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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464287630

IWN|464287630

3518(-18.4%)

Value:

$508.9M(-29.0%)

Ally Financial Inc.

ALLY|02005N100

15451(+11.1%)

Value:

$508.6M(-2.1%)

46138J817

22005(+5.2%)

Value:

$507.2M(+4.8%)

LINDE PLC

LIN|G54950103

1127(-2.7%)

Value:

$505.2M(+0.8%)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

838(-14.1%)

Value:

$505.0M(-25.3%)

HERSHEY CO

HSY|427866108

3083(+8.9%)

Value:

$503.3M(+15.4%)

WEST BANCORPORATION INC

WTBA|95123P106

26336(-6.5%)

Value:

$501.2M(-15.6%)

33740F698

12355(-1.6%)

Value:

$499.9M(-5.9%)

Vistra Corp.

VST|92840M102

3945(-82.4%)

Value:

$499.6M(-87.2%)

FREEPORT-MCMORAN INC

FCX|35671D857

13304(-16.1%)

Value:

$496.9M(-21.7%)

CACI INTERNATIONAL INC /DE/

CACI|127190304

1105(+15.7%)

Value:

$496.7M(+14.5%)

Coterra Energy Inc.

CTRA|127097103

19564(+0.5%)

Value:

$496.3M(-14.5%)

45782C680

13209(-0.6%)

Value:

$496.0M(-3.6%)

25434V583

9244

Value:

$495.7M

PayPal Holdings, Inc.

PYPL|70450Y103

7584(+10.0%)

Value:

$495.5M(-19.2%)

Brookfield Asset Management Ltd.

BAM.TO|113004105

9350(+11.3%)

Value:

$495.1M(+7.1%)

MOLINA HEALTHCARE, INC.

MOH|60855R100

1574(-0.9%)

Value:

$495.0M(+10.3%)

82889N863

29950

Value:

$492.4M

MICROSTRATEGY Inc

MSTR|594972408

1323(+55.3%)

Value:

$487.7M(+56.0%)

46435GAA0

20076(+0.0%)

Value:

$485.8M(+0.4%)

Instrument	Shares		Other Manager	Value
(IWNcusip464287630)	3.5K	QoQ -18.43% (-795) YoY -11.89% (-475)	All Managers (Combined)	$508.9K	QoQ -29.04% (-$208.3K) YoY -19.74% (-$125.2K)
Ally Financial Inc.(ALLYcusip02005N100)	15.5K	QoQ +11.07% (-1.5K) YoY -60.94% (-24.1K)	All Managers (Combined)	$508.6K	QoQ -2.15% (-$11.2K) YoY -68.32% (-$1.1M)
(cusip46138J817)✕	22.0K	QoQ +5.21% (+1.1K) YoY NEW(+22.0K)	All Managers (Combined)	$507.2K	QoQ +4.80% (+$23.2K) YoY NEW(+$507.2K)
Linde Plc(LINcusipG54950103)	1.1K	QoQ -2.67% (-31) YoY +20.27% (+190)	All Managers (Combined)	$505.2K	QoQ +0.84% (-$4.2K) YoY +16.16% (+$70.3K)
Regeneron Pharmaceuticals, Inc.(REGNcusip75886F107)	838	QoQ -14.05% (-137) YoY -12.34% (-118)	All Managers (Combined)	$505.0K	QoQ -25.27% (-$170.9K) YoY -45.11% (-$415.1K)
Hershey Co(HSYcusip427866108)	3.1K	QoQ +8.93% (+253) YoY -68.00% (-6.6K)	All Managers (Combined)	$503.3K	QoQ +15.45% (+$67.4K) YoY -73.14% (-$1.4M)
West Bancorporation Inc(WTBAcusip95123P106)	26.3K	QoQ -6.53% (-1.8K) YoY +14.24% (+3.3K)	All Managers (Combined)	$501.2K	QoQ -15.62% (-$92.8K) YoY +21.92% (+$90.1K)
(cusip33740F698)✕	12.4K	QoQ -1.59% (-200) YoY +4.57% (+541)	All Managers (Combined)	$499.9K	QoQ -5.91% (-$31.4K) YoY +9.39% (+$42.9K)
Vistra Corp.(VSTcusip92840M102)	3.9K	QoQ -82.44% (-18.5K) YoY -45.25% (-3.3K)	All Managers (Combined)	$499.6K	QoQ -87.22% (-$3.4M) YoY -0.46% (-$2.3K)
Freeport-Mcmoran Inc(FCXcusip35671D857)	13.3K	QoQ -16.11% (-2.6K) YoY +4.62% (-588)	All Managers (Combined)	$496.9K	QoQ -21.73% (-$138.0K) YoY -16.89% (-$101.0K)
Caci International Inc /De/(CACIcusip127190304)	1.1K	QoQ +15.70% (+150) YoY +16.56% (+157)	All Managers (Combined)	$496.7K	QoQ +14.48% (+$62.8K) YoY +38.30% (+$137.6K)
Coterra Energy Inc.(CTRAcusip127097103)	19.6K	QoQ +0.49% (-97) YoY NEW(+19.6K)	All Managers (Combined)	$496.3K	QoQ -14.53% (-$84.4K) YoY NEW(+$496.3K)
(cusip45782C680)✕	13.2K	QoQ -0.57% (-77) YoY -7.38% (-1.1K)	All Managers (Combined)	$496.0K	QoQ -3.63% (-$18.7K) YoY -1.70% (-$8.6K)
(cusip25434V583)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$495.7K	QoQ NEW(+$495.7K) YoY NEW(+$495.7K)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	7.6K	QoQ +9.99% (-689) YoY -63.12% (-13.0K)	All Managers (Combined)	$495.5K	QoQ -19.17% (-$117.6K) YoY -64.03% (-$882.4K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	9.3K	QoQ +11.33% (+952) YoY -51.55% (-10.0K)	All Managers (Combined)	$495.1K	QoQ +7.11% (+$32.9K) YoY -38.95% (-$315.9K)
Molina Healthcare, Inc.(MOHcusip60855R100)	1.6K	QoQ -0.88% (-14) YoY -16.40% (-309)	All Managers (Combined)	$495.0K	QoQ +10.31% (-$46.3K) YoY -36.00% (-$278.6K)
(cusip82889N863)✕	29.9K	QoQ NEW(+29.9K) YoY NEW(+29.9K)	All Managers (Combined)	$492.4K	QoQ NEW(+$492.4K) YoY NEW(+$492.4K)
Microstrategy Inc(MSTRcusip594972408)	1.3K	QoQ +55.28% (+471) YoY NEW(+1.3K)	All Managers (Combined)	$487.7K	QoQ +55.97% (+$175.0K) YoY NEW(+$487.7K)
(cusip46435GAA0)✕	20.1K	QoQ 0.00% (+0) YoY -17.59% (-4.3K)	All Managers (Combined)	$485.8K	QoQ +0.37% (+$1.8K) YoY -16.38% (-$95.2K)