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
$1.34 Million 0.03% of portfolio
36,010
Q3 2025 Added 117.32%
$57.5B
$1.16 Million 0.03% of portfolio
4,249
Q3 2025 Added 2.29%
$5.29B
$1.39 Million 0.03% of portfolio
28,001
Q3 2025 Added 0.32%
$418B
$1.15 Million 0.03% of portfolio
6,421
Q3 2025 Added 62.64%
$2.76B
$1.24 Million 0.03% of portfolio
7,543
Q3 2025 Added 0.11%
$62.3B
$1.28 Million 0.03% of portfolio
11,422
Q3 2025 Added 6.75%
$1.43B
$1.15 Million 0.03% of portfolio
109,050
Q3 2025 New
$72.4B
$1.06 Million 0.03% of portfolio
2,959
Q3 2025 Added 292.44%
$197B
$1.33 Million 0.03% of portfolio
6,499
Q3 2025 Added 6.54%
$32.2B
$1.34 Million 0.03% of portfolio
22,356
Q3 2025 Reduced 5.56%
$9.75B
$1.43 Million 0.03% of portfolio
6,523
Q2 2025 Reduced 0.03%
$0
$1.16 Million 0.03% of portfolio
111,031
Q3 2025 Reduced 0.39%
$605M
$1.06 Million 0.03% of portfolio
147,920
Q3 2025 Added 41.73%
$515M
$1.19 Million 0.03% of portfolio
16,280
Q3 2025 Added 87.32%
$191B
$1.31 Million 0.03% of portfolio
243
Q3 2025 Reduced 2.41%
$6.38B
$1.24 Million 0.03% of portfolio
27,323
Q3 2025 New
$65.2B
$1.15 Million 0.03% of portfolio
2,714
Q3 2025 Added 1.69%
$2.6B
$1.07 Million 0.03% of portfolio
43,257
Q3 2025 New
$0
$1.13 Million 0.03% of portfolio
24,867
Q3 2025 Added 211.27%
$2.89B
$1.34 Million 0.03% of portfolio
41,543
Q3 2025 Reduced 36.69%
$53B
$1.08 Million 0.03% of portfolio
11,349
Q3 2025 Reduced 6.89%
$0
$1.44 Million 0.03% of portfolio
45,248
Q3 2025 Reduced 1.33%
$0
$1.1 Million 0.03% of portfolio
24,586
Q3 2025 Reduced 1.96%
$0
$1.1 Million 0.03% of portfolio
10,864
Q3 2025 Reduced 0.22%
$0
$1.11 Million 0.03% of portfolio
25,128
Q3 2025 Reduced 0.55%
$1.99B
$1.4 Million 0.03% of portfolio
24,072
Q3 2025 Added 0.05%
$0
$1.46 Million 0.03% of portfolio
17,857
Q3 2025 Added 0.55%
$0
$1.06 Million 0.03% of portfolio
21,666
Q3 2025 Added 0.05%
$0
$1.41 Million 0.03% of portfolio
69,989
Q3 2025 Reduced 5.93%
$0
$1.25 Million 0.03% of portfolio
48,433
Q3 2025 Reduced 2.17%
$0
$1.42 Million 0.03% of portfolio
28,707
Q3 2025 Reduced 0.43%
$0
$1.45 Million 0.03% of portfolio
32,605
Q2 2025 Added 37.92%
$0
$1.1 Million 0.03% of portfolio
24,870
Q2 2025 Reduced 0.8%
$52.1B
$1.35 Million 0.03% of portfolio
112,486
Q3 2025 Added 10.79%
$18B
$1.17 Million 0.03% of portfolio
8,464
Q3 2025 Added 10.74%
$0
$1.32 Million 0.03% of portfolio
77,478
Q3 2025 Added 1.52%
$0
$1.41 Million 0.03% of portfolio
94,063
Q3 2025 Added 1.65%
$0
$1.34 Million 0.03% of portfolio
37,433
Q3 2025 Reduced 5.07%
$9.63B
$1.14 Million 0.03% of portfolio
41,003
Q3 2025 Reduced 1.56%
$182B
$1.37 Million 0.03% of portfolio
2,010
Q3 2025 Added 4.09%
$0
$1.05 Million 0.03% of portfolio
9,265
Q3 2025 Reduced 1.65%
$0
$1.09 Million 0.03% of portfolio
9,127
Q3 2025 Added 3.49%
$0
$1.15 Million 0.03% of portfolio
24,099
Q3 2025 Added 2.13%
$0
$1.31 Million 0.03% of portfolio
9,370
Q3 2025 Added 1.69%
$0
$1.18 Million 0.03% of portfolio
6,646
Q3 2025 Added 7.59%
$0
$1.15 Million 0.03% of portfolio
9,180
Q2 2025 Reduced 1.28%
$0
$1.38 Million 0.03% of portfolio
22,420
Q3 2025 Added 0.65%
$0
$1.12 Million 0.03% of portfolio
12,069
Q3 2025 Added 5.46%
$0
$1.21 Million 0.03% of portfolio
8,147
Q3 2025 Added 5.12%

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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