Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDRR
Fidelity Covington Tr Divid Et

ETFs
7.57K
New
$54.44 - $58.63 $412K - $444K
7.57K $443K
VT
Vanguard Total World Stk Index

ETFs
1.37K
+ 5.16%
$128.41 - $138.03 $176K - $190K
28K $3.86M
XYL
Xylem Inc.

Industrials
2.96K
New
$129.67 - $147.5 $384K - $437K
2.96K $436K
FQAL
Fidelity Covington Tr Quality

ETFs
5.8K
New
$69.69 - $74.72 $404K - $433K
5.8K $433K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
4.7K
New
$87.98 - $90.53 $414K - $426K
4.7K $424K
BUSE
First Busey Corp

Financial Services
18.2K
New
$22.08 - $25.14 $401K - $456K
18.2K $420K
VOOV
Vanguard S&P 500 Value ETF

ETFs
222
+ 0.64%
$187.97 - $199.47 $41.7K - $44.3K
35.1K $7M
PFE
Pfizer Inc

Healthcare
4.97K
+ 2.13%
$23.29 - $25.88 $116K - $129K
239K $6.08M
ADNT
Adient PLC

Consumer Cyclical
8.75K
+ 20.36%
$21.04 - $25.56 $184K - $224K
51.8K $1.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
541
+ 6.8%
$339.37 - $366.46 $184K - $198K
8.5K $3.11M
IEMG
Ishares Inc

ETFs
7.47K
+ 9.87%
N/A
83.1K $4.46M
MDT
Medtronic PLC

Healthcare
590
+ 1.4%
$87.67 - $95.74 $51.7K - $56.5K
42.7K $4.07M
PINK
Simplify Exchange Traded Fds S

ETFs
12.5K
New
$28.44 - $31.71 $354K - $395K
12.5K $395K
FV
First Trust Dorsey Wright Focu

ETFs
4.3K
+ 8.95%
$59.23 - $62.14 $255K - $267K
52.4K $3.24M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
8
+ 0.11%
$104.99 - $166.52 $840 - $1.33K
7.54K $1.24M
BX
Blackstone Inc.

Financial Services
255
+ 1.57%
$152.77 - $188.68 $39K - $48.1K
16.5K $2.81M
MGK
Vanguard Mega Cap Growth ETF

ETFs
467
+ 8.71%
$362.31 - $405.74 $169K - $189K
5.83K $2.34M
ASML
Asml Holding Nv

Technology
19
+ 0.88%
$689.63 - $968.09 $13.1K - $18.4K
2.18K $2.11M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
5.39K
+ 6.44%
$32.11 - $34.92 $173K - $188K
89K $3.11M
SCHO
Schwab Short Term Us Treasury

ETFs
14.8K
+ 3.62%
$24.23 - $24.42 $359K - $362K
424K $10.3M
KBE
Spdr S&P Bank ETF

ETFs
5.56K
+ 51.31%
$55.26 - $61.99 $307K - $345K
16.4K $974K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.1K
+ 0.73%
$41.02 - $43.2 $44.9K - $47.3K
150K $6.49M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
10.6K
New
$31.86 - $34.58 $338K - $367K
10.6K $364K
IXUS
Ishares Tr

ETFs
3.46K
+ 23.37%
$76.35 - $82.58 $264K - $286K
18.3K $1.51M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
2.02K
+ 54.16%
$107.14 - $156.16 $217K - $316K
5.76K $752K
MPWR
Monolithic Power Systems Inc

Technology
390
New
$711.24 - $922.81 $277K - $360K
390 $359K
FVD
First Tr Value Line Divid Inde

ETFs
3.91K
+ 3.36%
$44.73 - $46.86 $175K - $183K
120K $5.55M
NEE
Nextera Energy Inc

Utilities
2.81K
+ 11.69%
$69.77 - $77.54 $196K - $218K
26.9K $2.03M
VLO
Valero Energy Corp

Energy
347
+ 4.17%
$131.77 - $175.63 $45.7K - $60.9K
8.67K $1.48M
FDVV
Fidelity High Dividend ETF

ETFs
6.36K
New
$52.42 - $55.71 $333K - $354K
6.36K $354K
IDV
Ishares Tr

ETFs
7.35K
+ 17.72%
$34.54 - $37.28 $254K - $274K
48.8K $1.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.43K
+ 4.24%
$35.42 - $38.65 $121K - $132K
84.1K $3.2M
RING
Ishares Inc Msci Global Gold M

ETFs
5.41K
New
$42.96 - $64.71 $232K - $350K
5.41K $349K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.77K
+ 92.47%
$50.85 - $51.35 $344K - $347K
14.1K $721K
MS
Morgan Stanley

Financial Services
772
+ 6.2%
$139.09 - $161.16 $107K - $124K
13.2K $2.1M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
539
+ 79.26%
$473.44 - $553.71 $255K - $298K
1.22K $666K
MGV
Vanguard Mega Cap Value

ETFs
718
+ 1.95%
$129.46 - $137.85 $93K - $99K
37.6K $5.18M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
37.7K
New
$6.18 - $9.0 $233K - $340K
37.7K $339K
JPIE
J P Morgan Exchange Traded Fd
6.83K
+ 4.39%
$46.01 - $46.55 $314K - $318K
162K $7.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
701
+ 2.85%
$181.56 - $190.33 $127K - $133K
25.3K $4.8M
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.01K
+ 115.75%
$37.99 - $39.69 $304K - $318K
14.9K $592K
AQWA
Global X Fds Clean Water ETF (

ETFs
16.8K
New
$18.8 - $20.01 $316K - $336K
16.8K $326K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.77K
+ 2.61%
$107.66 - $112.36 $191K - $199K
69.7K $7.77M
IWC
Russell Micro Cap ETF

ETFs
2.17K
New
$127.86 - $151.39 $277K - $328K
2.17K $323K
STRL
Sterling Construction CO Inc

Industrials
925
New
$222.54 - $371.84 $206K - $344K
925 $314K
XLU
Utilities Sector Spdr

ETFs
772
+ 1.75%
$81.14 - $87.32 $62.6K - $67.4K
44.8K $3.91M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.14K
New
$95.87 - $99.18 $301K - $312K
3.14K $310K
MLM
Martin Marietta Materials Inc

Basic Materials
489
New
$546.36 - $631.12 $267K - $309K
489 $308K
FDN
First Tr Fd Dow Jones

ETFs
1.01K
+ 46.96%
$264.06 - $287.34 $265K - $289K
3.15K $880K
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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