Mutual Advisors, LLC Sells in Q3 2025

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
-970
- 24.28%
$67.52 - $82.97 $65.5K - $80.5K
3.03K $232K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.59K
- 11.89%
$24.69 - $25.26 $64K - $65.5K
19.2K $482K
HQY
Healthequity, Inc.

Healthcare
-45
- 0.77%
$87.42 - $103.12 $3.93K - $4.64K
5.84K $552K
VBR
Vanguard Small Cap Value ETF

ETFs
-942
- 9.58%
$195.41 - $212.37 $184K - $200K
8.9K $1.86M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-3.74K
- 11.18%
$63.92 - $70.83 $239K - $265K
29.7K $2.09M
PBRA
Petroleo Bras Ads (Ea Reptg 2
-4.69K
- 4.5%
N/A
99.5K $1.31M
YPF
Ypf Sociedad Anonima

Energy
-180
- 2.3%
$23.87 - $36.2 $4.3K - $6.52K
7.63K $185K
SPOT
Spotify Technology S.A.

Communication Services
-35
- 7.51%
$620.01 - $738.53 $21.7K - $25.8K
431 $300K
ALLY
Ally Financial Inc.

Financial Services
-1.51K
- 9.76%
$36.95 - $44.58 $55.8K - $67.4K
14K $547K
TT
Trane Technologies PLC

Industrials
-83
- 6.95%
$398.96 - $472.54 $33.1K - $39.2K
1.11K $469K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-4.3K
- 2.95%
$12.09 - $12.69 $52K - $54.6K
141K $1.76M
BR
Broadridge Financial Solutions, Inc.

Technology
-156
- 5.73%
$233.75 - $266.89 $36.5K - $41.6K
2.57K $611K
BSRR
Sierra Bancorp

Financial Services
-1K
- 3.85%
$28.33 - $32.24 $28.3K - $32.2K
25K $721K
DK
Delek Us Holdings, Inc.

Energy
-24.1K
- 36.69%
$20.04 - $33.59 $482K - $809K
41.5K $1.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
-897
- 4.2%
$137.51 - $145.26 $123K - $130K
20.5K $2.92M
MAR
Marriott International Inc

Consumer Cyclical
-132
- 12.6%
$255.35 - $282.87 $33.7K - $37.3K
916 $238K
SYY
Sysco Corp

Consumer Defensive
-1.43K
- 13.58%
$76.33 - $82.51 $109K - $118K
9.09K $748K
NSC
Norfolk Southern Corp

Industrials
-820
- 18.31%
$259.49 - $300.41 $213K - $246K
3.66K $1.1M
VDC
Vanguard Consumer Staples ETF

ETFs
-42
- 0.62%
$212.64 - $225.25 $8.93K - $9.46K
6.75K $1.44M
EPI
Wisdomtree Tr India Earnings F

ETFs
-250
- 2.42%
$43.79 - $47.63 $10.9K - $11.9K
10.1K $445K
STE
Steris PLC

Healthcare
-249
- 10.73%
$221.21 - $252.43 $55.1K - $62.9K
2.07K $512K
UNM
Unum Group

Financial Services
-224
- 2.58%
$68.55 - $82.12 $15.4K - $18.4K
8.46K $657K
AMP
Ameriprise Financial Inc

Financial Services
-46
- 9.0%
$486.13 - $544.55 $22.4K - $25K
465 $228K
SHEL
Shell PLC

Energy
-737
- 7.71%
$69.82 - $73.93 $51.5K - $54.5K
8.82K $630K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.03K
- 4.73%
$42.75 - $43.37 $44.1K - $44.8K
20.8K $900K
SAP
Sap Se

Technology
-20
- 2.06%
$252.42 - $311.93 $5.05K - $6.24K
953 $254K
MTB
M&T Bank Corp

Financial Services
-279
- 6.32%
$183.74 - $204.05 $51.3K - $56.9K
4.14K $817K
STWD
Starwood Property Trust, Inc.

Real Estate
-650
- 1.77%
$19.37 - $20.97 $12.6K - $13.6K
36K $696K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.59K
- 8.07%
N/A
18.1K $428K
NEAR
Blackrock Short Maturity Bond

ETFs
-816
- 3.41%
$50.8 - $51.32 $41.5K - $41.9K
23.1K $1.18M
KEYS
Keysight Technologies, Inc.

Technology
-313
- 19.97%
$158.51 - $178.15 $49.6K - $55.8K
1.25K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-155
- 10.2%
$435.72 - $463.74 $67.5K - $71.9K
1.37K $633K
NRZ
New Residential Investment Corp.

Real Estate
-4.96K
- 24.87%
N/A
15K $108K
L
Loews Corp

Financial Services
-672
- 18.02%
$89.82 - $100.39 $60.4K - $67.5K
3.06K $306K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-16.9K
- 5.09%
$5.85 - $6.44 $98.9K - $109K
315K $1.96M
PFG
Principal Financial Group Inc

Financial Services
-556
- 16.67%
$75.53 - $82.95 $42K - $46.1K
2.78K $230K
EEM
Ishares Msci Emerging Markets

ETFs
-4.94K
- 11.12%
$48.07 - $53.4 $237K - $264K
39.5K $2.11M
ADSK
Autodesk, Inc.

Technology
-137
- 10.88%
N/A
1.12K $275K
INDA
Ishares Msci India Index Fund

ETFs
-21
- 0.24%
$51.98 - $55.84 $1.09K - $1.17K
8.68K $451K
BBY
Best Buy CO Inc

Consumer Cyclical
-799
- 24.29%
$64.12 - $78.46 $51.2K - $62.7K
2.49K $188K
CHD
Church & Dwight CO Inc

Consumer Defensive
-109
- 4.4%
$85.84 - $99.09 $9.36K - $10.8K
2.37K $207K
VTC
Vanguard Scottsdale Fds Total

ETFs
-445
- 9.93%
$76.18 - $78.81 $33.9K - $35.1K
4.04K $316K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-516
- 9.5%
$155.79 - $172.55 $80.4K - $89K
4.92K $825K
USA
Liberty All Star Equity Fund

Financial Services
-3.39K
- 24.5%
$6.34 - $6.94 $21.5K - $23.5K
10.5K $66K
RACE
Ferrari N.V.

Consumer Cyclical
-45
- 4.81%
$436.24 - $517.65 $19.6K - $23.3K
891 $432K
PRK
Park National Corp

Financial Services
-89
- 3.95%
$158.56 - $177.92 $14.1K - $15.8K
2.17K $351K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.12K
- 1.36%
$76.16 - $78.59 $85K - $87.7K
80.9K $6.32M
IBDV
Ishares Tr

Technology
-1.28K
- 6.1%
$21.75 - $22.22 $27.8K - $28.4K
19.7K $436K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-510
- 12.34%
$109.47 - $119.06 $55.8K - $60.7K
3.62K $428K
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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