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
$1.81 Million 0.05% of portfolio
14,934
Q1 2025 Added 6.27%
$0
$1.63 Million 0.05% of portfolio
8,658
Q1 2025 Added 149.94%
$0
$1.81 Million 0.05% of portfolio
8,569
Q1 2025 Reduced 10.51%
$0
$1.58 Million 0.05% of portfolio
16,492
Q1 2025 Added 21.73%
$0
$1.78 Million 0.05% of portfolio
16,872
Q1 2025 Added 13.97%
$0
$1.74 Million 0.05% of portfolio
27,234
Q1 2025 New
$121B
$1.71 Million 0.05% of portfolio
874
Q1 2025 Added 6.46%
$143B
$1.69 Million 0.05% of portfolio
23,808
Q1 2025 Added 0.02%
$32B
$1.71 Million 0.05% of portfolio
14,178
Q1 2025 Added 9.38%
$0
$1.79 Million 0.05% of portfolio
155,684
Q1 2025 Reduced 3.15%
$0
$1.55 Million 0.05% of portfolio
15,442
Q1 2025 Added 33.27%
$78.3B
$1.76 Million 0.05% of portfolio
7,249
Q1 2025 Added 2.78%
$0
$1.65 Million 0.05% of portfolio
61,454
Q1 2025 Added 0.7%
$0
$1.82 Million 0.05% of portfolio
23,880
Q1 2025 Added 28.36%
$295B
$1.55 Million 0.05% of portfolio
5,817
Q1 2025 Reduced 35.36%
$0
$1.81 Million 0.05% of portfolio
337,040
Q1 2025 Reduced 8.44%
$54B
$1.78 Million 0.05% of portfolio
43,319
Q1 2025 Added 18.74%
$0
$1.75 Million 0.05% of portfolio
9,417
Q1 2025 Added 33.99%
$0
$1.66 Million 0.05% of portfolio
21,012
Q1 2025 Added 17.64%
$0
$1.56 Million 0.05% of portfolio
5,881
Q1 2025 Reduced 8.15%
$0
$1.53 Million 0.05% of portfolio
4,964
Q1 2025 Added 11.28%
$286B
$1.62 Million 0.05% of portfolio
22,624
Q1 2025 Reduced 6.5%
$80.2B
$1.42 Million 0.04% of portfolio
9,681
Q1 2025 Reduced 9.43%
$6.56B
$1.36 Million 0.04% of portfolio
27,570
Q1 2025 Reduced 11.18%
$0
$1.48 Million 0.04% of portfolio
29,831
Q1 2025 Reduced 20.47%
$0
$1.46 Million 0.04% of portfolio
30,776
Q1 2025 Added 18.31%
$312B
$1.42 Million 0.04% of portfolio
2,147
Q1 2025 Added 2.78%
$70.5B
$1.38 Million 0.04% of portfolio
361
Q1 2025 Reduced 3.73%
$0
$1.33 Million 0.04% of portfolio
127,718
Q1 2025 Reduced 1.54%
$0
$1.36 Million 0.04% of portfolio
116,216
Q1 2025 Reduced 11.32%
$151B
$1.28 Million 0.04% of portfolio
18,062
Q1 2025 Added 2.74%
$116B
$1.36 Million 0.04% of portfolio
12,954
Q1 2025 Reduced 15.78%
$27.7B
$1.25 Million 0.04% of portfolio
6,809
Q1 2025 Added 49.85%
$2.48B
$1.34 Million 0.04% of portfolio
100,521
Q1 2025 Reduced 0.14%
$156B
$1.49 Million 0.04% of portfolio
3,179
Q1 2025 Added 20.87%
$0
$1.36 Million 0.04% of portfolio
52,525
Q1 2025 Added 33.92%
$0
$1.22 Million 0.04% of portfolio
43,448
Q1 2025 Added 8.49%
$1.99B
$1.29 Million 0.04% of portfolio
24,056
Q3 2024 Added 7.8%
$0
$1.21 Million 0.04% of portfolio
17,669
Q1 2025 Reduced 6.17%
$0
$1.47 Million 0.04% of portfolio
74,227
Q1 2025 Reduced 2.95%
$0
$1.36 Million 0.04% of portfolio
53,150
Q1 2025 Reduced 3.93%
$0
$1.38 Million 0.04% of portfolio
36,512
Q1 2025 Added 21.51%
$0
$1.19 Million 0.04% of portfolio
22,370
Q1 2025 Added 111.72%
$0
$1.19 Million 0.04% of portfolio
71,311
Q1 2025 Added 10.81%
$0
$1.45 Million 0.04% of portfolio
75,907
Q1 2025 Added 2.6%
$1.1B
$1.39 Million 0.04% of portfolio
45,145
Q1 2025 Reduced 1.84%
$0
$1.51 Million 0.04% of portfolio
97,287
Q1 2025 Reduced 8.47%
$7.72B
$1.32 Million 0.04% of portfolio
40,105
Q1 2025 Added 8.33%
$0
$1.31 Million 0.04% of portfolio
31,613
Q1 2025 Reduced 3.53%

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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