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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$165 Million 4.98% of portfolio
657,532
Q4 2024 Reduced 2.73%
$623B
$93.8 Million 2.84% of portfolio
207,017
Q4 2024 Reduced 3.01%
$3.04T
$88.2 Million 2.67% of portfolio
209,238
Q4 2024 Reduced 1.26%
$830B
$49 Million 1.48% of portfolio
63,444
Q4 2024 Added 3.06%
$2.21T
$42.8 Million 1.29% of portfolio
195,008
Q4 2024 Reduced 6.14%
$335B
$41.8 Million 1.26% of portfolio
311,334
Q4 2024 Reduced 7.29%
$7.64B
$29.5 Million 0.89% of portfolio
474,189
Q4 2024 Added 4.85%
$1.07T
$26.5 Million 0.8% of portfolio
140,017
Q4 2024 Reduced 10.53%
$1.54T
$25.4 Million 0.77% of portfolio
43,050
Q4 2024 Reduced 2.41%
$775B
$23.4 Million 0.71% of portfolio
97,621
Q4 2024 Reduced 7.85%
$1.11T
$22.1 Million 0.67% of portfolio
115,959
Q4 2024 Reduced 4.84%
$1.07T
$19.7 Million 0.6% of portfolio
48,739
Q4 2024 Added 3.8%
$570B
$14.5 Million 0.44% of portfolio
45,910
Q4 2024 Reduced 4.57%
$458B
$14.3 Million 0.43% of portfolio
15,632
Q4 2024 Reduced 1.45%
$88.6B
$13.3 Million 0.4% of portfolio
57,334
Q4 2024 Reduced 10.08%
$446B
$12.8 Million 0.39% of portfolio
14,396
Q4 2024 Reduced 2.22%
$307B
$12.3 Million 0.37% of portfolio
84,587
Q4 2024 Reduced 4.47%
$263B
$11.2 Million 0.34% of portfolio
189,527
Q4 2024 Reduced 17.2%
$394B
$11.4 Million 0.34% of portfolio
29,260
Q4 2024 Reduced 5.86%
$8.36B
$11.3 Million 0.34% of portfolio
299,758
Q4 2024 Added 0.6%
$452B
$10.9 Million 0.33% of portfolio
65,245
Q4 2024 Reduced 2.05%
$461B
$10.7 Million 0.32% of portfolio
99,714
Q4 2024 Reduced 3.4%
$257B
$10.4 Million 0.31% of portfolio
114,760
Q4 2024 Reduced 18.52%
$198B
$9.49 Million 0.29% of portfolio
85,197
Q4 2024 Added 1.48%
$436B
$9.34 Million 0.28% of portfolio
18,465
Q4 2024 Reduced 11.38%
$424B
$8.86 Million 0.27% of portfolio
61,253
Q4 2024 Reduced 9.95%
$227B
$8.49 Million 0.26% of portfolio
85,347
Q4 2024 Reduced 1.7%
$403B
$8.62 Million 0.26% of portfolio
51,440
Q4 2024 Reduced 4.89%
$0
$8.26 Million 0.25% of portfolio
183,911
Q4 2024 Added 8.82%
$234B
$8.39 Million 0.25% of portfolio
38,184
Q4 2024 Added 0.95%
$207B
$7.35 Million 0.22% of portfolio
16,538
Q4 2024 Reduced 2.87%
$98.7B
$6.27 Million 0.19% of portfolio
119,969
Q4 2024 Reduced 7.8%
$180B
$6.38 Million 0.19% of portfolio
17,600
Q4 2024 Reduced 6.88%
$72.5B
$6.3 Million 0.19% of portfolio
200,941
Q4 2024 Added 7.75%
$180B
$6.3 Million 0.19% of portfolio
157,557
Q4 2024 Added 8.87%
$357B
$6.03 Million 0.18% of portfolio
33,950
Q4 2024 Reduced 15.94%
$179B
$6.11 Million 0.18% of portfolio
50,563
Q4 2024 Added 13.78%
$190B
$6.06 Million 0.18% of portfolio
266,292
Q4 2024 Added 1.81%
$116B
$5.46 Million 0.17% of portfolio
11,245
Q4 2024 Reduced 1.95%
$211B
$5.24 Million 0.16% of portfolio
34,476
Q4 2024 Added 26.44%
$148B
$5.33 Million 0.16% of portfolio
200,810
Q4 2024 Reduced 1.15%
$239B
$5.21 Million 0.16% of portfolio
43,280
Q4 2024 Added 0.06%
$224B
$4.95 Million 0.15% of portfolio
17,073
Q4 2024 Reduced 15.0%
$199B
$4.77 Million 0.14% of portfolio
63,108
Q4 2024 Added 22.78%
$24B
$4.7 Million 0.14% of portfolio
41,545
Q4 2024 Added 1.91%
$186B
$4.77 Million 0.14% of portfolio
31,040
Q4 2024 Reduced 6.74%
$181B
$4.71 Million 0.14% of portfolio
40,716
Q4 2024 Reduced 19.98%
$84.9B
$4.72 Million 0.14% of portfolio
37,455
Q4 2024 Added 29.76%
$309B
$4.33 Million 0.13% of portfolio
69,613
Q4 2024 Reduced 6.37%

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
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