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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$954,000 0.03% of portfolio
7,380
Q4 2024 Added 4.81%
$0
$964,000 0.03% of portfolio
9,636
Q4 2024 Reduced 68.45%
$0
$881,000 0.03% of portfolio
17,720
Q4 2024 Reduced 0.27%
$0
$1.09 Million 0.03% of portfolio
22,834
Q4 2024 Added 0.01%
$0
$865,000 0.03% of portfolio
10,216
Q4 2024 Added 4.23%
$0
$900,000 0.03% of portfolio
24,465
Q4 2024 Reduced 73.53%
$0
$922,000 0.03% of portfolio
6,814
Q4 2024 Reduced 1.55%
$0
$1.05 Million 0.03% of portfolio
11,751
Q4 2024 Reduced 7.86%
$0
$953,000 0.03% of portfolio
10,311
Q4 2024 Reduced 71.77%
$0
$1.12 Million 0.03% of portfolio
24,244
Q4 2024 Added 11.39%
$41.7B
$950,000 0.03% of portfolio
4,518
Q4 2024 Added 2.8%
$5.6B
$907,000 0.03% of portfolio
9,579
Q4 2024 New
$4.12B
$1.03 Million 0.03% of portfolio
51,910
Q4 2024 Reduced 5.96%
$408M
$978,000 0.03% of portfolio
40,000
Q1 2024 Reduced 0.27%
$11.7B
$1.09 Million 0.03% of portfolio
26,008
Q3 2024 Reduced 2.85%
$106B
$1.09 Million 0.03% of portfolio
9,895
Q4 2024 Added 3.93%
$5.36B
$948,000 0.03% of portfolio
7,037
Q3 2024 Reduced 28.27%
$56.8B
$915,000 0.03% of portfolio
3,902
Q4 2024 Added 5.4%
$210B
$864,000 0.03% of portfolio
8,889
Q4 2024 Added 0.7%
$48.7B
$891,000 0.03% of portfolio
8,883
Q4 2024 Added 1.17%
$0
$880,000 0.03% of portfolio
15,592
Q4 2024 Added 1.49%
$1.09B
$1.08 Million 0.03% of portfolio
65,724
Q4 2024 Added 30.89%
-
$1.12 Million 0.03% of portfolio
85,588
Q4 2024 Added 14.87%
$24.5B
$1.04 Million 0.03% of portfolio
32,147
Q4 2024 Added 1.78%
$0
$1.15 Million 0.03% of portfolio
19,103
Q4 2024 Added 8.16%
$769M
$830,000 0.03% of portfolio
44,865
Q4 2024 Added 5.01%
$0
$875,000 0.03% of portfolio
31,578
Q4 2024 Added 1.08%
$0
$848,000 0.03% of portfolio
36,697
Q4 2024 Reduced 24.81%
$443M
$837,000 0.03% of portfolio
28,951
Q3 2024 Reduced 6.46%
$0
$1.05 Million 0.03% of portfolio
24,594
Q4 2024 Reduced 0.02%
$0
$840,000 0.03% of portfolio
13,935
Q4 2024 Added 3.21%
$0
$1.05 Million 0.03% of portfolio
32,141
Q4 2024 Reduced 20.87%
$3.65B
$929,000 0.03% of portfolio
13,700
Q4 2024 Added 38.89%
$35.1B
$1.03 Million 0.03% of portfolio
10,581
Q4 2024 Reduced 28.02%
$16.3B
$881,000 0.03% of portfolio
2,498
Q4 2024 Reduced 0.2%
$54.4B
$829,000 0.03% of portfolio
6,766
Q4 2024 Reduced 29.84%
$0
$1.08 Million 0.03% of portfolio
9,166
Q4 2024 Added 14.85%
$0
$1.09 Million 0.03% of portfolio
18,927
Q4 2024 Reduced 46.84%
$0
$1.1 Million 0.03% of portfolio
12,369
Q4 2024 Added 2.1%
$0
$834,000 0.03% of portfolio
24,404
Q4 2024 Added 1.46%
$11.5B
$1.03 Million 0.03% of portfolio
18,893
Q4 2024 Reduced 28.51%
$1.63B
$740,000 0.02% of portfolio
42,989
Q4 2024 Added 0.01%
$43.6B
$750,000 0.02% of portfolio
5,583
Q4 2024 Reduced 7.52%
$3.73B
$528,000 0.02% of portfolio
14,244
Q4 2024 Added 0.18%
$11.1B
$500,000 0.02% of portfolio
13,911
Q4 2024 Reduced 0.28%
$0
$613,000 0.02% of portfolio
14,046
Q4 2024 Added 21.97%
$0
$637,000 0.02% of portfolio
6,576
Q4 2024 Reduced 20.78%

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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