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
$170B
$1.77 Million 0.05% of portfolio
2,813
Q4 2024 Added 4.57%
$0
$1.75 Million 0.05% of portfolio
35,010
Q4 2024 Added 40.09%
$0
$1.64 Million 0.05% of portfolio
17,301
Q4 2024 New
$0
$1.52 Million 0.05% of portfolio
7,220
Q4 2024 Added 1.4%
$0
$1.55 Million 0.05% of portfolio
56,468
Q4 2024 Added 23.09%
$0
$1.56 Million 0.05% of portfolio
14,804
Q4 2024 Added 0.2%
$0
$1.74 Million 0.05% of portfolio
23,032
Q4 2024 Reduced 36.6%
$0
$1.49 Million 0.05% of portfolio
32,143
Q4 2024 Reduced 4.41%
$0
$1.8 Million 0.05% of portfolio
25,422
Q4 2024 Reduced 3.7%
$0
$1.6 Million 0.05% of portfolio
16,658
Q4 2024 Added 6.69%
$0
$1.51 Million 0.05% of portfolio
66,593
Q4 2024 Reduced 4.14%
$0
$1.58 Million 0.05% of portfolio
14,053
Q4 2024 Reduced 15.68%
$85.5B
$1.68 Million 0.05% of portfolio
2,947
Q4 2024 Reduced 2.8%
$141B
$1.71 Million 0.05% of portfolio
23,803
Q4 2024 Added 34.06%
$75B
$1.78 Million 0.05% of portfolio
3,784
Q4 2024 Reduced 4.28%
$33B
$1.51 Million 0.05% of portfolio
12,962
Q3 2024 Reduced 0.59%
$0
$1.62 Million 0.05% of portfolio
51,501
Q4 2024 Added 5.9%
$0
$1.58 Million 0.05% of portfolio
61,026
Q4 2024 Reduced 1.88%
$0
$1.79 Million 0.05% of portfolio
23,652
Q4 2024 Reduced 43.36%
$1.82B
$1.5 Million 0.05% of portfolio
23,632
Q3 2024 Reduced 2.23%
$0
$1.81 Million 0.05% of portfolio
64,782
Q4 2024 Added 40.73%
$0
$1.52 Million 0.05% of portfolio
16,919
Q4 2024 Reduced 4.3%
$63.2B
$1.58 Million 0.05% of portfolio
36,483
Q4 2024 Added 16.26%
$0
$1.56 Million 0.05% of portfolio
31,127
Q4 2024 Reduced 8.92%
$0
$1.62 Million 0.05% of portfolio
6,403
Q4 2024 Reduced 19.36%
$0
$1.53 Million 0.05% of portfolio
4,461
Q4 2024 Reduced 1.15%
$299B
$1.7 Million 0.05% of portfolio
24,198
Q4 2024 Added 27.49%
$84.1B
$1.38 Million 0.04% of portfolio
10,689
Q4 2024 Reduced 27.39%
$2.92B
$1.17 Million 0.04% of portfolio
24,757
Q4 2024 Added 0.22%
$860M
$1.44 Million 0.04% of portfolio
146,802
Q3 2024 Reduced 2.21%
$28.1B
$1.16 Million 0.04% of portfolio
22,994
Q4 2024 Added 13.31%
$0
$1.48 Million 0.04% of portfolio
26,012
Q4 2024 Reduced 19.78%
$6.57B
$1.41 Million 0.04% of portfolio
5,793
Q4 2024 Added 0.05%
$294B
$1.45 Million 0.04% of portfolio
2,089
Q4 2024 Added 28.47%
$63.6B
$1.2 Million 0.04% of portfolio
375
Q4 2024 Reduced 2.09%
$4.81B
$1.33 Million 0.04% of portfolio
25,445
Q4 2024 Added 0.03%
$0
$1.36 Million 0.04% of portfolio
129,718
Q4 2024 Reduced 2.66%
$12.3B
$1.19 Million 0.04% of portfolio
11,544
Q4 2024 Added 1.99%
$158B
$1.24 Million 0.04% of portfolio
17,581
Q4 2024 Added 8.77%
$2.29B
$1.16 Million 0.04% of portfolio
100,665
Q4 2024 Added 0.0%
$162B
$1.44 Million 0.04% of portfolio
6,288
Q4 2024 Reduced 2.93%
$1.27B
$1.22 Million 0.04% of portfolio
65,754
Q4 2024 Added 26.29%
$0
$1.23 Million 0.04% of portfolio
40,049
Q4 2024 Added 14.42%
$4.99B
$1.2 Million 0.04% of portfolio
60,210
Q4 2024 Added 0.11%
$2.23B
$1.36 Million 0.04% of portfolio
24,056
Q3 2024 Added 7.8%
$0
$1.32 Million 0.04% of portfolio
18,831
Q4 2024 Added 4.97%
$0
$1.32 Million 0.04% of portfolio
55,323
Q4 2024 Reduced 1.88%
$0
$1.18 Million 0.04% of portfolio
25,612
Q4 2024 Reduced 5.79%
$0
$1.3 Million 0.04% of portfolio
30,364
Q3 2024 Reduced 12.12%

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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