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
EFG
Msci Eafe Growth ETF

ETFs
-499
- 1.13%
$96.1 - $106.37 $48K - $53.1K
43.7K $4.37M
SHEL
Shell PLC

Energy
-147
- 1.52%
$62.84 - $73.29 $9.24K - $10.8K
9.53K $698K
DUK
Duke Energy Corp

Utilities
-1.69K
- 8.03%
$105.87 - $121.97 $179K - $206K
19.3K $2.36M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-256
- 0.54%
$97.38 - $104.52 $24.9K - $26.8K
47K $4.81M
MDT
Medtronic PLC

Healthcare
-4.02K
- 8.72%
$79.84 - $94.5 $321K - $380K
42.1K $3.79M
CAH
Cardinal Health Inc

Healthcare
-35
- 0.61%
$118.02 - $137.77 $4.13K - $4.82K
5.67K $781K
PSX
Phillips 66

Energy
-388
- 2.3%
$113.93 - $131.55 $44.2K - $51K
16.5K $2.03M
LNG
Cheniere Energy, Inc.

Energy
-58
- 0.74%
$209.32 - $253.66 $12.1K - $14.7K
7.77K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
-1.69K
- 1.73%
$225.19 - $279.95 $380K - $472K
95.9K $23.5M
DHS
Wisdomtree Tr U.S

ETFs
-495
- 1.4%
$91.55 - $99.74 $45.3K - $49.4K
34.8K $3.45M
AZO
Autozone Inc

Consumer Cyclical
-14
- 3.73%
$3193.96 - $3828.11 $44.7K - $53.6K
361 $1.38M
MP
Mp Materials Corp.

Basic Materials
-3.23K
- 11.12%
$16.39 - $26.93 $52.9K - $87K
25.8K $630K
MO
Altria Group, Inc.

Consumer Defensive
-12.4K
- 10.35%
$50.81 - $60.02 $631K - $745K
108K $6.46M
GE
General Electric CO

Industrials
-1.1K
- 9.01%
$168.59 - $212.13 $185K - $233K
11.1K $2.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-139
- 4.31%
$402.49 - $513.76 $55.9K - $71.4K
3.08K $1.5M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-847
- 1.84%
$26.05 - $30.88 $22.1K - $26.2K
45.1K $1.39M
SBUX
Starbucks Corp

Consumer Cyclical
-1.15K
- 2.52%
$91.75 - $115.81 $106K - $133K
44.6K $4.37M
O
Realty Income Corp

Real Estate
-2.73K
- 3.34%
$51.67 - $58.49 $141K - $159K
78.8K $4.57M
AEE
Ameren Corp

Utilities
-99
- 0.49%
$86.87 - $103.67 $8.6K - $10.3K
20.2K $2.02M
PLTR
Palantir Technologies Inc.

Technology
-3.71K
- 5.87%
$64.98 - $124.62 $241K - $462K
59.4K $5.01M
CVS
Cvs Health Corp

Healthcare
-1.04K
- 7.15%
$44.22 - $68.64 $46K - $71.4K
13.5K $915K
EFV
Msci Eafe Value ETF

ETFs
-1.91K
- 2.5%
$51.88 - $60.73 $98.9K - $116K
74.3K $4.38M
T
At&T Inc.

Communication Services
-35.5K
- 13.35%
$21.56 - $28.28 $766K - $1.01M
231K $6.53M
NFLX
Netflix Inc

Communication Services
-13
- 0.09%
$828.4 - $1058.6 $10.8K - $13.8K
14.4K $13.4M
AMGN
Amgen Inc

Healthcare
-287
- 1.87%
$258.59 - $327.36 $74.2K - $94K
15K $4.69M
V
Visa Inc.

Financial Services
-2.02K
- 4.39%
$306.92 - $362.71 $619K - $731K
43.9K $15.4M
ABBV
Abb Vie Inc.

Healthcare
-46
- 0.14%
$169.2 - $216.66 $7.78K - $9.97K
33.9K $7.1M
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 1.97%
$142.06 - $167.7 $171K - $202K
60K $9.96M
PM
Philip Morris International Inc.

Consumer Defensive
-2.4K
- 5.55%
$117.15 - $158.79 $281K - $381K
40.9K $6.49M
CVX
Chevron Corp

Energy
-1.89K
- 2.23%
$146.71 - $167.97 $277K - $317K
82.7K $13.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.47K
- 1.68%
$442.66 - $534.52 $1.54M - $1.85M
204K $108M
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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email