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 Market Cap. of $2 Billions to $10 Billions
