Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.5 Billion
  • Q3 2024

Mutual Advisors, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.5 Billion distributed in 1097 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 $225M, Spdr S&P 500 ETF Trust with a value of $196M, Apple Inc. with a value of $157M, Ishares Core S&P 500 ETF with a value of $110M, and Berkshire Hathaway Inc Class B with a value of $98.2M.

Examining the 13F form we can see an increase of $206M in the current position value, from $3.29B to 3.5B.

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 $3.5 Billion
ETFs: $2.08 Billion
Technology: $420 Million
Financial Services: $255 Million
Healthcare: $149 Million
Consumer Cyclical: $129 Million
Communication Services: $110 Million
Consumer Defensive: $88.6 Million
Industrials: $87.2 Million
Other: $152 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$6.5 Million 0.19% of portfolio
144,726
Q3 2024 Reduced 5.32%
$0
$6.47 Million 0.18% of portfolio
109,235
Q3 2024 Reduced 1.99%
$0
$6.47 Million 0.18% of portfolio
165,705
Q3 2024 Reduced 3.76%
$0
$6.46 Million 0.18% of portfolio
103,640
Q3 2024 Added 3.07%
$170B
$6.16 Million 0.18% of portfolio
50,885
Q3 2024 Added 0.75%
$84B
$6.22 Million 0.18% of portfolio
25,605
Q3 2024 Reduced 14.52%
$0
$5.77 Million 0.17% of portfolio
191,377
Q3 2024 Reduced 7.42%
$0
$6.03 Million 0.17% of portfolio
27,297
Q3 2024 Reduced 54.41%
$0
$5.88 Million 0.17% of portfolio
38,790
Q3 2024 Reduced 0.67%
$0
$5.88 Million 0.17% of portfolio
252,477
Q3 2024 Added 4.24%
$217B
$6.12 Million 0.17% of portfolio
20,085
Q3 2024 Reduced 1.78%
$149B
$5.88 Million 0.17% of portfolio
203,141
Q3 2024 Reduced 3.47%
$0
$5.9 Million 0.17% of portfolio
84,257
Q3 2024 Reduced 3.57%
$0
$5.47 Million 0.16% of portfolio
56,990
Q3 2024 Reduced 8.26%
$140B
$5.55 Million 0.16% of portfolio
17,216
Q3 2024 Reduced 7.34%
$162B
$5.75 Million 0.16% of portfolio
261,569
Q3 2024 Reduced 10.98%
$0
$5.54 Million 0.16% of portfolio
151,775
Q3 2024 Reduced 8.11%
$0
$5.48 Million 0.16% of portfolio
30,570
Q3 2024 Added 0.12%
$0
$5.51 Million 0.16% of portfolio
104,543
Q3 2024 Added 2.08%
$0
$5.64 Million 0.16% of portfolio
50,967
Q3 2024 Added 4.66%
$0
$5.7 Million 0.16% of portfolio
73,092
Q3 2024 Reduced 5.27%
$0
$5.42 Million 0.16% of portfolio
50,810
Q3 2024 Reduced 5.29%
$177B
$5.66 Million 0.16% of portfolio
33,282
Q3 2024 Reduced 17.84%
$0
$5.59 Million 0.16% of portfolio
121,160
Q3 2024 Added 158.23%
$0
$5.59 Million 0.16% of portfolio
36,280
Q3 2024 Reduced 43.15%
$0
$5.76 Million 0.16% of portfolio
255,817
Q3 2024 Added 9.79%
$0
$5.71 Million 0.16% of portfolio
72,886
Q3 2024 Added 3.2%
$267B
$5.34 Million 0.15% of portfolio
74,349
Q3 2024 Added 12.41%
$42.2B
$5.37 Million 0.15% of portfolio
108,061
Q3 2024 Added 165.01%
$189B
$5.25 Million 0.15% of portfolio
43,254
Q3 2024 Added 3.73%
$0
$5.38 Million 0.15% of portfolio
28,214
Q3 2024 Reduced 11.5%
$0
$5.17 Million 0.15% of portfolio
68,791
Q3 2024 Added 3.99%
$0
$5.4 Million 0.15% of portfolio
22,783
Q3 2024 Reduced 17.16%
$0
$5.41 Million 0.15% of portfolio
20,517
Q3 2024 Reduced 3.19%
$0
$4.81 Million 0.14% of portfolio
41,034
Q3 2024 Added 442.2%
$0
$4.76 Million 0.14% of portfolio
49,815
Q3 2024 Added 3.15%
$32.9B
$4.9 Million 0.14% of portfolio
77,239
Q3 2024 Reduced 1.27%
$0
$4.55 Million 0.13% of portfolio
124,771
Q3 2024 Reduced 16.2%
$0
$4.62 Million 0.13% of portfolio
24,349
Q3 2024 Reduced 8.59%
$0
$4.62 Million 0.13% of portfolio
130,314
Q3 2024 Added 21.89%
$0
$4.46 Million 0.13% of portfolio
41,463
Q3 2024 Added 5.52%
$0
$4.7 Million 0.13% of portfolio
200,822
Q3 2024 Added 5.75%
$0
$4.67 Million 0.13% of portfolio
72,894
Q3 2024 Reduced 1.36%
$206B
$4.64 Million 0.13% of portfolio
27,266
Q3 2024 Added 0.65%
$25.9B
$4.44 Million 0.13% of portfolio
40,766
Q3 2024 Added 7.02%
$0
$4.41 Million 0.13% of portfolio
48,821
Q3 2024 Reduced 39.74%
$0
$4.55 Million 0.13% of portfolio
33,574
Q3 2024 Reduced 40.98%
$106B
$4.58 Million 0.13% of portfolio
46,996
Q3 2024 Added 3.33%
$143B
$4.41 Million 0.13% of portfolio
67,959
Q3 2024 Reduced 2.32%

Summary

  • Portfolio
  • No. of Stocks 1,097
  • Current Value $3.5 Billion
  • Prior Value $3.29 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 96 stocks
  • Additional Purchases 444 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 492 stocks
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