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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RIO TINTO PLC

RIO|767204100

7670(+21.4%)

Value:

$464.5M(+23.0%)

97717W422

10351

Value:

$464.0M

CARNIVAL CORP

CCL|143658300

24730(+16.6%)

Value:

$460.0M(-13.4%)

37960A776

23200

Value:

$460.0M

Alibaba Group Holding Ltd

BABA|01609W102

3818(-69.3%)

Value:

$459.2M(-55.3%)

Fortinet, Inc.

FTNT|34959E109

4509(+0.2%)

Value:

$459.0M(+8.5%)

14021M107

15096

Value:

$458.3M

371927104

32337(+1.3%)

Value:

$456.9M(+33.8%)

33733E856

20970(-0.5%)

Value:

$456.5M(+12.9%)

45782C870

12904(-8.6%)

Value:

$455.9M(-12.7%)

Nuveen NASDAQ 100 Dynamic Overwrite Fund

QQQX|670699107

19324(-3.6%)

Value:

$455.9M(-15.9%)

46436E726

20910(+10.5%)

Value:

$454.4M(+12.5%)

EMCOR Group, Inc.

EME|29084Q100

1107(+21.8%)

Value:

$454.1M(-2.2%)

QUEST DIAGNOSTICS INC

DGX|74834L100

2611(+78.8%)

Value:

$453.8M(+105.0%)

Parker-Hannifin Corp

PH|701094104

757(+14.9%)

Value:

$452.7M(+4.3%)

464288257

3892(-4.9%)

Value:

$452.2M(-6.8%)

CINCINNATI FINANCIAL CORP

CINF|172062101

3381(+14.3%)

Value:

$452.0M(+7.0%)

ALCON INC

ALC|H01301128

4760(+15.3%)

Value:

$451.9M(+30.1%)

BlackRock Science & Technology Trust

BST|09258G104

13515(+24.4%)

Value:

$451.7M(+12.2%)

97717X669

5853(-37.4%)

Value:

$451.2M(-41.1%)

Instrument	Shares		Other Manager	Value
Rio Tinto Plc(RIOcusip767204100)	7.7K	QoQ +21.43% (+1.4K) YoY -24.11% (-2.4K)	All Managers (Combined)	$464.5K	QoQ +23.00% (+$86.9K) YoY -27.89% (-$179.7K)
(cusip97717W422)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$464.0K	QoQ NEW(+$464.0K) YoY NEW(+$464.0K)
Carnival Corp(CCLcusip143658300)	24.7K	QoQ +16.60% (-3.5K) YoY +6.72% (+1.6K)	All Managers (Combined)	$460.0K	QoQ -13.42% (-$71.3K) YoY +21.48% (+$81.3K)
(cusip37960A776)✕	23.2K	QoQ NEW(+23.2K) YoY NEW(+23.2K)	All Managers (Combined)	$460.0K	QoQ NEW(+$460.0K) YoY NEW(+$460.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	3.8K	QoQ -69.35% (-8.6K) YoY -53.04% (-4.3K)	All Managers (Combined)	$459.2K	QoQ -55.28% (-$567.7K) YoY -21.95% (-$129.2K)
Fortinet, Inc.(FTNTcusip34959E109)	4.5K	QoQ +0.24% (+11) YoY NEW(+4.5K)	All Managers (Combined)	$459.0K	QoQ +8.50% (+$36.0K) YoY NEW(+$459.0K)
(cusip14021M107)✕	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$458.3K	QoQ NEW(+$458.3K) YoY NEW(+$458.3K)
(cusip371927104)✕	32.3K	QoQ +1.33% (+425) YoY NEW(+32.3K)	All Managers (Combined)	$456.9K	QoQ +33.81% (+$115.5K) YoY NEW(+$456.9K)
(cusip33733E856)✕	21.0K	QoQ -0.48% (-103) YoY +38.74% (+5.9K)	All Managers (Combined)	$456.5K	QoQ +12.94% (-$52.3K) YoY +53.40% (+$158.9K)
(cusip45782C870)✕	12.9K	QoQ -8.63% (-1.2K) YoY +24.11% (+2.5K)	All Managers (Combined)	$455.9K	QoQ -12.69% (-$66.3K) YoY +30.53% (+$106.6K)
Nuveen Nasdaq 100 Dynamic Overwrite Fund(QQQXcusip670699107)	19.3K	QoQ -3.59% (-721) YoY -5.99% (-1.2K)	All Managers (Combined)	$455.9K	QoQ -15.93% (-$86.4K) YoY -8.14% (-$40.4K)
(cusip46436E726)✕	20.9K	QoQ +10.51% (+2.0K) YoY +44.37% (+6.4K)	All Managers (Combined)	$454.4K	QoQ +12.48% (+$50.4K) YoY +46.60% (+$144.4K)
Emcor Group, Inc.(EMEcusip29084Q100)	1.1K	QoQ +21.78% (-198) YoY +36.16% (+294)	All Managers (Combined)	$454.1K	QoQ -2.21% (-$10.3K) YoY +59.58% (+$169.6K)
Quest Diagnostics Inc(DGXcusip74834L100)	2.6K	QoQ +78.83% (+1.2K) YoY +21.72% (+466)	All Managers (Combined)	$453.8K	QoQ +104.99% (+$232.4K) YoY +58.90% (+$168.2K)
Parker-Hannifin Corp(PHcusip701094104)	757	QoQ +14.87% (+98) YoY +51.09% (+256)	All Managers (Combined)	$452.7K	QoQ +4.34% (+$18.8K) YoY +62.60% (+$174.3K)
(cusip464288257)✕	3.9K	QoQ -4.88% (-200) YoY -25.03% (-1.3K)	All Managers (Combined)	$452.2K	QoQ -6.82% (-$33.1K) YoY -20.92% (-$119.6K)
Cincinnati Financial Corp(CINFcusip172062101)	3.4K	QoQ +14.33% (+424) YoY -4.86% (-173)	All Managers (Combined)	$452.0K	QoQ +6.96% (+$29.4K) YoY +2.42% (-$10.7K)
Alcon Inc(ALCcusipH01301128)	4.8K	QoQ +15.33% (+633) YoY NEW(+4.8K)	All Managers (Combined)	$451.9K	QoQ +30.14% (+$104.7K) YoY NEW(+$451.9K)
Blackrock Science & Technology Trust(BSTcusip09258G104)	13.5K	QoQ +24.39% (+2.6K) YoY +74.05% (+5.8K)	All Managers (Combined)	$451.7K	QoQ +12.23% (+$49.2K) YoY +57.55% (+$165.0K)
(cusip97717X669)✕	5.9K	QoQ -37.44% (-3.5K) YoY -35.01% (-3.2K)	All Managers (Combined)	$451.2K	QoQ -41.14% (-$315.5K) YoY -34.24% (-$235.0K)