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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.41 Million 0.07% of portfolio
52,766
Q3 2024 Added 1.14%
$0
$2 Million 0.06% of portfolio
35,887
Q3 2024 Reduced 0.89%
$0
$2.04 Million 0.06% of portfolio
33,674
Q3 2024 Added 2.26%
$0
$1.94 Million 0.06% of portfolio
37,374
Q3 2024 Added 0.06%
$0
$1.96 Million 0.06% of portfolio
39,709
Q3 2024 Added 185.27%
$0
$1.97 Million 0.06% of portfolio
32,222
Q3 2024 Added 19.12%
$0
$1.96 Million 0.06% of portfolio
16,666
Q3 2024 Added 0.29%
$0
$2.25 Million 0.06% of portfolio
24,460
Q3 2024 Added 22.36%
$0
$2.02 Million 0.06% of portfolio
26,400
Q3 2024 Reduced 41.87%
$0
$2.15 Million 0.06% of portfolio
32,587
Q3 2024 Reduced 1.83%
$0
$2 Million 0.06% of portfolio
9,072
Q3 2024 New
$0
$2.18 Million 0.06% of portfolio
27,588
Q3 2024 Reduced 1.72%
$0
$2.13 Million 0.06% of portfolio
3,736
Q3 2024 Added 347.96%
$0
$2.2 Million 0.06% of portfolio
25,293
Q3 2024 Reduced 0.08%
$0
$2.1 Million 0.06% of portfolio
14,766
Q3 2024 Reduced 0.33%
$0
$2.24 Million 0.06% of portfolio
35,607
Q3 2024 Reduced 0.75%
$0
$1.87 Million 0.05% of portfolio
36,336
Q3 2024 Reduced 4.9%
$0
$1.66 Million 0.05% of portfolio
27,184
Q3 2024 Reduced 0.77%
$0
$1.8 Million 0.05% of portfolio
56,728
Q3 2024 Reduced 64.37%
$0
$1.7 Million 0.05% of portfolio
9,730
Q3 2024 Reduced 11.51%
$0
$1.89 Million 0.05% of portfolio
44,235
Q3 2024 New
$0
$1.59 Million 0.05% of portfolio
33,977
Q3 2024 Added 4.66%
$0
$1.9 Million 0.05% of portfolio
25,436
Q3 2024 Added 12.38%
$0
$1.75 Million 0.05% of portfolio
19,294
Q3 2024 Reduced 0.56%
$0
$1.59 Million 0.05% of portfolio
43,604
Q3 2024 Reduced 4.57%
$0
$1.65 Million 0.05% of portfolio
69,470
Q3 2024 Added 253.14%
$0
$1.87 Million 0.05% of portfolio
5,961
Q3 2024 Reduced 30.82%
$0
$1.82 Million 0.05% of portfolio
6,828
Q3 2024 Reduced 1.13%
$0
$1.63 Million 0.05% of portfolio
32,055
Q3 2024 Added 12.93%
$0
$1.63 Million 0.05% of portfolio
33,627
Q3 2024 New
$0
$1.61 Million 0.05% of portfolio
29,289
Q3 2024 Added 48.73%
$0
$1.7 Million 0.05% of portfolio
48,633
Q3 2024 Added 14.76%
$0
$1.75 Million 0.05% of portfolio
17,680
Q3 2024 Reduced 0.44%
$0
$1.87 Million 0.05% of portfolio
61,759
Q3 2024 Reduced 0.01%
$0
$1.75 Million 0.05% of portfolio
34,175
Q3 2024 Reduced 54.82%
$0
$1.89 Million 0.05% of portfolio
31,302
Q3 2024 Reduced 2.2%
$0
$1.54 Million 0.04% of portfolio
32,427
Q3 2024 Reduced 8.94%
$0
$1.56 Million 0.04% of portfolio
52,302
Q3 2024 Reduced 4.54%
$0
$1.48 Million 0.04% of portfolio
43,254
Q3 2024 Added 115.84%
$3.65B
$1.55 Million 0.04% of portfolio
61,835
Q3 2024 Added 10.19%
$0
$1.29 Million 0.04% of portfolio
17,939
Q3 2024 Added 0.12%
$0
$1.54 Million 0.04% of portfolio
77,092
Q3 2024 Added 0.33%
$0
$1.56 Million 0.04% of portfolio
31,593
Q3 2024 Reduced 4.78%
$0
$1.34 Million 0.04% of portfolio
56,383
Q3 2024 Reduced 3.56%
$0
$1.25 Million 0.04% of portfolio
27,187
Q3 2024 Reduced 42.73%
$0
$1.34 Million 0.04% of portfolio
31,850
Q3 2024 Added 532.7%
$0
$1.26 Million 0.04% of portfolio
33,660
Q3 2024 Reduced 5.21%
$0
$1.27 Million 0.04% of portfolio
30,364
Q3 2024 Reduced 12.12%
$0
$1.37 Million 0.04% of portfolio
45,772
Q3 2024 Added 0.49%

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
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