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
PAUG
Innovator U.S. Equity Power Bu

ETFs
-77
- 0.58%
$37.4 - $39.42 $2.88K - $3.04K
13.2K $499K
FISV
Fiserv Inc

Technology
-96
- 1.65%
N/A
5.71K $714K
NMFC
New Mountain Finance Corp

Financial Services
-370
- 1.14%
$10.89 - $12.02 $4.03K - $4.45K
32.1K $353K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.44K
- 10.32%
$13.05 - $13.97 $18.8K - $20.2K
12.5K $170K
KHC
Kraft Heinz CO

Consumer Defensive
-223
- 1.39%
$28.51 - $32.22 $6.36K - $7.19K
15.9K $483K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-258
- 6.74%
$162.48 - $175.37 $41.9K - $45.2K
3.57K $621K
HNDL
Strategy Shs

ETFs
-400
- 3.23%
$20.7 - $21.8 $8.28K - $8.72K
12K $253K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-52
- 0.4%
$24.57 - $26.23 $1.28K - $1.36K
12.9K $316K
HRZN
Horizon Technology Finance Corp

Financial Services
-1.47K
- 12.72%
$8.65 - $9.86 $12.7K - $14.5K
10.1K $94K
MPLX
Mplx LP

Energy
-1.48K
- 11.96%
$47.88 - $54.65 $70.7K - $80.7K
10.9K $581K
RWO
Spdr Dow Jones Global Real Est

ETFs
-631
- 2.57%
$41.41 - $45.24 $26.1K - $28.5K
24K $1.05M
AVEM
American Centy ETF Tr Avantis

ETFs
-266
- 4.17%
$57.11 - $62.4 $15.2K - $16.6K
6.12K $367K
WSFS
Wsfs Financial Corp

Financial Services
-8
- 0.16%
$49.95 - $59.33 $400 - $475
5.08K $263K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-108
- 4.73%
$96.9 - $104.39 $10.5K - $11.3K
2.18K $216K
VDE
Vanguard Energy ETF

ETFs
-413
- 7.45%
$119.14 - $132.76 $49.2K - $54.8K
5.13K $665K
USRT
Ishares Core U.S. Reit ETF

ETFs
-147
- 1.44%
$55.14 - $60.29 $8.11K - $8.86K
10K $578K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-82
- 0.52%
$28.24 - $30.2 $2.32K - $2.48K
15.7K $447K
MBB
Ishares Tr

ETFs
-924
- 2.38%
$90.37 - $94.08 $83.5K - $86.9K
37.8K $3.55M
CUBE
Cube Smart

Real Estate
-106
- 1.6%
$40.23 - $43.23 $4.26K - $4.58K
6.53K $279K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-772
- 8.43%
$48.65 - $53.06 $37.6K - $41K
8.38K $435K
GILD
Gilead Sciences, Inc.

Healthcare
-3.92K
- 17.75%
$89.14 - $117.41 $349K - $460K
18.2K $2.03M
NRZ
New Residential Investment Corp.

Real Estate
-491
- 3.27%
N/A
14.5K $105K
GNR
Spdr S&P Global Natural Resour

ETFs
-546
- 7.3%
$50.12 - $54.48 $27.4K - $29.7K
6.93K $369K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-77
- 2.3%
$73.11 - $77.43 $5.63K - $5.96K
3.27K $248K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-208
- 1.23%
$23.9 - $24.18 $4.97K - $5.03K
16.7K $402K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-161
- 1.28%
$24.5 - $24.95 $3.94K - $4.02K
12.4K $307K
PHK
Pimco High Income Fund

Financial Services
-350
- 3.25%
$4.85 - $4.98 $1.7K - $1.74K
10.4K $50K
INT
World Fuel Services Corp

Energy
-75
- 0.25%
N/A
30.3K $665K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-110
- 8.91%
$402.33 - $489.71 $44.3K - $53.9K
1.12K $516K
Lam Research Corp
-700
- 6.68%
N/A
9.78K $0
Innovator Etfs Trust
-84K
- 81.47%
N/A
19.1K $0
Linde PLC
-31
- 2.68%
N/A
1.13K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-700
- 2.23%
N/A
30.7K $0
Aim ETF Products Trust
-2.07K
- 8.42%
N/A
22.5K $0
First Tr Exchng Traded Fd Vi
-400
- 1.59%
N/A
24.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-142K
- 88.84%
N/A
17.9K $0
First Tr Exchng Traded Fd Vi
-435
- 2.23%
N/A
19.1K $0
MISL
First Tr Exchange Traded Fd In
-1.87K
- 0.87%
N/A
213K $0
CGSD
Capital Grp Core Plus Income E
-2.3K
- 6.66%
N/A
32.2K $0
Rb Global Inc
-178
- 2.89%
N/A
5.98K $0
Kodiak Gas Svcs Inc
-3.22K
- 13.29%
N/A
21K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-1.9K
- 8.16%
N/A
21.4K $0
Sila Realty Trust Inc
-632
- 6.21%
N/A
9.55K $0
Capital Group Core Balanced
-14.5K
- 28.3%
N/A
36.9K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-39.1K
- 47.78%
N/A
42.7K $0
First Tr Exchng Traded Fd Vi
-1.49K
- 14.24%
N/A
8.96K $0
Doubleline ETF Trust
-296
- 4.92%
N/A
5.72K $0
2023 ETF Series Trust Ii
-2.76K
- 5.86%
N/A
44.3K $0
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
-69
- 0.76%
$46.0 - $46.83 $3.17K - $3.23K
9.02K $418K
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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