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
$95B
$1.92 Million 0.06% of portfolio
30,179
Q1 2025 Added 0.06%
$86.8B
$2.12 Million 0.06% of portfolio
4,134
Q1 2025 Added 9.25%
$60.7B
$2.03 Million 0.06% of portfolio
16,464
Q1 2025 Reduced 2.3%
$4.08B
$1.96 Million 0.06% of portfolio
53,620
Q1 2025 Added 3.33%
$38.8B
$1.94 Million 0.06% of portfolio
17,348
Q1 2025 Reduced 7.48%
$194B
$1.97 Million 0.06% of portfolio
2,472
Q1 2025 Reduced 31.69%
$141B
$1.93 Million 0.06% of portfolio
8,178
Q1 2025 Reduced 36.96%
$227B
$1.78 Million 0.05% of portfolio
6,605
Q1 2025 Reduced 20.03%
$136B
$1.81 Million 0.05% of portfolio
10,631
Q1 2025 Added 6.94%
$55.6B
$1.8 Million 0.05% of portfolio
7,771
Q1 2025 Reduced 0.74%
$0
$1.84 Million 0.05% of portfolio
146,538
Q1 2025 Reduced 1.78%
$155B
$1.74 Million 0.05% of portfolio
47,069
Q1 2025 Added 9.95%
$60.1B
$1.63 Million 0.05% of portfolio
15,541
Q1 2025 Reduced 4.19%
$0
$1.64 Million 0.05% of portfolio
124,445
Q1 2025 Added 0.66%
$91.5B
$1.84 Million 0.05% of portfolio
41,507
Q1 2025 Added 8.95%
$159B
$1.72 Million 0.05% of portfolio
8,120
Q1 2025 Reduced 4.06%
$120B
$1.71 Million 0.05% of portfolio
874
Q1 2025 Added 6.46%
$152B
$1.69 Million 0.05% of portfolio
23,808
Q1 2025 Added 0.02%
$36.9B
$1.71 Million 0.05% of portfolio
14,178
Q1 2025 Added 9.38%
$0
$1.79 Million 0.05% of portfolio
155,684
Q1 2025 Reduced 3.15%
$76.6B
$1.76 Million 0.05% of portfolio
7,249
Q1 2025 Added 2.78%
$290B
$1.55 Million 0.05% of portfolio
5,817
Q1 2025 Reduced 35.36%
$0
$1.81 Million 0.05% of portfolio
337,040
Q1 2025 Reduced 8.44%
$91.6B
$1.79 Million 0.05% of portfolio
5,441
Q1 2025 Added 7.21%
$60B
$1.78 Million 0.05% of portfolio
43,319
Q1 2025 Added 18.74%
$313B
$1.62 Million 0.05% of portfolio
22,624
Q1 2025 Reduced 6.5%
$83.6B
$1.42 Million 0.04% of portfolio
9,681
Q1 2025 Reduced 9.43%
$6.73B
$1.36 Million 0.04% of portfolio
27,570
Q1 2025 Reduced 11.18%
$280B
$1.42 Million 0.04% of portfolio
2,147
Q1 2025 Added 2.78%
$71.6B
$1.38 Million 0.04% of portfolio
361
Q1 2025 Reduced 3.73%
$0
$1.33 Million 0.04% of portfolio
127,718
Q1 2025 Reduced 1.54%
$0
$1.36 Million 0.04% of portfolio
116,216
Q1 2025 Reduced 11.32%
$182B
$1.28 Million 0.04% of portfolio
18,062
Q1 2025 Added 2.74%
$118B
$1.36 Million 0.04% of portfolio
12,954
Q1 2025 Reduced 15.78%
$28.3B
$1.25 Million 0.04% of portfolio
6,809
Q1 2025 Added 49.85%
$2.32B
$1.34 Million 0.04% of portfolio
100,521
Q1 2025 Reduced 0.14%
$153B
$1.49 Million 0.04% of portfolio
3,179
Q1 2025 Added 20.87%
$2.14B
$1.29 Million 0.04% of portfolio
24,056
Q3 2024 Added 7.8%
$0
$1.51 Million 0.04% of portfolio
97,287
Q1 2025 Reduced 8.47%
$9.43B
$1.32 Million 0.04% of portfolio
40,105
Q1 2025 Added 8.33%
$216B
$1.23 Million 0.04% of portfolio
2,011
Q1 2025 Reduced 28.51%
$126B
$1.51 Million 0.04% of portfolio
2,217
Q1 2025 Added 1.84%
$21.3B
$1.23 Million 0.04% of portfolio
17,456
Q1 2025 Reduced 6.13%
$87.4B
$1.32 Million 0.04% of portfolio
9,091
Q1 2025 Reduced 7.02%
$994M
$1.34 Million 0.04% of portfolio
62,492
Q1 2025 New
$237B
$1.32 Million 0.04% of portfolio
11,328
Q1 2025 Added 4.76%
-
$1.39 Million 0.04% of portfolio
105,562
Q1 2025 Added 23.34%
$25.1B
$1.44 Million 0.04% of portfolio
20,201
Q1 2025 Reduced 7.23%
$10.8B
$1.28 Million 0.04% of portfolio
16,608
Q1 2025 Added 67.18%

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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