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
$112B
$4.17 Million 0.13% of portfolio
45,748
Q4 2024 Reduced 2.66%
$62.5B
$4.24 Million 0.13% of portfolio
31,392
Q4 2024 Added 46.79%
$0
$4.13 Million 0.13% of portfolio
48,152
Q4 2024 Reduced 0.29%
$0
$4.35 Million 0.13% of portfolio
63,503
Q4 2024 Reduced 7.69%
$0
$4.31 Million 0.13% of portfolio
26,664
Q4 2024 Added 2.99%
$146B
$4 Million 0.12% of portfolio
15,334
Q4 2024 Reduced 10.93%
$367B
$4.03 Million 0.12% of portfolio
91,764
Q4 2024 Added 0.95%
$64.6B
$3.83 Million 0.12% of portfolio
195,565
Q4 2024 Added 11.94%
$0
$3.91 Million 0.12% of portfolio
101,185
Q4 2024 Reduced 2.22%
$0
$4.04 Million 0.12% of portfolio
94,097
Q4 2024 Reduced 40.43%
$89.8B
$3.89 Million 0.12% of portfolio
194,173
Q4 2024 Added 15.92%
$0
$4 Million 0.12% of portfolio
76,251
Q4 2024 Added 11.35%
$46.8B
$3.99 Million 0.12% of portfolio
10,446
Q4 2024 Reduced 7.58%
$0
$3.81 Million 0.12% of portfolio
17,000
Q4 2024 Added 3.93%
$227B
$3.84 Million 0.12% of portfolio
3,619
Q4 2024 Reduced 4.86%
$142B
$3.97 Million 0.12% of portfolio
69,935
Q4 2024 Added 2.91%
$0
$3.55 Million 0.11% of portfolio
38,770
Q4 2024 Reduced 4.5%
$0
$3.74 Million 0.11% of portfolio
74,108
Q4 2024 Reduced 3.98%
$0
$3.53 Million 0.11% of portfolio
77,463
Q4 2024 Added 1,666.14%
$56.6B
$3.65 Million 0.11% of portfolio
46,285
Q4 2024 Reduced 0.01%
$42.6B
$3.56 Million 0.11% of portfolio
27,143
Q4 2024 Added 22.26%
$117B
$3.69 Million 0.11% of portfolio
46,168
Q4 2024 Added 12.67%
$0
$3.62 Million 0.11% of portfolio
54,701
Q4 2024 Reduced 1.24%
$333B
$3.59 Million 0.11% of portfolio
10,750
Q4 2024 Reduced 5.34%
$0
$3.77 Million 0.11% of portfolio
203,574
Q4 2024 Reduced 8.02%
$415B
$3.4 Million 0.1% of portfolio
5
Q3 2023 Reduced 58.33%
$76.8B
$3.3 Million 0.1% of portfolio
26,637
Q4 2024 Reduced 10.13%
$0
$3.34 Million 0.1% of portfolio
178,173
Q4 2024 Added 342.92%
$0
$3.22 Million 0.1% of portfolio
60,070
Q4 2024 Reduced 7.67%
$503B
$3.18 Million 0.1% of portfolio
6,030
Q4 2024 Reduced 1.39%
$0
$3.3 Million 0.1% of portfolio
35,298
Q4 2024 Added 0.83%
$0
$2.91 Million 0.09% of portfolio
26,941
Q4 2024 Reduced 14.71%
$95.4B
$3.09 Million 0.09% of portfolio
104,678
Q4 2024 Added 25.01%
$121B
$3.13 Million 0.09% of portfolio
55,393
Q4 2024 Added 1.36%
$0
$3.04 Million 0.09% of portfolio
86,177
Q4 2024 Reduced 30.93%
$0
$3.11 Million 0.09% of portfolio
52,551
Q4 2024 Added 1.48%
$0
$3 Million 0.09% of portfolio
26,007
Q4 2024 Reduced 4.13%
$216B
$3.12 Million 0.09% of portfolio
5,448
Q4 2024 Reduced 1.13%
$14.7B
$2.86 Million 0.09% of portfolio
108,803
Q4 2024 Added 0.38%
$0
$3.14 Million 0.09% of portfolio
35,360
Q4 2024 Added 5.23%
$0
$3.11 Million 0.09% of portfolio
30,925
Q4 2024 Reduced 5.41%
$0
$3.07 Million 0.09% of portfolio
70,575
Q4 2024 Reduced 0.7%
$0
$3 Million 0.09% of portfolio
52,394
Q4 2024 Reduced 7.14%
$0
$2.83 Million 0.09% of portfolio
56,478
Q4 2024 Added 5.77%
$0
$2.84 Million 0.09% of portfolio
55,930
Q4 2024 Added 7.76%
$160B
$2.85 Million 0.09% of portfolio
11,531
Q4 2024 Added 1.49%
$145B
$2.96 Million 0.09% of portfolio
12,972
Q4 2024 Added 36.63%
$0
$3.11 Million 0.09% of portfolio
12,260
Q4 2024 Reduced 2.4%
$77.8B
$3.1 Million 0.09% of portfolio
22,471
Q4 2024 Added 5.66%

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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