Mutual Advisors, LLC Sells in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-4.2K
- 57.0%
$90.5 - $96.59 $380K - $406K
3.17K $302K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.39K
- 22.72%
$131.78 - $176.09 $183K - $245K
4.73K $637K
SO
Southern CO

Utilities
-4.82K
- 13.78%
$90.83 - $96.0 $438K - $463K
30.2K $2.86M
CI
Cigna Corp

Healthcare
-349
- 5.9%
$262.23 - $334.39 $91.5K - $117K
5.57K $1.61M
PG
Procter & Gamble CO

Consumer Defensive
-356
- 0.7%
$150.47 - $161.22 $53.6K - $57.4K
50.3K $7.72M
IEO
Ishares Tr

ETFs
-5.03K
- 13.03%
$86.38 - $95.74 $435K - $482K
33.6K $3.11M
WM
Waste Management Inc

Industrials
-981
- 8.41%
$213.88 - $237.1 $210K - $233K
10.7K $2.36M
DG
Dollar General Corp

Consumer Defensive
-2.08K
- 24.54%
$101.86 - $116.32 $212K - $242K
6.41K $662K
TWI
Titan International Inc

Industrials
-76
- 0.07%
$7.54 - $10.86 $573 - $825
113K $857K
PECO
Phillips Edison & Company, Inc.

Real Estate
-7.76K
- 15.83%
$33.04 - $36.15 $256K - $281K
41.3K $1.42M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-41.9K
- 63.57%
$6.96 - $7.59 $292K - $318K
24K $182K
BALT
Innovator Etfs Tr
-14.2K
- 5.49%
$32.11 - $32.82 $456K - $466K
245K $8.03M
CTRA
Coterra Energy Inc.

Energy
-9.71K
- 48.99%
$23.09 - $25.45 $224K - $247K
10.1K $238K
NKE
Nike, Inc.

Consumer Cyclical
-3.17K
- 14.24%
$69.24 - $79.24 $220K - $252K
19.1K $1.33M
SYK
Stryker Corp

Healthcare
-242
- 4.19%
$368.57 - $403.53 $89.2K - $97.7K
5.53K $2.04M
ACM
Aecom

Industrials
-2.48K
- 49.82%
$111.08 - $132.99 $276K - $330K
2.5K $326K
IYJ
Ishares Tr

ETFs
-1.75K
- 30.05%
$142.42 - $148.18 $249K - $259K
4.07K $594K
RSG
Republic Services, Inc.

Industrials
-429
- 5.72%
$225.33 - $246.01 $96.7K - $106K
7.08K $1.62M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.05K
- 10.49%
$87.29 - $93.61 $353K - $379K
34.5K $3.22M
CTVA
Corteva, Inc.

Basic Materials
-2.52K
- 36.05%
$67.08 - $77.12 $169K - $194K
4.46K $301K
IT
Gartner Inc

Technology
-176
- 14.93%
$225.98 - $406.7 $39.8K - $71.6K
1K $263K
EMN
Eastman Chemical CO

Basic Materials
-1.95K
- 25.74%
$58.79 - $81.56 $115K - $159K
5.63K $354K
NUE
Nucor Corp

Basic Materials
-2.16K
- 14.14%
$133.3 - $150.33 $288K - $324K
13.1K $1.77M
IYF
Ishares Tr

ETFs
-2.47K
- 12.72%
$119.89 - $127.16 $296K - $314K
17K $2.15M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.5K
- 12.63%
$40.94 - $42.85 $225K - $236K
38.1K $1.6M
GEL
Genesis Energy LP

Energy
-10.4K
- 22.28%
$15.75 - $17.48 $163K - $181K
36.2K $604K
XLB
Select Sector Spdr Fd Material

ETFs
-2.28K
- 41.95%
$86.72 - $92.61 $198K - $211K
3.15K $282K
ELV
Elevance Health, Inc.

Healthcare
-112
- 4.73%
$274.66 - $395.76 $30.8K - $44.3K
2.26K $729K
EFG
Msci Eafe Growth ETF

ETFs
-2.34K
- 5.82%
$106.99 - $114.46 $250K - $267K
37.8K $4.31M
TFC
Truist Financial Corp

Financial Services
-6.84K
- 15.05%
$42.83 - $47.07 $293K - $322K
38.6K $1.77M
FSK
Fs Kkr Capital Corp

Financial Services
-3.14K
- 12.95%
$14.93 - $22.48 $46.9K - $70.6K
21.1K $315K
SPGI
S&P Global Inc.

Financial Services
-237
- 14.61%
$484.94 - $564.15 $115K - $134K
1.39K $674K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-7.47K
- 45.95%
$23.14 - $23.23 $173K - $173K
8.78K $203K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-360
- 40.54%
$534.91 - $598.71 $193K - $216K
528 $296K
HWM
Howmet Aerospace Inc.

Industrials
-1.02K
- 34.42%
$171.0 - $196.23 $175K - $201K
1.95K $382K
BK
Bank Of New York Mellon Corp

Financial Services
-2.45K
- 43.25%
$90.65 - $109.75 $222K - $269K
3.21K $349K
XLE
Energy Sector Spdr

ETFs
-5.35K
- 7.68%
$84.25 - $91.99 $451K - $492K
64.3K $5.74M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-7.05K
- 28.25%
$23.13 - $23.54 $163K - $166K
17.9K $420K
HDV
Ishares Core High Dividend ETF

ETFs
-2.02K
- 12.32%
$118.16 - $123.66 $239K - $250K
14.4K $1.76M
IYK
Ishares U.S. Consumer Staples

ETFs
-1.95K
- 15.7%
$67.65 - $71.68 $132K - $140K
10.5K $716K
PSA
Public Storage

Real Estate
-495
- 15.34%
$271.94 - $298.09 $135K - $148K
2.73K $788K
CVS
Cvs Health Corp

Healthcare
-3.37K
- 22.32%
$58.75 - $76.5 $198K - $258K
11.7K $885K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-3.73K
- 43.7%
$49.31 - $57.77 $184K - $215K
4.8K $272K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-6.72K
- 36.44%
$24.04 - $25.31 $161K - $170K
11.7K $295K
PHYS
Sprott Physical Gold Trust

Financial Services
-7.64K
- 43.19%
$25.02 - $29.62 $191K - $226K
10K $297K
BNDX
Vanguard Total International B

ETFs
-2.79K
- 1.28%
$49.0 - $49.51 $137K - $138K
215K $10.6M
DEO
Diageo PLC

Consumer Defensive
-840
- 6.89%
$93.64 - $115.33 $78.7K - $96.9K
11.3K $1.08M
MMM
3 M CO

Industrials
-1.13K
- 11.11%
$144.41 - $160.2 $163K - $181K
9.02K $1.4M
DOV
Dover Corp

Industrials
-417
- 9.11%
$165.59 - $190.9 $69.1K - $79.6K
4.16K $693K
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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