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
$165B
$6.3 Million 0.19% of portfolio
157,557
Q4 2024 Added 8.87%
$325B
$6.03 Million 0.18% of portfolio
33,950
Q4 2024 Reduced 15.94%
$187B
$6.11 Million 0.18% of portfolio
50,563
Q4 2024 Added 13.78%
$0
$6.08 Million 0.18% of portfolio
62,944
Q4 2024 Added 10.45%
$169B
$6.06 Million 0.18% of portfolio
266,292
Q4 2024 Added 1.81%
$0
$5.89 Million 0.18% of portfolio
264,948
Q4 2024 Added 2,676.07%
$0
$5.95 Million 0.18% of portfolio
54,036
Q4 2024 Added 6.02%
$0
$6.05 Million 0.18% of portfolio
37,903
Q4 2024 Reduced 2.29%
$0
$5.95 Million 0.18% of portfolio
69,418
Q4 2024 Reduced 21.37%
$0
$5.98 Million 0.18% of portfolio
83,680
Q4 2024 Reduced 0.68%
$0
$5.56 Million 0.17% of portfolio
43,864
Q4 2024 Added 6.9%
$0
$5.5 Million 0.17% of portfolio
50,625
Q4 2024 Added 49.49%
$0
$5.5 Million 0.17% of portfolio
106,398
Q4 2024 Added 1.77%
$121B
$5.46 Million 0.17% of portfolio
11,245
Q4 2024 Reduced 1.95%
$89.2B
$5.65 Million 0.17% of portfolio
23,316
Q4 2024 Reduced 8.94%
$0
$5.71 Million 0.17% of portfolio
30,970
Q4 2024 Added 9.77%
$0
$5.2 Million 0.16% of portfolio
224,776
Q4 2024 Added 11.93%
$0
$5.39 Million 0.16% of portfolio
46,784
Q4 2024 Reduced 28.3%
$208B
$5.24 Million 0.16% of portfolio
34,476
Q4 2024 Added 26.44%
$149B
$5.33 Million 0.16% of portfolio
200,810
Q4 2024 Reduced 1.15%
$202B
$5.21 Million 0.16% of portfolio
43,280
Q4 2024 Added 0.06%
$0
$5.27 Million 0.16% of portfolio
232,168
Q4 2024 Added 2.32%
$0
$5.45 Million 0.16% of portfolio
235,308
Q4 2024 Reduced 0.47%
$0
$4.81 Million 0.15% of portfolio
164,761
Q4 2024 Reduced 13.91%
$0
$4.84 Million 0.15% of portfolio
52,295
Q4 2024 Added 4.98%
$0
$4.98 Million 0.15% of portfolio
22,551
Q4 2024 Reduced 17.39%
$212B
$4.95 Million 0.15% of portfolio
17,073
Q4 2024 Reduced 15.0%
$0
$4.81 Million 0.15% of portfolio
34,975
Q4 2024 Reduced 3.6%
$0
$5.03 Million 0.15% of portfolio
67,355
Q4 2024 Reduced 7.59%
$0
$4.98 Million 0.15% of portfolio
18,846
Q4 2024 Reduced 8.14%
$0
$5.03 Million 0.15% of portfolio
61,878
Q4 2024 Added 13.21%
$0
$4.62 Million 0.14% of portfolio
132,976
Q4 2024 Added 2.04%
$0
$4.58 Million 0.14% of portfolio
24,756
Q4 2024 Added 1.67%
$0
$4.68 Million 0.14% of portfolio
74,015
Q4 2024 Added 1.54%
$162B
$4.77 Million 0.14% of portfolio
63,108
Q4 2024 Added 22.78%
$26.4B
$4.7 Million 0.14% of portfolio
41,545
Q4 2024 Added 1.91%
$0
$4.71 Million 0.14% of portfolio
47,285
Q4 2024 Reduced 6.94%
$194B
$4.77 Million 0.14% of portfolio
31,040
Q4 2024 Reduced 6.74%
$190B
$4.71 Million 0.14% of portfolio
40,716
Q4 2024 Reduced 19.98%
$0
$4.61 Million 0.14% of portfolio
47,663
Q4 2024 Reduced 2.37%
$0
$4.67 Million 0.14% of portfolio
216,744
Q4 2024 Reduced 15.27%
$83.3B
$4.72 Million 0.14% of portfolio
37,455
Q4 2024 Added 29.76%
$0
$4.64 Million 0.14% of portfolio
37,179
Q4 2024 Added 5.1%
$275B
$4.33 Million 0.13% of portfolio
69,613
Q4 2024 Reduced 6.37%
$0
$4.14 Million 0.13% of portfolio
119,520
Q4 2024 Added 1.45%
$0
$4.15 Million 0.13% of portfolio
95,027
Q4 2024 Added 8.67%
$0
$4.28 Million 0.13% of portfolio
44,157
Q4 2024 Added 6.5%
$0
$4.25 Million 0.13% of portfolio
47,394
Q4 2024 Added 5.72%
$33.7B
$4.35 Million 0.13% of portfolio
81,538
Q4 2024 Added 5.57%

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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