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
$34.3B
$2.14 Million 0.06% of portfolio
59,672
Q3 2024 Reduced 4.37%
$63.5B
$2.19 Million 0.06% of portfolio
98,927
Q3 2024 Reduced 3.3%
$72B
$2.09 Million 0.06% of portfolio
3,953
Q3 2024 Reduced 3.42%
$29.7B
$1.95 Million 0.06% of portfolio
12,962
Q3 2024 Reduced 0.59%
$0
$2.07 Million 0.06% of portfolio
167,348
Q3 2024 Reduced 0.41%
$4.38B
$1.93 Million 0.06% of portfolio
51,273
Q3 2024 Reduced 0.42%
$130B
$1.98 Million 0.06% of portfolio
24,687
Q3 2024 Reduced 2.82%
$137B
$2.01 Million 0.06% of portfolio
5,562
Q3 2024 Added 8.95%
$1.74B
$2.1 Million 0.06% of portfolio
5,037
Q3 2024 New
$0
$2.12 Million 0.06% of portfolio
363,569
Q3 2024 Reduced 0.28%
$82.8B
$2.27 Million 0.06% of portfolio
10,927
Q3 2024 Added 2.11%
$65.2B
$1.75 Million 0.05% of portfolio
15,639
Q3 2024 Reduced 7.29%
$23B
$1.84 Million 0.05% of portfolio
20,994
Q3 2024 Added 2.31%
$64.8B
$1.81 Million 0.05% of portfolio
20,118
Q3 2024 Added 58.32%
$0
$1.72 Million 0.05% of portfolio
131,452
Q3 2024 Reduced 1.28%
$195B
$1.64 Million 0.05% of portfolio
390
Q3 2024 Added 103.13%
$166B
$1.78 Million 0.05% of portfolio
42,701
Q3 2024 Reduced 52.44%
$171B
$1.8 Million 0.05% of portfolio
6,478
Q3 2024 Added 6.41%
$127B
$1.89 Million 0.05% of portfolio
4,529
Q3 2024 Added 0.27%
$69.1B
$1.73 Million 0.05% of portfolio
12,326
Q3 2024 Added 6.32%
$0
$1.68 Million 0.05% of portfolio
121,894
Q3 2024 Added 1.06%
$87.2B
$1.68 Million 0.05% of portfolio
41,351
Q3 2024 Reduced 9.32%
$152B
$1.59 Million 0.05% of portfolio
7,679
Q3 2024 Added 10.78%
$178B
$1.67 Million 0.05% of portfolio
2,690
Q3 2024 Added 21.5%
$93.1B
$1.71 Million 0.05% of portfolio
2,207
Q3 2024 Reduced 17.5%
$157B
$1.91 Million 0.05% of portfolio
51,398
Q3 2024 Added 39.31%
$55.8B
$1.91 Million 0.05% of portfolio
14,551
Q3 2024 Added 63.72%
$52.7B
$1.57 Million 0.05% of portfolio
4,327
Q3 2024 Reduced 4.88%
$27.6B
$1.79 Million 0.05% of portfolio
21,412
Q3 2024 Reduced 2.07%
$273B
$1.84 Million 0.05% of portfolio
8,928
Q3 2024 Added 64.63%
$9.34B
$1.87 Million 0.05% of portfolio
2,120
Q3 2024 Reduced 3.72%
$85.6B
$1.64 Million 0.05% of portfolio
4,729
Q3 2024 Added 21.13%
$208B
$1.61 Million 0.05% of portfolio
2,603
Q3 2024 Added 10.91%
$105B
$1.73 Million 0.05% of portfolio
3,710
Q3 2024 Added 0.57%
$11.3B
$1.65 Million 0.05% of portfolio
26,427
Q3 2024 Reduced 6.19%
$8.84B
$1.39 Million 0.04% of portfolio
69,444
Q3 2024 Reduced 2.01%
$8.11B
$1.43 Million 0.04% of portfolio
31,733
Q3 2024 Added 235.02%
$942M
$1.5 Million 0.04% of portfolio
146,802
Q3 2024 Reduced 2.21%
$226B
$1.38 Million 0.04% of portfolio
12,970
Q3 2024 Added 125.33%
$146B
$1.34 Million 0.04% of portfolio
6,627
Q3 2024 Reduced 32.16%
$7.26B
$1.33 Million 0.04% of portfolio
9,990
Q3 2024 Reduced 1.98%
$5.24B
$1.38 Million 0.04% of portfolio
5,790
Q3 2024 Reduced 2.88%
$284B
$1.35 Million 0.04% of portfolio
1,626
Q3 2024 Added 91.29%
$4.85B
$1.38 Million 0.04% of portfolio
25,438
Q3 2024 Reduced 1.12%
$0
$1.5 Million 0.04% of portfolio
133,268
Q3 2024 Reduced 1.05%
$12.9B
$1.25 Million 0.04% of portfolio
11,319
Q3 2024 Reduced 3.03%
$55.6B
$1.32 Million 0.04% of portfolio
7,338
Q3 2024 Reduced 3.08%
$129B
$1.45 Million 0.04% of portfolio
13,739
Q3 2024 Added 2.98%
$77.1B
$1.25 Million 0.04% of portfolio
4,444
Q3 2024 Added 8.79%

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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