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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1078 檔
12.5%
The Q1 2024 SEC filing reveals that Mutual Advisors, LLC held a total portfolio value of $5.3B, covering 1078 public equity positions.
During Q1 2024, Mutual Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GOVT, SPY, AAPL) accounted for 12.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 1078 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 6.01% | -0.08% | +11.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.98% | -0.31% | +1.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.71% | +0.13% | +7.04% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.50% | +0.06% | -7.87% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.17% | +4.79% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | -0.16% | +3.77% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.56% | +0.20% | +404.78% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | -0.01% | +9.29% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.18% | +8.48% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.04% | +2.89% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | +0.04% | -1.68% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | +0.02% | +2.35% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.23% | -9.02% | |
| 14 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.78% | +0.02% | +2.76% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.07% | +7.84% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.72% | -0.13% | -20.12% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.05% | -2.62% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.01% | -23.91% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.01% | -0.10% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.08% | +6.14% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | +0.08% | +15.31% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | +0.01% | +1.45% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.09% | +7.58% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.45% | +9.20% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | -0.04% | -2.30% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.02% | +51.24% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.49% | -0.01% | -5.80% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.02% | -13.59% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.47% | +0.04% | -0.11% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | -0.06% | -5.73% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.12% | +5.92% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | +0.02% | -10.21% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.44% | -0.03% | +10.81% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.44% | +0.01% | -6.30% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | +11.15% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | -0.01% | +3.50% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.40% | -0.04% | +22.93% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.04% | +3.24% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.39% | — | +7.19% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.02% | +5.45% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.01% | +3.35% | |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.37% | +0.01% | -2.37% | |
| 43 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.35% | -0.10% | +30.42% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.05% | -6.71% | |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.33% | — | +305.08% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.33% | -0.08% | +39.46% | |
| 47 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.33% | +0.03% | -1.71% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.11% | +11.37% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | -0.01% | -10.00% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.07% | +5.30% |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1078 disclosed positions in Q1 2024.
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During Q1 2024, Mutual Advisors, LLC's top holdings by market value included GOVT (6.0%)、SPY (5.0%)、AAPL (3.7%). The largest single position, GOVT, represented 6.0% of total portfolio value.
In Q1 2024, Mutual Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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