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
$0
$11.6 Million 0.34% of portfolio
227,969
Q1 2025 Added 2.73%
$8.6B
$11.4 Million 0.34% of portfolio
299,308
Q1 2025 Reduced 0.15%
$0
$11 Million 0.33% of portfolio
490,378
Q1 2025 Reduced 0.94%
$29.4B
$11.2 Million 0.33% of portfolio
130,443
Q1 2025 Added 7.94%
$264B
$11.1 Million 0.33% of portfolio
126,771
Q1 2025 Added 10.47%
$99.1B
$10.2 Million 0.3% of portfolio
61,184
Q1 2025 Added 6.72%
$0
$10 Million 0.3% of portfolio
175,109
Q1 2025 Added 45.49%
$0
$9.99 Million 0.3% of portfolio
107,682
Q1 2025 Added 13.44%
$409B
$9.96 Million 0.29% of portfolio
60,046
Q1 2025 Reduced 1.97%
$386B
$9.72 Million 0.29% of portfolio
57,015
Q1 2025 Added 10.84%
$0
$9.65 Million 0.29% of portfolio
197,572
Q1 2025 Reduced 0.04%
$442B
$9.58 Million 0.28% of portfolio
12
Q1 2025 Added 140.0%
$268B
$9.39 Million 0.28% of portfolio
152,113
Q1 2025 Reduced 19.74%
$0
$9.32 Million 0.28% of portfolio
102,366
Q1 2025 Reduced 15.77%
$0
$9.48 Million 0.28% of portfolio
187,185
Q1 2025 Added 9.64%
$0
$9.35 Million 0.28% of portfolio
384,034
Q1 2025 Added 2.92%
$377B
$9.12 Million 0.27% of portfolio
24,872
Q1 2025 Reduced 15.0%
$53.2B
$9.06 Million 0.27% of portfolio
153,715
Q1 2025 Added 8.74%
$0
$9.23 Million 0.27% of portfolio
117,001
Q1 2025 Reduced 6.83%
$0
$8.92 Million 0.26% of portfolio
71,620
Q1 2025 Added 2.61%
$0
$8.71 Million 0.26% of portfolio
219,346
Q1 2025 Reduced 22.86%
$0
$8.89 Million 0.26% of portfolio
46,643
Q1 2025 Added 4.59%
$479B
$8.84 Million 0.26% of portfolio
63,203
Q1 2025 Reduced 3.13%
$0
$8.93 Million 0.26% of portfolio
327,765
Q1 2025 Added 4.55%
$284B
$8.76 Million 0.26% of portfolio
16,732
Q1 2025 Reduced 9.39%
$0
$8.93 Million 0.26% of portfolio
51,851
Q1 2025 Reduced 0.72%
$0
$8.58 Million 0.25% of portfolio
194,672
Q1 2025 Added 5.85%
$0
$8.32 Million 0.25% of portfolio
127,218
Q1 2025 Added 11.77%
$0
$8.5 Million 0.25% of portfolio
115,706
Q1 2025 Added 0.16%
$216B
$8.09 Million 0.24% of portfolio
81,934
Q1 2025 Reduced 3.83%
$0
$8.09 Million 0.24% of portfolio
60,217
Q1 2025 Reduced 3.44%
$182B
$8.08 Million 0.24% of portfolio
53,900
Q1 2025 Added 56.34%
$0
$7.71 Million 0.23% of portfolio
156,767
Q1 2025 Added 200.3%
$0
$7.8 Million 0.23% of portfolio
248,451
Q1 2025 Added 1.61%
$0
$7.68 Million 0.23% of portfolio
44,946
Q1 2025 Reduced 1.11%
$0
$7.72 Million 0.23% of portfolio
335,722
Q1 2025 Reduced 97.04%
$0
$7.62 Million 0.23% of portfolio
92,147
Q1 2025 Added 2.32%
$0
$7.9 Million 0.23% of portfolio
150,371
Q1 2025 Added 3.03%
$206B
$7.63 Million 0.23% of portfolio
85,037
Q1 2025 Reduced 0.36%
$0
$7.9 Million 0.23% of portfolio
23,620
Q1 2025 Reduced 12.16%
$0
$7.59 Million 0.22% of portfolio
69,794
Q1 2025 Reduced 7.34%
$0
$7.54 Million 0.22% of portfolio
151,425
Q1 2025 Reduced 38.38%
$335B
$7.1 Million 0.21% of portfolio
33,904
Q1 2025 Reduced 0.14%
$0
$6.96 Million 0.21% of portfolio
152,399
Q1 2025 Added 289.27%
$248B
$7.07 Million 0.21% of portfolio
28,443
Q1 2025 Reduced 25.51%
$0
$6.93 Million 0.21% of portfolio
19,198
Q1 2025 Added 0.55%
$0
$7.06 Million 0.21% of portfolio
121,068
Q1 2025 Added 8.88%
$0
$7.14 Million 0.21% of portfolio
196,159
Q1 2025 Added 181.24%
$189B
$6.63 Million 0.2% of portfolio
20,090
Q1 2025 Added 14.15%

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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