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
$1.42 Million 0.04% of portfolio
28,830
Q2 2025 Added 306.17%
$0
$1.31 Million 0.04% of portfolio
68,390
Q2 2025 Reduced 41.33%
$0
$1.43 Million 0.04% of portfolio
36,112
Q2 2025 Reduced 1.1%
$0
$1.4 Million 0.04% of portfolio
32,605
Q2 2025 Added 37.92%
$0
$1.66 Million 0.04% of portfolio
30,549
Q2 2025 Added 36.56%
$0
$1.4 Million 0.04% of portfolio
74,383
Q2 2025 Reduced 2.01%
$1.1B
$1.58 Million 0.04% of portfolio
48,393
Q2 2025 Added 7.19%
$0
$1.38 Million 0.04% of portfolio
92,537
Q2 2025 Reduced 4.88%
$9.36B
$1.64 Million 0.04% of portfolio
40,034
Q2 2025 Reduced 0.18%
$27.5B
$1.56 Million 0.04% of portfolio
63,850
Q2 2025 Reduced 0.9%
$0
$1.35 Million 0.04% of portfolio
39,433
Q2 2025 Reduced 2.03%
$0
$1.38 Million 0.04% of portfolio
31,281
Q2 2025 Reduced 1.05%
$201B
$1.52 Million 0.04% of portfolio
1,931
Q2 2025 Reduced 3.98%
$0
$1.43 Million 0.04% of portfolio
41,457
Q2 2025 Reduced 1.57%
$0
$1.43 Million 0.04% of portfolio
5,930
Q2 2025 Added 12.29%
$0
$1.36 Million 0.04% of portfolio
22,275
Q2 2025 Added 1.27%
$79.3B
$1.52 Million 0.04% of portfolio
9,131
Q2 2025 Added 0.44%
$994M
$1.35 Million 0.04% of portfolio
62,535
Q2 2025 Added 0.07%
$141B
$1.67 Million 0.04% of portfolio
24,064
Q2 2025 Added 1.08%
$94.4B
$1.58 Million 0.04% of portfolio
22,291
Q2 2025 Reduced 26.14%
-
$1.37 Million 0.04% of portfolio
104,152
Q2 2025 Reduced 1.34%
$0
$1.44 Million 0.04% of portfolio
14,319
Q2 2025 Reduced 7.27%
$0
$1.31 Million 0.04% of portfolio
52,953
Q2 2025 Added 2.07%
$0
$1.43 Million 0.04% of portfolio
18,814
Q2 2025 Reduced 21.21%
$1.93B
$1.39 Million 0.04% of portfolio
17,395
Q2 2025 Reduced 15.54%
$314B
$1.61 Million 0.04% of portfolio
6,773
Q2 2025 Added 16.43%
$187B
$1.32 Million 0.04% of portfolio
3,266
Q2 2025 Added 35.35%
$0
$1.42 Million 0.04% of portfolio
26,867
Q2 2025 Reduced 0.71%
$0
$1.51 Million 0.04% of portfolio
5,362
Q2 2025 Added 0.04%
$0
$1.52 Million 0.04% of portfolio
8,602
Q2 2025 Added 92.09%
$0
$1.49 Million 0.04% of portfolio
6,787
Q2 2025 Added 17.58%
$99.5B
$1.46 Million 0.04% of portfolio
3,275
Q2 2025 Added 6.19%
$13.5B
$1.42 Million 0.04% of portfolio
22,778
Q2 2025 Added 3.62%
$64.2B
$1.17 Million 0.03% of portfolio
4,154
Q2 2025 Added 12.91%
$485M
$1.01 Million 0.03% of portfolio
146,802
Q3 2024 Reduced 2.21%
$57.5B
$1.11 Million 0.03% of portfolio
10,700
Q2 2025 Added 16.41%
$162B
$1.12 Million 0.03% of portfolio
6,100
Q2 2025 Added 3.15%
$1.77B
$953,000 0.03% of portfolio
12,382
Q2 2025 New
$32.2B
$1.25 Million 0.03% of portfolio
23,671
Q2 2025 Reduced 0.78%
$7.92B
$1.27 Million 0.03% of portfolio
9,990
Q1 2025 Reduced 0.09%
$5.18B
$961,000 0.03% of portfolio
4,031
Q2 2025 Reduced 18.25%
$10.2B
$1.3 Million 0.03% of portfolio
6,523
Q2 2025 Reduced 0.03%
$0
$1.12 Million 0.03% of portfolio
111,467
Q2 2025 Reduced 12.72%
$38.3B
$953,000 0.03% of portfolio
5,677
Q2 2025 Added 0.11%
$1.19B
$1.22 Million 0.03% of portfolio
21,744
Q2 2025 Added 2.85%
$45.7B
$979,000 0.03% of portfolio
2,794
Q2 2025 Reduced 28.23%
$27.4B
$996,000 0.03% of portfolio
6,126
Q2 2025 Reduced 10.03%
$11.2B
$1.06 Million 0.03% of portfolio
21,654
Q2 2025 Added 10.43%
$1.33B
$1.16 Million 0.03% of portfolio
18,940
Q2 2025 Added 0.02%

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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