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 ETFs Only

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%
$0
$115 Million 3.49% of portfolio
196,094
Q4 2024 Added 2.71%
$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%
$0
$33.5 Million 1.01% of portfolio
699,817
Q4 2024 Reduced 2.03%
$0
$28.5 Million 0.86% of portfolio
98,395
Q4 2024 Reduced 3.82%
$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%
$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 0.46% 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%
$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%
$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%
$0
$12.7 Million 0.38% of portfolio
249,801
Q4 2024 Added 880.69%
$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%
$0
$11 Million 0.33% of portfolio
495,038
Q4 2024 Reduced 0.5%
$0
$10.8 Million 0.33% of portfolio
110,966
Q4 2024 Reduced 60.2%
$0
$10.6 Million 0.32% of portfolio
284,347
Q4 2024 Added 11.55%
$0
$10.6 Million 0.32% of portfolio
121,534
Q4 2024 Added 5.33%
$0
$9.88 Million 0.3% of portfolio
125,584
Q4 2024 Added 7.8%
$0
$9.84 Million 0.3% of portfolio
26,889
Q4 2024 Reduced 0.38%
$0
$9.92 Million 0.3% of portfolio
52,228
Q4 2024 Reduced 4.68%
$0
$9.81 Million 0.3% of portfolio
94,921
Q4 2024 Added 9.1%
$0
$9.44 Million 0.29% of portfolio
122,216
Q4 2024 Reduced 8.55%
$0
$9.7 Million 0.29% of portfolio
197,658
Q4 2024 Reduced 7.95%
$0
$8.98 Million 0.27% of portfolio
373,129
Q4 2024 Added 13.48%
$0
$8.51 Million 0.26% of portfolio
44,598
Q4 2024 Reduced 12.15%
$0
$8.62 Million 0.26% of portfolio
170,734
Q4 2024 Added 11.45%
$0
$8.65 Million 0.26% of portfolio
170,481
Q4 2024 Reduced 13.73%
$0
$8.1 Million 0.25% of portfolio
69,800
Q4 2024 Reduced 0.84%
$0
$8.19 Million 0.25% of portfolio
62,362
Q4 2024 Reduced 3.69%
$0
$8.21 Million 0.25% of portfolio
313,490
Q4 2024 Reduced 32.6%
$0
$8.31 Million 0.25% of portfolio
115,516
Q4 2024 Reduced 1.84%
$0
$8.09 Million 0.24% of portfolio
45,450
Q4 2024 Reduced 3.62%
$0
$8.05 Million 0.24% of portfolio
75,325
Q4 2024 Added 7.58%
$0
$7.83 Million 0.24% of portfolio
113,823
Q4 2024 Added 8.74%
$0
$7.68 Million 0.23% of portfolio
244,512
Q4 2024 Added 0.03%

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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