3.2K
- 15.54%
$56.16 - $81.86 $180K - $262K
17.4K $1.39M
AN
Autonation, Inc.

Consumer Cyclical
-2
- 0.03%
$155.71 - $201.03 $311 - $402
6.52K $1.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-944
- 1.89%
$41.45 - $54.46 $39.1K - $51.4K
49.1K $2.56M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-19.2K
- 8.04%
$58.41 - $72.69 $1.12M - $1.4M
220K $16M
INTU
Intuit Inc

Technology
-80
- 3.98%
$544.07 - $787.63 $43.5K - $63K
1.93K $1.52M
CSM
Proshares Large Cap Core Plus

ETFs
-702
- 1.32%
$56.33 - $70.47 $39.5K - $49.5K
52.4K $3.69M
COIN
Coinbase Global, Inc.

Technology
-1.1K
- 28.23%
$151.47 - $375.07 $166K - $412K
2.79K $979K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.23K
- 0.97%
$29.12 - $35.84 $35.9K - $44.2K
126K $4.51M
DINO
Hf Sinclair Corp

Energy
-71
- 0.18%
$25.91 - $41.85 $1.84K - $2.97K
40K $1.64M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-20
- 0.27%
$164.46 - $237.28 $3.29K - $4.75K
7.52K $1.78M
SHOP
Shopify Inc.

Technology
-1.02K
- 4.4%
$76.89 - $115.35 $78.1K - $117K
22.1K $2.55M
RTX
Raytheon Technologies Corp

Industrials
-319
- 0.97%
$113.75 - $148.48 $36.3K - $47.4K
32.4K $4.74M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-802
- 1.83%
$108.06 - $135.3 $86.7K - $109K
42.9K $5.81M
ETN
Eaton Corp PLC

Industrials
-558
- 6.04%
$246.52 - $356.99 $138K - $199K
8.68K $3.1M
GE
General Electric CO

Industrials
-116
- 1.05%
$166.81 - $257.39 $19.3K - $29.9K
11K $2.82M
DIS
Walt Disney CO

Communication Services
-11.6K
- 14.12%
$81.72 - $124.01 $945K - $1.43M
70.4K $8.73M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-2.03K
- 8.57%
$299.15 - $396.54 $606K - $803K
21.6K $8.56M
VOTE
Engine No 1 ETF Tr

ETFs
-2.9K
- 2.28%
$58.2 - $72.74 $169K - $211K
124K $9.04M
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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