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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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