Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
155
+ 4.75%
$131.47 - $143.64 $20.4K - $22.3K
3.42K $483K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
308
+ 3.49%
$116.29 - $120.92 $35.8K - $37.2K
9.13K $1.09M
BST
Black Rock Science & Technology Trust

Financial Services
50
+ 0.35%
$38.01 - $41.55 $1.9K - $2.08K
14.3K $591K
WSM
Williams Sonoma Inc

Consumer Cyclical
36
+ 2.79%
$163.62 - $210.2 $5.89K - $7.57K
1.33K $258K
ABEV
Ambev S.A.

Consumer Defensive
20.3K
New
$2.15 - $2.49 $43.6K - $50.4K
20.3K $45K
TEF
Telefonica S A

Communication Services
10K
+ 25.99%
$5.01 - $5.71 $50.3K - $57.3K
48.7K $247K
KOPN
Kopin Corp

Technology
19K
New
$1.54 - $2.71 $29.3K - $51.5K
19K $45K
MA
Mastercard Inc

Financial Services
4
+ 0.07%
$550.18 - $598.96 $2.2K - $2.4K
6.06K $3.45M
DOX
Amdocs LTD

Technology
1.05K
+ 23.23%
$81.2 - $92.62 $85.2K - $97.2K
5.57K $456K
VFH
Vanguard Financial ETF

ETFs
267
+ 13.01%
$125.23 - $132.78 $33.4K - $35.5K
2.32K $304K
FDL
First Tr Morningstar Dividend

ETFs
747
+ 12.07%
$41.96 - $44.59 $31.3K - $33.3K
6.94K $301K
FELE
Franklin Electric CO Inc

Industrials
154
+ 3.11%
$89.51 - $99.6 $13.8K - $15.3K
5.11K $486K
BEN
Franklin Resources Inc

Financial Services
2.11K
+ 21.51%
$23.13 - $26.03 $48.7K - $54.8K
11.9K $275K
SAIA
Saia Inc

Industrials
21
+ 1.52%
$281.49 - $333.61 $5.91K - $7.01K
1.4K $419K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.16K
+ 1.52%
$16.46 - $17.1 $19.1K - $19.8K
77.5K $1.32M
VNQ
Vanguard Specialized Funds Van

ETFs
198
+ 2.18%
$88.47 - $93.24 $17.5K - $18.5K
9.29K $849K
SSNC
Ss&C Technologies Holdings Inc

Technology
101
+ 1.95%
$81.85 - $90.2 $8.27K - $9.11K
5.28K $468K
NVS
Novartis Ag

Healthcare
94
+ 2.43%
$113.5 - $129.73 $10.7K - $12.2K
3.97K $508K
BIGZ
Black Rock Innovation & Growth Trust
5.95K
+ 19.52%
N/A
36.4K $240K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.29K
+ 3.64%
$17.81 - $18.39 $23K - $23.8K
36.8K $671K
WMB
Williams Companies, Inc.

Energy
565
+ 12.24%
$56.52 - $64.01 $31.9K - $36.2K
5.18K $328K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
122
+ 4.63%
$133.48 - $144.38 $16.3K - $17.6K
2.76K $392K
RIG
Transocean Ltd.

Energy
12.5K
New
$2.55 - $3.64 $31.8K - $45.4K
12.5K $38K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
547
+ 16.7%
$366.54 - $479.53 $200K - $262K
3.82K $1.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
138
+ 12.21%
$422.75 - $485.53 $58.3K - $67K
1.27K $547K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1.42K
+ 2.25%
$10.9 - $11.58 $15.4K - $16.4K
64.4K $740K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5
+ 0.07%
$82.96 - $95.7 $415 - $479
7.21K $646K
FTA
First Tr Large Cap Value

ETFs
11
+ 0.15%
$78.13 - $83.78 $859 - $922
7.45K $620K
MSTR
Microstrategy Inc

Technology
454
+ 33.63%
$300.7 - $455.9 $137K - $207K
1.8K $581K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
54
+ 0.22%
$23.55 - $24.8 $1.27K - $1.34K
24.4K $605K
QTEC
First Trust Nasdaq 100 Technol

ETFs
66
+ 5.2%
$208.95 - $229.72 $13.8K - $15.2K
1.34K $306K
MSI
Motorola Solutions, Inc.

Technology
31
+ 5.25%
$408.73 - $490.3 $12.7K - $15.2K
622 $284K
LUMN
Lumen Technologies, Inc.

Communication Services
44
+ 0.23%
$3.7 - $6.22 $163 - $274
19.6K $119K
AWK
American Water Works Company, Inc.

Utilities
233
+ 9.63%
$135.05 - $147.0 $31.5K - $34.3K
2.65K $369K
AVDV
American Centy ETF Tr Avantis

ETFs
37
+ 1.2%
$79.24 - $89.03 $2.93K - $3.29K
3.13K $278K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.53K
+ 1.65%
$14.8 - $15.15 $22.6K - $23.1K
94.1K $1.41M
AJG
Arthur J. Gallagher & Co.

Financial Services
167
+ 8.39%
$284.17 - $319.49 $47.5K - $53.4K
2.16K $668K
PAYX
Paychex Inc

Industrials
721
+ 21.37%
$126.69 - $147.99 $91.3K - $107K
4.1K $519K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
302
+ 0.87%
$28.42 - $30.45 $8.58K - $9.2K
35.2K $1.03M
CUBE
Cube Smart

Real Estate
973
+ 14.89%
$38.71 - $43.34 $37.7K - $42.2K
7.51K $305K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.25K
+ 12.97%
$9.87 - $10.65 $22.2K - $23.9K
19.6K $207K
PANW
Palo Alto Networks Inc

Technology
213
+ 1.38%
$167.06 - $208.19 $35.6K - $44.3K
15.7K $3.19M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.06%
$82.42 - $87.03 $247 - $261
5.35K $465K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
775
+ 4.62%
$11.64 - $15.79 $9.02K - $12.2K
17.5K $257K
IJK
Ishares S&P Midcap 400 Growth

ETFs
68
+ 1.58%
$91.28 - $97.59 $6.21K - $6.64K
4.37K $418K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
312
+ 2.56%
$29.46 - $31.08 $9.19K - $9.7K
12.5K $387K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
75
+ 0.9%
$79.89 - $83.25 $5.99K - $6.24K
8.37K $692K
DIV
Global X Superdividend Us ETF

ETFs
1.58K
+ 4.28%
N/A
38.4K $659K
IBRX
Immunity Bio, Inc.

Healthcare
11.5K
+ 70.99%
$2.24 - $3.01 $25.8K - $34.6K
27.7K $68K
Activity Summary
Buys All Purchases 765 New Holdings 178 Increased Positions 587 Sells All Sells 446 Reductions 446 Sold out 0 Options Calls 0 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