Mutual-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RCS",
  null,
  null,
  null,
  null,
  "ARES",
  "APPF",
  "AX",
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  null,
  "NLY",
  "PBR-A",
  "AES",
  "MPV",
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  "AKAM",
  null,
  "MP",
  null,
  null,
  "FTI",
  "RBA.TO",
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  "AMR",
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  "MU",
  null,
  null,
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  null,
  null,
  null,
  "FNDF",
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  null,
  "MMM",
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  null,
  "ADBE",
  "A",
  "APD",
  "BABA",
  "MATX",
  "PAA",
  "MAIN",
  null,
  null,
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "AVT",
  "VDE",
  null,
  "AXP",
  "QQQX",
  null,
  "NMZ",
  "SENS",
  "ABG",
  "AXL",
  null,
  "AIG",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "GLTR",
  null,
  null,
  null,
  null,
  "CAT",
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  null,
  "AVGO",
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  "USA",
  null,
  null,
  null,
  "KRP",
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  "D",
  null,
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  null,
  "M",
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  "NE",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  "MCD",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  "BSRR",
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "VCIT",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "TOL",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  "VLTO",
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  null,
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  null,
  null,
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  null,
  null,
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  "WSFS",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "PH",
  null,
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  null,
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  "URI",
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  "JPM",
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  "ZTS"
]

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: mutual-advisors
Manager Name: Mutual-Advisors

Data Enrichment

59% identified

636 identified443 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,079 positions • $3.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:12

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$3.5B)

921937827

BSV|921937827

Shares:121.1K

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$3.5B)

46434V860

Shares:187.2K

Value:$9.5M

% of Portfolio:0.3% ($9.5M/$3.5B)

46438F101

Shares:172.8K

Value:$9.4M

% of Portfolio:0.3% ($9.4M/$3.5B)

808524862

Shares:384.0K

Value:$9.4M

% of Portfolio:0.3% ($9.4M/$3.5B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:60.0K

Value:$9.3M

% of Portfolio:0.3% ($9.3M/$3.5B)

464288513

Shares:117.0K

Value:$9.2M

% of Portfolio:0.3% ($9.2M/$3.5B)

PROCTER & GAMBLE Co

PG|742718109

Shares:57.0K

Value:$9.2M

% of Portfolio:0.3% ($9.2M/$3.5B)

464287432

Shares:102.4K

Value:$9.1M

% of Portfolio:0.3% ($9.1M/$3.5B)

46434V456

Shares:219.3K

Value:$9.0M

% of Portfolio:0.3% ($9.0M/$3.5B)

HOME DEPOT, INC.

HD|437076102

Shares:24.9K

Value:$8.9M

% of Portfolio:0.3% ($8.9M/$3.5B)

922908652

VXF|922908652

Shares:51.9K

Value:$8.8M

% of Portfolio:0.3% ($8.8M/$3.5B)

ORACLE CORP

ORCL|68389X105

Shares:63.2K

Value:$8.8M

% of Portfolio:0.3% ($8.8M/$3.5B)

78464A664

Shares:327.8K

Value:$8.7M

% of Portfolio:0.3% ($8.7M/$3.5B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:152.1K

Value:$8.6M

% of Portfolio:0.2% ($8.6M/$3.5B)

45783Y814

Shares:194.7K

Value:$8.5M

% of Portfolio:0.2% ($8.5M/$3.5B)

464287408

IVE|464287408

Shares:46.6K

Value:$8.5M

% of Portfolio:0.2% ($8.5M/$3.5B)

921937835

BND|921937835

Shares:115.7K

Value:$8.5M

% of Portfolio:0.2% ($8.5M/$3.5B)

46138E586

Shares:71.6K

Value:$8.4M

% of Portfolio:0.2% ($8.4M/$3.5B)

