Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024

Mutual Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.31 Billion distributed in 1084 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 $260M, Spdr S&P 500 ETF Trust with a value of $199M, Apple Inc. with a value of $165M, Ishares Core S&P 500 ETF with a value of $115M, and Berkshire Hathaway Inc Class B with a value of $93.8M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $3.5B to 3.31B.

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 $3.31 Billion
ETFs: $1.9 Billion
Technology: $416 Million
Financial Services: $254 Million
Consumer Cyclical: $138 Million
Healthcare: $128 Million
Communication Services: $115 Million
Consumer Defensive: $91.3 Million
Industrials: $82.8 Million
Other: $144 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.8B
$1.01 Million 0.03% of portfolio
36,035
Q4 2024 Reduced 5.81%
$209B
$912,000 0.03% of portfolio
1,749
Q4 2024 Reduced 1.52%
$41.7B
$950,000 0.03% of portfolio
4,518
Q4 2024 Added 2.8%
$5.6B
$907,000 0.03% of portfolio
9,579
Q4 2024 New
$4.12B
$1.03 Million 0.03% of portfolio
51,910
Q4 2024 Reduced 5.96%
$408M
$978,000 0.03% of portfolio
40,000
Q1 2024 Reduced 0.27%
$3.79B
$1.09 Million 0.03% of portfolio
64,600
Q4 2024 Reduced 0.46%
$11.7B
$1.09 Million 0.03% of portfolio
26,008
Q3 2024 Reduced 2.85%
$106B
$1.09 Million 0.03% of portfolio
9,895
Q4 2024 Added 3.93%
$5.36B
$948,000 0.03% of portfolio
7,037
Q3 2024 Reduced 28.27%
$56.8B
$915,000 0.03% of portfolio
3,902
Q4 2024 Added 5.4%
$210B
$864,000 0.03% of portfolio
8,889
Q4 2024 Added 0.7%
$48.7B
$891,000 0.03% of portfolio
8,883
Q4 2024 Added 1.17%
$1.09B
$1.08 Million 0.03% of portfolio
65,724
Q4 2024 Added 30.89%
-
$1.12 Million 0.03% of portfolio
85,588
Q4 2024 Added 14.87%
$24.5B
$1.04 Million 0.03% of portfolio
32,147
Q4 2024 Added 1.78%
$443M
$837,000 0.03% of portfolio
28,951
Q3 2024 Reduced 6.46%
$3.65B
$929,000 0.03% of portfolio
13,700
Q4 2024 Added 38.89%
$35.1B
$1.03 Million 0.03% of portfolio
10,581
Q4 2024 Reduced 28.02%
$16.3B
$881,000 0.03% of portfolio
2,498
Q4 2024 Reduced 0.2%
$54.4B
$829,000 0.03% of portfolio
6,766
Q4 2024 Reduced 29.84%
$11.5B
$1.03 Million 0.03% of portfolio
18,893
Q4 2024 Reduced 28.51%
$1.63B
$740,000 0.02% of portfolio
42,989
Q4 2024 Added 0.01%
$43.6B
$750,000 0.02% of portfolio
5,583
Q4 2024 Reduced 7.52%
$3.73B
$528,000 0.02% of portfolio
14,244
Q4 2024 Added 0.18%
$11.1B
$500,000 0.02% of portfolio
13,911
Q4 2024 Reduced 0.28%
$88.6B
$771,000 0.02% of portfolio
4,206
Q4 2024 Reduced 0.59%
$41.5B
$713,000 0.02% of portfolio
3,957
Q4 2024 Reduced 2.37%
$206B
$714,000 0.02% of portfolio
10,908
Q4 2024 Reduced 5.82%
$10.7B
$743,000 0.02% of portfolio
31,963
Q4 2024 Added 10.11%
$141B
$641,000 0.02% of portfolio
7,178
Q4 2024 Added 0.87%
$33.1B
$674,000 0.02% of portfolio
5,706
Q4 2024 Reduced 8.23%
$28.8B
$528,000 0.02% of portfolio
21,209
Q4 2024 Added 31.33%
$23.6B
$526,000 0.02% of portfolio
2,820
Q4 2024 Reduced 2.08%
$112B
$572,000 0.02% of portfolio
2,071
Q4 2024 Added 25.52%
$20.1B
$559,000 0.02% of portfolio
3,060
Q4 2024 Reduced 6.91%
$41.9B
$714,000 0.02% of portfolio
2,878
Q4 2024 Reduced 4.51%
$74B
$765,000 0.02% of portfolio
8,420
Q4 2024 Reduced 45.21%
$3.47B
$580,000 0.02% of portfolio
5,444
Q4 2024 Reduced 7.6%
$33.2B
$499,000 0.02% of portfolio
5,595
Q4 2024 Reduced 2.41%
$23.4B
$497,000 0.02% of portfolio
19,467
Q4 2024 Reduced 0.76%
$39.4B
$637,000 0.02% of portfolio
7,022
Q4 2024 Added 21.95%
$69.1B
$653,000 0.02% of portfolio
14,551
Q4 2024 Reduced 23.96%
$22.2B
$616,000 0.02% of portfolio
3,300
Q4 2024 Added 6.62%
$51.3B
$674,000 0.02% of portfolio
3,801
Q4 2024 Reduced 3.09%
$46B
$588,000 0.02% of portfolio
10,923
Q4 2024 Added 43.86%
$15.1B
$517,000 0.02% of portfolio
1,234
Q4 2024 Added 1.56%
$27.4B
$743,000 0.02% of portfolio
3,963
Q4 2024 Reduced 4.02%
$28.9B
$570,000 0.02% of portfolio
14,220
Q4 2024 Added 6.21%

Summary

  • Portfolio
  • No. of Stocks 1,084
  • Current Value $3.31 Billion
  • Prior Value $3.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 445 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 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