Mutual Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 1,079
Total Value: 3478586286
Accession Number: 0001986152-25-000037
Form Type: 13F-HR
CIK: 0001694080
Manager Name: Mutual Advisors, LLC

Data Enrichment

59% identified

636 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,079 positions • $3,478,586.286K total value

1,079 positions

Manager:

SEC FilingSEC DataHachi Filing

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02072L441

192683(+12.4%)

Value:

$3.9B(+12.8%)

UNILEVER PLC

UL|904767704

61493(-12.1%)

Value:

$3.9B(-0.7%)

Johnson Controls International plc

JCI|G51502105

46408(+0.3%)

Value:

$3.8B(+1.0%)

808524805

SCHF|808524805

184234(-9.5%)

Value:

$3.8B(-1.4%)

STARBUCKS CORP

SBUX|855244109

44597(-2.5%)

Value:

$3.7B(-13.5%)

Energy Transfer LP

ET|29273V100

211754(+8.3%)

Value:

$3.7B(-6.7%)

33740U844

95906(-5.2%)

Value:

$3.7B(-7.0%)

14020Y201

136806(+4.9%)

Value:

$3.6B(+3.7%)

464288851

43481(-8.3%)

Value:

$3.6B(-23.2%)

33740F805

82878(-11.9%)

Value:

$3.6B(-10.8%)

BANK OF AMERICA CORP /DE/

BAC|060505104

90544(-1.3%)

Value:

$3.6B(-16.0%)

Medtronic plc

MDT|G5960L103

42144(-8.7%)

Value:

$3.5B(-11.8%)

35473P108

105460(+6.3%)

Value:

$3.5B(+17.0%)

464288588

37846(-2.4%)

Value:

$3.5B(-0.7%)

GENERAL MILLS INC

GIS|370334104

62712(+126.1%)

Value:

$3.5B(+114.5%)

92189F676

16250(+83.8%)

Value:

$3.4B(+54.4%)

02072L417

135676(+16.0%)

Value:

$3.4B(+7.4%)

808524698

152144(+22.5%)

Value:

$3.4B(+24.3%)

ARES CAPITAL CORP

ARCC|04010L103

160566(-6.4%)

Value:

$3.4B(-14.1%)

46434G103

IEMG|46434G103

62298(+3.7%)

Value:

$3.3B(+7.3%)

Instrument	Shares		Other Manager	Value
(cusip02072L441)✕	192.7K	QoQ +12.41% (+21.3K) YoY NEW(+192.7K)	All Managers (Combined)	$3.9M	QoQ +12.80% (+$446.0K) YoY NEW(+$3.9M)
Unilever Plc(ULcusip904767704)	61.5K	QoQ -12.07% (-8.4K) YoY +10.64% (+5.9K)	All Managers (Combined)	$3.9M	QoQ -0.68% (-$26.5K) YoY +38.04% (+$1.1M)
Johnson Controls International Plc(JCIcusipG51502105)	46.4K	QoQ +0.26% (+123) YoY -1.18% (-556)	All Managers (Combined)	$3.8M	QoQ +1.02% (+$38.2K) YoY +22.64% (-$694.6K)
(SCHFcusip808524805)	184.2K	QoQ -9.50% (-19.3K) YoY +57.89% (-67.5K)	All Managers (Combined)	$3.8M	QoQ -1.37% (-$52.3K) YoY -17.49% (-$796.5K)
Starbucks Corp(SBUXcusip855244109)	44.6K	QoQ -2.51% (-1.2K) YoY -0.95% (-432)	All Managers (Combined)	$3.7M	QoQ -13.47% (-$582.3K) YoY -9.17% (-$377.6K)
Energy Transfer Lp(ETcusip29273V100)	211.8K	QoQ +8.27% (-16.2K) YoY +31.46% (+50.7K)	All Managers (Combined)	$3.7M	QoQ -6.69% (-$265.1K) YoY +45.83% (+$1.2M)
(cusip33740U844)✕	95.9K	QoQ -5.21% (-5.3K) YoY -17.04% (-19.7K)	All Managers (Combined)	$3.7M	QoQ -6.98% (-$274.8K) YoY -12.55% (-$525.7K)
(cusip14020Y201)✕	136.8K	QoQ +4.94% (+6.5K) YoY +68.20% (+55.5K)	All Managers (Combined)	$3.6M	QoQ +3.73% (+$130.8K) YoY +65.21% (+$1.4M)
(cusip464288851)✕	43.5K	QoQ -8.25% (-3.9K) YoY +98.11% (+21.5K)	All Managers (Combined)	$3.6M	QoQ -23.16% (-$1.1M) YoY +53.75% (+$1.3M)
(cusip33740F805)✕	82.9K	QoQ -11.92% (-11.2K) YoY -53.45% (-95.2K)	All Managers (Combined)	$3.6M	QoQ -10.79% (-$436.5K) YoY -53.54% (-$4.2M)
Bank Of America Corp /De/(BACcusip060505104)	90.5K	QoQ -1.32% (-1.2K) YoY -3.01% (-2.8K)	All Managers (Combined)	$3.6M	QoQ -16.03% (-$686.2K) YoY +1.51% (-$53.6K)
Medtronic Plc(MDTcusipG5960L103)	42.1K	QoQ -8.71% (-4.0K) YoY +7.95% (+3.1K)	All Managers (Combined)	$3.5M	QoQ -11.85% (-$477.2K) YoY +4.24% (+$144.4K)
(cusip35473P108)✕	105.5K	QoQ +6.26% (+6.2K) YoY +13.11% (+12.2K)	All Managers (Combined)	$3.5M	QoQ +17.02% (+$514.1K) YoY +17.75% (+$532.9K)
(cusip464288588)✕	37.8K	QoQ -2.38% (-924) YoY +1.13% (+423)	All Managers (Combined)	$3.5M	QoQ -0.66% (-$23.8K) YoY +2.06% (+$71.3K)
General Mills Inc(GIScusip370334104)	62.7K	QoQ +126.07% (+35.0K) YoY +84.83% (+28.8K)	All Managers (Combined)	$3.5M	QoQ +114.54% (+$1.9M) YoY +48.30% (+$1.1M)
(cusip92189F676)✕	16.3K	QoQ +83.80% (+7.4K) YoY -12.97% (-2.4K)	All Managers (Combined)	$3.4M	QoQ +54.44% (+$1.2M) YoY -18.00% (-$756.4K)
(cusip02072L417)✕	135.7K	QoQ +16.02% (+18.7K) YoY +77.49% (+59.2K)	All Managers (Combined)	$3.4M	QoQ +7.38% (+$235.4K) YoY +59.48% (+$1.3M)
(cusip808524698)✕	152.1K	QoQ +22.48% (+27.9K) YoY +265.30% (+110.5K)	All Managers (Combined)	$3.4M	QoQ +24.31% (+$666.4K) YoY +83.83% (+$1.6M)
Ares Capital Corp(ARCCcusip04010L103)	160.6K	QoQ -6.40% (-11.0K) YoY +0.82% (+1.3K)	All Managers (Combined)	$3.4M	QoQ -14.09% (-$556.3K) YoY +2.23% (+$74.0K)
(IEMGcusip46434G103)	62.3K	QoQ +3.70% (+2.2K) YoY -1.20% (-758)	All Managers (Combined)	$3.3M	QoQ +7.25% (+$226.7K) YoY +2.93% (-$95.4K)