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
$0
$1.76 Million 0.04% of portfolio
141,378
Q3 2025 Reduced 2.95%
$113B
$1.79 Million 0.04% of portfolio
18,930
Q3 2025 Added 10.77%
$144B
$1.86 Million 0.04% of portfolio
4,073
Q3 2025 Reduced 3.98%
$0
$1.8 Million 0.04% of portfolio
56,939
Q3 2025 Added 2.54%
$0
$1.54 Million 0.04% of portfolio
108,308
Q3 2025 Reduced 3.26%
$0
$1.78 Million 0.04% of portfolio
37,521
Q3 2025 Added 9.79%
$0
$1.76 Million 0.04% of portfolio
34,734
Q3 2025 Reduced 7.54%
$0
$1.85 Million 0.04% of portfolio
13,783
Q3 2025 Added 1.46%
$0
$1.76 Million 0.04% of portfolio
46,054
Q3 2025 Added 42.67%
$0
$1.47 Million 0.04% of portfolio
36,112
Q2 2025 Reduced 1.1%
$0
$1.74 Million 0.04% of portfolio
77,394
Q3 2025 Reduced 0.14%
$0
$1.68 Million 0.04% of portfolio
29,818
Q3 2025 Reduced 2.39%
$0
$1.73 Million 0.04% of portfolio
36,263
Q3 2025 Added 43.63%
$0
$1.48 Million 0.04% of portfolio
29,866
Q3 2025 Added 295.79%
$0
$1.53 Million 0.04% of portfolio
78,786
Q3 2025 Added 5.92%
$25.4B
$1.74 Million 0.04% of portfolio
64,070
Q3 2025 Added 0.34%
$0
$1.76 Million 0.04% of portfolio
38,473
Q3 2025 Added 232.78%
$0
$1.48 Million 0.04% of portfolio
70,556
Q3 2025 Added 443.16%
$0
$1.78 Million 0.04% of portfolio
26,394
Q3 2025 Reduced 12.45%
$0
$1.78 Million 0.04% of portfolio
48,804
Q3 2025 Added 17.72%
$0
$1.76 Million 0.04% of portfolio
14,384
Q3 2025 Reduced 12.32%
$0
$1.51 Million 0.04% of portfolio
18,268
Q3 2025 Added 23.37%
$0
$1.68 Million 0.04% of portfolio
16,021
Q3 2025 Reduced 11.63%
$0
$1.68 Million 0.04% of portfolio
26,139
Q3 2025 Added 5.09%
$0
$1.73 Million 0.04% of portfolio
33,816
Q3 2025 Reduced 87.1%
$0
$1.48 Million 0.04% of portfolio
7,068
Q3 2025 Added 34.73%
$20.9B
$1.8 Million 0.04% of portfolio
10,099
Q3 2025 Reduced 0.07%
$99.7B
$1.76 Million 0.04% of portfolio
9,111
Q3 2025 Reduced 0.22%
$38.8B
$1.74 Million 0.04% of portfolio
10,741
Q3 2025 Added 356.29%
$38B
$1.77 Million 0.04% of portfolio
13,106
Q3 2025 Reduced 14.14%
$33.2B
$1.62 Million 0.04% of portfolio
16,478
Q3 2025 Reduced 8.64%
$0
$1.69 Million 0.04% of portfolio
16,427
Q3 2025 Reduced 22.5%
$66.3B
$1.62 Million 0.04% of portfolio
7,077
Q3 2025 Reduced 5.72%
$0
$1.84 Million 0.04% of portfolio
68,313
Q3 2025 Added 6.13%
$0
$1.6 Million 0.04% of portfolio
38,085
Q3 2025 Reduced 12.63%
$269B
$1.63 Million 0.04% of portfolio
6,813
Q3 2025 Added 0.59%
$82.8B
$1.61 Million 0.04% of portfolio
5,570
Q3 2025 Reduced 5.9%
$59.5B
$1.77 Million 0.04% of portfolio
38,614
Q3 2025 Reduced 15.05%
$181B
$1.82 Million 0.04% of portfolio
18,547
Q3 2025 Added 40.01%
$70.1B
$1.48 Million 0.04% of portfolio
8,674
Q3 2025 Added 4.17%
$0
$1.48 Million 0.04% of portfolio
27,781
Q3 2025 Added 3.4%
$0
$1.86 Million 0.04% of portfolio
8,895
Q3 2025 Reduced 9.58%
$0
$1.58 Million 0.04% of portfolio
31,627
Q3 2025 Added 41.76%
$0
$1.62 Million 0.04% of portfolio
5,363
Q3 2025 Added 0.02%
$0
$1.59 Million 0.04% of portfolio
8,418
Q3 2025 Reduced 2.14%
$111B
$1.5 Million 0.04% of portfolio
3,822
Q3 2025 Added 16.7%
$14B
$1.89 Million 0.04% of portfolio
27,900
Q3 2025 Added 22.49%
$91.4B
$1.4 Million 0.03% of portfolio
9,022
Q3 2025 Reduced 11.11%
$1.9B
$1.25 Million 0.03% of portfolio
51,753
Q3 2025 Added 20.36%

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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