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
$6.61B
$2.51 Million 0.07% of portfolio
2,378
Q2 2025 Added 7.46%
$0
$2.56 Million 0.07% of portfolio
49,084
Q2 2025 Reduced 1.89%
$95.6B
$2.67 Million 0.07% of portfolio
11,670
Q2 2025 Added 6.85%
$229B
$2.27 Million 0.06% of portfolio
16,669
Q2 2025 Reduced 23.29%
$150B
$2.06 Million 0.06% of portfolio
6,882
Q2 2025 Added 6.48%
$227B
$2.36 Million 0.06% of portfolio
7,409
Q2 2025 Added 12.17%
$0
$2.41 Million 0.06% of portfolio
34,252
Q2 2025 Added 11.29%
$123B
$2.42 Million 0.06% of portfolio
16,201
Q2 2025 Reduced 6.59%
$0
$2.26 Million 0.06% of portfolio
111,898
Q2 2025 Added 4.61%
$57.4B
$2.11 Million 0.06% of portfolio
8,685
Q2 2025 Added 11.76%
$153B
$2.16 Million 0.06% of portfolio
4,242
Q2 2025 Added 33.44%
$95.8B
$2.36 Million 0.06% of portfolio
51,995
Q2 2025 Added 25.27%
$4.64B
$2.18 Million 0.06% of portfolio
69,107
Q2 2025 Reduced 2.31%
$0
$2.1 Million 0.06% of portfolio
43,461
Q2 2025 Added 3.6%
$0
$2.16 Million 0.06% of portfolio
99,684
Q2 2025 Added 375.36%
$150B
$2.35 Million 0.06% of portfolio
21,228
Q2 2025 Added 16.92%
$0
$2.14 Million 0.06% of portfolio
8,700
Q2 2025 Added 1.53%
$0
$2.35 Million 0.06% of portfolio
19,435
Q2 2025 Reduced 3.94%
$0
$2.07 Million 0.06% of portfolio
8,691
Q2 2025 Added 0.38%
$0
$2.14 Million 0.06% of portfolio
44,398
Q2 2025 Added 114.39%
$45.1B
$2.09 Million 0.06% of portfolio
16,212
Q2 2025 Added 14.83%
$23.6B
$2.4 Million 0.06% of portfolio
10,106
Q2 2025 Reduced 0.75%
$94.7B
$2.27 Million 0.06% of portfolio
3,101
Q2 2025 Reduced 5.11%
$57.7B
$2.06 Million 0.06% of portfolio
17,258
Q2 2025 Added 4.82%
$0
$2.13 Million 0.06% of portfolio
21,195
Q2 2025 Reduced 54.93%
$0
$2.16 Million 0.06% of portfolio
33,436
Q2 2025 Added 45.05%
$0
$2.2 Million 0.06% of portfolio
73,004
Q2 2025 Added 12.06%
$0
$2.22 Million 0.06% of portfolio
16,360
Q2 2025 Added 2.44%
$142B
$2.28 Million 0.06% of portfolio
5,771
Q2 2025 Reduced 10.33%
$1.27T
$2.06 Million 0.06% of portfolio
9,078
Q2 2025 Added 0.01%
$177B
$2.1 Million 0.06% of portfolio
10,810
Q2 2025 Reduced 10.4%
$155B
$2.42 Million 0.06% of portfolio
19,584
Q2 2025 Reduced 0.6%
$0
$2.25 Million 0.06% of portfolio
33,401
Q2 2025 Added 1.18%
$0
$2.22 Million 0.06% of portfolio
27,897
Q2 2025 Added 32.77%
$0
$2.39 Million 0.06% of portfolio
53,155
Q2 2025 Added 0.27%
$65.4B
$1.81 Million 0.05% of portfolio
17,196
Q2 2025 Added 1.27%
$295B
$1.74 Million 0.05% of portfolio
2,165
Q2 2025 Added 0.84%
$0
$1.81 Million 0.05% of portfolio
145,680
Q2 2025 Reduced 0.59%
$150B
$1.78 Million 0.05% of portfolio
9,004
Q2 2025 Reduced 4.3%
$0
$1.98 Million 0.05% of portfolio
36,728
Q2 2025 Reduced 1.13%
$0
$1.84 Million 0.05% of portfolio
9,334
Q2 2025 Added 126.72%
$0
$1.87 Million 0.05% of portfolio
37,567
Q2 2025 Reduced 6.39%
$0
$1.9 Million 0.05% of portfolio
20,858
Q2 2025 Added 1.54%
$0
$1.91 Million 0.05% of portfolio
42,696
Q2 2025 Reduced 1.39%
$0
$2.01 Million 0.05% of portfolio
63,131
Q2 2025 Reduced 0.78%
$0
$1.73 Million 0.05% of portfolio
77,505
Q2 2025 Added 5.19%
$146B
$1.9 Million 0.05% of portfolio
8,178
Q2 2025 Added 0.71%
$90.5M
$1.73 Million 0.05% of portfolio
26,580
Q2 2025 New
$0
$1.9 Million 0.05% of portfolio
30,147
Q2 2025 Reduced 12.42%

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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