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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.92 Million 0.05% of portfolio
9,837
Q2 2025 Added 4.46%
$0
$1.96 Million 0.05% of portfolio
5,360
Q2 2025 Added 7.98%
$0
$1.61 Million 0.04% of portfolio
32,953
Q2 2025 Added 10.47%
$0
$1.61 Million 0.04% of portfolio
55,527
Q2 2025 Added 5.72%
$0
$1.35 Million 0.04% of portfolio
45,859
Q2 2025 Added 5.55%
$0
$1.38 Million 0.04% of portfolio
17,759
Q2 2025 Added 0.51%
$0
$1.48 Million 0.04% of portfolio
74,399
Q2 2025 Added 0.23%
$0
$1.6 Million 0.04% of portfolio
34,174
Q2 2025 Added 2.1%
$0
$1.65 Million 0.04% of portfolio
13,584
Q2 2025 Added 46.82%
$0
$1.42 Million 0.04% of portfolio
28,830
Q2 2025 Added 306.17%
$0
$1.31 Million 0.04% of portfolio
68,390
Q2 2025 Reduced 41.33%
$0
$1.43 Million 0.04% of portfolio
36,112
Q2 2025 Reduced 1.1%
$0
$1.4 Million 0.04% of portfolio
32,605
Q2 2025 Added 37.92%
$0
$1.66 Million 0.04% of portfolio
30,549
Q2 2025 Added 36.56%
$0
$1.4 Million 0.04% of portfolio
74,383
Q2 2025 Reduced 2.01%
$1.35B
$1.58 Million 0.04% of portfolio
48,393
Q2 2025 Added 7.19%
$0
$1.38 Million 0.04% of portfolio
31,281
Q2 2025 Reduced 1.05%
$0
$1.43 Million 0.04% of portfolio
41,457
Q2 2025 Reduced 1.57%
$0
$1.43 Million 0.04% of portfolio
5,930
Q2 2025 Added 12.29%
$0
$1.36 Million 0.04% of portfolio
22,275
Q2 2025 Added 1.27%
$0
$1.53 Million 0.04% of portfolio
24,872
Q2 2025 Added 1.88%
$0
$1.44 Million 0.04% of portfolio
14,319
Q2 2025 Reduced 7.27%
$0
$1.31 Million 0.04% of portfolio
52,953
Q2 2025 Added 2.07%
$0
$1.43 Million 0.04% of portfolio
18,814
Q2 2025 Reduced 21.21%
$0
$1.42 Million 0.04% of portfolio
26,867
Q2 2025 Reduced 0.71%
$0
$1.51 Million 0.04% of portfolio
5,362
Q2 2025 Added 0.04%
$0
$1.52 Million 0.04% of portfolio
8,602
Q2 2025 Added 92.09%
$0
$1.49 Million 0.04% of portfolio
6,787
Q2 2025 Added 17.58%
$0
$1.01 Million 0.03% of portfolio
34,855
Q2 2025 Reduced 1.75%
$0
$1.06 Million 0.03% of portfolio
25,077
Q2 2025 Reduced 4.74%
$0
$1.07 Million 0.03% of portfolio
10,888
Q2 2025 Added 6.18%
$0
$1.02 Million 0.03% of portfolio
25,267
Q2 2025 Added 4.53%
$0
$1.04 Million 0.03% of portfolio
21,656
Q2 2025 Reduced 5.88%
$0
$1.22 Million 0.03% of portfolio
49,508
Q2 2025 Reduced 6.85%
$0
$1.08 Million 0.03% of portfolio
25,557
Q2 2025 New
$0
$976,000 0.03% of portfolio
21,272
Q2 2025 Reduced 10.4%
$0
$1.21 Million 0.03% of portfolio
32,280
Q2 2025 Added 22.85%
$0
$1.17 Million 0.03% of portfolio
61,403
Q2 2025 Reduced 71.32%
$0
$1.05 Million 0.03% of portfolio
24,870
Q2 2025 Reduced 0.8%
$0
$982,000 0.03% of portfolio
40,540
Q2 2025 Added 6.36%
$0
$1.1 Million 0.03% of portfolio
25,247
Q2 2025 Added 27.19%
$0
$1.28 Million 0.03% of portfolio
76,320
Q2 2025 Added 7.02%
$0
$1.01 Million 0.03% of portfolio
9,420
Q2 2025 Reduced 4.31%
$0
$1.16 Million 0.03% of portfolio
44,154
Q2 2025 New
$0
$1.05 Million 0.03% of portfolio
8,819
Q2 2025 Added 47.03%
$0
$997,000 0.03% of portfolio
45,228
Q2 2025 New
$0
$944,000 0.03% of portfolio
15,085
Q2 2025 Added 6.69%
$0
$1.14 Million 0.03% of portfolio
14,808
Q2 2025 Added 423.44%
$0
$1.07 Million 0.03% of portfolio
23,597
Q2 2025 Added 4.75%

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
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