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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BERKSHIRE HATHAWAY INC

BRK-A|084670108

12(+140.0%)

Value:

$9.5B(+175.6%)

921937827

BSV|921937827

121084(-0.9%)

Value:

$9.5B(+0.5%)

46434V860

187185(+9.6%)

Value:

$9.5B(+9.7%)

46438F101

172850(+10.1%)

Value:

$9.4B(+4.6%)

808524862

384034(+2.9%)

Value:

$9.4B(+3.7%)

JOHNSON & JOHNSON

JNJ|478160104

60046(-2.0%)

Value:

$9.3B(+2.5%)

464288513

117001(-6.8%)

Value:

$9.2B(-7.6%)

PROCTER & GAMBLE Co

PG|742718109

57015(+10.8%)

Value:

$9.2B(+11.2%)

464287432

102366(-15.8%)

Value:

$9.1B(-14.0%)

46434V456

219346(-22.9%)

Value:

$9.0B(-16.3%)

HOME DEPOT, INC.

HD|437076102

24872(-15.0%)

Value:

$8.9B(-25.7%)

922908652

VXF|922908652

51851(-0.7%)

Value:

$8.8B(-13.9%)

ORACLE CORP

ORCL|68389X105

63203(-3.1%)

Value:

$8.8B(-15.9%)

78464A664

327765(+4.5%)

Value:

$8.7B(+7.1%)

CISCO SYSTEMS, INC.

CSCO|17275R102

152113(-19.7%)

Value:

$8.6B(-23.9%)

45783Y814

194672(+5.8%)

Value:

$8.5B(+2.3%)

464287408

IVE|464287408

46643(+4.6%)

Value:

$8.5B(-1.4%)

921937835

BND|921937835

115706(+0.2%)

Value:

$8.5B(+1.9%)

46138E586

71620(+2.6%)

Value:

$8.4B(+3.9%)

29287L106

127218(+11.8%)

Value:

$8.2B(+3.9%)

Instrument	Shares		Other Manager	Value
Berkshire Hathaway Inc(BRK-Acusip084670108)	12	QoQ +140.00% (+7) YoY +140.00% (+7)	All Managers (Combined)	$9.5M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +3.92% (+$310.1K) YoY +27.14% (+$1.8M)