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
Saba Capital Income & Opport
-12.6K
- 9.0%
N/A
127K $0
VTC
Vanguard Scottsdale Fds Total

ETFs
-72
- 1.6%
$74.74 - $77.39 $5.38K - $5.57K
4.42K $339K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-485
- 15.32%
$111.19 - $129.47 $53.9K - $62.8K
2.68K $347K
Veralto Corp
-119
- 4.72%
N/A
2.4K $0
Arista Networks Inc
-4.48K
- 20.02%
N/A
17.9K $0
First Tr Exchng Traded Fd Vi
-16.5K
- 6.91%
N/A
223K $0
TSCO
Tractor Supply CO

Consumer Cyclical
-415
- 3.52%
$51.66 - $57.94 $21.4K - $24K
11.4K $626K
AGNC
Agnc Investment Corp.

Real Estate
-510
- 2.58%
$9.12 - $10.54 $4.65K - $5.38K
19.2K $184K
VCIT
Vanguard Intermediate Term Cor

ETFs
-219
- 1.5%
$79.17 - $82.04 $17.3K - $18K
14.4K $1.18M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-15
- 0.08%
$24.36 - $25.91 $365 - $389
18K $447K
MPW
Medical Properties Trust Inc

Real Estate
-12.9K
- 31.21%
$3.83 - $6.21 $49.2K - $79.8K
28.3K $170K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-124
- 0.54%
$47.59 - $48.35 $5.9K - $6K
22.7K $1.1M
FEP
First Trust Europe Alphadex Fu

ETFs
-563
- 9.03%
$35.43 - $42.94 $19.9K - $24.2K
5.67K $231K
TJX
Tjx Companies Inc

Consumer Cyclical
-84
- 0.42%
$112.81 - $126.16 $9.48K - $10.6K
19.7K $2.4M
IRT
Independence Realty Trust, Inc.

Real Estate
-1.81K
- 5.19%
$18.23 - $21.8 $33.1K - $39.5K
33.1K $703K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-112
- 1.17%
$33.57 - $37.22 $3.76K - $4.17K
9.48K $340K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-500
- 2.46%
$20.83 - $23.69 $10.4K - $11.8K
19.8K $444K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.33K
- 9.08%
$9.19 - $12.93 $12.2K - $17.2K
13.3K $148K
MKC
Mccormick & CO Inc

Consumer Defensive
-89
- 2.74%
$71.24 - $84.73 $6.34K - $7.54K
3.16K $260K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.44K
- 2.14%
$73.78 - $76.59 $106K - $111K
65.9K $5.05M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-2.66K
- 1.78%
$12.04 - $13.32 $32K - $35.4K
147K $1.84M
FDL
First Tr Morningstar Dividend

ETFs
-68
- 1.09%
$39.69 - $43.83 $2.7K - $2.98K
6.15K $266K
GWRE
Guidewire Software, Inc.

Technology
-55
- 3.84%
$166.74 - $218.22 $9.17K - $12K
1.38K $257K
MAA
Mid America Apartment Communities Inc.

Real Estate
-20
- 1.36%
$146.9 - $170.92 $2.94K - $3.42K
1.45K $242K
PFG
Principal Financial Group Inc

Financial Services
-19
- 0.68%
$76.34 - $89.04 $1.45K - $1.69K
2.76K $232K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.15K
- 1.92%
$39.18 - $43.52 $44.9K - $49.9K
58.5K $2.45M
DRI
Darden Restaurants Inc

Consumer Cyclical
-227
- 6.88%
$180.02 - $208.56 $40.9K - $47.3K
3.07K $638K
UGI
Ugi Corp

Utilities
-374
- 5.13%
$28.0 - $34.16 $10.5K - $12.8K
6.92K $228K
CGCP
Capital Group Core Plus Income

ETFs
-4.66K
- 0.94%
$21.94 - $22.64 $102K - $106K
490K $11M
PLD
Prologis, Inc.

Real Estate
-23
- 0.46%
$103.59 - $124.04 $2.38K - $2.85K
5.01K $559K
ROL
Rollins Inc

Consumer Cyclical
-220
- 4.07%
$45.65 - $54.03 $10K - $11.9K
5.19K $280K
FTGC
First Trust Global Tactical CO

ETFs
-2.17K
- 3.93%
$23.95 - $25.86 $52K - $56.2K
53.2K $1.36M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.13K
- 0.93%
$76.94 - $78.28 $87.1K - $88.6K
121K $9.48M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-103
- 0.49%
$18.75 - $20.97 $1.93K - $2.16K
21K $439K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-645
- 0.83%
$18.46 - $19.19 $11.9K - $12.4K
77K $1.48M
MMM
3 M CO

Industrials
-1.01K
- 9.43%
$129.7 - $155.12 $131K - $156K
9.68K $1.42M
TIP
Ishares Tr Tips Bd ETF

ETFs
-386
- 2.02%
$106.22 - $111.09 $41K - $42.9K
18.7K $2.08M
MGV
Vanguard Mega Cap Value

ETFs
-751
- 2.02%
$123.61 - $133.01 $92.8K - $99.9K
36.4K $4.69M
OHI
Omega Healthcare Investors Inc

Real Estate
-450
- 0.15%
$35.7 - $38.33 $16.1K - $17.2K
299K $11.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-50
- 1.01%
$46.15 - $63.53 $2.31K - $3.18K
4.89K $301K
AZN
Astrazeneca PLC

Healthcare
-453
- 4.15%
$65.37 - $77.96 $29.6K - $35.3K
10.5K $768K
MOH
Molina Healthcare, Inc.

Healthcare
-14
- 0.88%
$266.57 - $333.27 $3.73K - $4.67K
1.57K $518K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-536
- 4.68%
$56.12 - $68.15 $30.1K - $36.5K
10.9K $741K
PPL
Ppl Corp

Utilities
-1.63K
- 5.06%
$31.68 - $36.11 $51.6K - $58.8K
30.5K $1.1M
AEP
American Electric Power CO Inc

Utilities
-853
- 8.49%
$90.32 - $109.27 $77K - $93.2K
9.19K $1M
IEFA
Ishares Tr

ETFs
-1.6K
- 4.28%
$69.57 - $78.65 $111K - $126K
35.8K $2.71M
ELV
Elevance Health, Inc.

Healthcare
-138
- 6.38%
$365.9 - $436.25 $50.5K - $60.2K
2.03K $880K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-770
- 2.12%
$24.1 - $27.73 $18.6K - $21.4K
35.5K $962K
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.23K
- 2.43%
$34.83 - $37.52 $113K - $121K
130K $4.71M
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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