Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
15.2K
+ 124.87%
$58.75 - $80.73 $892K - $1.23M
27.4K $1.63M
SPYG
Spdr Portfolio

ETFs
760
+ 1.06%
$94.33 - $105.31 $71.7K - $80K
72.3K $7.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
941
+ 2.02%
$182.33 - $194.5 $172K - $183K
47.4K $9.22M
ILDR
First Tr Exchange Traded Fd Vi
22.2K
New
$28.95 - $33.25 $643K - $739K
22.2K $719K
GRAB
Grab Holdings LTD

Technology
117K
New
$4.77 - $6.45 $559K - $756K
117K $705K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.47K
+ 62.64%
$103.83 - $179.9 $257K - $445K
6.42K $1.15M
GE
General Electric CO

Industrials
715
+ 6.52%
$244.75 - $305.63 $175K - $219K
11.7K $3.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.82K
+ 6.77%
$94.17 - $99.95 $360K - $382K
60.3K $6.03M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.24K
+ 2.27%
$23.82 - $25.84 $149K - $161K
281K $7.22M
DFAI
Dimensional ETF Tr

ETFs
14.5K
+ 18.04%
$34.05 - $36.55 $495K - $531K
95.1K $3.46M
CSX
Csx Corp

Industrials
18.2K
+ 276.92%
$32.05 - $36.52 $583K - $665K
24.8K $879K
OXY
Occidental Petroleum Corp

Energy
13.9K
New
$42.54 - $48.1 $591K - $668K
13.9K $656K
WFC
Wells Fargo & Company

Financial Services
6.8K
+ 29.65%
$77.05 - $85.16 $524K - $579K
29.7K $2.49M
APO
Apollo Global Management, Inc.

Financial Services
4.91K
New
$131.55 - $156.05 $646K - $767K
4.91K $654K
PAVE
Global X Fds Us Infrastructure

ETFs
11K
+ 43.63%
$44.02 - $47.63 $485K - $525K
36.3K $1.73M
XLY
Select Sector Spdr Consumer Di

ETFs
1.11K
+ 7.08%
$216.09 - $242.18 $239K - $268K
16.7K $4.01M
VZ
Verizon Communications Inc

Communication Services
11.6K
+ 7.98%
$40.84 - $45.06 $473K - $521K
157K $6.88M
EFV
Msci Eafe Value ETF

ETFs
3.75K
+ 4.67%
$62.79 - $68.42 $235K - $256K
84K $5.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
17.1K
+ 4.63%
$25.67 - $27.21 $440K - $466K
387K $10.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.25K
+ 1.45%
$87.69 - $96.0 $110K - $120K
87.3K $8.24M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.04K
+ 3.95%
$84.55 - $89.54 $257K - $272K
80.1K $7.16M
UBER
Uber Technologies, Inc

Technology
5.3K
+ 40.01%
$86.91 - $99.57 $461K - $528K
18.5K $1.82M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
344
+ 0.61%
$85.31 - $97.03 $29.3K - $33.4K
56.9K $5.42M
BE
Bloom Energy Corp

Industrials
6.69K
New
$22.13 - $86.27 $148K - $577K
6.69K $565K
EMLP
First Tr Exchange Traded Iv

ETFs
13.8K
+ 42.67%
$36.99 - $38.38 $510K - $529K
46.1K $1.76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.38K
+ 2.83%
$52.12 - $55.33 $176K - $187K
123K $6.8M
BXC
Blue Linx Holdings Inc.

Industrials
7.59K
+ 87.32%
$71.39 - $86.56 $542K - $657K
16.3K $1.19M
PMAR
Innovator U.S. Equity Power Bu

ETFs
12.3K
New
$42.21 - $43.91 $518K - $539K
12.3K $539K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.34K
+ 20.78%
$412.46 - $514.1 $553K - $689K
7.79K $3.82M
QCOM
Qualcomm Inc

Technology
1.81K
+ 5.59%
$145.84 - $173.55 $264K - $314K
34.1K $5.68M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
20.6K
+ 12.4%
$22.45 - $23.2 $462K - $477K
186K $4.3M
CGCP
Capital Group Core Plus Income

ETFs
18.2K
+ 3.78%
$22.27 - $22.95 $406K - $419K
501K $11.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.45K
+ 4.01%
$108.46 - $120.63 $157K - $175K
37.6K $4.47M
MRVL
Marvell Technology, Inc.

Technology
5.25K
+ 55.83%
$62.31 - $84.07 $327K - $441K
14.7K $1.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.92K
+ 0.81%
$24.46 - $26.5 $47K - $51K
239K $6.31M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.2K
+ 12.33%
$43.36 - $44.8 $444K - $458K
93.2K $4.14M
ITA
Ishares Tr

ETFs
1.82K
+ 34.73%
$184.73 - $209.26 $337K - $381K
7.07K $1.48M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.6K
+ 18.37%
$31.79 - $33.42 $369K - $388K
74.7K $2.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.32K
+ 41.76%
$48.5 - $50.19 $452K - $468K
31.6K $1.58M
ZUMZ
Zumiez Inc

Consumer Cyclical
13.9K
+ 41.59%
$13.19 - $21.31 $183K - $296K
47.3K $927K
HYG
Ishares Tr

ETFs
5K
+ 4.06%
$79.85 - $81.32 $399K - $407K
128K $10.4M
WPC
W. P. Carey Inc.

Real Estate
5.12K
+ 22.49%
$61.29 - $68.7 $314K - $352K
27.9K $1.89M
EWW
Ishares Inc Msci Mexico ETF

ETFs
8.17K
New
N/A
8.17K $465K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.2K
+ 121.49%
$46.51 - $50.07 $474K - $510K
18.6K $872K
ETN
Eaton Corp PLC

Industrials
807
+ 9.3%
$342.99 - $392.76 $277K - $317K
9.48K $3.55M
DINO
Hf Sinclair Corp

Energy
15
+ 0.04%
$42.11 - $54.01 $632 - $810
40K $2.1M
SUB
Ishares Short Term National Mu

ETFs
4.12K
+ 23.43%
$106.17 - $107.3 $437K - $442K
21.7K $2.32M
FVAL
Fidelity Covington Tr Value Fa

ETFs
6.48K
New
$63.74 - $69.18 $413K - $448K
6.48K $446K
LLY
Eli Lilly & CO

Healthcare
1.96K
+ 3.08%
$625.65 - $812.69 $1.23M - $1.6M
65.8K $50.2M
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
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