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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$237 Million 7.0% of portfolio
423,033
Q1 2025 Added 24.54%
$0
$166 Million 4.9% of portfolio
1,737,097
Q1 2025 Added 16,747.03%
$0
$106 Million 3.14% of portfolio
188,890
Q1 2025 Reduced 3.67%
$0
$85.2 Million 2.52% of portfolio
845,889
Q1 2025 Added 11,321.67%
$0
$44 Million 1.3% of portfolio
479,405
Q1 2025 Added 91.7%
$0
$41.1 Million 1.22% of portfolio
80,010
Q1 2025 Reduced 9.99%
$0
$36.2 Million 1.07% of portfolio
712,469
Q1 2025 Added 1.81%
$0
$26.5 Million 0.79% of portfolio
56,603
Q1 2025 Reduced 39.21%
$0
$25.1 Million 0.74% of portfolio
253,365
Q1 2025 Added 128.33%
$0
$22.8 Million 0.68% of portfolio
83,040
Q1 2025 Reduced 15.61%
$0
$23.2 Million 0.68% of portfolio
511,526
Q1 2025 Added 33.03%
$0
$22.6 Million 0.67% of portfolio
124,300
Q1 2025 Reduced 0.37%
$0
$22.1 Million 0.65% of portfolio
435,287
Q1 2025 Added 1,080.28%
$0
$21.6 Million 0.64% of portfolio
124,895
Q1 2025 Added 17.01%
$0
$19.3 Million 0.57% of portfolio
149,403
Q1 2025 Added 1.27%
$0
$18.2 Million 0.54% of portfolio
725,674
Q1 2025 Added 12.29%
$0
$16 Million 0.47% of portfolio
173,534
Q1 2025 New
$0
$15.8 Million 0.47% of portfolio
594,324
Q1 2025 Added 0.81%
$0
$15.7 Million 0.46% of portfolio
238,765
Q1 2025 Added 15.85%
$0
$15.1 Million 0.45% of portfolio
308,813
Q1 2025 Added 7.96%
$0
$15.3 Million 0.45% of portfolio
547,828
Q1 2025 Reduced 3.04%
$0
$14.9 Million 0.44% of portfolio
641,700
Q1 2025 Added 0.92%
$0
$14.2 Million 0.42% of portfolio
301,161
Q1 2025 Added 3.69%
$0
$13.6 Million 0.4% of portfolio
131,492
Q1 2025 Added 325.2%
$0
$13.4 Million 0.4% of portfolio
24,762
Q1 2025 Added 126.03%
$0
$13 Million 0.39% of portfolio
210,995
Q1 2025 Added 1.41%
$0
$12.9 Million 0.38% of portfolio
62,641
Q1 2025 Reduced 9.09%
$0
$12 Million 0.36% of portfolio
129,438
Q1 2025 Reduced 8.47%
$0
$12.3 Million 0.36% of portfolio
33,102
Q1 2025 Reduced 11.93%
$0
$11.8 Million 0.35% of portfolio
230,424
Q1 2025 Reduced 7.76%
$0
$11.7 Million 0.35% of portfolio
230,386
Q1 2025 Added 35.14%
$0
$11.4 Million 0.34% of portfolio
225,229
Q1 2025 Reduced 3.66%
$0
$11.6 Million 0.34% of portfolio
227,969
Q1 2025 Added 2.73%
$0
$11 Million 0.33% of portfolio
490,378
Q1 2025 Reduced 0.94%
$0
$10 Million 0.3% of portfolio
175,109
Q1 2025 Added 45.49%
$0
$9.99 Million 0.3% of portfolio
107,682
Q1 2025 Added 13.44%
$0
$9.65 Million 0.29% of portfolio
197,572
Q1 2025 Reduced 0.04%
$0
$9.32 Million 0.28% of portfolio
102,366
Q1 2025 Reduced 15.77%
$0
$9.48 Million 0.28% of portfolio
187,185
Q1 2025 Added 9.64%
$0
$9.35 Million 0.28% of portfolio
384,034
Q1 2025 Added 2.92%
$0
$9.48 Million 0.28% of portfolio
121,084
Q1 2025 Reduced 0.93%
$54.9B
$9.06 Million 0.27% of portfolio
153,715
Q1 2025 Added 8.74%
$0
$9.23 Million 0.27% of portfolio
117,001
Q1 2025 Reduced 6.83%
$0
$8.92 Million 0.26% of portfolio
71,620
Q1 2025 Added 2.61%
$0
$8.71 Million 0.26% of portfolio
219,346
Q1 2025 Reduced 22.86%
$0
$8.89 Million 0.26% of portfolio
46,643
Q1 2025 Added 4.59%
$0
$8.93 Million 0.26% of portfolio
327,765
Q1 2025 Added 4.55%
$0
$8.93 Million 0.26% of portfolio
51,851
Q1 2025 Reduced 0.72%
$0
$8.32 Million 0.25% of portfolio
127,218
Q1 2025 Added 11.77%

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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