Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025

Mutual Advisors, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.2 Billion distributed in 1281 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 $259M, Ishares Barclays with a value of $198M, Apple Inc. with a value of $163M, Ishares Core S&P 500 ETF with a value of $145M, and Microsoft Corp with a value of $111M.

Examining the 13F form we can see an increase of $469M in the current position value, from $3.73B to 4.2B.

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 $4.2 Billion
ETFs: $2.51 Billion
Technology: $515 Million
Financial Services: $300 Million
Communication Services: $149 Million
Consumer Cyclical: $145 Million
Healthcare: $132 Million
Industrials: $119 Million
Consumer Defensive: $104 Million
Other: $170 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.96 Million 0.07% of portfolio
66,423
Q3 2025 New
$237B
$2.96 Million 0.07% of portfolio
12,473
Q3 2025 Reduced 8.48%
$0
$2.73 Million 0.07% of portfolio
81,783
Q3 2025 Reduced 1.7%
$174B
$3.03 Million 0.07% of portfolio
20,421
Q3 2025 Reduced 7.47%
$22.2B
$2.91 Million 0.07% of portfolio
110,308
Q3 2025 Added 704.35%
$98.6B
$2.86 Million 0.07% of portfolio
30,160
Q3 2025 Reduced 13.78%
$0
$3.11 Million 0.07% of portfolio
89,036
Q3 2025 Added 6.44%
$0
$2.74 Million 0.07% of portfolio
141,787
Q3 2025 Reduced 0.24%
$0
$3.12 Million 0.07% of portfolio
36,404
Q3 2025 Reduced 11.63%
$11.9B
$2.98 Million 0.07% of portfolio
38,928
Q3 2025 Added 135.96%
$228B
$2.49 Million 0.06% of portfolio
18,576
Q3 2025 Added 11.44%
$255B
$2.44 Million 0.06% of portfolio
7,350
Q3 2025 Reduced 0.8%
$79.6B
$2.51 Million 0.06% of portfolio
20,319
Q3 2025 Added 254.61%
$0
$2.39 Million 0.06% of portfolio
113,609
Q3 2025 Added 1.53%
$96.4B
$2.54 Million 0.06% of portfolio
20,497
Q3 2025 Reduced 4.2%
$96.7B
$2.48 Million 0.06% of portfolio
49,243
Q3 2025 Reduced 5.29%
$0
$2.58 Million 0.06% of portfolio
52,576
Q3 2025 New
$0
$2.42 Million 0.06% of portfolio
34,600
Q3 2025 New
$0
$2.67 Million 0.06% of portfolio
56,969
Q3 2025 Reduced 1.21%
$0
$2.5 Million 0.06% of portfolio
74,726
Q3 2025 Added 18.37%
$156B
$2.55 Million 0.06% of portfolio
22,978
Q3 2025 Added 8.24%
$29.4B
$2.58 Million 0.06% of portfolio
105,185
Q3 2025 Added 213.97%
$0
$2.45 Million 0.06% of portfolio
57,701
Q3 2025 Added 336.83%
$0
$2.42 Million 0.06% of portfolio
8,826
Q3 2025 Added 1.45%
$0
$2.32 Million 0.06% of portfolio
21,692
Q3 2025 Added 23.43%
$0
$2.36 Million 0.06% of portfolio
8,713
Q3 2025 Added 0.25%
$8.76B
$2.33 Million 0.06% of portfolio
144,428
Q3 2025 New
$161B
$2.4 Million 0.06% of portfolio
2,226
Q3 2025 Reduced 0.8%
$268B
$2.57 Million 0.06% of portfolio
15,341
Q3 2025 Reduced 1.74%
$109B
$2.64 Million 0.06% of portfolio
47,590
Q3 2025 Added 5.01%
$68.5B
$2.36 Million 0.06% of portfolio
17,321
Q3 2025 Added 0.37%
$0
$2.34 Million 0.06% of portfolio
16,744
Q3 2025 Added 2.35%
$177B
$2.37 Million 0.06% of portfolio
12,183
Q3 2025 Added 12.7%
$7.89B
$2.5 Million 0.06% of portfolio
2,681
Q3 2025 Added 12.74%
$170B
$2.5 Million 0.06% of portfolio
17,300
Q3 2025 Reduced 11.66%
$0
$2.52 Million 0.06% of portfolio
35,340
Q3 2025 Added 5.81%
$0
$2.34 Million 0.06% of portfolio
5,827
Q3 2025 Added 8.71%
$72.7B
$2.55 Million 0.06% of portfolio
13,023
Q3 2025 Added 208.53%
$85.9B
$2.36 Million 0.06% of portfolio
10,689
Q3 2025 Reduced 8.41%
$317B
$2.49 Million 0.06% of portfolio
29,742
Q3 2025 Added 29.65%
$0
$2.42 Million 0.06% of portfolio
52,613
Q3 2025 Reduced 1.02%
$2.36B
$2.23 Million 0.05% of portfolio
50,199
Q3 2025 Added 186.62%
$152B
$1.9 Million 0.05% of portfolio
7,698
Q3 2025 Added 11.86%
$72.3B
$1.89 Million 0.05% of portfolio
16,945
Q3 2025 Reduced 1.46%
$405B
$2.11 Million 0.05% of portfolio
2,184
Q3 2025 Added 0.88%
$39.4B
$2.09 Million 0.05% of portfolio
2,916
Q3 2025 Added 669.39%
$112B
$1.98 Million 0.05% of portfolio
57,595
Q3 2025 Reduced 35.21%
$36.7B
$2.22 Million 0.05% of portfolio
26,480
Q3 2025 Added 667.31%
$59.6B
$1.95 Million 0.05% of portfolio
9,072
Q3 2025 Added 398.74%

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $4.2 Billion
  • Prior Value $3.73 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 178 stocks
  • Additional Purchases 587 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 446 stocks
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