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
$3.6T
$165 Million 4.98% of portfolio
657,532
Q4 2024 Reduced 2.73%
$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%
$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%
$7.83B
$29.5 Million 0.89% of portfolio
474,189
Q4 2024 Added 4.85%
$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%
$771B
$23.4 Million 0.71% of portfolio
97,621
Q4 2024 Reduced 7.85%
$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%
$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%
$97.6B
$13.3 Million 0.4% of portfolio
57,334
Q4 2024 Reduced 10.08%
$425B
$12.8 Million 0.39% of portfolio
14,396
Q4 2024 Reduced 2.22%
$306B
$12.3 Million 0.37% of portfolio
84,587
Q4 2024 Reduced 4.47%
$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%
$497B
$10.9 Million 0.33% of portfolio
65,245
Q4 2024 Reduced 2.05%
$456B
$10.7 Million 0.32% of portfolio
99,714
Q4 2024 Reduced 3.4%
$253B
$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%
$486B
$9.34 Million 0.28% of portfolio
18,465
Q4 2024 Reduced 11.38%
$380B
$8.86 Million 0.27% of portfolio
61,253
Q4 2024 Reduced 9.95%
$242B
$8.49 Million 0.26% of portfolio
85,347
Q4 2024 Reduced 1.7%
$390B
$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%
$200B
$8.39 Million 0.25% of portfolio
38,184
Q4 2024 Added 0.95%
$203B
$7.35 Million 0.22% of portfolio
16,538
Q4 2024 Reduced 2.87%
$91.1B
$6.27 Million 0.19% of portfolio
119,969
Q4 2024 Reduced 7.8%
$210B
$6.38 Million 0.19% of portfolio
17,600
Q4 2024 Reduced 6.88%
$73.5B
$6.3 Million 0.19% of portfolio
200,941
Q4 2024 Added 7.75%
$164B
$6.3 Million 0.19% of portfolio
157,557
Q4 2024 Added 8.87%
$299B
$6.03 Million 0.18% of portfolio
33,950
Q4 2024 Reduced 15.94%
$200B
$6.11 Million 0.18% of portfolio
50,563
Q4 2024 Added 13.78%
$159B
$6.06 Million 0.18% of portfolio
266,292
Q4 2024 Added 1.81%
$131B
$5.46 Million 0.17% of portfolio
11,245
Q4 2024 Reduced 1.95%
$204B
$5.24 Million 0.16% of portfolio
34,476
Q4 2024 Added 26.44%
$146B
$5.33 Million 0.16% of portfolio
200,810
Q4 2024 Reduced 1.15%
$190B
$5.21 Million 0.16% of portfolio
43,280
Q4 2024 Added 0.06%
$207B
$4.95 Million 0.15% of portfolio
17,073
Q4 2024 Reduced 15.0%
$151B
$4.77 Million 0.14% of portfolio
63,108
Q4 2024 Added 22.78%
$25.6B
$4.7 Million 0.14% of portfolio
41,545
Q4 2024 Added 1.91%
$191B
$4.77 Million 0.14% of portfolio
31,040
Q4 2024 Reduced 6.74%
$183B
$4.71 Million 0.14% of portfolio
40,716
Q4 2024 Reduced 19.98%
$96.7B
$4.72 Million 0.14% of portfolio
37,455
Q4 2024 Added 29.76%
$267B
$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
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