29287L106

Shares:127.2K

Value:$8.2M

% of Portfolio:0.2% ($8.2M/$3.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	12	QoQ +140.00% (+7) YoY +140.00% (+7)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$3.5B)	QoQ +175.62% (+$6.1M) YoY +201.02% (+$6.4M)
(BSVcusip921937827)	121.1K	QoQ -0.92% (-1.1K) YoY +16.85% (+17.5K)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$3.5B)	QoQ +0.48% (-$45.7K) YoY +19.56% (+$1.6M)
(cusip46434V860)✕	187.2K	QoQ +9.63% (+16.5K) YoY +300.87% (+140.5K)	All Managers (Combined)	$9.5M	0.3% ($9.5M/$3.5B)	QoQ +9.74% (+$841.4K) YoY +300.40% (+$7.1M)
(cusip46438F101)✕	172.8K	QoQ +10.05% (+15.8K) YoY +109.25% (+90.2K)	All Managers (Combined)	$9.4M	0.3% ($9.4M/$3.5B)	QoQ +4.61% (+$414.0K) YoY +180.61% (+$6.0M)
(cusip808524862)✕	384.0K	QoQ +2.92% (+10.9K) YoY +181.15% (+247.4K)	All Managers (Combined)	$9.4M	0.3% ($9.4M/$3.5B)	QoQ +3.73% (+$336.8K) YoY +42.18% (+$2.8M)
JOHNSON & JOHNSON(JNJcusip478160104)	60.0K	QoQ -1.97% (-1.2K) YoY -21.47% (-16.4K)	All Managers (Combined)	$9.3M	0.3% ($9.3M/$3.5B)	QoQ +2.54% (-$230.5K) YoY -23.26% (-$2.8M)
(cusip464288513)✕	117.0K	QoQ -6.83% (-8.6K) YoY +89.53% (+55.3K)	All Managers (Combined)	$9.2M	0.3% ($9.2M/$3.5B)	QoQ -7.56% (-$753.9K) YoY +92.07% (+$4.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	57.0K	QoQ +10.83% (+5.6K) YoY +1.97% (+1.1K)	All Managers (Combined)	$9.2M	0.3% ($9.2M/$3.5B)	QoQ +11.19% (+$924.5K) YoY +1.20% (+$109.0K)
(cusip464287432)✕	102.4K	QoQ -15.77% (-19.2K) YoY -25.35% (-34.8K)	All Managers (Combined)	$9.1M	0.3% ($9.1M/$3.5B)	QoQ -13.98% (-$1.5M) YoY -29.87% (-$3.9M)
(cusip46434V456)✕	219.3K	QoQ -22.85% (-65.0K) YoY +6.03% (+12.5K)	All Managers (Combined)	$9.0M	0.3% ($9.0M/$3.5B)	QoQ -16.33% (-$1.8M) YoY +9.43% (+$773.7K)
HOME DEPOT, INC.(HDcusip437076102)	24.9K	QoQ -14.99% (-4.4K) YoY -5.80% (-1.5K)	All Managers (Combined)	$8.9M	0.3% ($8.9M/$3.5B)	QoQ -25.74% (-$3.1M) YoY -12.19% (-$1.2M)
(VXFcusip922908652)	51.9K	QoQ -0.72% (-377) YoY -9.94% (-5.7K)	All Managers (Combined)	$8.8M	0.3% ($8.8M/$3.5B)	QoQ -13.95% (-$1.4M) YoY -12.65% (-$1.3M)
ORACLE CORP(ORCLcusip68389X105)	63.2K	QoQ -3.12% (-2.0K) YoY -5.92% (-4.0K)	All Managers (Combined)	$8.8M	0.3% ($8.8M/$3.5B)	QoQ -15.91% (-$1.7M) YoY +3.72% (-$314.3K)
(cusip78464A664)✕	327.8K	QoQ +4.55% (+14.3K) YoY -20.22% (-83.1K)	All Managers (Combined)	$8.7M	0.3% ($8.7M/$3.5B)	QoQ +7.08% (+$578.5K) YoY -23.79% (-$2.7M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	152.1K	QoQ -19.74% (-37.4K) YoY -25.02% (-50.8K)	All Managers (Combined)	$8.6M	0.2% ($8.6M/$3.5B)	QoQ -23.91% (-$2.7M) YoY -14.81% (-$1.5M)
(cusip45783Y814)✕	194.7K	QoQ +5.85% (+10.8K) YoY +19.98% (+32.4K)	All Managers (Combined)	$8.5M	0.2% ($8.5M/$3.5B)	QoQ +2.29% (+$190.9K) YoY +25.67% (+$1.7M)
(IVEcusip464287408)	46.6K	QoQ +4.58% (-2.0K) YoY -7.33% (-3.7K)	All Managers (Combined)	$8.5M	0.2% ($8.5M/$3.5B)	QoQ -1.37% (-$117.9K) YoY -9.79% (-$921.4K)
(BNDcusip921937835)	115.7K	QoQ +0.16% (+190) YoY +1.51% (+1.7K)	All Managers (Combined)	$8.5M	0.2% ($8.5M/$3.5B)	QoQ +1.90% (+$158.3K) YoY +2.28% (+$188.9K)
(cusip46138E586)✕	71.6K	QoQ +2.60% (+1.8K) YoY -6.59% (-5.1K)	All Managers (Combined)	$8.4M	0.2% ($8.4M/$3.5B)	QoQ +3.88% (+$314.1K) YoY +1.76% (-$145.7K)
(cusip29287L106)✕	127.2K	QoQ +11.76% (+13.4K) YoY +20.51% (+21.7K)	All Managers (Combined)	$8.2M	0.2% ($8.2M/$3.5B)	QoQ +3.92% (+$310.1K) YoY +27.14% (+$1.8M)