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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EBAY INC

EBAY|278642103

3031

Value:

$205.6M

33740Y101

7675(-22.9%)

Value:

$205.5M(-27.9%)

ANSYS INC

ANSS|03662Q105

639(+2.2%)

Value:

$204.9M(-4.8%)

45784N767

8000

Value:

$203.8M

WILLIAMS COMPANIES, INC.

WMB|969457100

3447(-24.0%)

Value:

$203.5M(-24.2%)

XCEL ENERGY INC

XEL|98389B100

2942

Value:

$203.0M

SOUNDHOUND AI, INC.

SOUN|836100107

21313(+32.3%)

Value:

$202.9M(-9.8%)

25434V864

4260

Value:

$202.7M

Cloudflare, Inc.

NET|18915M107

1674

Value:

$202.6M

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

2757(-0.7%)

Value:

$202.5M(-10.1%)

KEYCORP /NEW/

KEY|493267108

13741(-0.6%)

Value:

$202.3M(-18.0%)

46432F834

IXUS|46432F834

2829(-32.9%)

Value:

$201.5M(-28.1%)

Super Micro Computer, Inc.

SMCI|86800U302

5511

Value:

$201.0M

BANK OF NOVA SCOTIA

BNS|064149107

4117(+0.0%)

Value:

$200.9M(-5.6%)

VORNADO REALTY TRUST

VNO|929042109

5617

Value:

$200.8M

921932844

2281(-13.8%)

Value:

$200.2M(-23.3%)

TELEFONICA S A

TEF|879382208

38645(+0.0%)

Value:

$192.1M(+23.9%)

Warner Bros. Discovery, Inc.

WBD|934423104

21797(-13.5%)

Value:

$187.2M(-21.5%)

NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND

NMZ|670682103

16949

Value:

$175.9M

Tesla, Inc.

TSLA|88160R101

2500(+733.3%)

Value:

$175.7M(+200.6%)

Instrument	Shares		Other Manager	Value
Ebay Inc(EBAYcusip278642103)	3.0K	QoQ NEW(+3.0K) YoY -35.13% (-1.6K)	All Managers (Combined)	$205.6K	QoQ NEW(+$205.6K) YoY -16.65% (-$41.1K)
(cusip33740Y101)✕	7.7K	QoQ -22.86% (-2.3K) YoY -32.04% (-3.6K)	All Managers (Combined)	$205.5K	QoQ -27.93% (-$79.7K) YoY -36.81% (-$119.7K)
Ansys Inc(ANSScusip03662Q105)	639	QoQ +2.24% (-14) YoY +7.03% (-42)	All Managers (Combined)	$204.9K	QoQ -4.80% (-$10.3K) YoY -1.12% (-$2.3K)
(cusip45784N767)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$203.8K	QoQ NEW(+$203.8K) YoY NEW(+$203.8K)
Williams Companies, Inc.(WMBcusip969457100)	3.4K	QoQ -23.97% (-1.1K) YoY -33.36% (-1.7K)	All Managers (Combined)	$203.5K	QoQ -24.16% (-$64.8K) YoY +0.93% (-$1.9K)
Xcel Energy Inc(XELcusip98389B100)	2.9K	QoQ NEW(+2.9K) YoY -42.79% (-2.2K)	All Managers (Combined)	$203.0K	QoQ NEW(+$203.0K) YoY -26.56% (-$73.5K)
Soundhound Ai, Inc.(SOUNcusip836100107)	21.3K	QoQ +32.30% (-5.2K) YoY NEW(+21.3K)	All Managers (Combined)	$202.9K	QoQ -9.83% (-$22.1K) YoY NEW(+$202.9K)
(cusip25434V864)✕	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$202.7K	QoQ NEW(+$202.7K) YoY NEW(+$202.7K)
Cloudflare, Inc.(NETcusip18915M107)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$202.6K	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)
Principal Financial Group Inc(PFGcusip74251V102)	2.8K	QoQ -0.68% (-19) YoY -1.35% (-38)	All Managers (Combined)	$202.5K	QoQ -10.08% (-$22.7K) YoY -16.03% (-$38.7K)
Keycorp /New/(KEYcusip493267108)	13.7K	QoQ -0.60% (-83) YoY -4.94% (-715)	All Managers (Combined)	$202.3K	QoQ -17.98% (-$44.4K) YoY -11.50% (-$26.3K)
(IXUScusip46432F834)	2.8K	QoQ -32.94% (-1.4K) YoY -72.05% (-7.3K)	All Managers (Combined)	$201.5K	QoQ -28.07% (-$78.6K) YoY -70.66% (-$485.4K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$201.0K	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
Bank Of Nova Scotia(BNScusip064149107)	4.1K	QoQ 0.00% (-0) YoY NEW(+4.1K)	All Managers (Combined)	$200.9K	QoQ -5.60% (-$11.9K) YoY NEW(+$200.9K)
Vornado Realty Trust(VNOcusip929042109)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$200.8K	QoQ NEW(+$200.8K) YoY NEW(+$200.8K)
(cusip921932844)✕	2.3K	QoQ -13.85% (-367) YoY -16.38% (-447)	All Managers (Combined)	$200.2K	QoQ -23.31% (-$60.9K) YoY -19.15% (-$47.5K)
Telefonica S A(TEFcusip879382208)	38.6K	QoQ 0.00% (+0) YoY -0.68% (-267)	All Managers (Combined)	$192.1K	QoQ +23.94% (+$37.1K) YoY +11.92% (-$20.5K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	21.8K	QoQ -13.47% (-3.4K) YoY -43.98% (-17.1K)	All Managers (Combined)	$187.2K	QoQ -21.51% (-$51.3K) YoY -44.88% (-$152.5K)
Nuveen Municipal High Income Opportunity Fund(NMZcusip670682103)	16.9K	QoQ NEW(+16.9K) YoY NEW(+16.9K)	All Managers (Combined)	$175.9K	QoQ NEW(+$175.9K) YoY NEW(+$175.9K)
Tesla, Inc.(TSLAcusip88160R101)	2.5K	QoQ +733.33% (+2.2K) YoY -37.50% (-1.5K)	All Managers (Combined)	$175.7K	QoQ +200.61% (+$117.2K) YoY +555.55% (-$148.9K)