Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024

Mutual Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.31 Billion distributed in 1084 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $260M, Spdr S&P 500 ETF Trust with a value of $199M, Apple Inc. with a value of $165M, Ishares Core S&P 500 ETF with a value of $115M, and Berkshire Hathaway Inc Class B with a value of $93.8M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $3.5B to 3.31B.

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 $3.31 Billion
ETFs: $1.9 Billion
Technology: $416 Million
Financial Services: $254 Million
Consumer Cyclical: $138 Million
Healthcare: $128 Million
Communication Services: $115 Million
Consumer Defensive: $91.3 Million
Industrials: $82.8 Million
Other: $144 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$260 Million 7.88% of portfolio
11,332,555
Q4 2024 Added 18.16%
$0
$199 Million 6.02% of portfolio
339,682
Q4 2024 Reduced 0.71%
$3.6T
$165 Million 4.98% of portfolio
657,532
Q4 2024 Reduced 2.73%
$0
$115 Million 3.49% of portfolio
196,094
Q4 2024 Added 2.71%
$600B
$93.8 Million 2.84% of portfolio
207,017
Q4 2024 Reduced 3.01%
$3.33T
$88.2 Million 2.67% of portfolio
209,238
Q4 2024 Reduced 1.26%
$716B
$49 Million 1.48% of portfolio
63,444
Q4 2024 Added 3.06%
$0
$47.9 Million 1.45% of portfolio
88,889
Q4 2024 Reduced 3.82%
$0
$47.6 Million 1.44% of portfolio
93,110
Q4 2024 Added 2.57%
$2.39T
$42.8 Million 1.29% of portfolio
195,008
Q4 2024 Reduced 6.14%
$366B
$41.8 Million 1.26% of portfolio
311,334
Q4 2024 Reduced 7.29%
$0
$33.5 Million 1.01% of portfolio
699,817
Q4 2024 Reduced 2.03%
$7.83B
$29.5 Million 0.89% of portfolio
474,189
Q4 2024 Added 4.85%
$0
$28.5 Million 0.86% of portfolio
98,395
Q4 2024 Reduced 3.82%
$1.18T
$26.5 Million 0.8% of portfolio
140,017
Q4 2024 Reduced 10.53%
$1.39T
$25.4 Million 0.77% of portfolio
43,050
Q4 2024 Reduced 2.41%
$0
$22.9 Million 0.69% of portfolio
250,080
Q4 2024 Reduced 0.46%
$0
$22.7 Million 0.69% of portfolio
124,759
Q4 2024 Added 1.51%
$1.22T
$22.1 Million 0.67% of portfolio
115,959
Q4 2024 Reduced 4.84%
$1.31T
$19.7 Million 0.6% of portfolio
48,739
Q4 2024 Added 3.8%
$0
$18.8 Million 0.57% of portfolio
147,533
Q4 2024 Reduced 1.25%
$0
$18.1 Million 0.55% of portfolio
106,741
Q4 2024 Reduced 7.05%
$0
$18 Million 0.54% of portfolio
646,228
Q4 2024 Added 1.05%
$0
$16.9 Million 0.51% of portfolio
384,510
Q4 2024 Reduced 0.44%
$0
$16 Million 0.48% of portfolio
68,904
Q4 2024 Added 1.44%
$0
$15.5 Million 0.47% of portfolio
342,927
Q4 2024 Added 24.65%
$0
$15.4 Million 0.47% of portfolio
564,980
Q4 2024 Added 3.87%
$0
$15.4 Million 0.47% of portfolio
37,586
Q4 2024 Reduced 11.44%
$0
$15.4 Million 0.46% of portfolio
589,523
Q4 2024 Added 2.37%
$0
$14.7 Million 0.44% of portfolio
286,043
Q4 2024 Added 2.3%
$0
$14.4 Million 0.44% of portfolio
635,877
Q4 2024 Reduced 1.15%
$529B
$14.5 Million 0.44% of portfolio
45,910
Q4 2024 Reduced 4.57%
$418B
$14.3 Million 0.43% of portfolio
15,632
Q4 2024 Reduced 1.45%
$0
$14.4 Million 0.43% of portfolio
141,418
Q4 2024 Added 2.36%
$0
$14.2 Million 0.43% of portfolio
206,100
Q4 2024 Reduced 6.38%
$97.6B
$13.3 Million 0.4% of portfolio
57,334
Q4 2024 Reduced 10.08%
$0
$13.4 Million 0.4% of portfolio
290,445
Q4 2024 Added 6.4%
$0
$12.8 Million 0.39% of portfolio
208,052
Q4 2024 Reduced 11.16%
$425B
$12.8 Million 0.39% of portfolio
14,396
Q4 2024 Reduced 2.22%
$32B
$12.7 Million 0.38% of portfolio
120,845
Q4 2024 Reduced 2.41%
$0
$12.7 Million 0.38% of portfolio
249,801
Q4 2024 Added 880.69%
$306B
$12.3 Million 0.37% of portfolio
84,587
Q4 2024 Reduced 4.47%
$0
$12.2 Million 0.37% of portfolio
221,914
Q4 2024 Reduced 3.54%
$0
$11.8 Million 0.36% of portfolio
233,784
Q4 2024 Reduced 0.67%
$0
$11.9 Million 0.36% of portfolio
245,750
Q4 2024 Added 69.59%
$253B
$11.2 Million 0.34% of portfolio
189,527
Q4 2024 Reduced 17.2%
$420B
$11.4 Million 0.34% of portfolio
29,260
Q4 2024 Reduced 5.86%
$8.65B
$11.3 Million 0.34% of portfolio
299,758
Q4 2024 Added 0.6%
$0
$11 Million 0.33% of portfolio
495,038
Q4 2024 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 1,084
  • Current Value $3.31 Billion
  • Prior Value $3.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 445 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 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