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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Million 0.33% of portfolio
110,966
Q4 2024 Reduced 60.2%
$459B
$10.9 Million 0.33% of portfolio
65,245
Q4 2024 Reduced 2.05%
$445B
$10.7 Million 0.32% of portfolio
99,714
Q4 2024 Reduced 3.4%
$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%
$266B
$10.4 Million 0.31% of portfolio
114,760
Q4 2024 Reduced 18.52%
$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%
$206B
$9.49 Million 0.29% of portfolio
85,197
Q4 2024 Added 1.48%
$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%
$507B
$9.34 Million 0.28% of portfolio
18,465
Q4 2024 Reduced 11.38%
$398B
$8.86 Million 0.27% of portfolio
61,253
Q4 2024 Reduced 9.95%
$0
$8.98 Million 0.27% of portfolio
373,129
Q4 2024 Added 13.48%
$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%
$250B
$8.49 Million 0.26% of portfolio
85,347
Q4 2024 Reduced 1.7%
$393B
$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%
$229B
$8.39 Million 0.25% of portfolio
38,184
Q4 2024 Added 0.95%
$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%
$0
$7.71 Million 0.23% of portfolio
43,987
Q4 2024 Added 43.89%
$0
$7.52 Million 0.23% of portfolio
145,952
Q4 2024 Added 2.83%
$0
$7.67 Million 0.23% of portfolio
19,093
Q4 2024 Reduced 1.08%
$203B
$7.35 Million 0.22% of portfolio
16,538
Q4 2024 Reduced 2.87%
$0
$7.38 Million 0.22% of portfolio
90,059
Q4 2024 Reduced 7.84%
$0
$7.31 Million 0.22% of portfolio
30,439
Q4 2024 Added 33.6%
$44.8B
$7 Million 0.21% of portfolio
141,356
Q4 2024 Added 30.81%
$0
$6.93 Million 0.21% of portfolio
111,192
Q4 2024 Added 7.29%
$0
$6.92 Million 0.21% of portfolio
120,358
Q4 2024 Added 9.51%
$0
$6.81 Million 0.21% of portfolio
10,955
Q4 2024 Reduced 3.9%
$0
$6.52 Million 0.2% of portfolio
102,719
Q4 2024 Reduced 5.97%
$0
$6.75 Million 0.2% of portfolio
112,916
Q4 2024 Added 80.61%
$93.6B
$6.27 Million 0.19% of portfolio
119,969
Q4 2024 Reduced 7.8%
$196B
$6.38 Million 0.19% of portfolio
17,600
Q4 2024 Reduced 6.88%
$71B
$6.3 Million 0.19% of portfolio
200,941
Q4 2024 Added 7.75%
$0
$6.42 Million 0.19% of portfolio
163,126
Q4 2024 Reduced 1.56%
$0
$6.29 Million 0.19% of portfolio
48,798
Q4 2024 Reduced 6.62%
$0
$6.33 Million 0.19% of portfolio
48,073
Q4 2024 Added 43.19%
$0
$6.29 Million 0.19% of portfolio
138,814
Q4 2024 Reduced 4.15%

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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