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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.7B
$1.01 Million 0.03% of portfolio
17,486
Q2 2025 Added 0.17%
$13.4B
$1 Million 0.03% of portfolio
26,008
Q3 2024 Reduced 2.85%
$68.5B
$1.15 Million 0.03% of portfolio
19,779
Q2 2025 Added 5.95%
$67.1B
$1.15 Million 0.03% of portfolio
4,478
Q2 2025 Added 4.21%
$0
$1.23 Million 0.03% of portfolio
18,391
Q2 2025 Added 13.25%
$27.6B
$1.06 Million 0.03% of portfolio
31,168
Q2 2025 Added 2.13%
$130B
$1.07 Million 0.03% of portfolio
4,018
Q2 2025 Added 0.88%
$604M
$972,000 0.03% of portfolio
162,822
Q2 2025 Added 3.72%
$54.1B
$946,000 0.03% of portfolio
3,226
Q2 2025 Reduced 7.43%
$853M
$967,000 0.03% of portfolio
44,865
Q2 2025 Reduced 0.01%
$173B
$1.04 Million 0.03% of portfolio
11,396
Q2 2025 Added 0.33%
$18.4B
$975,000 0.03% of portfolio
3,135
Q2 2025 Added 3.64%
$20.6B
$1.1 Million 0.03% of portfolio
34,009
Q2 2025 Added 0.08%
$0
$999,000 0.03% of portfolio
16,833
Q2 2025 Added 14.86%
$0
$1.29 Million 0.03% of portfolio
15,545
Q2 2025 Reduced 4.62%
$467M
$1.17 Million 0.03% of portfolio
113,453
Q2 2025 Added 0.07%
$892M
$1.16 Million 0.03% of portfolio
169,333
Q1 2025 Reduced 0.23%
$60.8B
$1.12 Million 0.03% of portfolio
8,327
Q2 2025 Added 6.82%
$0
$1.04 Million 0.03% of portfolio
3,631
Q2 2025 Added 130.1%
$0
$1.02 Million 0.03% of portfolio
3,692
Q2 2025 Added 4.15%
$0
$1.13 Million 0.03% of portfolio
22,564
Q2 2025 Reduced 3.65%
$0
$1.09 Million 0.03% of portfolio
22,311
Q2 2025 Reduced 19.7%
$0
$964,000 0.03% of portfolio
13,959
Q2 2025 Added 4.6%
$0
$1.23 Million 0.03% of portfolio
10,302
Q2 2025 Added 100.82%
$433M
$976,000 0.03% of portfolio
91,823
Q2 2025 Added 49.35%
$4.06B
$1.11 Million 0.03% of portfolio
10,915
Q2 2025 Reduced 2.19%
$0
$1.04 Million 0.03% of portfolio
20,713
Q2 2025 Added 115.0%
$11.9B
$1.08 Million 0.03% of portfolio
16,498
Q2 2025 Added 8.4%
$68.4B
$1.03 Million 0.03% of portfolio
6,622
Q2 2025 Added 21.06%
$2.25B
$602,000 0.02% of portfolio
17,514
Q1 2025 Added 2.96%
$2.2B
$836,000 0.02% of portfolio
42,999
Q1 2025 Added 0.02%
$3.33B
$796,000 0.02% of portfolio
17,122
Q2 2025 Reduced 30.72%
$0
$570,000 0.02% of portfolio
16,570
Q2 2025 Added 0.8%
$18.7B
$562,000 0.02% of portfolio
4,984
Q2 2025 Added 8.14%
$9.56B
$767,000 0.02% of portfolio
72,984
Q2 2025 Reduced 15.61%
$43.1B
$908,000 0.02% of portfolio
7,701
Q2 2025 Added 7.27%
$3.85B
$588,000 0.02% of portfolio
14,405
Q2 2025 Added 0.88%
$12.3B
$603,000 0.02% of portfolio
15,488
Q2 2025 Added 0.24%
$2.74B
$847,000 0.02% of portfolio
7,535
Q2 2025 Added 57.7%
$0
$823,000 0.02% of portfolio
19,060
Q2 2025 Added 23.38%
$0
$620,000 0.02% of portfolio
6,151
Q2 2025 Reduced 4.43%
$89.6B
$906,000 0.02% of portfolio
4,100
Q2 2025 Reduced 3.82%
$43.2B
$719,000 0.02% of portfolio
3,974
Q2 2025 Reduced 2.14%
$74B
$565,000 0.02% of portfolio
5,730
Q2 2025 Reduced 20.55%
$25.8B
$842,000 0.02% of portfolio
4,862
Q2 2025 Reduced 5.87%
$258B
$920,000 0.02% of portfolio
13,167
Q2 2025 Added 25.94%
$4.94B
$901,000 0.02% of portfolio
16,975
Q1 2025 Reduced 33.29%
$53.9B
$681,000 0.02% of portfolio
3,959
Q2 2025 Added 32.9%
$663M
$898,000 0.02% of portfolio
104,367
Q2 2025 Reduced 0.01%

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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