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
$129B
$1.3 Million 0.04% of portfolio
3,223
Q4 2024 Reduced 13.13%
$5.09B
$1.18 Million 0.04% of portfolio
10,283
Q4 2024 Reduced 0.81%
$8.72B
$954,000 0.03% of portfolio
74,167
Q4 2024 Added 6.8%
$64.7B
$1.02 Million 0.03% of portfolio
3,518
Q4 2024 Added 4.3%
$358B
$1.06 Million 0.03% of portfolio
12,457
Q4 2024 Reduced 3.96%
$510M
$936,000 0.03% of portfolio
160,685
Q3 2024 Reduced 2.43%
$54B
$926,000 0.03% of portfolio
10,045
Q4 2024 Reduced 4.62%
$131B
$992,000 0.03% of portfolio
6,103
Q4 2024 Reduced 7.91%
$26.7B
$885,000 0.03% of portfolio
38,271
Q3 2024 Reduced 1.99%
$25.4B
$859,000 0.03% of portfolio
4,856
Q4 2024 Added 14.64%
$0
$903,000 0.03% of portfolio
38,376
Q4 2024 Reduced 5.15%
$6.7B
$1.13 Million 0.03% of portfolio
9,999
Q4 2024 Added 0.09%
$8.27B
$1.11 Million 0.03% of portfolio
6,534
Q4 2024 Reduced 0.97%
$65.7B
$893,000 0.03% of portfolio
3,938
Q4 2024 Added 5.97%
$746M
$887,000 0.03% of portfolio
8,691
Q3 2024 Added 31.09%
$0
$916,000 0.03% of portfolio
13,389
Q4 2024 Reduced 11.38%
$4.85B
$829,000 0.03% of portfolio
88,236
Q4 2024 Reduced 0.48%
$28.6B
$1 Million 0.03% of portfolio
4,544
Q4 2024 Added 184.53%
$12.8B
$1.05 Million 0.03% of portfolio
18,316
Q4 2024 Reduced 5.14%
$895M
$1 Million 0.03% of portfolio
18,937
Q3 2024 New
$45.4B
$842,000 0.03% of portfolio
2,418
Q4 2024 Reduced 6.17%
$0
$880,000 0.03% of portfolio
36,247
Q4 2024 Added 7.0%
$143B
$1.11 Million 0.03% of portfolio
2,630
Q4 2024 Reduced 41.93%
$0
$994,000 0.03% of portfolio
39,221
Q4 2024 Added 16.64%
$0
$1.08 Million 0.03% of portfolio
26,289
Q4 2024 Added 0.15%
$0
$870,000 0.03% of portfolio
9,700
Q4 2024 Added 12.74%
$10.6B
$1.04 Million 0.03% of portfolio
11,408
Q4 2024 Added 4.82%
$11.9B
$1.14 Million 0.03% of portfolio
34,318
Q4 2024 Reduced 0.26%
$59.9B
$1.11 Million 0.03% of portfolio
3,928
Q4 2024 Reduced 11.55%
$5.09B
$947,000 0.03% of portfolio
26,287
Q4 2024 Reduced 2.01%
$0
$1.07 Million 0.03% of portfolio
21,613
Q4 2024 Added 4.7%
$0
$980,000 0.03% of portfolio
9,417
Q4 2024 Reduced 10.1%
$0
$846,000 0.03% of portfolio
5,094
Q4 2024 Reduced 0.2%
$0
$1.15 Million 0.03% of portfolio
30,048
Q4 2024 Reduced 10.73%
$0
$997,000 0.03% of portfolio
24,491
Q4 2024 Reduced 12.74%
$0
$1.07 Million 0.03% of portfolio
26,414
Q4 2024 Reduced 13.15%
$1.5B
$1.01 Million 0.03% of portfolio
46,262
Q4 2024 Reduced 0.04%
$70.8B
$1 Million 0.03% of portfolio
18,776
Q4 2024 Reduced 9.25%
$16.8B
$1.01 Million 0.03% of portfolio
8,660
Q4 2024 New
$0
$840,000 0.03% of portfolio
12,159
Q4 2024 Added 3.1%
$2.58B
$893,000 0.03% of portfolio
99,333
Q4 2024 Added 0.02%
$18.3B
$1.09 Million 0.03% of portfolio
20,167
Q4 2024 Added 0.88%
$10.3B
$1.01 Million 0.03% of portfolio
36,035
Q4 2024 Reduced 5.81%
$174B
$912,000 0.03% of portfolio
1,749
Q4 2024 Reduced 1.52%
$0
$1.12 Million 0.03% of portfolio
3,344
Q4 2024 Reduced 7.98%
$0
$1 Million 0.03% of portfolio
21,951
Q4 2024 Added 4.25%
$0
$917,000 0.03% of portfolio
15,730
Q4 2024 Reduced 17.11%
$0
$1.04 Million 0.03% of portfolio
8,522
Q4 2024 Reduced 0.44%
$0
$1.01 Million 0.03% of portfolio
7,078
Q4 2024 Reduced 4.26%

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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