Mutual Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

1,079 positions
Manager:
SEC
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464287101
464287101
Shares:
12474(+80.0%)
Value:
$3.3B(+67.0%)
74347R248
74347R248
Shares:
53117(-2.9%)
Value:
$3.3B(-9.2%)
92206C102
VGSH|92206C102
Shares:
56480(+45.9%)
Value:
$3.3B(+47.1%)
315948109
315948109
Shares:
39658(+282.4%)
Value:
$3.3B(+263.2%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
68897(+24.4%)
Value:
$3.3B(+5.7%)
464287804
IJR|464287804
Shares:
33048(-29.4%)
Value:
$3.3B(-39.9%)
81369Y886
81369Y886
Shares:
41816(+76.8%)
Value:
$3.3B(+75.6%)
BP PLC
BP|055622104
Shares:
110813(+5.9%)
Value:
$3.2B(-2.8%)
46641Q654
46641Q654
Shares:
63653(+13.8%)
Value:
$3.2B(+13.8%)
97717W208
97717W208
Shares:
34803(-1.4%)
Value:
$3.2B(-3.5%)
Salesforce, Inc.
CRM|79466L302
Shares:
11950(+11.2%)
Value:
$3.2B(-7.0%)
464287481
IWP|464287481
Shares:
26283(-40.1%)
Value:
$3.2B(-45.2%)
33738R506
33738R506
Shares:
55481(+5.6%)
Value:
$3.1B(-3.3%)
81369Y407
81369Y407
Shares:
15378(-9.5%)
Value:
$3.0B(-20.9%)
SOUTHERN CO
SO|842587107
Shares:
33583(+2.4%)
Value:
$3.0B(+10.4%)
464289875
464289875
Shares:
69105(-2.1%)
Value:
$3.0B(-1.8%)
BlackRock, Inc.
BLK|09290D101
Shares:
3310(+1.2%)
Value:
$3.0B(-7.8%)
69344A107
69344A107
Shares:
60511(+118.5%)
Value:
$3.0B(+118.5%)
922908538
VOT|922908538
Shares:
12081(-1.5%)
Value:
$3.0B(-8.4%)
Mastercard Inc
MA|57636Q104
Shares:
5548(-8.0%)
Value:
$3.0B(-6.2%)