Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024

Mutual Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.5 Billion distributed in 1097 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $225M, Spdr S&P 500 ETF Trust with a value of $196M, Apple Inc. with a value of $157M, Ishares Core S&P 500 ETF with a value of $110M, and Berkshire Hathaway Inc Class B with a value of $98.2M.

Examining the 13F form we can see an increase of $206M in the current position value, from $3.29B to 3.5B.

Mutual Advisors, LLC is based out at Casper, WY

Below you can find more details about Mutual Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.5 Billion
ETFs: $2.08 Billion
Technology: $420 Million
Financial Services: $255 Million
Healthcare: $149 Million
Consumer Cyclical: $129 Million
Communication Services: $110 Million
Consumer Defensive: $88.6 Million
Industrials: $87.2 Million
Other: $152 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$157 Million 4.5% of portfolio
675,958
Q3 2024 Reduced 0.47%
$590B
$98.2 Million 2.81% of portfolio
213,447
Q3 2024 Added 3.32%
$3.16T
$91.2 Million 2.61% of portfolio
211,914
Q3 2024 Added 3.67%
$743B
$54.5 Million 1.56% of portfolio
61,563
Q3 2024 Added 0.09%
$360B
$40.8 Million 1.17% of portfolio
335,829
Q3 2024 Reduced 0.2%
$2.28T
$38.7 Million 1.11% of portfolio
207,768
Q3 2024 Added 5.64%
$7.42B
$26.9 Million 0.77% of portfolio
452,267
Q3 2024 Reduced 0.25%
$1.15T
$26 Million 0.74% of portfolio
156,500
Q3 2024 Reduced 0.28%
$1.36T
$25.3 Million 0.72% of portfolio
44,114
Q3 2024 Added 3.66%
$714B
$22.3 Million 0.64% of portfolio
105,932
Q3 2024 Added 0.42%
$1.18T
$20.4 Million 0.58% of portfolio
121,855
Q3 2024 Reduced -0.0%
$30.7B
$14.7 Million 0.42% of portfolio
123,823
Q3 2024 Added 1.5%
$406B
$14.1 Million 0.4% of portfolio
15,862
Q3 2024 Added 5.44%
$515B
$13.2 Million 0.38% of portfolio
48,110
Q3 2024 Reduced 1.73%
$289B
$13 Million 0.37% of portfolio
88,549
Q3 2024 Added 1.6%
$398B
$12.6 Million 0.36% of portfolio
31,081
Q3 2024 Reduced 3.26%
$450B
$12.1 Million 0.35% of portfolio
103,220
Q3 2024 Reduced 3.1%
$8.97B
$12.1 Million 0.35% of portfolio
297,972
Q3 2024 Reduced 3.68%
$1.3T
$12.3 Million 0.35% of portfolio
46,953
Q3 2024 Reduced 0.1%
$480B
$12.2 Million 0.35% of portfolio
20,835
Q3 2024 Added 6.91%
$246B
$11.4 Million 0.33% of portfolio
140,842
Q3 2024 Reduced 2.93%
$377B
$11 Million 0.32% of portfolio
68,023
Q3 2024 Reduced 22.82%
$448B
$11.3 Million 0.32% of portfolio
66,611
Q3 2024 Reduced 1.11%
$94.2B
$11 Million 0.31% of portfolio
63,762
Q3 2024 Added 0.81%
$392B
$10.4 Million 0.3% of portfolio
14,723
Q3 2024 Added 0.77%
$251B
$9.86 Million 0.28% of portfolio
86,823
Q3 2024 Reduced 1.97%
$391B
$9.36 Million 0.27% of portfolio
54,085
Q3 2024 Reduced 1.96%
$200B
$8.82 Million 0.25% of portfolio
17,026
Q3 2024 Reduced 1.22%
$200B
$8.36 Million 0.24% of portfolio
37,826
Q3 2024 Reduced 7.62%
$320B
$7.98 Million 0.23% of portfolio
40,387
Q3 2024 Reduced 1.3%
$203B
$8.07 Million 0.23% of portfolio
83,951
Q3 2024 Added 2.68%
$202B
$7.29 Million 0.21% of portfolio
44,439
Q3 2024 Added 12.23%
$192B
$7.39 Million 0.21% of portfolio
18,901
Q3 2024 Reduced 1.27%
$0
$7.46 Million 0.21% of portfolio
168,998
Q3 2024 Reduced 9.72%
$95.2B
$6.64 Million 0.19% of portfolio
130,118
Q3 2024 Added 2.19%
$10.2B
$6.81 Million 0.19% of portfolio
8,343
Q3 2024 Added 307.17%
$126B
$6.7 Million 0.19% of portfolio
11,469
Q3 2024 Reduced 13.13%
$169B
$6.5 Million 0.19% of portfolio
144,726
Q3 2024 Reduced 5.32%
$170B
$6.16 Million 0.18% of portfolio
50,885
Q3 2024 Added 0.75%
$217B
$6.12 Million 0.17% of portfolio
20,085
Q3 2024 Reduced 1.78%
$149B
$5.88 Million 0.17% of portfolio
203,141
Q3 2024 Reduced 3.47%
$140B
$5.55 Million 0.16% of portfolio
17,216
Q3 2024 Reduced 7.34%
$162B
$5.75 Million 0.16% of portfolio
261,569
Q3 2024 Reduced 10.98%
$69.2B
$5.43 Million 0.16% of portfolio
186,487
Q3 2024 Added 1.05%
$177B
$5.66 Million 0.16% of portfolio
33,282
Q3 2024 Reduced 17.84%
$267B
$5.34 Million 0.15% of portfolio
74,349
Q3 2024 Added 12.41%
$189B
$5.25 Million 0.15% of portfolio
43,254
Q3 2024 Added 3.73%
$32.9B
$4.9 Million 0.14% of portfolio
77,239
Q3 2024 Reduced 1.27%
$206B
$4.64 Million 0.13% of portfolio
27,266
Q3 2024 Added 0.65%

Summary

  • Portfolio
  • No. of Stocks 1,097
  • Current Value $3.5 Billion
  • Prior Value $3.29 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 96 stocks
  • Additional Purchases 444 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 492 stocks
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