Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WDC
Western Digital Corp

Technology
1.61K
New
$63.84 - $120.06 $103K - $194K
1.61K $193K
CCL
Carnival Corp

Consumer Cyclical
6.07K
+ 32.64%
$28.37 - $32.49 $172K - $197K
24.7K $713K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
11K
+ 7.24%
$11.04 - $11.83 $121K - $130K
163K $1.9M
DFAE
Dimensional ETF Tr

ETFs
1.41K
+ 2.54%
$28.84 - $31.84 $40.7K - $45K
56.9K $1.8M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.35K
+ 9.79%
$45.92 - $47.76 $154K - $160K
37.5K $1.78M
RYLD
Global X Fds Russell 2000 Cove

ETFs
12.5K
New
$14.46 - $15.29 $180K - $190K
12.5K $187K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
3.26K
+ 39.23%
$47.96 - $50.54 $156K - $165K
11.6K $583K
VIV
Telefonica Brasil S.A.

Communication Services
14.5K
New
$10.79 - $12.8 $157K - $186K
14.5K $185K
AVY
Avery Dennison Corp

Industrials
1.14K
New
$158.71 - $184.63 $180K - $210K
1.14K $184K
VOT
Vanguard Mid Cap Growth Index

ETFs
236
+ 1.95%
$282.75 - $294.19 $66.7K - $69.4K
12.4K $3.63M
HPQ
Hp Inc

Technology
220
+ 0.34%
$24.45 - $29.35 $5.38K - $6.46K
64.1K $1.74M
IBM
International Business Machines Corp

Technology
1.97K
+ 6.62%
$234.77 - $292.47 $463K - $577K
31.7K $8.96M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.98K
+ 43.72%
$79.58 - $83.45 $157K - $165K
6.5K $539K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
16.5K
New
$10.18 - $10.96 $168K - $181K
16.5K $178K
OMI
Owens & Minor Inc

Healthcare
127K
+ 125.75%
$4.63 - $9.42 $589K - $1.2M
228K $1.1M
AEP
American Electric Power CO Inc

Utilities
722
+ 6.75%
$103.26 - $115.0 $74.6K - $83K
11.4K $1.28M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.84K
+ 31.02%
$49.0 - $51.91 $139K - $147K
12K $622K
VAL
Valaris LTD

Energy
823
+ 4.14%
$43.9 - $52.99 $36.1K - $43.6K
20.7K $1.01M
INFY
Infosys LTD

Technology
10.5K
New
$15.98 - $18.96 $168K - $199K
10.5K $171K
DFAT
Dimensional ETF Tr U S Target

ETFs
256
+ 0.7%
$53.36 - $59.69 $13.7K - $15.3K
37K $2.15M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
128
+ 1.44%
$89.32 - $107.82 $11.4K - $13.8K
8.99K $969K
MEI
Methode Electronics Inc

Technology
41.7K
+ 56.36%
$6.16 - $10.39 $257K - $433K
116K $873K
PNC
Pnc Financial Services Group, Inc.

Financial Services
683
+ 36.76%
$185.88 - $207.44 $127K - $142K
2.54K $510K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
43.6K
+ 41.73%
$6.21 - $10.54 $270K - $459K
148K $1.06M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.33K
+ 60.92%
$102.17 - $110.66 $135K - $147K
3.5K $387K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
6.66K
+ 53.72%
$23.43 - $23.88 $156K - $159K
19K $454K
TTD
Trade Desk, Inc.

Technology
5.26K
+ 124.18%
$43.93 - $89.76 $231K - $472K
9.5K $465K
AVEM
American Centy ETF Tr Avantis

ETFs
1.56K
+ 26.74%
$68.33 - $75.41 $106K - $117K
7.38K $553K
LVHI
Franklin International Low Vol

ETFs
2.15K
+ 5.97%
$32.69 - $35.19 $70.3K - $75.7K
38.2K $1.33M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.27K
+ 5.09%
$60.99 - $64.39 $77.3K - $81.6K
26.1K $1.68M
MBB
Ishares Tr

ETFs
1.08K
+ 2.9%
$92.46 - $95.73 $99.7K - $103K
38.2K $3.64M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4.75K
+ 31.68%
$26.52 - $27.64 $126K - $131K
19.7K $545K
IYR
Ishares Tr

ETFs
1.22K
+ 11.75%
$94.16 - $98.46 $115K - $120K
11.6K $1.13M
FBT
First Trust Nyse Arca Biotechn

ETFs
274
+ 5.26%
$159.46 - $180.52 $43.7K - $49.5K
5.48K $982K
GWW
W.W. Grainger, Inc.

Industrials
193
+ 41.06%
$932.44 - $1059.49 $180K - $204K
663 $631K
INT
World Fuel Services Corp

Energy
6.49K
+ 21.4%
N/A
36.8K $807K
BND
Vanguard Bd Index Fd Inc Total

ETFs
512
+ 0.37%
$72.57 - $74.72 $37.2K - $38.3K
138K $10.3M
OMC
Omnicom Group Inc.

Communication Services
646
+ 7.18%
$70.41 - $81.53 $45.5K - $52.7K
9.64K $785K
MXI
Ishares Global Materials ETF

ETFs
625
+ 5.46%
$83.91 - $92.47 $52.4K - $57.8K
12.1K $1.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.78K
+ 51.93%
$70.77 - $73.59 $126K - $131K
5.2K $381K
ACI
Albertsons Companies, Inc.

Consumer Defensive
11.9K
+ 64.42%
$17.45 - $22.74 $209K - $272K
30.5K $534K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.27K
+ 9.45%
$63.93 - $70.45 $81.4K - $89.8K
14.8K $1.01M
GILT
Gilat Satellite Networks LTD

Technology
10.4K
New
$7.06 - $13.02 $73.4K - $135K
10.4K $135K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.41K
+ 2.64%
$50.81 - $51.07 $122K - $123K
93.7K $4.78M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.71K
+ 1.53%
$20.12 - $21.74 $34.4K - $37.2K
114K $2.39M
MUB
Ishares National Muni Bond ETF

ETFs
885
+ 4.92%
$103.24 - $106.68 $91.4K - $94.4K
18.9K $2.01M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.4K
+ 5.92%
$18.82 - $19.8 $82.9K - $87.2K
78.8K $1.53M
DHR
Danaher Corp

Healthcare
619
+ 6.87%
$181.46 - $212.2 $112K - $131K
9.62K $1.91M
KHC
Kraft Heinz CO

Consumer Defensive
4.7K
+ 20.6%
$25.63 - $28.94 $120K - $136K
27.5K $716K
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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