Mutual Advisors, LLC Sells in Q2 2025

Mutual Advisors, LLC

  • $3.73 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-19K
- 3.02%
$172.42 - $223.89 $3.28M - $4.25M
610K $125M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-147K
- 58.0%
$96.84 - $99.46 $14.2M - $14.6M
106K $10.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-451
- 0.22%
$483.48 - $539.8 $218K - $243K
203K $98.7M
IAU
Ishares Gold Trust

ETFs
-80.7K
- 52.51%
$56.1 - $64.74 $4.53M - $5.23M
73K $4.55M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-91.8K
- 23.96%
$45.12 - $46.23 $4.14M - $4.25M
291K $13.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-63K
- 40.17%
$48.5 - $49.35 $3.05M - $3.11M
93.8K $4.62M
LDSF
First Tr ETF Viii Low Duration

ETFs
-153K
- 71.32%
$18.64 - $19.01 $2.85M - $2.9M
61.4K $1.17M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-25.8K
- 54.93%
$90.85 - $102.31 $2.35M - $2.64M
21.2K $2.13M
PG
Procter & Gamble CO

Consumer Defensive
-6.41K
- 11.24%
$157.66 - $172.39 $1.01M - $1.1M
50.6K $8.06M
NEAR
Blackrock Short Maturity Bond

ETFs
-25.7K
- 51.81%
$50.41 - $51.17 $1.3M - $1.32M
23.9K $1.22M
XOM
Exxon Mobil Corp

Energy
-123
- 0.12%
$99.93 - $119.04 $12.3K - $14.6K
104K $11.2M
XLV
Select Sector Spdr Fund Health

ETFs
-5.42K
- 15.33%
$128.77 - $144.3 $698K - $782K
29.9K $4.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11.8K
- 2.16%
$24.32 - $27.87 $288K - $330K
536K $14.2M
MRK
Merck & Co., Inc.

Healthcare
-2.53K
- 2.98%
$73.47 - $87.12 $186K - $221K
82.5K $6.53M
BP
Bp PLC

Energy
-21.9K
- 19.78%
$26.11 - $33.81 $572K - $741K
88.9K $2.66M
VHT
Vanguard Health Care ETF

ETFs
-3.97K
- 67.54%
$236.71 - $261.92 $940K - $1.04M
1.91K $474K
FSIG
First Tr ETF Iv LTD Duration I
-48.2K
- 41.33%
$18.77 - $19.14 $904K - $922K
68.4K $1.31M
VTWO
Vanguard Russell 2000 ETF

ETFs
-11.2K
- 69.33%
$70.56 - $87.22 $791K - $978K
4.96K $432K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.82K
- 5.68%
$83.97 - $92.85 $488K - $540K
96.6K $8.52M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.52K
- 14.07%
$85.42 - $94.39 $728K - $804K
52K $4.88M
SWK
Stanley Black & Decker, Inc.

Industrials
-8.95K
- 53.86%
$55.86 - $76.98 $500K - $689K
7.66K $519K
IEO
Ishares Tr

ETFs
-4.85K
- 11.15%
$74.87 - $95.92 $363K - $465K
38.6K $3.42M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-14.9K
- 25.44%
$37.08 - $42.26 $551K - $629K
43.6K $1.81M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-28.3K
- 14.05%
$21.55 - $22.2 $611K - $629K
173K $3.83M
ABT
Abbott Laboratories

Healthcare
-5.06K
- 23.29%
$123.95 - $138.08 $627K - $699K
16.7K $2.27M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-26.3K
- 7.82%
$22.54 - $23.17 $592K - $609K
309K $7.11M
IYR
Ishares Tr

ETFs
-6.09K
- 36.9%
$84.48 - $96.25 $514K - $586K
10.4K $986K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.55K
- 13.72%
N/A
41.2K $3.54M
JELD
Jeld Wen Holding, Inc.

Industrials
-67.4K
- 50.78%
$3.36 - $6.09 $226K - $410K
65.3K $255K
NVS
Novartis Ag

Healthcare
-5.03K
- 56.49%
$101.96 - $121.01 $513K - $609K
3.87K $468K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.25K
- 45.13%
$376.48 - $440.65 $471K - $551K
1.52K $669K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
-121K
- 75.1%
$3.1 - $4.72 $374K - $569K
40K $163K
EMN
Eastman Chemical CO

Basic Materials
-4.36K
- 36.49%
$72.7 - $88.29 $317K - $385K
7.58K $565K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-76
- 0.75%
$225.56 - $335.19 $17.1K - $25.5K
10.1K $2.4M
INTC
Intel Corp

Technology
-17.3K
- 12.24%
$18.13 - $22.69 $313K - $392K
124K $2.78M
CLF
Cleveland Cliffs Inc.

Basic Materials
-47.4K
- 53.19%
$5.83 - $8.88 $276K - $421K
41.7K $316K
DEO
Diageo PLC

Consumer Defensive
-3.35K
- 21.57%
$99.86 - $115.75 $335K - $388K
12.2K $1.23M
XLP
Consumer Staples Sector Spdr

ETFs
-5.07K
- 21.21%
N/A
18.8K $1.43M
MUB
Ishares National Muni Bond ETF

ETFs
-3.32K
- 15.61%
$102.31 - $105.8 $340K - $352K
18K $1.88M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.16K
- 49.24%
$108.87 - $133.04 $344K - $421K
3.26K $433K
VIG
Vanguard Dividend Appreciation

ETFs
-1.91K
- 1.53%
N/A
122K $22.3M
EIX
Edison International

Utilities
-5.07K
- 50.3%
$48.32 - $59.92 $245K - $303K
5K $258K
NKE
Nike, Inc.

Consumer Cyclical
-7.89K
- 26.14%
$53.27 - $72.04 $420K - $568K
22.3K $1.58M
AES
Aes Corp

Utilities
-13.5K
- 15.61%
$9.63 - $12.55 $130K - $169K
73K $767K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.48K
- 19.7%
$48.13 - $49.85 $264K - $273K
22.3K $1.09M
VTR
Ventas, Inc.

Real Estate
-3.1K
- 28.81%
$62.45 - $70.08 $194K - $217K
7.66K $483K
STZ
Constellation Brands, Inc.

Consumer Defensive
-683
- 10.03%
$160.0 - $195.62 $109K - $134K
6.13K $996K
TXN
Texas Instruments Inc

Technology
-1.26K
- 10.4%
N/A
10.8K $2.1M
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.61K
- 8.6%
$33.53 - $37.33 $155K - $172K
49K $1.72M
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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