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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.5B
$1.03 Million 0.03% of portfolio
10,352
Q1 2025 Added 16.54%
$605M
$913,000 0.03% of portfolio
101,133
Q1 2025 Added 75.71%
$0
$867,000 0.03% of portfolio
15,835
Q1 2025 Added 1.56%
$1.29B
$938,000 0.03% of portfolio
65,779
Q1 2025 Added 0.08%
$768M
$1.02 Million 0.03% of portfolio
302,039
Q1 2025 Reduced 28.37%
$0
$1.16 Million 0.03% of portfolio
16,239
Q1 2025 New
$10.1B
$1.05 Million 0.03% of portfolio
11,032
Q1 2025 Added 89.78%
$24.8B
$1.1 Million 0.03% of portfolio
30,519
Q1 2025 Reduced 5.06%
$155B
$1.13 Million 0.03% of portfolio
3,983
Q1 2025 Added 20.22%
$599M
$1.15 Million 0.03% of portfolio
156,981
Q1 2025 Reduced 11.87%
$53.4B
$1.04 Million 0.03% of portfolio
3,485
Q1 2025 Reduced 16.45%
$794M
$1.03 Million 0.03% of portfolio
44,869
Q1 2025 Added 0.01%
$160B
$889,000 0.03% of portfolio
11,359
Q1 2025 Added 3.85%
$17.1B
$1.02 Million 0.03% of portfolio
3,025
Q1 2025 Reduced 17.51%
$1.83B
$1.17 Million 0.03% of portfolio
20,595
Q1 2025 Reduced 12.85%
$20.4B
$1.14 Million 0.03% of portfolio
33,983
Q1 2025 Reduced 14.65%
$0
$1.05 Million 0.03% of portfolio
23,963
Q1 2025 Reduced 2.57%
$0
$853,000 0.03% of portfolio
17,924
Q1 2025 Added 4.17%
$484M
$951,000 0.03% of portfolio
113,377
Q1 2025 New
$16.1B
$859,000 0.03% of portfolio
13,477
Q1 2025 Added 0.64%
$1.27B
$1.06 Million 0.03% of portfolio
169,333
Q1 2025 Reduced 0.23%
$50.9B
$1.03 Million 0.03% of portfolio
7,795
Q1 2025 Added 15.21%
$0
$892,000 0.03% of portfolio
3,545
Q1 2025 Added 62.69%
$0
$960,000 0.03% of portfolio
8,285
Q1 2025 Reduced 9.61%
$0
$1.17 Million 0.03% of portfolio
23,418
Q1 2025 Reduced 16.21%
$0
$1.18 Million 0.03% of portfolio
14,380
Q1 2025 Reduced 1.5%
$4.79B
$1.01 Million 0.03% of portfolio
11,159
Q1 2025 Added 8.52%
$9.75B
$941,000 0.03% of portfolio
15,219
Q1 2025 Added 12.65%
$78.2B
$900,000 0.03% of portfolio
5,470
Q1 2025 Added 48.2%
$1.62B
$569,000 0.02% of portfolio
17,514
Q1 2025 Added 2.96%
$1.56B
$552,000 0.02% of portfolio
42,999
Q1 2025 Added 0.02%
$35.7B
$839,000 0.02% of portfolio
7,179
Q1 2025 Added 28.59%
$559M
$795,000 0.02% of portfolio
146,802
Q3 2024 Reduced 2.21%
$3.96B
$547,000 0.02% of portfolio
14,279
Q1 2025 Added 0.25%
$53.1B
$553,000 0.02% of portfolio
2,673
Q1 2025 Added 14.67%
$11B
$563,000 0.02% of portfolio
15,451
Q1 2025 Added 11.07%
$1.94B
$598,000 0.02% of portfolio
4,778
Q1 2025 New
$0
$649,000 0.02% of portfolio
15,448
Q1 2025 Added 9.98%
$485M
$653,000 0.02% of portfolio
160,631
Q1 2025 Reduced 0.03%
$0
$594,000 0.02% of portfolio
6,436
Q1 2025 Reduced 2.13%
$41.3B
$699,000 0.02% of portfolio
4,061
Q1 2025 Added 2.63%
$29B
$757,000 0.02% of portfolio
5,165
Q1 2025 Added 6.36%
$229B
$768,000 0.02% of portfolio
10,455
Q1 2025 Reduced 4.15%
$4.8B
$816,000 0.02% of portfolio
16,975
Q1 2025 Reduced 33.29%
$49.7B
$682,000 0.02% of portfolio
2,979
Q1 2025 Reduced 24.35%
$744M
$748,000 0.02% of portfolio
104,376
Q1 2025 New
$8.43B
$675,000 0.02% of portfolio
33,715
Q1 2025 Added 5.48%
$620M
$651,000 0.02% of portfolio
8,691
Q3 2024 Added 31.09%
$276M
$526,000 0.02% of portfolio
55,000
Q1 2025 New

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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