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
$0
$1.87 Million 0.05% of portfolio
17,574
Q2 2025 Added 4.16%
$0
$2.03 Million 0.05% of portfolio
18,417
Q2 2025 Reduced 1.73%
$0
$1.88 Million 0.05% of portfolio
17,974
Q2 2025 Reduced 15.61%
$0
$1.81 Million 0.05% of portfolio
18,129
Q2 2025 Added 15.75%
$0
$1.8 Million 0.05% of portfolio
47,963
Q2 2025 Added 98.97%
$0
$1.92 Million 0.05% of portfolio
16,405
Q2 2025 Added 9.85%
$0
$2.01 Million 0.05% of portfolio
28,341
Q2 2025 Added 4.06%
$133B
$2.01 Million 0.05% of portfolio
2,244
Q2 2025 Added 1.22%
$139B
$1.92 Million 0.05% of portfolio
15,613
Q2 2025 Added 53.88%
$250B
$1.76 Million 0.05% of portfolio
12,460
Q2 2025 Added 9.99%
$89.4B
$1.89 Million 0.05% of portfolio
3,774
Q2 2025 Reduced 8.71%
$36.3B
$1.98 Million 0.05% of portfolio
15,264
Q2 2025 Added 7.66%
$0
$1.71 Million 0.05% of portfolio
151,787
Q2 2025 Reduced 2.5%
$34.4B
$1.71 Million 0.05% of portfolio
18,037
Q2 2025 Added 617.75%
$1.69B
$1.74 Million 0.05% of portfolio
65,705
Q2 2025 Reduced 0.11%
$3.94B
$1.72 Million 0.05% of portfolio
49,011
Q2 2025 Reduced 8.6%
$73.8B
$1.85 Million 0.05% of portfolio
7,506
Q2 2025 Added 3.55%
$0
$1.86 Million 0.05% of portfolio
58,344
Q2 2025 Added 1.68%
$0
$1.72 Million 0.05% of portfolio
64,369
Q2 2025 Added 4.74%
$0
$1.81 Million 0.05% of portfolio
43,589
Q2 2025 Reduced 25.44%
$25.8B
$1.71 Million 0.05% of portfolio
22,597
Q2 2025 Added 11.86%
$0
$2.01 Million 0.05% of portfolio
25,255
Q2 2025 Added 4.59%
$0
$1.78 Million 0.05% of portfolio
7,519
Q2 2025 Reduced 0.27%
$0
$1.99 Million 0.05% of portfolio
332,300
Q2 2025 Reduced 1.41%
$85.6B
$1.96 Million 0.05% of portfolio
5,919
Q2 2025 Added 8.79%
$58.4B
$1.95 Million 0.05% of portfolio
45,456
Q2 2025 Added 4.93%
$135B
$1.9 Million 0.05% of portfolio
8,270
Q2 2025 Added 1.12%
$0
$1.92 Million 0.05% of portfolio
9,837
Q2 2025 Added 4.46%
$0
$1.96 Million 0.05% of portfolio
5,360
Q2 2025 Added 7.98%
$302B
$1.84 Million 0.05% of portfolio
22,940
Q2 2025 Added 1.4%
$87.3B
$1.55 Million 0.04% of portfolio
10,150
Q2 2025 Added 4.84%
$7.1B
$1.38 Million 0.04% of portfolio
27,912
Q2 2025 Added 1.24%
$0
$1.61 Million 0.04% of portfolio
32,953
Q2 2025 Added 10.47%
$75.9B
$1.36 Million 0.04% of portfolio
366
Q2 2025 Added 1.39%
$0
$1.38 Million 0.04% of portfolio
123,766
Q2 2025 Added 6.5%
$217B
$1.44 Million 0.04% of portfolio
249
Q1 2025 Reduced 37.12%
$6.45B
$1.67 Million 0.04% of portfolio
52,155
Q2 2025 New
$185B
$1.57 Million 0.04% of portfolio
18,467
Q2 2025 Added 2.24%
$141B
$1.57 Million 0.04% of portfolio
43,981
Q2 2025 Reduced 6.56%
$120B
$1.53 Million 0.04% of portfolio
17,090
Q2 2025 Added 31.93%
$1.5B
$1.39 Million 0.04% of portfolio
65,616
Q1 2025 Reduced 0.21%
$0
$1.61 Million 0.04% of portfolio
55,527
Q2 2025 Added 5.72%
$0
$1.35 Million 0.04% of portfolio
45,859
Q2 2025 Added 5.55%
$0
$1.55 Million 0.04% of portfolio
111,956
Q2 2025 Reduced 10.04%
$2.12B
$1.33 Million 0.04% of portfolio
24,061
Q2 2025 Added 0.02%
$0
$1.38 Million 0.04% of portfolio
17,759
Q2 2025 Added 0.51%
$0
$1.48 Million 0.04% of portfolio
74,399
Q2 2025 Added 0.23%
$0
$1.6 Million 0.04% of portfolio
34,174
Q2 2025 Added 2.1%
$0
$1.65 Million 0.04% of portfolio
13,584
Q2 2025 Added 46.82%

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
Track This Portfolio

Track Mutual Advisors, LLC Portfolio

Follow Mutual Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email