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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921932703

VOOV|921932703

33414(+7.9%)

Value:

$5.9B(+1.8%)

ADOBE INC.

ADBE|00724F101

15933(-3.6%)

Value:

$5.9B(-17.0%)

02072L565

52266(+24.4%)

Value:

$5.8B(+25.9%)

46641Q159

126524(+63.3%)

Value:

$5.8B(+64.0%)

UNITED PARCEL SERVICE INC

UPS|911312106

59039(+57.6%)

Value:

$5.8B(+18.8%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

137647(-12.6%)

Value:

$5.8B(-4.5%)

14020G101

166203(+151.7%)

Value:

$5.8B(+129.7%)

SPDR GOLD TRUST

GLD|78463V107

18870(-19.1%)

Value:

$5.8B(-1.6%)

464288646

109171(+2.6%)

Value:

$5.7B(+3.7%)

81369Y704

43546(-9.4%)

Value:

$5.6B(-14.7%)

78464A508

SPYV|78464A508

112749(+373.3%)

Value:

$5.5B(+347.0%)

46429B697

USMV|46429B697

60524(+71.2%)

Value:

$5.5B(+73.3%)

92206C714

68865(+11.3%)

Value:

$5.5B(+5.6%)

78464A805

81203(-3.0%)

Value:

$5.4B(-10.1%)

LOCKHEED MARTIN CORP

LMT|539830109

11281(+0.3%)

Value:

$5.4B(-1.6%)

ADVANCED MICRO DEVICES INC

AMD|007903107

55704(+10.2%)

Value:

$5.4B(-10.1%)

025072877

64774(+2.9%)

Value:

$5.4B(-13.9%)

46435G425

ESGU|46435G425

43712(-10.4%)

Value:

$5.2B(-17.5%)

092528603

98857(+6.6%)

Value:

$5.2B(+6.5%)

464287721

36122(-4.7%)

Value:

$5.1B(-14.5%)

Instrument	Shares		Other Manager	Value
(VOOVcusip921932703)	33.4K	QoQ +7.89% (+2.4K) YoY +20.98% (+5.8K)	All Managers (Combined)	$5.9M	QoQ +1.82% (+$105.2K) YoY +17.90% (+$892.7K)
Adobe Inc.(ADBEcusip00724F101)	15.9K	QoQ -3.65% (-605) YoY -11.99% (-2.2K)	All Managers (Combined)	$5.9M	QoQ -17.01% (-$1.2M) YoY -35.86% (-$3.3M)
(cusip02072L565)✕	52.3K	QoQ +24.37% (+10.2K) YoY NEW(+52.3K)	All Managers (Combined)	$5.8M	QoQ +25.89% (+$1.2M) YoY NEW(+$5.8M)
(cusip46641Q159)✕	126.5K	QoQ +63.33% (+49.1K) YoY NEW(+126.5K)	All Managers (Combined)	$5.8M	QoQ +63.97% (+$2.3M) YoY NEW(+$5.8M)
United Parcel Service Inc(UPScusip911312106)	59.0K	QoQ +57.62% (+21.6K) YoY +309.22% (+44.6K)	All Managers (Combined)	$5.8M	QoQ +18.77% (+$913.6K) YoY +169.57% (+$3.6M)
Verizon Communications Inc(VZcusip92343V104)	137.6K	QoQ -12.63% (-19.9K) YoY -7.43% (-11.1K)	All Managers (Combined)	$5.8M	QoQ -4.50% (-$272.0K) YoY -7.54% (-$471.0K)
(cusip14020G101)✕	166.2K	QoQ +151.71% (+100.2K) YoY +290.62% (+123.7K)	All Managers (Combined)	$5.8M	QoQ +129.73% (+$3.3M) YoY +323.71% (+$4.4M)
Spdr Gold Trust(GLDcusip78463V107)	18.9K	QoQ -19.06% (-4.4K) YoY -37.14% (-11.2K)	All Managers (Combined)	$5.8M	QoQ -1.58% (-$92.7K) YoY -6.89% (-$425.7K)
(cusip464288646)✕	109.2K	QoQ +2.60% (+2.8K) YoY +3.24% (+3.4K)	All Managers (Combined)	$5.7M	QoQ +3.73% (+$205.8K) YoY +5.42% (+$294.0K)
(cusip81369Y704)✕	43.5K	QoQ -9.41% (-4.5K) YoY -21.18% (-11.7K)	All Managers (Combined)	$5.6M	QoQ -14.65% (-$964.8K) YoY -19.27% (-$1.3M)
(SPYVcusip78464A508)	112.7K	QoQ +373.27% (+88.9K) YoY +61.66% (+43.0K)	All Managers (Combined)	$5.5M	QoQ +346.98% (+$4.3M) YoY +57.47% (+$2.0M)
(USMVcusip46429B697)	60.5K	QoQ +71.16% (+25.2K) YoY +5.52% (+3.2K)	All Managers (Combined)	$5.5M	QoQ +73.26% (+$2.3M) YoY +14.65% (+$702.3K)
(cusip92206C714)✕	68.9K	QoQ +11.29% (+7.0K) YoY +56.94% (+25.0K)	All Managers (Combined)	$5.5M	QoQ +5.57% (+$287.7K) YoY +58.02% (+$2.0M)
(cusip78464A805)✕	81.2K	QoQ -2.96% (-2.5K) YoY -9.34% (-8.4K)	All Managers (Combined)	$5.4M	QoQ -10.14% (-$613.3K) YoY -5.51% (-$316.8K)
Lockheed Martin Corp(LMTcusip539830109)	11.3K	QoQ +0.32% (-36) YoY -24.89% (-3.7K)	All Managers (Combined)	$5.4M	QoQ -1.58% (-$86.6K) YoY -21.14% (-$1.4M)
Advanced Micro Devices Inc(AMDcusip007903107)	55.7K	QoQ +10.16% (-5.1K) YoY +59.01% (-20.7K)	All Managers (Combined)	$5.4M	QoQ -10.10% (-$605.2K) YoY -14.85% (-$939.1K)
(cusip025072877)✕	64.8K	QoQ +2.90% (-1.8K) YoY +35.37% (+16.9K)	All Managers (Combined)	$5.4M	QoQ -13.94% (-$868.3K) YoY +19.48% (+$873.7K)
(ESGUcusip46435G425)	43.7K	QoQ -10.42% (-5.1K) YoY -11.57% (-5.7K)	All Managers (Combined)	$5.2M	QoQ -17.54% (-$1.1M) YoY -7.71% (-$438.2K)
(cusip092528603)✕	98.9K	QoQ +6.63% (+6.2K) YoY +146.53% (+58.8K)	All Managers (Combined)	$5.2M	QoQ +6.49% (+$314.0K) YoY +144.94% (+$3.0M)
(cusip464287721)✕	36.1K	QoQ -4.69% (-1.8K) YoY -5.22% (-2.0K)	All Managers (Combined)	$5.1M	QoQ -14.54% (-$875.1K) YoY -0.11% (-$6.1K)