Mutual Advisors, LLC Portfolio Holdings
Mutual Advisors, LLC
- $4.2 Billion
- Q3 2025
Mutual Advisors, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.2 Billion distributed in 1281 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $259M, Ishares Barclays with a value of $198M, Apple Inc. with a value of $163M, Ishares Core S&P 500 ETF with a value of $145M, and Microsoft Corp with a value of $111M.
Examining the 13F form we can see an increase of $469M in the current position value, from $3.73B to 4.2B.
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
$4.2 Billion
ETFs: $2.51 Billion
Technology: $515 Million
Financial Services: $300 Million
Communication Services: $149 Million
Consumer Cyclical: $145 Million
Healthcare: $132 Million
Industrials: $119 Million
Consumer Defensive: $104 Million
Other: $170 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,281
- Current Value $4.2 Billion
- Prior Value $3.73 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 178 stocks
- Additional Purchases 587 stocks
- Sold out of 0 stocks
- Reduced holdings in 446 stocks