Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024

Mutual Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.31 Billion distributed in 1084 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 $260M, Spdr S&P 500 ETF Trust with a value of $199M, Apple Inc. with a value of $165M, Ishares Core S&P 500 ETF with a value of $115M, and Berkshire Hathaway Inc Class B with a value of $93.8M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $3.5B to 3.31B.

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 $3.31 Billion
ETFs: $1.9 Billion
Technology: $416 Million
Financial Services: $254 Million
Consumer Cyclical: $138 Million
Healthcare: $128 Million
Communication Services: $115 Million
Consumer Defensive: $91.3 Million
Industrials: $82.8 Million
Other: $144 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.26 Million 0.04% of portfolio
57,838
Q4 2024 Reduced 12.91%
$0
$1.44 Million 0.04% of portfolio
73,982
Q4 2024 Added 3.68%
$0
$1.17 Million 0.04% of portfolio
64,354
Q4 2024 Reduced 2.01%
$886M
$1.19 Million 0.04% of portfolio
45,992
Q4 2024 Reduced 14.37%
$0
$1.38 Million 0.04% of portfolio
32,771
Q4 2024 Added 59.73%
$0
$1.17 Million 0.04% of portfolio
11,162
Q4 2024 Reduced 16.6%
$0
$1.29 Million 0.04% of portfolio
25,801
Q4 2024 Reduced 18.26%
$0
$1.28 Million 0.04% of portfolio
22,368
Q4 2024 Added 3.75%
$0
$1.28 Million 0.04% of portfolio
56,333
Q4 2024 Reduced 4.03%
$0
$1.27 Million 0.04% of portfolio
6,130
Q4 2024 Added 4.11%
$0
$1.4 Million 0.04% of portfolio
23,221
Q4 2024 Reduced 28.74%
$0
$1.25 Million 0.04% of portfolio
20,495
Q4 2024 Reduced 4.5%
$0
$1.26 Million 0.04% of portfolio
13,548
Q4 2024 Reduced 57.01%
$0
$1.18 Million 0.04% of portfolio
27,686
Q4 2024 Added 9.83%
$0
$1.23 Million 0.04% of portfolio
9,300
Q4 2024 Reduced 3.13%
$0
$1.37 Million 0.04% of portfolio
27,691
Q4 2024 Reduced 1.09%
$0
$1.44 Million 0.04% of portfolio
58,869
Q4 2024 Reduced 0.21%
$0
$1.41 Million 0.04% of portfolio
18,604
Q4 2024 Reduced 8.37%
$0
$1.43 Million 0.04% of portfolio
77,602
Q4 2024 Reduced 0.23%
$0
$1.48 Million 0.04% of portfolio
16,841
Q4 2024 Reduced 4.89%
$0
$1.22 Million 0.04% of portfolio
23,823
Q4 2024 Reduced 4.4%
$0
$1.26 Million 0.04% of portfolio
6,236
Q4 2024 Reduced 0.08%
$0
$1.2 Million 0.04% of portfolio
22,685
Q4 2024 Added 15.53%
$0
$1.39 Million 0.04% of portfolio
7,028
Q4 2024 Added 1.33%
$0
$1.35 Million 0.04% of portfolio
27,950
Q4 2024 Added 18.22%
$0
$1.39 Million 0.04% of portfolio
17,861
Q4 2024 Reduced 3.96%
$0
$1.17 Million 0.04% of portfolio
14,599
Q4 2024 Reduced 2.99%
$0
$1.4 Million 0.04% of portfolio
5,254
Q4 2024 Added 6.08%
$0
$1.36 Million 0.04% of portfolio
6,430
Q4 2024 Reduced 1.0%
$0
$903,000 0.03% of portfolio
38,376
Q4 2024 Reduced 5.15%
$0
$916,000 0.03% of portfolio
13,389
Q4 2024 Reduced 11.38%
$0
$880,000 0.03% of portfolio
36,247
Q4 2024 Added 7.0%
$0
$994,000 0.03% of portfolio
39,221
Q4 2024 Added 16.64%
$0
$1.08 Million 0.03% of portfolio
26,289
Q4 2024 Added 0.15%
$0
$870,000 0.03% of portfolio
9,700
Q4 2024 Added 12.74%
$0
$1.07 Million 0.03% of portfolio
21,613
Q4 2024 Added 4.7%
$0
$980,000 0.03% of portfolio
9,417
Q4 2024 Reduced 10.1%
$0
$846,000 0.03% of portfolio
5,094
Q4 2024 Reduced 0.2%
$0
$1.15 Million 0.03% of portfolio
30,048
Q4 2024 Reduced 10.73%
$0
$997,000 0.03% of portfolio
24,491
Q4 2024 Reduced 12.74%
$0
$1.07 Million 0.03% of portfolio
26,414
Q4 2024 Reduced 13.15%
$0
$840,000 0.03% of portfolio
12,159
Q4 2024 Added 3.1%
$0
$1.12 Million 0.03% of portfolio
3,344
Q4 2024 Reduced 7.98%
$0
$1 Million 0.03% of portfolio
21,951
Q4 2024 Added 4.25%
$0
$917,000 0.03% of portfolio
15,730
Q4 2024 Reduced 17.11%
$0
$1.04 Million 0.03% of portfolio
8,522
Q4 2024 Reduced 0.44%
$0
$1.01 Million 0.03% of portfolio
7,078
Q4 2024 Reduced 4.26%
$0
$1.1 Million 0.03% of portfolio
10,443
Q4 2024 Reduced 0.19%
$0
$1.03 Million 0.03% of portfolio
7,120
Q4 2024 Added 0.48%

Summary

  • Portfolio
  • No. of Stocks 1,084
  • Current Value $3.31 Billion
  • Prior Value $3.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 445 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
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