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
$49B
$4.87 Million 0.14% of portfolio
46,686
Q1 2025 Added 48.72%
$220B
$4.4 Million 0.13% of portfolio
14,084
Q1 2025 Reduced 17.51%
$219B
$4.34 Million 0.13% of portfolio
32,754
Q1 2025 Reduced 19.55%
$111B
$4.37 Million 0.13% of portfolio
44,597
Q1 2025 Reduced 2.52%
$102B
$4.2 Million 0.12% of portfolio
68,897
Q1 2025 Added 24.38%
$301B
$4.12 Million 0.12% of portfolio
57,507
Q1 2025 Reduced 17.39%
$53.5B
$3.94 Million 0.12% of portfolio
211,754
Q1 2025 Added 8.28%
$239B
$4.18 Million 0.12% of portfolio
7,657
Q1 2025 Added 40.55%
$0
$3.56 Million 0.11% of portfolio
160,566
Q1 2025 Reduced 6.41%
$383B
$3.78 Million 0.11% of portfolio
90,544
Q1 2025 Reduced 1.33%
$99.7B
$3.74 Million 0.11% of portfolio
110,813
Q1 2025 Added 5.86%
$30.2B
$3.75 Million 0.11% of portfolio
62,712
Q1 2025 Added 126.08%
$74.6B
$3.72 Million 0.11% of portfolio
46,408
Q1 2025 Added 0.27%
$122B
$3.79 Million 0.11% of portfolio
42,144
Q1 2025 Reduced 8.72%
$153B
$3.66 Million 0.11% of portfolio
61,493
Q1 2025 Reduced 12.07%
$220B
$2.88 Million 0.09% of portfolio
21,730
Q1 2025 Added 2.39%
$95.4B
$3.21 Million 0.09% of portfolio
141,190
Q1 2025 Reduced 27.29%
$141B
$3.04 Million 0.09% of portfolio
13,050
Q1 2025 Added 13.17%
$27.4B
$2.88 Million 0.09% of portfolio
10,182
Q1 2025 Reduced 2.53%
$533B
$3.04 Million 0.09% of portfolio
5,548
Q1 2025 Reduced 7.99%
$264B
$3.21 Million 0.09% of portfolio
11,950
Q1 2025 Added 11.16%
$104B
$3.09 Million 0.09% of portfolio
33,583
Q1 2025 Added 2.44%
$7.23B
$2.93 Million 0.09% of portfolio
2,213
Q1 2025 Added 3.22%
$5.96B
$2.86 Million 0.08% of portfolio
43,567
Q1 2025 Added 0.03%
$60.6B
$2.63 Million 0.08% of portfolio
92,092
Q1 2025 Reduced 7.04%
$151B
$2.63 Million 0.08% of portfolio
37,849
Q1 2025 Added 34.09%
$58.9B
$2.57 Million 0.08% of portfolio
15,075
Q1 2025 Added 1.39%
$126B
$2.43 Million 0.07% of portfolio
7,938
Q1 2025 Added 10.97%
$120B
$2.42 Million 0.07% of portfolio
17,344
Q1 2025 Added 10.54%
$0
$2.28 Million 0.07% of portfolio
106,967
Q1 2025 Added 1.74%
$93B
$2.36 Million 0.07% of portfolio
19,344
Q1 2025 Reduced 8.03%
$148B
$2.51 Million 0.07% of portfolio
9,233
Q1 2025 Added 39.28%
$283B
$2.22 Million 0.07% of portfolio
11,079
Q1 2025 Reduced 9.01%
$81.7B
$2.33 Million 0.07% of portfolio
8,566
Q1 2025 Reduced 11.12%
$102B
$2.2 Million 0.07% of portfolio
3,268
Q1 2025 Added 10.89%
$147B
$2.2 Million 0.07% of portfolio
23,086
Q1 2025 Reduced 1.04%
$0
$2.46 Million 0.07% of portfolio
86,542
Q1 2025 Added 3.64%
$149B
$2.4 Million 0.07% of portfolio
6,436
Q1 2025 Added 1.66%
$177B
$2.35 Million 0.07% of portfolio
12,065
Q1 2025 Reduced 13.08%
$146B
$2.4 Million 0.07% of portfolio
19,703
Q1 2025 Reduced 0.42%
$68.6B
$2.42 Million 0.07% of portfolio
57,392
Q1 2025 Added 0.71%
$93.2B
$2.53 Million 0.07% of portfolio
10,922
Q1 2025 Added 1.12%
$181B
$2.02 Million 0.06% of portfolio
6,463
Q1 2025 Reduced 3.71%
$64.9B
$1.89 Million 0.06% of portfolio
16,980
Q1 2025 Added 3.92%
$26.1B
$2.02 Million 0.06% of portfolio
20,153
Q1 2025 Reduced 0.49%
$101B
$2.12 Million 0.06% of portfolio
6,006
Q1 2025 Added 17.44%
$138B
$1.93 Million 0.06% of portfolio
9,409
Q1 2025 Added 49.63%
$138B
$2.03 Million 0.06% of portfolio
18,156
Q1 2025 Reduced 17.75%
$43.5B
$2.01 Million 0.06% of portfolio
14,118
Q1 2025 Reduced 47.99%

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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