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
$1.22T
$1.51 Million 0.04% of portfolio
9,077
Q1 2025 Added 22.46%
$168B
$1.2 Million 0.04% of portfolio
2,413
Q1 2025 Reduced 3.13%
$121B
$1.5 Million 0.04% of portfolio
3,084
Q1 2025 Reduced 4.31%
$13.2B
$1.39 Million 0.04% of portfolio
21,983
Q1 2025 Added 16.36%
$3.95B
$969,000 0.03% of portfolio
24,715
Q1 2025 Reduced 0.17%
$9.22B
$1.07 Million 0.03% of portfolio
86,480
Q1 2025 Added 16.6%
$66.1B
$1.09 Million 0.03% of portfolio
3,679
Q1 2025 Added 4.58%
$56.6B
$1 Million 0.03% of portfolio
9,192
Q1 2025 Reduced 8.49%
$108B
$927,000 0.03% of portfolio
4,263
Q1 2025 Added 1.36%
$161B
$858,000 0.03% of portfolio
5,914
Q1 2025 Reduced 3.1%
$30.4B
$1.15 Million 0.03% of portfolio
23,856
Q1 2025 Added 3.75%
$8.37B
$1.04 Million 0.03% of portfolio
9,990
Q1 2025 Reduced 0.09%
$5.17B
$1.09 Million 0.03% of portfolio
4,931
Q1 2025 Reduced 14.88%
$10B
$1.06 Million 0.03% of portfolio
6,525
Q1 2025 Reduced 0.14%
$229B
$1.15 Million 0.03% of portfolio
249
Q1 2025 Reduced 37.12%
$12.3B
$924,000 0.03% of portfolio
9,031
Q1 2025 Reduced 21.77%
$11B
$1.11 Million 0.03% of portfolio
19,609
Q1 2025 Added 7.06%
$47.7B
$881,000 0.03% of portfolio
8,459
Q1 2025 Added 20.46%
$80.2B
$915,000 0.03% of portfolio
13,511
Q1 2025 Reduced 7.15%
$1.74B
$988,000 0.03% of portfolio
65,616
Q1 2025 Reduced 0.21%
$3.36B
$1.02 Million 0.03% of portfolio
60,083
Q1 2025 Reduced 0.21%
$9.49B
$1.05 Million 0.03% of portfolio
11,936
Q1 2025 Added 4.63%
$67.5B
$880,000 0.03% of portfolio
2,025
Q1 2025 Reduced 6.38%
$60.3B
$921,000 0.03% of portfolio
3,779
Q1 2025 Reduced 3.79%
$5.29B
$946,000 0.03% of portfolio
26,343
Q1 2025 Added 0.21%
$44.2B
$928,000 0.03% of portfolio
92,554
Q1 2025 Added 21.64%
$69.5B
$856,000 0.03% of portfolio
18,221
Q1 2025 Reduced 2.96%
$18.8B
$964,000 0.03% of portfolio
8,095
Q1 2025 Reduced 6.52%
$3.19B
$917,000 0.03% of portfolio
99,333
Q4 2024 Added 0.02%
$101B
$928,000 0.03% of portfolio
5,383
Q1 2025 Added 43.93%
$18.7B
$1.07 Million 0.03% of portfolio
20,021
Q1 2025 Reduced 0.72%
$9.98B
$1.01 Million 0.03% of portfolio
37,173
Q1 2025 Added 3.16%
$125B
$1.08 Million 0.03% of portfolio
9,362
Q1 2025 Added 2.82%
$50.6B
$918,000 0.03% of portfolio
4,390
Q1 2025 Reduced 2.83%
$12.1B
$884,000 0.03% of portfolio
26,008
Q3 2024 Reduced 2.85%
$104B
$870,000 0.03% of portfolio
3,569
Q1 2025 Added 15.43%
$4.12B
$881,000 0.03% of portfolio
6,876
Q1 2025 Reduced 2.29%
$119B
$881,000 0.03% of portfolio
10,146
Q1 2025 Added 23.24%
$48.8B
$901,000 0.03% of portfolio
18,668
Q1 2025 Added 1.94%
$64.9B
$1.02 Million 0.03% of portfolio
4,297
Q1 2025 Added 10.12%
$251B
$992,000 0.03% of portfolio
8,903
Q1 2025 Added 0.16%
$36.1B
$1.03 Million 0.03% of portfolio
10,352
Q1 2025 Added 16.54%
$618M
$913,000 0.03% of portfolio
101,133
Q1 2025 Added 75.71%
$1.94B
$938,000 0.03% of portfolio
65,779
Q1 2025 Added 0.08%
$768M
$1.02 Million 0.03% of portfolio
302,039
Q1 2025 Reduced 28.37%
$10.7B
$1.05 Million 0.03% of portfolio
11,032
Q1 2025 Added 89.78%
$27.1B
$1.1 Million 0.03% of portfolio
30,519
Q1 2025 Reduced 5.06%
$145B
$1.13 Million 0.03% of portfolio
3,983
Q1 2025 Added 20.22%
$592M
$1.15 Million 0.03% of portfolio
156,981
Q1 2025 Reduced 11.87%

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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