Mutual Advisors, LLC Reduced Holdings in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-164K
- 67.34%
$102.4 - $103.88 $16.8M - $17.1M
79.6K $8.23M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-309K
- 51.06%
$50.52 - $50.75 $15.6M - $15.7M
296K $15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-228K
- 87.1%
$50.82 - $51.09 $11.6M - $11.7M
33.8K $1.73M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-70.7K
- 73.26%
$85.01 - $90.35 $6.01M - $6.39M
25.8K $2.31M
PEP
Pepsico Inc

Consumer Defensive
-42.7K
- 57.66%
$133.81 - $152.16 $5.71M - $6.5M
31.4K $4.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-44.4K
- 9.06%
$91.44 - $91.77 $4.06M - $4.08M
446K $40.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-77.5K
- 38.56%
$50.45 - $50.65 $3.91M - $3.93M
123K $6.25M
BRK-A
Berkshire Hathaway Inc

Financial Services
-5
- 38.46%
$692600.0 - $759798.0 $3.46M - $3.8M
8 $6.03M
TROW
Price T Rowe Group Inc

Financial Services
-30.7K
- 58.2%
$98.67 - $111.52 $3.02M - $3.42M
22K $2.26M
NFLX
Netflix Inc

Communication Services
-213
- 1.47%
$1147.87 - $1297.18 $244K - $276K
14.3K $17.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-36.1K
- 19.21%
$55.61 - $57.37 $2.01M - $2.07M
152K $8.66M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-76.1K
- 76.36%
$21.5 - $23.94 $1.64M - $1.82M
23.6K $564K
EWG
Ishares Msci Germany ETF

ETFs
-35.4K
- 65.1%
$40.75 - $43.26 $1.44M - $1.53M
19K $788K
TGT
Target Corp

Consumer Defensive
-8.93K
- 14.39%
$86.56 - $107.43 $773K - $960K
53.1K $4.77M
IYW
Ishares Dj Us Tech ETF

ETFs
-10.9K
- 30.08%
$171.38 - $197.01 $1.87M - $2.14M
25.3K $4.96M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-15.5K
- 15.17%
$82.38 - $83.0 $1.28M - $1.29M
86.6K $7.18M
IRM
Iron Mountain Inc

Real Estate
-9.82K
- 7.41%
$89.46 - $104.46 $878K - $1.03M
123K $12.5M
DIS
Walt Disney CO

Communication Services
-2.54K
- 3.6%
$112.25 - $124.0 $285K - $314K
67.8K $7.77M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-25K
- 52.1%
$37.14 - $37.85 $928K - $946K
23K $867K
EWA
Ishares Msci Australia ETF

ETFs
-34.1K
- 77.14%
$25.91 - $27.57 $882K - $939K
10.1K $272K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-16.6K
- 48.48%
$68.94 - $86.3 $1.14M - $1.43M
17.6K $1.52M
XLI
Industrial Sector Spdr

ETFs
-7.61K
- 16.98%
$147.94 - $154.99 $1.13M - $1.18M
37.2K $5.73M
PM
Philip Morris International Inc.

Consumer Defensive
-608
- 1.65%
$157.77 - $183.27 $95.9K - $111K
36.2K $5.86M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-11.8K
- 64.32%
$62.57 - $69.12 $740K - $818K
6.56K $445K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.69K
- 16.71%
$92.18 - $95.14 $801K - $827K
43.3K $4.12M
CRM
Salesforce, Inc.

Technology
-1.16K
- 8.48%
$231.66 - $273.65 $268K - $316K
12.5K $2.96M
ARCC
Ares Capital Corp

Financial Services
-8.16K
- 2.23%
$20.41 - $23.25 $167K - $190K
358K $7.31M
HEFA
Ishares Currency Hedged Msci E

ETFs
-23K
- 16.32%
$37.2 - $39.61 $854K - $910K
118K $4.66M
BP
Bp PLC

Energy
-31.3K
- 35.21%
$30.25 - $35.69 $947K - $1.12M
57.6K $1.98M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-49.4K
- 49.71%
$7.48 - $11.55 $369K - $570K
50K $373K
T
At&T Inc.

Communication Services
-16.5K
- 7.1%
$26.94 - $29.62 $443K - $487K
215K $6.08M
AMGN
Amgen Inc

Healthcare
-2.33K
- 14.5%
$271.18 - $309.22 $633K - $721K
13.8K $3.88M
XLV
Select Sector Spdr Fund Health

ETFs
-5.33K
- 17.79%
$129.01 - $139.72 $687K - $744K
24.6K $3.42M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-7
- 0.07%
$159.87 - $247.68 $1.12K - $1.73K
10.1K $1.8M
LDSF
First Tr ETF Viii Low Duration

ETFs
-30.6K
- 49.86%
$18.93 - $19.22 $580K - $588K
30.8K $588K
PARR
Par Pacific Holdings, Inc.

Energy
-32.5K
- 49.4%
$27.09 - $37.84 $879K - $1.23M
33.2K $1.18M
VIG
Vanguard Dividend Appreciation

ETFs
-2.96K
- 2.42%
N/A
119K $21.8M
UNH
Unitedhealth Group Inc

Healthcare
-3.49K
- 16.46%
$237.77 - $353.61 $830K - $1.23M
17.7K $6.12M
FXE
Invesco Currency Shares Euro Trust

ETFs
-4.58K
- 71.0%
$105.31 - $109.29 $482K - $500K
1.87K $202K
LNG
Cheniere Energy, Inc.

Energy
-1.79K
- 20.61%
$222.68 - $244.28 $399K - $437K
6.9K $1.62M
PNW
Pinnacle West Capital Corp

Utilities
-5.41K
- 59.26%
$85.87 - $94.45 $465K - $511K
3.72K $333K
ISRG
Intuitive Surgical Inc

Healthcare
-714
- 44.49%
$433.66 - $544.47 $310K - $389K
891 $398K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.77K
- 22.5%
$101.12 - $106.18 $482K - $506K
16.4K $1.69M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8.76K
- 3.41%
$50.47 - $50.74 $442K - $444K
248K $12.6M
ROBO
Robo Global Robotics And Autom

ETFs
-7.59K
- 56.88%
$59.49 - $67.23 $452K - $511K
5.76K $377K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.79K
- 11.63%
N/A
36.4K $3.12M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-10.1K
- 62.24%
$37.5 - $40.3 $379K - $407K
6.13K $244K
KKR
Kkr & Co. Inc.

Financial Services
-2.81K
- 28.71%
$129.95 - $152.16 $366K - $428K
6.99K $907K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-214
- 0.98%
$38.58 - $58.24 $8.26K - $12.5K
21.5K $843K
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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