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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$17.2 Million 0.46% of portfolio
62,219
Q2 2025 Added 1.69%
$26.8B
$13.6 Million 0.36% of portfolio
132,456
Q2 2025 Added 1.54%
$63.8B
$7.1 Million 0.19% of portfolio
70,354
Q2 2025 Added 19.17%
$118B
$6.58 Million 0.18% of portfolio
112,196
Q2 2025 Added 4.31%
$68.2B
$6.63 Million 0.18% of portfolio
213,827
Q2 2025 Added 5.31%
$182B
$6.27 Million 0.17% of portfolio
144,973
Q2 2025 Added 5.32%
$157B
$6.12 Million 0.16% of portfolio
15,817
Q2 2025 Reduced 0.73%
$48.9B
$6.12 Million 0.16% of portfolio
62,058
Q2 2025 Added 32.93%
$113B
$5.7 Million 0.15% of portfolio
12,298
Q2 2025 Added 9.02%
$138B
$5.66 Million 0.15% of portfolio
233,541
Q2 2025 Added 5.49%
$24.3B
$5.08 Million 0.14% of portfolio
52,669
Q2 2025 Reduced 2.37%
$173B
$5.15 Million 0.14% of portfolio
32,328
Q2 2025 Reduced 4.24%
$73.5B
$4.93 Million 0.13% of portfolio
46,679
Q2 2025 Added 0.58%
$152B
$4.49 Million 0.12% of portfolio
16,092
Q2 2025 Added 6.94%
$29.2B
$4.55 Million 0.12% of portfolio
87,856
Q2 2025 Added 40.09%
$35.6B
$4.46 Million 0.12% of portfolio
77,393
Q2 2025 Reduced 1.8%
$53.7B
$3.98 Million 0.11% of portfolio
219,695
Q2 2025 Added 3.75%
$108B
$4.2 Million 0.11% of portfolio
45,840
Q2 2025 Added 2.79%
$78.6B
$3.71 Million 0.1% of portfolio
27,835
Q2 2025 Added 1.34%
$122B
$3.67 Million 0.1% of portfolio
42,112
Q2 2025 Reduced 0.08%
$93.6B
$3.28 Million 0.09% of portfolio
6,448
Q2 2025 Added 7.36%
$102B
$3.21 Million 0.09% of portfolio
34,981
Q2 2025 Added 4.16%
$155B
$3.45 Million 0.09% of portfolio
56,422
Q2 2025 Reduced 8.25%
$145B
$3.1 Million 0.08% of portfolio
8,675
Q2 2025 Reduced 6.04%
$59.7B
$3.04 Million 0.08% of portfolio
103,412
Q2 2025 Added 12.29%
$152B
$2.93 Million 0.08% of portfolio
13,220
Q2 2025 Added 1.3%
$112B
$3.13 Million 0.08% of portfolio
45,318
Q2 2025 Added 19.73%
$52.5B
$3.16 Million 0.08% of portfolio
15,450
Q2 2025 Added 2.49%
$68B
$3.1 Million 0.08% of portfolio
68,482
Q2 2025 Added 19.32%
$26.1B
$2.74 Million 0.07% of portfolio
28,504
Q2 2025 Added 41.44%
$124B
$2.78 Million 0.07% of portfolio
9,012
Q2 2025 Added 13.53%
$139B
$2.57 Million 0.07% of portfolio
12,289
Q2 2025 Added 15.6%
$104B
$2.66 Million 0.07% of portfolio
88,894
Q2 2025 Reduced 19.78%
$95.8B
$2.52 Million 0.07% of portfolio
21,396
Q2 2025 Added 10.61%
$86.2B
$2.52 Million 0.07% of portfolio
8,651
Q2 2025 Added 0.99%
$89.6B
$2.78 Million 0.07% of portfolio
123,904
Q2 2025 Reduced 12.24%
$118B
$2.5 Million 0.07% of portfolio
956
Q2 2025 Added 9.38%
$172B
$2.55 Million 0.07% of portfolio
2,477
Q2 2025 Added 0.2%
$178B
$2.55 Million 0.07% of portfolio
22,070
Q2 2025 Reduced 4.4%
$95.6B
$2.67 Million 0.07% of portfolio
11,670
Q2 2025 Added 6.85%
$150B
$2.06 Million 0.06% of portfolio
6,882
Q2 2025 Added 6.48%
$123B
$2.42 Million 0.06% of portfolio
16,201
Q2 2025 Reduced 6.59%
$57.4B
$2.11 Million 0.06% of portfolio
8,685
Q2 2025 Added 11.76%
$153B
$2.16 Million 0.06% of portfolio
4,242
Q2 2025 Added 33.44%
$95.8B
$2.36 Million 0.06% of portfolio
51,995
Q2 2025 Added 25.27%
$150B
$2.35 Million 0.06% of portfolio
21,228
Q2 2025 Added 16.92%
$45.1B
$2.09 Million 0.06% of portfolio
16,212
Q2 2025 Added 14.83%
$23.6B
$2.4 Million 0.06% of portfolio
10,106
Q2 2025 Reduced 0.75%
$94.7B
$2.27 Million 0.06% of portfolio
3,101
Q2 2025 Reduced 5.11%

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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