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
$4.57B
$1.25 Million 0.04% of portfolio
60,143
Q3 2024 Reduced 2.25%
$2.08B
$1.23 Million 0.04% of portfolio
24,056
Q3 2024 Added 7.8%
$0
$1.5 Million 0.04% of portfolio
95,332
Q3 2024 Reduced 7.06%
$7.39B
$1.4 Million 0.04% of portfolio
31,428
Q3 2024 Reduced 2.46%
$23.7B
$1.36 Million 0.04% of portfolio
14,206
Q3 2024 Reduced 2.98%
$83B
$1.5 Million 0.04% of portfolio
3,032
Q3 2024 Added 12.63%
$92.3B
$1.38 Million 0.04% of portfolio
674
Q3 2024 Added 29.37%
$213B
$1.5 Million 0.04% of portfolio
14,388
Q3 2024 Reduced 10.43%
$30.2B
$1.28 Million 0.04% of portfolio
23,981
Q3 2024 Added 4.92%
$141B
$1.5 Million 0.04% of portfolio
17,755
Q3 2024 Reduced 2.34%
$768M
$1.42 Million 0.04% of portfolio
421,492
Q3 2024 Reduced 2.41%
$1.03B
$1.36 Million 0.04% of portfolio
178,125
Q3 2024 Reduced 2.21%
$77B
$1.24 Million 0.04% of portfolio
1,175
Q3 2024 Added 22.01%
$63.5B
$1.44 Million 0.04% of portfolio
7,164
Q3 2024 Reduced 1.58%
$1.55B
$1.38 Million 0.04% of portfolio
23,632
Q3 2024 Reduced 2.23%
$20B
$1.26 Million 0.04% of portfolio
42,452
Q3 2024 Reduced 2.38%
$58.5B
$1.34 Million 0.04% of portfolio
31,380
Q3 2024 Reduced 5.23%
$1.58B
$1.51 Million 0.04% of portfolio
169,789
Q3 2024 Reduced 2.38%
$47.9B
$1.3 Million 0.04% of portfolio
9,643
Q3 2024 Added 37.46%
$1.6B
$970,000 0.03% of portfolio
42,984
Q3 2024 Reduced 2.14%
$2.79B
$962,000 0.03% of portfolio
24,703
Q3 2024 Added 12.26%
$40.2B
$896,000 0.03% of portfolio
6,037
Q3 2024 Reduced 0.36%
$63B
$1 Million 0.03% of portfolio
3,373
Q3 2024 Reduced 6.46%
$660M
$993,000 0.03% of portfolio
160,685
Q3 2024 Reduced 2.43%
$47.3B
$1.08 Million 0.03% of portfolio
10,532
Q3 2024 Reduced 0.73%
$85B
$983,000 0.03% of portfolio
4,231
Q3 2024 Added 1.76%
$18.8B
$1 Million 0.03% of portfolio
38,271
Q3 2024 Reduced 1.99%
$27.5B
$1.21 Million 0.03% of portfolio
20,293
Q3 2024 Added 1.55%
$205B
$902,000 0.03% of portfolio
11,582
Q3 2024 Reduced 7.52%
$8.4B
$1.18 Million 0.03% of portfolio
6,598
Q3 2024 Reduced 26.94%
$62B
$1.21 Million 0.03% of portfolio
383
Q3 2024 Added 0.79%
$65.2B
$895,000 0.03% of portfolio
3,716
Q3 2024 Added 5.69%
$938M
$916,000 0.03% of portfolio
8,691
Q3 2024 Added 31.09%
$1.65B
$1.05 Million 0.03% of portfolio
18,222
Q3 2024 Reduced 21.44%
$138B
$1.01 Million 0.03% of portfolio
16,163
Q3 2024 Added 2.92%
$4.9B
$1.13 Million 0.03% of portfolio
88,659
Q3 2024 Reduced 2.23%
$13.5B
$1.01 Million 0.03% of portfolio
19,309
Q3 2024 Reduced 0.35%
$1.88B
$1.11 Million 0.03% of portfolio
48,110
Q3 2024 Reduced 1.08%
$60.1B
$1.2 Million 0.03% of portfolio
19,135
Q3 2024 Reduced 15.41%
$1.63B
$1.06 Million 0.03% of portfolio
100,660
Q3 2024 Reduced 2.33%
$1.32B
$975,000 0.03% of portfolio
52,065
Q3 2024 Reduced 2.07%
$10.6B
$1.22 Million 0.03% of portfolio
10,883
Q3 2024 Reduced 0.06%
$89.2B
$1.1 Million 0.03% of portfolio
2,111
Q3 2024 Reduced 26.45%
$10.9B
$892,000 0.03% of portfolio
34,408
Q3 2024 Added 2.66%
$71.4B
$1.22 Million 0.03% of portfolio
4,441
Q3 2024 Reduced 0.52%
$5.14B
$992,000 0.03% of portfolio
26,826
Q3 2024 Reduced 1.85%
$2.02B
$1.2 Million 0.03% of portfolio
46,281
Q3 2024 Reduced 18.17%
$1.55B
$959,000 0.03% of portfolio
179,041
Q3 2024 Reduced 8.42%
$73.5B
$927,000 0.03% of portfolio
20,689
Q3 2024 Reduced 3.72%

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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email