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
$33.7B
$4.35 Million 0.13% of portfolio
81,538
Q4 2024 Added 5.57%
$124B
$4.17 Million 0.13% of portfolio
45,748
Q4 2024 Reduced 2.66%
$63.5B
$4.24 Million 0.13% of portfolio
31,392
Q4 2024 Added 46.79%
$153B
$4 Million 0.12% of portfolio
15,334
Q4 2024 Reduced 10.93%
$372B
$4.03 Million 0.12% of portfolio
91,764
Q4 2024 Added 0.95%
$63.2B
$3.83 Million 0.12% of portfolio
195,565
Q4 2024 Added 11.94%
$79.8B
$3.89 Million 0.12% of portfolio
194,173
Q4 2024 Added 15.92%
$50.7B
$3.99 Million 0.12% of portfolio
10,446
Q4 2024 Reduced 7.58%
$206B
$3.84 Million 0.12% of portfolio
3,619
Q4 2024 Reduced 4.86%
$145B
$3.97 Million 0.12% of portfolio
69,935
Q4 2024 Added 2.91%
$0
$3.76 Million 0.11% of portfolio
171,559
Q4 2024 Added 3.74%
$53.7B
$3.65 Million 0.11% of portfolio
46,285
Q4 2024 Reduced 0.01%
$43.9B
$3.56 Million 0.11% of portfolio
27,143
Q4 2024 Added 22.26%
$121B
$3.69 Million 0.11% of portfolio
46,168
Q4 2024 Added 12.67%
$342B
$3.59 Million 0.11% of portfolio
10,750
Q4 2024 Reduced 5.34%
$422B
$3.4 Million 0.1% of portfolio
5
Q3 2023 Reduced 58.33%
$530B
$3.18 Million 0.1% of portfolio
6,030
Q4 2024 Reduced 1.39%
$95.2B
$3.09 Million 0.09% of portfolio
104,678
Q4 2024 Added 25.01%
$125B
$3.13 Million 0.09% of portfolio
55,393
Q4 2024 Added 1.36%
$219B
$3.12 Million 0.09% of portfolio
5,448
Q4 2024 Reduced 1.13%
$161B
$2.85 Million 0.09% of portfolio
11,531
Q4 2024 Added 1.49%
$152B
$2.96 Million 0.09% of portfolio
12,972
Q4 2024 Added 36.63%
$70B
$3.1 Million 0.09% of portfolio
22,471
Q4 2024 Added 5.66%
$126B
$2.71 Million 0.08% of portfolio
15,690
Q4 2024 Reduced 1.64%
$0
$2.56 Million 0.08% of portfolio
105,133
Q4 2024 Reduced 5.76%
$6.55B
$2.72 Million 0.08% of portfolio
43,552
Q4 2023 Reduced 1.34%
$70.6B
$2.54 Million 0.08% of portfolio
9,638
Q4 2024 Added 6.33%
$61.8B
$2.71 Million 0.08% of portfolio
99,064
Q4 2024 Added 0.14%
$55.2B
$2.71 Million 0.08% of portfolio
14,869
Q4 2024 Added 94.9%
$139B
$2.48 Million 0.08% of portfolio
23,329
Q4 2024 Reduced 5.5%
$11.4B
$2.57 Million 0.08% of portfolio
23,355
Q4 2024 Added 1,074.21%
$91.4B
$2.7 Million 0.08% of portfolio
32,783
Q4 2024 Added 15.68%
$177B
$2.7 Million 0.08% of portfolio
13,880
Q4 2024 Reduced 10.52%
$71B
$2.73 Million 0.08% of portfolio
56,985
Q4 2024 Reduced 0.8%
$224B
$2.4 Million 0.07% of portfolio
21,222
Q4 2024 Reduced 4.54%
$243B
$2.36 Million 0.07% of portfolio
6,712
Q4 2024 Added 3.1%
$237B
$2.45 Million 0.07% of portfolio
8,259
Q4 2024 Added 5.22%
$86.2B
$2.27 Million 0.07% of portfolio
21,034
Q4 2024 Reduced 2.37%
$130B
$2.2 Million 0.07% of portfolio
6,629
Q4 2024 Added 3.85%
$96.9B
$2.28 Million 0.07% of portfolio
30,162
Q4 2024 Added 2.53%
$191B
$2.43 Million 0.07% of portfolio
28,227
Q4 2024 Reduced 10.52%
$44.9B
$2.22 Million 0.07% of portfolio
18,750
Q4 2024 Reduced 19.2%
$148B
$2.28 Million 0.07% of portfolio
6,331
Q4 2024 Added 13.83%
$10B
$2.37 Million 0.07% of portfolio
2,144
Q4 2024 Added 1.13%
$145B
$2.39 Million 0.07% of portfolio
19,787
Q4 2024 Reduced 5.11%
$90.4B
$2.18 Million 0.07% of portfolio
10,801
Q4 2024 Reduced 1.15%
$9.29B
$2.01 Million 0.06% of portfolio
31,040
Q4 2024 Reduced 2.18%
$126B
$2.09 Million 0.06% of portfolio
7,153
Q4 2024 Reduced 2.59%
$188B
$1.97 Million 0.06% of portfolio
396
Q4 2024 Added 1.54%

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