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
$1.3 Million 0.04% of portfolio
40,250
Q1 2025 New
$215B
$1.23 Million 0.04% of portfolio
2,011
Q1 2025 Reduced 28.51%
$0
$1.28 Million 0.04% of portfolio
6,643
Q1 2025 Reduced 7.99%
$0
$1.31 Million 0.04% of portfolio
42,120
Q1 2025 Reduced 25.41%
$0
$1.41 Million 0.04% of portfolio
24,414
Q1 2025 Added 9.15%
$0
$1.38 Million 0.04% of portfolio
15,662
Q1 2025 Reduced 5.98%
$0
$1.35 Million 0.04% of portfolio
21,995
Q1 2025 Reduced 5.28%
$121B
$1.51 Million 0.04% of portfolio
2,217
Q1 2025 Added 1.84%
$19.8B
$1.23 Million 0.04% of portfolio
17,456
Q1 2025 Reduced 6.13%
$81.1B
$1.32 Million 0.04% of portfolio
9,091
Q1 2025 Reduced 7.02%
$994M
$1.34 Million 0.04% of portfolio
62,492
Q1 2025 New
$223B
$1.32 Million 0.04% of portfolio
11,328
Q1 2025 Added 4.76%
-
$1.39 Million 0.04% of portfolio
105,562
Q1 2025 Added 23.34%
$0
$1.28 Million 0.04% of portfolio
23,051
Q1 2025 Added 20.67%
$0
$1.28 Million 0.04% of portfolio
51,878
Q1 2025 Reduced 11.88%
$23.9B
$1.44 Million 0.04% of portfolio
20,201
Q1 2025 Reduced 7.23%
$0
$1.48 Million 0.04% of portfolio
76,957
Q1 2025 Reduced 0.83%
$0
$1.45 Million 0.04% of portfolio
7,539
Q1 2025 Added 20.89%
$10.2B
$1.28 Million 0.04% of portfolio
16,608
Q1 2025 Added 67.18%
$1.1T
$1.51 Million 0.04% of portfolio
9,077
Q1 2025 Added 22.46%
$162B
$1.2 Million 0.04% of portfolio
2,413
Q1 2025 Reduced 3.13%
$0
$1.43 Million 0.04% of portfolio
27,060
Q1 2025 Added 19.29%
$0
$1.38 Million 0.04% of portfolio
27,786
Q1 2025 Reduced 10.73%
$0
$1.36 Million 0.04% of portfolio
5,360
Q1 2025 Added 2.02%
$0
$1.3 Million 0.04% of portfolio
16,176
Q1 2025 Added 30.78%
$0
$1.26 Million 0.04% of portfolio
5,772
Q1 2025 Reduced 10.23%
$116B
$1.5 Million 0.04% of portfolio
3,084
Q1 2025 Reduced 4.31%
$13.1B
$1.39 Million 0.04% of portfolio
21,983
Q1 2025 Added 16.36%
$3.2B
$969,000 0.03% of portfolio
24,715
Q1 2025 Reduced 0.17%
$7.54B
$1.07 Million 0.03% of portfolio
86,480
Q1 2025 Added 16.6%
$0
$896,000 0.03% of portfolio
42,998
Q1 2025 Added 288.56%
$62.5B
$1.09 Million 0.03% of portfolio
3,679
Q1 2025 Added 4.58%
$52.3B
$1 Million 0.03% of portfolio
9,192
Q1 2025 Reduced 8.49%
$99.9B
$927,000 0.03% of portfolio
4,263
Q1 2025 Added 1.36%
$149B
$858,000 0.03% of portfolio
5,914
Q1 2025 Reduced 3.1%
$26.8B
$1.15 Million 0.03% of portfolio
23,856
Q1 2025 Added 3.75%
$8.03B
$1.04 Million 0.03% of portfolio
9,990
Q1 2025 Reduced 0.09%
$5.26B
$1.09 Million 0.03% of portfolio
4,931
Q1 2025 Reduced 14.88%
$9.57B
$1.06 Million 0.03% of portfolio
6,525
Q1 2025 Reduced 0.14%
$218B
$1.15 Million 0.03% of portfolio
249
Q1 2025 Reduced 37.12%
$11.9B
$924,000 0.03% of portfolio
9,031
Q1 2025 Reduced 21.77%
$0
$852,000 0.03% of portfolio
13,359
Q1 2025 Reduced 0.22%
$1.4B
$1.06 Million 0.03% of portfolio
21,142
Q1 2025 Added 20.36%
$12B
$1.11 Million 0.03% of portfolio
19,609
Q1 2025 Added 7.06%
$43.3B
$881,000 0.03% of portfolio
8,459
Q1 2025 Added 20.46%
$84.4B
$915,000 0.03% of portfolio
13,511
Q1 2025 Reduced 7.15%
$0
$962,000 0.03% of portfolio
35,477
Q1 2025 Reduced 2.12%
$1.35B
$988,000 0.03% of portfolio
65,616
Q1 2025 Reduced 0.21%
$0
$1.08 Million 0.03% of portfolio
26,325
Q1 2025 Added 0.14%

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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