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
$68.3B
$2.06 Million 0.06% of portfolio
16,221
Q4 2024 Added 31.6%
$0
$1.86 Million 0.06% of portfolio
63,629
Q4 2024 Added 12.17%
$0
$2.05 Million 0.06% of portfolio
36,835
Q4 2024 Added 2.64%
$0
$2.07 Million 0.06% of portfolio
44,725
Q4 2024 Added 1.11%
$0
$2.1 Million 0.06% of portfolio
41,116
Q4 2024 Added 10.01%
$0
$2.1 Million 0.06% of portfolio
27,273
Q4 2024 Added 7.22%
$222B
$2.03 Million 0.06% of portfolio
12,176
Q4 2024 Reduced 0.59%
$122B
$2.04 Million 0.06% of portfolio
22,073
Q4 2024 Reduced 4.35%
$150B
$1.91 Million 0.06% of portfolio
8,464
Q4 2024 Added 10.22%
$33.6B
$1.83 Million 0.06% of portfolio
56,046
Q4 2024 Reduced 6.08%
$0
$2.03 Million 0.06% of portfolio
36,693
Q4 2024 Added 13.88%
$0
$2.04 Million 0.06% of portfolio
19,127
Q4 2024 Reduced 20.61%
$0
$1.84 Million 0.06% of portfolio
6,929
Q4 2024 Added 1.48%
$0
$2.07 Million 0.06% of portfolio
6,415
Q4 2024 Added 7.62%
$0
$2.14 Million 0.06% of portfolio
23,536
Q4 2024 Reduced 3.78%
$0
$2.08 Million 0.06% of portfolio
16,664
Q4 2024 Added 573.57%
$0
$1.87 Million 0.06% of portfolio
160,751
Q4 2024 Reduced 3.94%
$56.7B
$1.92 Million 0.06% of portfolio
16,852
Q4 2024 Added 15.81%
$4.24B
$1.94 Million 0.06% of portfolio
51,891
Q4 2024 Added 1.21%
$0
$2.05 Million 0.06% of portfolio
77,030
Q4 2024 Reduced 3.04%
$26.1B
$1.91 Million 0.06% of portfolio
21,776
Q4 2024 Added 1.7%
$0
$2.14 Million 0.06% of portfolio
3,757
Q4 2024 Added 0.56%
$0
$1.93 Million 0.06% of portfolio
64,650
Q4 2024 Added 4.68%
$0
$1.95 Million 0.06% of portfolio
14,759
Q4 2024 Reduced 0.05%
$0
$1.98 Million 0.06% of portfolio
83,501
Q4 2024 Reduced 18.43%
$290B
$1.99 Million 0.06% of portfolio
8,999
Q4 2024 Added 0.8%
$0
$1.89 Million 0.06% of portfolio
368,090
Q4 2024 Added 1.24%
$0
$2.14 Million 0.06% of portfolio
8,841
Q4 2024 Added 164.54%
$0
$1.94 Million 0.06% of portfolio
33,523
Q4 2024 Added 7.1%
$67.9B
$1.69 Million 0.05% of portfolio
16,340
Q4 2024 Added 4.48%
$24.3B
$1.81 Million 0.05% of portfolio
20,252
Q4 2024 Reduced 3.53%
$0
$1.51 Million 0.05% of portfolio
131,058
Q4 2024 Reduced 0.3%
$105B
$1.76 Million 0.05% of portfolio
9,941
Q4 2024 Reduced 61.14%
$55.9B
$1.68 Million 0.05% of portfolio
7,829
Q4 2024 Added 6.69%
$148B
$1.61 Million 0.05% of portfolio
42,809
Q4 2024 Added 0.25%
$126B
$1.53 Million 0.05% of portfolio
15,381
Q4 2024 Added 11.95%
$85.5B
$1.75 Million 0.05% of portfolio
5,114
Q4 2024 Added 15.08%
$0
$1.78 Million 0.05% of portfolio
123,623
Q4 2024 Added 1.42%
$87.6B
$1.62 Million 0.05% of portfolio
38,097
Q4 2024 Reduced 7.87%
$3.88B
$1.56 Million 0.05% of portfolio
62,389
Q4 2024 Added 0.9%
$0
$1.61 Million 0.05% of portfolio
8,723
Q4 2024 Reduced 10.35%
$0
$1.66 Million 0.05% of portfolio
33,175
Q4 2024 Added 195.6%
$0
$1.76 Million 0.05% of portfolio
39,150
Q4 2024 Added 15.23%
$0
$1.52 Million 0.05% of portfolio
76,487
Q4 2024 Reduced 0.78%
$0
$1.55 Million 0.05% of portfolio
32,123
Q4 2024 Added 1.68%
$0
$1.76 Million 0.05% of portfolio
20,043
Q4 2024 Added 3.88%
$0
$1.76 Million 0.05% of portfolio
57,772
Q4 2024 Added 26.22%
$35.7B
$1.77 Million 0.05% of portfolio
27,739
Q4 2024 Added 136.26%
$0
$1.62 Million 0.05% of portfolio
106,290
Q4 2024 Added 11.49%

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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