Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.38 Billion
  • Q1 2025

Mutual Advisors, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.38 Billion distributed in 1084 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $237M, Ishares Barclays with a value of $166M, Apple Inc. with a value of $140M, Berkshire Hathaway Inc Class B with a value of $108M, and Ishares Core S&P 500 ETF with a value of $106M.

Examining the 13F form we can see an increase of $75.3M in the current position value, from $3.31B to 3.38B.

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 $3.38 Billion
ETFs: $2.02 Billion
Technology: $360 Million
Financial Services: $276 Million
Healthcare: $137 Million
Consumer Cyclical: $118 Million
Communication Services: $105 Million
Consumer Defensive: $96.4 Million
Industrials: $81.5 Million
Other: $148 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$140 Million 4.13% of portfolio
628,923
Q1 2025 Reduced 4.35%
$622B
$108 Million 3.21% of portfolio
203,547
Q1 2025 Reduced 1.68%
$3.77T
$85.4 Million 2.53% of portfolio
227,547
Q1 2025 Added 8.75%
$738B
$52.4 Million 1.55% of portfolio
63,463
Q1 2025 Added 0.03%
$2.32T
$38.3 Million 1.13% of portfolio
201,116
Q1 2025 Added 3.13%
$416B
$32.8 Million 0.97% of portfolio
302,732
Q1 2025 Reduced 2.76%
$7.67B
$29.3 Million 0.87% of portfolio
471,350
Q1 2025 Reduced 0.6%
$1.58T
$24.5 Million 0.73% of portfolio
42,556
Q1 2025 Reduced 1.15%
$855B
$23.5 Million 0.7% of portfolio
95,935
Q1 2025 Reduced 1.73%
$1.14T
$20.8 Million 0.62% of portfolio
134,519
Q1 2025 Reduced 3.93%
$1.17T
$18.3 Million 0.54% of portfolio
117,219
Q1 2025 Added 1.09%
$417B
$16 Million 0.47% of portfolio
16,965
Q1 2025 Added 8.53%
$575B
$15.4 Million 0.45% of portfolio
43,894
Q1 2025 Reduced 4.39%
$294B
$13.8 Million 0.41% of portfolio
82,701
Q1 2025 Reduced 2.23%
$1.05T
$13.8 Million 0.41% of portfolio
53,381
Q1 2025 Added 9.52%
$530B
$13.4 Million 0.4% of portfolio
14,383
Q1 2025 Reduced 0.09%
$9.04B
$11.4 Million 0.34% of portfolio
299,308
Q1 2025 Reduced 0.15%
$28.9B
$11.2 Million 0.33% of portfolio
130,443
Q1 2025 Added 7.94%
$260B
$11.1 Million 0.33% of portfolio
126,771
Q1 2025 Added 10.47%
$113B
$10.2 Million 0.3% of portfolio
61,184
Q1 2025 Added 6.72%
$439B
$9.96 Million 0.29% of portfolio
60,046
Q1 2025 Reduced 1.97%
$375B
$9.72 Million 0.29% of portfolio
57,015
Q1 2025 Added 10.84%
$429B
$9.58 Million 0.28% of portfolio
12
Q1 2025 Added 140.0%
$280B
$9.39 Million 0.28% of portfolio
152,113
Q1 2025 Reduced 19.74%
$380B
$9.12 Million 0.27% of portfolio
24,872
Q1 2025 Reduced 15.0%
$642B
$8.84 Million 0.26% of portfolio
63,203
Q1 2025 Reduced 3.13%
$267B
$8.76 Million 0.26% of portfolio
16,732
Q1 2025 Reduced 9.39%
$0
$8.58 Million 0.25% of portfolio
194,672
Q1 2025 Added 5.85%
$221B
$8.09 Million 0.24% of portfolio
81,934
Q1 2025 Reduced 3.83%
$201B
$8.08 Million 0.24% of portfolio
53,900
Q1 2025 Added 56.34%
$207B
$7.63 Million 0.23% of portfolio
85,037
Q1 2025 Reduced 0.36%
$331B
$7.1 Million 0.21% of portfolio
33,904
Q1 2025 Reduced 0.14%
$253B
$7.07 Million 0.21% of portfolio
28,443
Q1 2025 Reduced 25.51%
$220B
$6.63 Million 0.2% of portfolio
20,090
Q1 2025 Added 14.15%
$68.2B
$6.93 Million 0.2% of portfolio
203,036
Q1 2025 Added 1.04%
$107B
$6.46 Million 0.19% of portfolio
107,558
Q1 2025 Reduced 10.35%
$195B
$6.53 Million 0.19% of portfolio
230,746
Q1 2025 Reduced 13.35%
$256B
$6.49 Million 0.19% of portfolio
40,878
Q1 2025 Reduced 5.55%
$73.8B
$6.49 Million 0.19% of portfolio
59,039
Q1 2025 Added 57.63%
$173B
$6.11 Million 0.18% of portfolio
15,933
Q1 2025 Reduced 3.66%
$180B
$6.24 Million 0.18% of portfolio
137,647
Q1 2025 Reduced 12.64%
$250B
$5.72 Million 0.17% of portfolio
55,704
Q1 2025 Added 10.17%
$141B
$5.61 Million 0.17% of portfolio
221,393
Q1 2025 Added 10.25%
$108B
$5.04 Million 0.15% of portfolio
11,281
Q1 2025 Added 0.32%
$293B
$5.01 Million 0.15% of portfolio
59,401
Q1 2025 Reduced 5.87%
$24B
$4.96 Million 0.15% of portfolio
53,950
Q1 2025 Added 29.86%
$177B
$5.19 Million 0.15% of portfolio
33,760
Q1 2025 Added 8.76%
$164B
$4.69 Million 0.14% of portfolio
15,047
Q1 2025 Reduced 1.87%
$35.7B
$4.57 Million 0.14% of portfolio
78,813
Q1 2025 Reduced 3.34%

Summary

  • Portfolio
  • No. of Stocks 1,084
  • Current Value $3.38 Billion
  • Prior Value $3.31 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 108 stocks
  • Additional Purchases 488 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 432 stocks
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