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

Search and click to pin securities to the top

Page 5 of 54

Sort by:

921932505

VOOG|921932505

23620(-12.2%)

Value:

$8.0B(-19.4%)

72201R585

304143(+47.1%)

Value:

$7.9B(+47.8%)

464288638

150371(+3.0%)

Value:

$7.9B(+4.7%)

45783Y855

248451(+1.6%)

Value:

$7.8B(+1.0%)

46429B267

335722(-97.0%)

Value:

$7.7B(-97.0%)

464287168

DVY|464287168

60217(-3.4%)

Value:

$7.7B(-8.0%)

33739Q200

156767(+200.3%)

Value:

$7.7B(+201.7%)

464287457

92147(+2.3%)

Value:

$7.6B(+3.2%)

46432F339

QUAL|46432F339

44946(-1.1%)

Value:

$7.5B(-7.6%)

464287242

69794(-7.3%)

Value:

$7.5B(-6.2%)

45783Y160

282512(+32.7%)

Value:

$7.5B(+32.2%)

Walt Disney Co

DIS|254687106

81934(-3.8%)

Value:

$7.4B(-18.4%)

78463X889

SPDW|78463X889

196159(+181.2%)

Value:

$7.4B(+206.0%)

81369Y605

151425(-38.4%)

Value:

$7.3B(-40.6%)

PEPSICO INC

PEP|713448108

53900(+56.3%)

Value:

$7.2B(+42.3%)

Merck & Co., Inc.

MRK|58933Y105

85037(-0.4%)

Value:

$7.0B(-18.1%)

UNITEDHEALTH GROUP INC

UNH|91324P102

16732(-9.4%)

Value:

$7.0B(-25.7%)

464287614

IWF|464287614

19198(+0.5%)

Value:

$7.0B(-8.8%)

Philip Morris International Inc.

PM|718172109

40878(-5.5%)

Value:

$7.0B(+34.2%)

33740U588

222521(-6.9%)

Value:

$7.0B(-8.8%)

Instrument	Shares		Other Manager	Value
(VOOGcusip921932505)	23.6K	QoQ -12.15% (-3.3K) YoY -28.10% (-9.2K)	All Managers (Combined)	$8.0M	QoQ -19.35% (-$1.9M) YoY -19.93% (-$2.0M)
(cusip72201R585)✕	304.1K	QoQ +47.14% (+97.4K) YoY +717.74% (+266.9K)	All Managers (Combined)	$7.9M	QoQ +47.82% (+$2.6M) YoY +729.49% (+$7.0M)
(cusip464288638)✕	150.4K	QoQ +3.02% (+4.4K) YoY +2.68% (+3.9K)	All Managers (Combined)	$7.9M	QoQ +4.72% (+$355.2K) YoY +4.11% (+$311.2K)
(cusip45783Y855)✕	248.5K	QoQ +1.61% (+3.9K) YoY NEW(+248.5K)	All Managers (Combined)	$7.8M	QoQ +0.99% (+$77.1K) YoY NEW(+$7.8M)
(cusip46429B267)✕	335.7K	QoQ -97.03% (-11.0M) YoY -95.92% (-7.9M)	All Managers (Combined)	$7.7M	QoQ -96.97% (-$246.8M) YoY -95.89% (-$179.8M)
(DVYcusip464287168)	60.2K	QoQ -3.43% (-2.1K) YoY -9.33% (-6.2K)	All Managers (Combined)	$7.7M	QoQ -7.95% (-$664.3K) YoY -6.04% (-$494.2K)
(cusip33739Q200)✕	156.8K	QoQ +200.29% (+104.6K) YoY +1114.49% (+143.9K)	All Managers (Combined)	$7.7M	QoQ +201.65% (+$5.1M) YoY +1131.34% (+$7.0M)
(cusip464287457)✕	92.1K	QoQ +2.31% (+2.1K) YoY -8.94% (-9.1K)	All Managers (Combined)	$7.6M	QoQ +3.24% (+$239.6K) YoY -7.76% (-$642.6K)
(QUALcusip46432F339)	44.9K	QoQ -1.10% (-504) YoY -51.68% (-48.1K)	All Managers (Combined)	$7.5M	QoQ -7.57% (-$618.2K) YoY -50.69% (-$7.8M)
(cusip464287242)✕	69.8K	QoQ -7.34% (-5.5K) YoY +43.28% (+21.1K)	All Managers (Combined)	$7.5M	QoQ -6.21% (-$499.3K) YoY +42.06% (+$2.2M)
(cusip45783Y160)✕	282.5K	QoQ +32.67% (+69.6K) YoY NEW(+282.5K)	All Managers (Combined)	$7.5M	QoQ +32.18% (+$1.8M) YoY NEW(+$7.5M)
Walt Disney Co(DIScusip254687106)	81.9K	QoQ -3.82% (-3.3K) YoY +7.13% (-5.5K)	All Managers (Combined)	$7.4M	QoQ -18.44% (-$1.7M) YoY -20.95% (-$2.0M)
(SPDWcusip78463X889)	196.2K	QoQ +181.24% (+126.4K) YoY +12.15% (+21.3K)	All Managers (Combined)	$7.4M	QoQ +206.02% (+$5.0M) YoY +17.47% (+$1.1M)
(cusip81369Y605)✕	151.4K	QoQ -38.38% (-94.3K) YoY -9.39% (-15.7K)	All Managers (Combined)	$7.3M	QoQ -40.59% (-$5.0M) YoY +3.29% (-$232.2K)
Pepsico Inc(PEPcusip713448108)	53.9K	QoQ +56.34% (+19.4K) YoY +100.77% (+27.1K)	All Managers (Combined)	$7.2M	QoQ +42.30% (+$2.1M) YoY +53.01% (+$2.5M)
Merck & Co., Inc.(MRKcusip58933Y105)	85.0K	QoQ -0.36% (-310) YoY -3.52% (-3.1K)	All Managers (Combined)	$7.0M	QoQ -18.13% (-$1.6M) YoY -39.50% (-$4.6M)
Unitedhealth Group Inc(UNHcusip91324P102)	16.7K	QoQ -9.38% (-1.7K) YoY -14.96% (-2.9K)	All Managers (Combined)	$7.0M	QoQ -25.70% (-$2.4M) YoY -28.03% (-$2.7M)
(IWFcusip464287614)	19.2K	QoQ +0.54% (-105) YoY +0.19% (+38)	All Managers (Combined)	$7.0M	QoQ -8.77% (-$673.3K) YoY +8.44% (+$545.2K)
Philip Morris International Inc.(PMcusip718172109)	40.9K	QoQ -5.54% (-2.4K) YoY +8.74% (+3.3K)	All Managers (Combined)	$7.0M	QoQ +34.21% (-$1.8M) YoY +102.06% (+$3.5M)
(cusip33740U588)✕	222.5K	QoQ -6.90% (-16.5K) YoY NEW(+222.5K)	All Managers (Combined)	$7.0M	QoQ -8.79% (-$670.8K) YoY NEW(+$7.0M)