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
$51.1B
$1.04 Million 0.03% of portfolio
3,485
Q1 2025 Reduced 16.45%
$880M
$1.03 Million 0.03% of portfolio
44,869
Q1 2025 Added 0.01%
$173B
$889,000 0.03% of portfolio
11,359
Q1 2025 Added 3.85%
$17.7B
$1.02 Million 0.03% of portfolio
3,025
Q1 2025 Reduced 17.51%
$1.91B
$1.17 Million 0.03% of portfolio
20,595
Q1 2025 Reduced 12.85%
$22.1B
$1.14 Million 0.03% of portfolio
33,983
Q1 2025 Reduced 14.65%
$601M
$951,000 0.03% of portfolio
113,377
Q1 2025 New
$15.8B
$859,000 0.03% of portfolio
13,477
Q1 2025 Added 0.64%
$1.36B
$1.06 Million 0.03% of portfolio
169,333
Q1 2025 Reduced 0.23%
$55.9B
$1.03 Million 0.03% of portfolio
7,795
Q1 2025 Added 15.21%
$5.26B
$1.01 Million 0.03% of portfolio
11,159
Q1 2025 Added 8.52%
$70.8B
$900,000 0.03% of portfolio
5,470
Q1 2025 Added 48.2%
$2.11B
$552,000 0.02% of portfolio
42,999
Q1 2025 Added 0.02%
$34.4B
$839,000 0.02% of portfolio
7,179
Q1 2025 Added 28.59%
$729M
$795,000 0.02% of portfolio
146,802
Q3 2024 Reduced 2.21%
$4.09B
$547,000 0.02% of portfolio
14,279
Q1 2025 Added 0.25%
$11.7B
$563,000 0.02% of portfolio
15,451
Q1 2025 Added 11.07%
$2.45B
$598,000 0.02% of portfolio
4,778
Q1 2025 New
$536M
$653,000 0.02% of portfolio
160,631
Q1 2025 Reduced 0.03%
$41.1B
$699,000 0.02% of portfolio
4,061
Q1 2025 Added 2.63%
$30.7B
$757,000 0.02% of portfolio
5,165
Q1 2025 Added 6.36%
$218B
$768,000 0.02% of portfolio
10,455
Q1 2025 Reduced 4.15%
$5.12B
$816,000 0.02% of portfolio
16,975
Q1 2025 Reduced 33.29%
$51.7B
$682,000 0.02% of portfolio
2,979
Q1 2025 Reduced 24.35%
$889M
$748,000 0.02% of portfolio
104,376
Q1 2025 New
$8.82B
$675,000 0.02% of portfolio
33,715
Q1 2025 Added 5.48%
$717M
$651,000 0.02% of portfolio
8,691
Q3 2024 Added 31.09%
$307M
$526,000 0.02% of portfolio
55,000
Q1 2025 New
$37.7B
$585,000 0.02% of portfolio
2,415
Q1 2025 Added 24.48%
$29.2B
$521,000 0.02% of portfolio
4,190
Q1 2025 Added 19.14%
$41.2B
$781,000 0.02% of portfolio
5,671
Q1 2025 Reduced 0.61%
$116B
$667,000 0.02% of portfolio
2,210
Q1 2025 Added 6.71%
$482M
$775,000 0.02% of portfolio
30,567
Q1 2025 New
$5.83B
$732,000 0.02% of portfolio
89,076
Q1 2025 Added 0.95%
$98.7B
$728,000 0.02% of portfolio
2,746
Q1 2025 Added 29.83%
$57.3B
$670,000 0.02% of portfolio
3,893
Q1 2025 Added 35.27%
$74B
$736,000 0.02% of portfolio
7,864
Q1 2025 Reduced 6.6%
$36.7B
$623,000 0.02% of portfolio
5,634
Q1 2025 Added 0.7%
$18.8B
$565,000 0.02% of portfolio
19,564
Q1 2025 Added 0.5%
$1.51B
$735,000 0.02% of portfolio
18,937
Q3 2024 New
$50.4B
$816,000 0.02% of portfolio
2,606
Q1 2025 Added 7.78%
$25.6B
$638,000 0.02% of portfolio
3,073
Q1 2025 Reduced 6.88%
$17B
$516,000 0.02% of portfolio
1,124
Q1 2025 Reduced 8.91%
$26.6B
$714,000 0.02% of portfolio
4,068
Q1 2025 Added 2.65%
$38.8B
$770,000 0.02% of portfolio
10,314
Q1 2025 Reduced 0.65%
$19.8B
$593,000 0.02% of portfolio
10,069
Q1 2025 Added 1.12%
$72.9B
$635,000 0.02% of portfolio
780
Q1 2025 Reduced 1.02%
$79.5B
$714,000 0.02% of portfolio
5,706
Q1 2025 Reduced 1.65%
$2.38B
$651,000 0.02% of portfolio
46,205
Q1 2025 Reduced 0.12%

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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