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
$1.21 Million 0.04% of portfolio
17,669
Q1 2025 Reduced 6.17%
$0
$1.47 Million 0.04% of portfolio
74,227
Q1 2025 Reduced 2.95%
$0
$1.36 Million 0.04% of portfolio
53,150
Q1 2025 Reduced 3.93%
$0
$1.38 Million 0.04% of portfolio
36,512
Q1 2025 Added 21.51%
$0
$1.19 Million 0.04% of portfolio
22,370
Q1 2025 Added 111.72%
$0
$1.19 Million 0.04% of portfolio
71,311
Q1 2025 Added 10.81%
$0
$1.45 Million 0.04% of portfolio
75,907
Q1 2025 Added 2.6%
$1.12B
$1.39 Million 0.04% of portfolio
45,145
Q1 2025 Reduced 1.84%
$0
$1.31 Million 0.04% of portfolio
31,613
Q1 2025 Reduced 3.53%
$0
$1.3 Million 0.04% of portfolio
40,250
Q1 2025 New
$0
$1.28 Million 0.04% of portfolio
6,643
Q1 2025 Reduced 7.99%
$0
$1.31 Million 0.04% of portfolio
42,120
Q1 2025 Reduced 25.41%
$0
$1.41 Million 0.04% of portfolio
24,414
Q1 2025 Added 9.15%
$0
$1.38 Million 0.04% of portfolio
15,662
Q1 2025 Reduced 5.98%
$0
$1.35 Million 0.04% of portfolio
21,995
Q1 2025 Reduced 5.28%
$0
$1.28 Million 0.04% of portfolio
23,051
Q1 2025 Added 20.67%
$0
$1.32 Million 0.04% of portfolio
16,298
Q1 2025 Reduced 3.67%
$0
$1.48 Million 0.04% of portfolio
76,957
Q1 2025 Reduced 0.83%
$0
$1.45 Million 0.04% of portfolio
7,539
Q1 2025 Added 20.89%
$0
$1.43 Million 0.04% of portfolio
27,060
Q1 2025 Added 19.29%
$0
$1.38 Million 0.04% of portfolio
27,786
Q1 2025 Reduced 10.73%
$0
$1.36 Million 0.04% of portfolio
5,360
Q1 2025 Added 2.02%
$0
$1.3 Million 0.04% of portfolio
16,176
Q1 2025 Added 30.78%
$0
$1.26 Million 0.04% of portfolio
5,772
Q1 2025 Reduced 10.23%
$0
$896,000 0.03% of portfolio
42,998
Q1 2025 Added 288.56%
$0
$852,000 0.03% of portfolio
13,359
Q1 2025 Reduced 0.22%
$0
$962,000 0.03% of portfolio
35,477
Q1 2025 Reduced 2.12%
$0
$1.08 Million 0.03% of portfolio
26,325
Q1 2025 Added 0.14%
$0
$894,000 0.03% of portfolio
10,254
Q1 2025 Added 5.71%
$0
$847,000 0.03% of portfolio
24,173
Q4 2024 Reduced 17.74%
$0
$1.12 Million 0.03% of portfolio
23,009
Q1 2025 Added 6.46%
$0
$882,000 0.03% of portfolio
8,516
Q1 2025 Reduced 9.57%
$0
$945,000 0.03% of portfolio
9,252
Q1 2025 Added 78.64%
$0
$985,000 0.03% of portfolio
26,276
Q1 2025 New
$0
$1.08 Million 0.03% of portfolio
23,740
Q1 2025 Reduced 7.31%
$0
$868,000 0.03% of portfolio
5,104
Q1 2025 Added 0.2%
$0
$936,000 0.03% of portfolio
23,641
Q1 2025 Reduced 3.47%
$0
$994,000 0.03% of portfolio
25,070
Q1 2025 Reduced 5.09%
$0
$929,000 0.03% of portfolio
38,117
Q1 2025 New
$0
$983,000 0.03% of portfolio
9,844
Q1 2025 Reduced 11.81%
$0
$1.13 Million 0.03% of portfolio
30,374
Q1 2025 New
$0
$887,000 0.03% of portfolio
24,106
Q1 2025 Reduced 1.47%
$0
$1.01 Million 0.03% of portfolio
14,180
Q1 2025 Added 25.39%
$0
$1.11 Million 0.03% of portfolio
22,527
Q1 2025 Added 2.62%
$0
$851,000 0.03% of portfolio
14,139
Q1 2025 Reduced 10.11%
$0
$1.13 Million 0.03% of portfolio
49,102
Q1 2025 Reduced 26.27%
$0
$1.1 Million 0.03% of portfolio
22,710
Q1 2025 Reduced 0.54%
$0
$904,000 0.03% of portfolio
20,709
Q1 2025 Added 129.34%
$0
$857,000 0.03% of portfolio
9,641
Q1 2025 Added 0.05%

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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