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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Motorola Solutions, Inc.

MSI|620076307

536(+18.6%)

Value:

$230.7M(+10.3%)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

1447(-1.4%)

Value:

$230.6M(+4.3%)

Franklin BSP Realty Trust, Inc.

FBRT|35243J101

19775(+0.2%)

Value:

$230.0M(-7.0%)

CSX CORP

CSX|126408103

8202(+27.9%)

Value:

$228.3M(+8.0%)

46654Q732

3287

Value:

$228.3M

AMERIPRISE FINANCIAL INC

AMP|03076C106

489(-8.9%)

Value:

$228.0M(-22.3%)

33740U695

6647(+0.0%)

Value:

$227.1M(-3.1%)

CORNING INC /NY

GLW|219350105

5137

Value:

$226.9M

UGI CORP /PA/

UGI|902681105

6917(-5.1%)

Value:

$225.7M(+3.3%)

464287127

2940(+0.0%)

Value:

$224.1M(-7.1%)

78463X509

5723(+1.9%)

Value:

$223.7M(+5.0%)

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

12205(+0.0%)

Value:

$223.1M(-9.3%)

CLOROX CO /DE/

CLX|189054109

1612

Value:

$222.9M

025072802

3093

Value:

$222.1M

BEST BUY CO INC

BBY|086516101

3279(+25.4%)

Value:

$222.0M(+3.3%)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

805(+1.4%)

Value:

$221.9M(-1.6%)

Veralto Corp

VLTO|92338C103

2402(-4.7%)

Value:

$221.7M(-15.5%)

81369Y100

XLB|81369Y100

2679(-46.9%)

Value:

$221.4M(-50.0%)

Trade Desk, Inc.

TTD|88339J105

4097(-11.6%)

Value:

$221.1M(-60.5%)

46435G474

8368(-57.0%)

Value:

$220.8M(-57.9%)

Instrument	Shares		Other Manager	Value
Motorola Solutions, Inc.(MSIcusip620076307)	536	QoQ +18.58% (+84) YoY NEW(+536)	All Managers (Combined)	$230.7K	QoQ +10.29% (+$21.5K) YoY NEW(+$230.7K)
Mid America Apartment Communities Inc.(MAAcusip59522J103)	1.4K	QoQ -1.36% (-20) YoY NEW(+1.4K)	All Managers (Combined)	$230.6K	QoQ +4.33% (-$9.6K) YoY NEW(+$230.6K)
Franklin Bsp Realty Trust, Inc.(FBRTcusip35243J101)	19.8K	QoQ +0.23% (-47) YoY +11.53% (-2.0K)	All Managers (Combined)	$230.0K	QoQ -7.03% (-$17.4K) YoY -2.90% (-$6.9K)
Csx Corp(CSXcusip126408103)	8.2K	QoQ +27.87% (+1.8K) YoY -25.63% (-2.8K)	All Managers (Combined)	$228.3K	QoQ +7.97% (+$16.9K) YoY -44.15% (-$180.5K)
(cusip46654Q732)✕	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$228.3K	QoQ NEW(+$228.3K) YoY NEW(+$228.3K)
Ameriprise Financial Inc(AMPcusip03076C106)	489	QoQ -8.93% (-48) YoY -20.35% (-125)	All Managers (Combined)	$228.0K	QoQ -22.26% (-$65.3K) YoY -15.31% (-$41.2K)
(cusip33740U695)✕	6.6K	QoQ 0.00% (-0) YoY NEW(+6.6K)	All Managers (Combined)	$227.1K	QoQ -3.08% (-$7.2K) YoY NEW(+$227.1K)
Corning Inc /Ny(GLWcusip219350105)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$226.9K	QoQ NEW(+$226.9K) YoY NEW(+$226.9K)
Ugi Corp /Pa/(UGIcusip902681105)	6.9K	QoQ -5.12% (-374) YoY -57.40% (-9.3K)	All Managers (Combined)	$225.7K	QoQ +3.25% (-$7.1K) YoY -43.36% (-$172.8K)
(cusip464287127)✕	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$224.1K	QoQ -7.12% (-$17.2K) YoY +5.18% (+$11.1K)
(cusip78463X509)✕	5.7K	QoQ +1.90% (+107) YoY -88.91% (-45.9K)	All Managers (Combined)	$223.7K	QoQ +5.01% (+$10.7K) YoY -88.02% (-$1.6M)
Plains All American Pipeline Lp(PAAcusip726503105)	12.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$223.1K	QoQ -9.32% (-$22.9K) YoY +4.09% (+$8.8K)
Clorox Co /De/(CLXcusip189054109)	1.6K	QoQ NEW(+1.6K) YoY -29.82% (-685)	All Managers (Combined)	$222.9K	QoQ NEW(+$222.9K) YoY -36.63% (-$128.9K)
(cusip025072802)✕	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$222.1K	QoQ NEW(+$222.1K) YoY NEW(+$222.1K)
Best Buy Co Inc(BBYcusip086516101)	3.3K	QoQ +25.39% (+664) YoY -19.84% (-812)	All Managers (Combined)	$222.0K	QoQ +3.29% (+$7.1K) YoY -33.83% (-$113.6K)
Essex Property Trust, Inc.(ESScusip297178105)	805	QoQ +1.38% (-11) YoY NEW(+805)	All Managers (Combined)	$221.9K	QoQ -1.56% (-$3.5K) YoY NEW(+$221.9K)
Veralto Corp(VLTOcusip92338C103)	2.4K	QoQ -4.72% (-119) YoY NEW(+2.4K)	All Managers (Combined)	$221.7K	QoQ -15.47% (-$40.6K) YoY NEW(+$221.7K)
(XLBcusip81369Y100)	2.7K	QoQ -46.88% (-2.4K) YoY -80.57% (-11.1K)	All Managers (Combined)	$221.4K	QoQ -49.99% (-$221.3K) YoY -82.72% (-$1.1M)
Trade Desk, Inc.(TTDcusip88339J105)	4.1K	QoQ -11.55% (-535) YoY -13.49% (-639)	All Managers (Combined)	$221.1K	QoQ -60.49% (-$338.6K) YoY -46.59% (-$192.9K)
(cusip46435G474)✕	8.4K	QoQ -56.99% (-11.1K) YoY -62.07% (-13.7K)	All Managers (Combined)	$220.8K	QoQ -57.91% (-$303.8K) YoY -62.75% (-$371.9K)