Mutual Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Mutual Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1079 holdings worth $3.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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SPDR S&P 500 ETF TRUST

SPY|78462F103

423033(+24.5%)

Value:

$232.9B(+15.9%)

464287440

IEF|464287440

1737097(+16747.0%)

Value:

$165.4B(+17263.3%)

Apple Inc.

AAPL|037833100

628923(-4.3%)

Value:

$131.6B(-12.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

203547(-1.7%)

Value:

$108.1B(+12.8%)

464287200

IVV|464287200

188890(-3.7%)

Value:

$104.5B(-10.4%)

MICROSOFT CORP

MSFT|594918104

227547(+8.8%)

Value:

$89.2B(+0.4%)

46436E718

845889(+11321.7%)

Value:

$85.1B(+11339.5%)

ELI LILLY & Co

LLY|532457108

63463(+0.0%)

Value:

$56.1B(+16.8%)

78468R663

479405(+91.7%)

Value:

$44.0B(+92.0%)

922908363

VOO|922908363

80010(-10.0%)

Value:

$40.5B(-16.3%)

AMAZON COM INC

AMZN|023135106

201116(+3.1%)

Value:

$38.0B(-11.7%)

921943858

VEA|921943858

712469(+1.8%)

Value:

$37.4B(+10.4%)

NVIDIA CORP

NVDA|67066G104

302732(+43147.4%)

Value:

$33.6B(+548216.3%)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

471350(-0.6%)

Value:

$28.5B(-5.6%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

56603(-39.2%)

Value:

$26.7B(-44.0%)

464287226

253365(+128.3%)

Value:

$25.0B(+132.3%)

921908844

VIG|921908844

124300(-0.4%)

Value:

$23.5B(-5.0%)

JPMORGAN CHASE & CO

JPM|46625H100

95935(-1.7%)

Value:

$23.4B(-5.9%)

Meta Platforms, Inc.

META|30303M102

42556(-1.1%)

Value:

$23.3B(-11.5%)

922042858

VWO|922042858

511526(+33.0%)

Value:

$23.0B(+37.4%)

Instrument	Shares		Other Manager	Value
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	423.0K	QoQ +24.53% (+83.4K) YoY +42.49% (+126.2K)	All Managers (Combined)	$232.9M	QoQ +15.90% (+$32.0M) YoY +50.00% (+$77.7M)
(IEFcusip464287440)	1.7M	QoQ +16747.02% (+1.7M) YoY +2391.06% (+1.7M)	All Managers (Combined)	$165.4M	QoQ +17263.25% (+$164.4M) YoY +2405.54% (+$158.8M)
Apple Inc.(AAPLcusip037833100)	628.9K	QoQ -4.35% (-28.6K) YoY -6.73% (-45.4K)	All Managers (Combined)	$131.6M	QoQ -12.30% (-$18.5M) YoY +13.82% (-$16.0M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	203.5K	QoQ -1.67% (-3.5K) YoY +8.07% (+15.2K)	All Managers (Combined)	$108.1M	QoQ +12.80% (-$12.3M) YoY +36.45% (+$28.9M)
(IVVcusip464287200)	188.9K	QoQ -3.67% (-7.2K) YoY -8.94% (-18.6K)	All Managers (Combined)	$104.5M	QoQ -10.38% (-$12.1M) YoY -4.18% (-$4.6M)
Microsoft Corp(MSFTcusip594918104)	227.5K	QoQ +8.75% (+18.3K) YoY -0.16% (-384)	All Managers (Combined)	$89.2M	QoQ +0.36% (+$326.3K) YoY -7.01% (-$6.7M)
(cusip46436E718)✕	845.9K	QoQ +11321.67% (+838.5K) YoY +31439.48% (+843.2K)	All Managers (Combined)	$85.1M	QoQ +11339.46% (+$84.4M) YoY +31418.28% (+$84.9M)
Eli Lilly & Co(LLYcusip532457108)	63.5K	QoQ +0.02% (+19) YoY +1.38% (+865)	All Managers (Combined)	$56.1M	QoQ +16.79% (+$8.1M) YoY +15.27% (+$7.4M)
(cusip78468R663)✕	479.4K	QoQ +91.70% (+229.3K) YoY +95.86% (+234.6K)	All Managers (Combined)	$44.0M	QoQ +91.95% (+$21.1M) YoY +95.64% (+$21.5M)
(VOOcusip922908363)	80.0K	QoQ -9.98% (-8.9K) YoY -0.27% (-222)	All Managers (Combined)	$40.5M	QoQ -16.29% (-$7.9M) YoY +4.99% (-$1.9M)
Amazon Com Inc(AMZNcusip023135106)	201.1K	QoQ +3.13% (-6.1K) YoY +3.81% (+7.4K)	All Managers (Combined)	$38.0M	QoQ -11.66% (-$5.0M) YoY +8.76% (+$3.1M)
(VEAcusip921943858)	712.5K	QoQ +1.80% (+12.7K) YoY +16.57% (+101.3K)	All Managers (Combined)	$37.4M	QoQ +10.44% (+$3.5M) YoY +21.82% (+$6.7M)
Nvidia Corp(NVDAcusip67066G104)	302.7K	QoQ +43147.42% (+302.0K) YoY +873.91% (+271.6K)	All Managers (Combined)	$33.6M	QoQ +548216.25% (+$33.6M) YoY +19.65% (+$5.5M)
Commerce Bancshares Inc /Mo/(CBSHcusip200525103)	471.4K	QoQ -0.59% (-2.8K) YoY +2.73% (+12.5K)	All Managers (Combined)	$28.5M	QoQ -5.61% (-$1.7M) YoY +16.94% (+$4.1M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	56.6K	QoQ -39.20% (-36.5K) YoY -42.36% (-41.6K)	All Managers (Combined)	$26.7M	QoQ -44.00% (-$21.0M) YoY -38.66% (-$16.9M)
(cusip464287226)✕	253.4K	QoQ +128.32% (+142.4K) YoY +50.76% (+85.3K)	All Managers (Combined)	$25.0M	QoQ +132.28% (+$14.2M) YoY +51.78% (+$8.5M)
(VIGcusip921908844)	124.3K	QoQ -0.36% (-459) YoY +5.42% (+6.4K)	All Managers (Combined)	$23.5M	QoQ -4.98% (-$1.2M) YoY +8.91% (+$1.9M)
Jpmorgan Chase & Co(JPMcusip46625H100)	95.9K	QoQ -1.72% (-1.7K) YoY -7.23% (-7.5K)	All Managers (Combined)	$23.4M	QoQ -5.87% (-$1.5M) YoY +12.78% (-$2.6M)
Meta Platforms, Inc.(METAcusip30303M102)	42.6K	QoQ -1.14% (-494) YoY +0.78% (+332)	All Managers (Combined)	$23.3M	QoQ -11.50% (-$3.0M) YoY +13.59% (+$2.8M)
(VWOcusip922042858)	511.5K	QoQ +33.03% (+127.0K) YoY +52.16% (+175.4K)	All Managers (Combined)	$23.0M	QoQ +37.41% (+$6.2M) YoY +63.45% (+$8.9M)