Mutual Advisors, LLC Portfolio Holdings

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025

Mutual Advisors, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.2 Billion distributed in 1281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $259M, Ishares Barclays with a value of $198M, Apple Inc. with a value of $163M, Ishares Core S&P 500 ETF with a value of $145M, and Microsoft Corp with a value of $111M.

Examining the 13F form we can see an increase of $469M in the current position value, from $3.73B to 4.2B.

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 $4.2 Billion
ETFs: $2.51 Billion
Technology: $515 Million
Financial Services: $300 Million
Communication Services: $149 Million
Consumer Cyclical: $145 Million
Healthcare: $132 Million
Industrials: $119 Million
Consumer Defensive: $104 Million
Other: $170 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160B
$1.91 Million 0.05% of portfolio
9,623
Q3 2025 Added 6.87%
$0
$2.15 Million 0.05% of portfolio
36,984
Q3 2025 Added 0.7%
$0
$2.01 Million 0.05% of portfolio
13,333
Q3 2025 New
$0
$2.02 Million 0.05% of portfolio
21,585
Q3 2025 Added 3.49%
$0
$1.99 Million 0.05% of portfolio
42,696
Q2 2025 Reduced 1.39%
$79.5B
$1.96 Million 0.05% of portfolio
15,669
Q3 2025 Added 129.25%
$11.8B
$2.1 Million 0.05% of portfolio
40,049
Q3 2025 Added 0.04%
$132B
$1.9 Million 0.05% of portfolio
9,013
Q3 2025 Added 10.21%
$0
$2.31 Million 0.05% of portfolio
25,822
Q3 2025 Reduced 73.26%
$0
$1.95 Million 0.05% of portfolio
17,499
Q3 2025 Reduced 4.98%
$0
$2.15 Million 0.05% of portfolio
16,962
Q3 2025 Reduced 12.72%
$0
$2.01 Million 0.05% of portfolio
18,859
Q3 2025 Added 4.92%
$0
$2.11 Million 0.05% of portfolio
39,463
Q3 2025 Reduced 11.12%
$0
$2.23 Million 0.05% of portfolio
30,259
Q3 2025 Added 6.77%
$2.64B
$2.08 Million 0.05% of portfolio
92,148
Q3 2025 New
$121B
$2.17 Million 0.05% of portfolio
2,803
Q3 2025 Reduced 9.61%
$270B
$2.1 Million 0.05% of portfolio
13,232
Q3 2025 Added 6.2%
$69.1B
$2.05 Million 0.05% of portfolio
24,300
Q3 2025 Added 22.86%
$168B
$2.03 Million 0.05% of portfolio
26,877
Q3 2025 Added 11.69%
$86.7B
$1.99 Million 0.05% of portfolio
3,264
Q3 2025 Reduced 13.51%
$954M
$1.99 Million 0.05% of portfolio
55,336
Q3 2025 New
$0
$1.9 Million 0.05% of portfolio
162,769
Q3 2025 Added 7.24%
$23B
$2.26 Million 0.05% of portfolio
22,016
Q3 2025 Reduced 58.2%
$39.9B
$1.93 Million 0.05% of portfolio
18,631
Q3 2025 Added 2.12%
$61.4B
$2.23 Million 0.05% of portfolio
5,383
Q3 2025 Added 613.93%
$0
$2.09 Million 0.05% of portfolio
29,697
Q3 2025 Reduced 11.18%
$0
$1.97 Million 0.05% of portfolio
61,117
Q3 2025 Added 4.75%
$28.9B
$1.92 Million 0.05% of portfolio
21,304
Q3 2025 Reduced 5.72%
$82.2B
$1.94 Million 0.05% of portfolio
8,601
Q3 2025 Added 569.34%
$0
$2.3 Million 0.05% of portfolio
75,827
Q3 2025 Added 3.87%
$0
$2.19 Million 0.05% of portfolio
24,666
Q3 2025 Reduced 2.33%
$0
$2.05 Million 0.05% of portfolio
7,522
Q3 2025 Added 0.04%
$136B
$2.04 Million 0.05% of portfolio
5,529
Q3 2025 Reduced 4.19%
$3.22B
$1.92 Million 0.05% of portfolio
35,612
Q3 2025 New
$0
$1.96 Million 0.05% of portfolio
315,400
Q3 2025 Reduced 5.09%
$136B
$2 Million 0.05% of portfolio
8,454
Q3 2025 Added 2.22%
$0
$2.29 Million 0.05% of portfolio
28,687
Q3 2025 Added 2.83%
$32.7B
$1.98 Million 0.05% of portfolio
22,895
Q3 2025 Added 149.73%
$0
$1.74 Million 0.04% of portfolio
34,613
Q3 2025 Added 5.04%
$0
$1.52 Million 0.04% of portfolio
17,645
Q3 2025 Reduced 48.48%
$3.34B
$1.88 Million 0.04% of portfolio
38,339
Q3 2025 New
$73.2B
$1.58 Million 0.04% of portfolio
368
Q3 2025 Added 0.55%
$0
$1.59 Million 0.04% of portfolio
136,817
Q3 2025 Added 10.54%
$7.01B
$1.57 Million 0.04% of portfolio
41,779
Q3 2025 Reduced 19.89%
$45.2B
$1.63 Million 0.04% of portfolio
27,351
Q3 2025 Added 124.87%
$53.8B
$1.62 Million 0.04% of portfolio
6,895
Q3 2025 Reduced 20.61%
$123B
$1.76 Million 0.04% of portfolio
6,245
Q3 2025 Added 109.77%
$19B
$1.72 Million 0.04% of portfolio
8,362
Q3 2025 Added 632.87%
$190B
$1.83 Million 0.04% of portfolio
18,038
Q3 2025 Reduced 2.32%

Summary

  • Portfolio
  • No. of Stocks 1,281
  • Current Value $4.2 Billion
  • Prior Value $3.73 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 178 stocks
  • Additional Purchases 587 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 446 stocks
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