Mutual Advisors, LLC Purchases in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
170
+ 20.17%
$567.09 - $607.37 $96.4K - $103K
1.01K $603K
TAXF
American Centy ETF Tr Diversif

ETFs
1.66K
+ 5.04%
$48.42 - $50.27 $80.4K - $83.4K
34.6K $1.74M
SWK
Stanley Black & Decker, Inc.

Industrials
1.03K
+ 13.38%
$66.98 - $79.52 $68.7K - $81.5K
8.69K $645K
FTCS
First Trust Capital Strength E

ETFs
727
+ 3.49%
$89.72 - $93.74 $65.2K - $68.1K
21.6K $2.02M
FAF
First American Financial Corp

Financial Services
7
+ 0.02%
$54.73 - $68.13 $383 - $477
43.6K $2.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.94K
+ 6.13%
$26.44 - $27.1 $104K - $107K
68.3K $1.84M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
384
+ 2.35%
$136.48 - $142.97 $52.4K - $54.9K
16.7K $2.34M
VBK
Vanguard Small Cap Growth ETF

ETFs
155
+ 4.2%
$276.51 - $305.12 $42.9K - $47.3K
3.85K $1.14M
TDIV
First Trust Nasdaq Technology

ETFs
866
+ 19.92%
$89.27 - $100.33 $77.3K - $86.9K
5.21K $514K
IYM
Ishares Tr

ETFs
397
+ 5.12%
$138.95 - $150.69 $55.2K - $59.8K
8.15K $1.21M
EXC
Exelon Corp

Utilities
2.41K
+ 49.75%
$42.73 - $45.54 $103K - $110K
7.26K $326K
FNV
Franco Nevada Corp

Basic Materials
103
+ 6.56%
$154.4 - $222.91 $15.9K - $23K
1.67K $373K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
2.32K
+ 13.92%
$46.45 - $47.42 $108K - $110K
19K $898K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.77K
+ 4.75%
$30.81 - $32.63 $85.4K - $90.5K
61.1K $1.97M
KRP
Kimbell Royalty Partners, LP

Energy
11.5K
+ 12.53%
$13.08 - $15.06 $151K - $174K
104K $1.4M
SPG
Simon Property Group Inc

Real Estate
190
+ 6.9%
$159.93 - $187.67 $30.4K - $35.7K
2.94K $552K
PPL
Ppl Corp

Utilities
184
+ 0.59%
$33.54 - $37.24 $6.17K - $6.85K
31.4K $1.17M
VV
Vanguard Large Cap ETF

ETFs
85
+ 2.34%
$285.05 - $309.14 $24.2K - $26.3K
3.72K $1.14M
AGNC
Agnc Investment Corp.

Real Estate
9.84K
+ 50.75%
$9.2 - $10.37 $90.5K - $102K
29.2K $286K
FFND
Northern Lts Fd Tr Ii Future F

ETFs
1.56K
+ 5.43%
$27.73 - $30.06 $43.1K - $46.8K
30.2K $901K
PFF
Ishares Trust Ishares Pfd And

ETFs
528
+ 0.56%
$30.67 - $32.13 $16.2K - $17K
94.8K $3M
EIX
Edison International

Utilities
1.59K
+ 31.85%
$50.42 - $56.35 $80.4K - $89.8K
6.6K $364K
PAA
Plains All American Pipeline LP

Energy
7.23K
+ 42.39%
$16.88 - $18.93 $122K - $137K
24.3K $414K
DD
Du Pont De Nemours, Inc.

Basic Materials
42
+ 0.4%
$69.9 - $78.26 $2.94K - $3.29K
10.5K $820K
ONDS
Ondas Holdings Inc.

Technology
13.1K
New
$1.75 - $7.88 $22.9K - $103K
13.1K $101K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
10K
New
$9.62 - $11.02 $96.5K - $111K
10K $101K
ENSG
Ensign Group, Inc

Healthcare
416
+ 27.6%
$136.36 - $174.12 $56.7K - $72.4K
1.92K $332K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
140
+ 2.59%
$148.97 - $165.88 $20.9K - $23.2K
5.54K $911K
VTR
Ventas, Inc.

Real Estate
664
+ 8.67%
$62.76 - $69.99 $41.7K - $46.5K
8.33K $582K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.35K
+ 14.48%
$42.26 - $47.16 $56.8K - $63.4K
10.6K $492K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.1K
+ 19.7%
$72.91 - $77.23 $80.3K - $85K
6.69K $510K
PH
Parker Hannifin Corp

Industrials
68
+ 8.94%
$697.13 - $769.67 $47.4K - $52.3K
829 $628K
BRO
Brown & Brown, Inc.

Financial Services
1.76K
+ 43.12%
$90.88 - $108.93 $160K - $192K
5.86K $549K
DOW
Dow Inc.

Basic Materials
5.79K
+ 56.93%
$20.87 - $30.37 $121K - $176K
16K $365K
UNP
Union Pacific Corp

Industrials
184
+ 2.22%
$214.91 - $237.16 $39.5K - $43.6K
8.45K $2M
WU
Western Union CO

Financial Services
12.1K
New
$7.88 - $8.84 $95.1K - $107K
12.1K $96K
AHH
Armada Hoffler Properties, Inc.

Real Estate
13.7K
New
$6.69 - $7.56 $91.5K - $103K
13.7K $95K
FCX
Freeport Mcmoran Inc

Basic Materials
3.86K
+ 28.33%
$35.34 - $47.21 $137K - $182K
17.5K $686K
LDOS
Leidos Holdings, Inc.

Technology
13
+ 0.44%
$159.2 - $188.96 $2.07K - $2.46K
2.95K $557K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.82K
+ 3.87%
$30.02 - $30.29 $84.7K - $85.5K
75.8K $2.3M
IWS
Ishares Russell Midcap Value E

ETFs
156
+ 1.69%
$132.83 - $140.61 $20.7K - $21.9K
9.37K $1.31M
SR
Spire Inc

Utilities
12
+ 0.12%
$72.83 - $81.52 $874 - $978
10.4K $844K
WELL
Welltower Inc.

Real Estate
134
+ 4.99%
$150.71 - $178.14 $20.2K - $23.9K
2.82K $501K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
98
+ 0.55%
$77.92 - $81.94 $7.64K - $8.03K
17.9K $1.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
727
+ 21.07%
$92.26 - $97.51 $67.1K - $70.9K
4.18K $403K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
738
+ 20.02%
$196.15 - $217.83 $145K - $161K
4.43K $891K
AMCR
Amcor PLC

Consumer Cyclical
10.4K
New
$7.97 - $9.94 $82.9K - $103K
10.4K $85K
CME
Cme Group Inc.

Financial Services
364
+ 14.68%
$258.83 - $287.1 $94.2K - $105K
2.84K $768K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
6.13K
+ 8.19%
$10.01 - $10.55 $61.4K - $64.7K
81K $836K
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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