Mutual Advisors, LLC Portfolio Holdings
Mutual Advisors, LLC
- $3.73 Billion
- Q2 2025
Mutual Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.73 Billion distributed in 1175 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 $250M, Ishares Barclays with a value of $185M, Apple Inc. with a value of $125M, Ishares Core S&P 500 ETF with a value of $118M, and Microsoft Corp with a value of $109M.
Examining the 13F form we can see an increase of $349M in the current position value, from $3.38B to 3.73B.
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
$3.73 Billion
ETFs: $2.24 Billion
Technology: $415 Million
Financial Services: $285 Million
Consumer Cyclical: $132 Million
Healthcare: $130 Million
Communication Services: $128 Million
Consumer Defensive: $104 Million
Industrials: $94 Million
Other: $154 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,175
- Current Value $3.73 Billion
- Prior Value $3.38 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 127 stocks
- Additional Purchases 613 stocks
- Sold out of 0 stocks
- Reduced holdings in 365 stocks