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
$79.5B
$689,000 0.02% of portfolio
5,507
Q3 2024 Added 5.56%
$39B
$867,000 0.02% of portfolio
82,156
Q3 2024 Added 0.46%
$53.9B
$751,000 0.02% of portfolio
15,047
Q3 2024 Added 12.16%
$0
$552,000 0.02% of portfolio
28,003
Q3 2024 Added 1.61%
$37.9B
$866,000 0.02% of portfolio
11,741
Q3 2024 Reduced 15.21%
$895M
$696,000 0.02% of portfolio
21,905
Q3 2024 Added 0.83%
$53.3B
$726,000 0.02% of portfolio
699
Q3 2024 Added 162.78%
$0
$550,000 0.02% of portfolio
23,722
Q3 2024 Reduced 0.15%
$24.8B
$547,000 0.02% of portfolio
2,856
Q3 2024 Added 7.21%
$77.5B
$764,000 0.02% of portfolio
2,917
Q3 2024 Reduced 0.51%
$4.46B
$740,000 0.02% of portfolio
36,127
Q3 2024 Reduced 18.18%
$1.9B
$568,000 0.02% of portfolio
4,226
Q3 2024 Added 0.45%
$83.7B
$559,000 0.02% of portfolio
3,483
Q3 2024 Added 7.5%
$189B
$872,000 0.02% of portfolio
1,776
Q3 2024 Added 33.94%
$13.9B
$548,000 0.02% of portfolio
13,700
Q3 2024 Added 0.22%
$672M
$632,000 0.02% of portfolio
40,002
Q3 2024 Reduced 47.52%
$4.5B
$725,000 0.02% of portfolio
14,463
Q3 2024 Added 3.41%
$105B
$642,000 0.02% of portfolio
2,881
Q3 2024 Added 14.1%
$101B
$686,000 0.02% of portfolio
9,521
Q3 2024 Reduced 14.63%
$65.6B
$592,000 0.02% of portfolio
7,189
Q3 2024 Reduced 0.83%
$17.2B
$561,000 0.02% of portfolio
1,631
Q3 2024 Added 7.51%
$82B
$864,000 0.02% of portfolio
11,741
Q3 2024 Added 2.92%
$29.1B
$628,000 0.02% of portfolio
680
Q3 2024 Added 3.03%
$48.8B
$532,000 0.02% of portfolio
11,967
Q3 2024 Added 25.62%
$0
$707,000 0.02% of portfolio
59,471
Q3 2024 Added 7.31%
$0
$755,000 0.02% of portfolio
81,195
Q3 2024 Added 0.97%
$17.5B
$782,000 0.02% of portfolio
7,569
Q3 2024 Reduced 0.86%
$46B
$800,000 0.02% of portfolio
8,780
Q3 2024 Added 0.91%
$101B
$620,000 0.02% of portfolio
7,954
Q3 2024 Reduced 34.59%
$142B
$852,000 0.02% of portfolio
3,358
Q3 2024 Added 5.0%
$97.5B
$754,000 0.02% of portfolio
5,979
Q3 2024 Reduced 7.01%
$794M
$801,000 0.02% of portfolio
105,102
Q3 2024 Added 0.76%
$95B
$700,000 0.02% of portfolio
9,844
Q3 2024 Reduced 3.18%
$32.6B
$614,000 0.02% of portfolio
2,287
Q3 2024 Reduced 18.96%
$54.6B
$624,000 0.02% of portfolio
1,122
Q3 2024 Added 95.47%
$53.5B
$683,000 0.02% of portfolio
4,542
Q3 2024 Added 2.16%
$656M
$850,000 0.02% of portfolio
42,725
Q3 2024 Reduced 26.11%
$163B
$829,000 0.02% of portfolio
1,605
Q3 2024 Added 10.01%
$135B
$745,000 0.02% of portfolio
11,504
Q3 2024 Added 3.2%
$439M
$836,000 0.02% of portfolio
28,951
Q3 2024 Reduced 6.46%
$3.6B
$663,000 0.02% of portfolio
9,864
Q3 2024 Added 28.0%
$11.9B
$734,000 0.02% of portfolio
6,669
Q3 2024 Reduced 21.14%
$5.99B
$679,000 0.02% of portfolio
33,309
Q3 2024 Added 0.69%
$38.2B
$790,000 0.02% of portfolio
10,123
Q3 2024 Reduced 8.14%
$173B
$748,000 0.02% of portfolio
10,906
Q3 2024 Added 72.29%
$16.8B
$818,000 0.02% of portfolio
13,740
Q3 2024 Reduced 3.76%
$31.3B
$838,000 0.02% of portfolio
14,700
Q3 2024 Reduced 1.95%
$1.67B
$781,000 0.02% of portfolio
46,440
Q3 2024 Reduced 35.11%
$14.6B
$645,000 0.02% of portfolio
10,856
Q3 2024 Added 0.19%

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