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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1078 檔
13.5%
At the close of Q2 2024, Mutual Advisors, LLC disclosed equity holdings valued at approximately $5.3B, spread across 1078 reported holdings.
During Q2 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 13.5% of total reported equity market value during Q2 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 | 5.92% | -0.08% | +4.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.97% | -0.31% | +1.89% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.47% | +0.13% | +0.72% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.47% | +0.06% | +1.27% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.73% | -0.16% | +9.69% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.17% | -10.32% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | +0.20% | -1.74% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.18% | +13.09% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | -0.01% | -6.23% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.23% | +1028.25% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.04% | +1.52% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | +0.04% | +13.98% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.95% | +0.02% | +6.04% | |
| 14 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.89% | +0.02% | -1.18% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.85% | -0.45% | +69.56% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.07% | +1.47% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | -0.01% | +4.40% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | +0.08% | +16.24% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | +1.99% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.09% | +5.79% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.60% | -0.13% | -10.81% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.08% | +0.78% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.02% | +23.89% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | +0.01% | -0.04% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | +0.02% | +11.60% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.05% | -30.05% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | +0.01% | +6.31% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.45% | +0.04% | +0.04% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.44% | -0.04% | -8.57% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.04% | +10.85% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.43% | — | +71.54% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.43% | — | +16.15% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.02% | +15.25% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.41% | -0.01% | -12.21% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.12% | -3.18% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.03% | +142.38% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.40% | -0.04% | +5.18% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | — | +1.24% | |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.38% | +0.01% | +11.50% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.11% | +21.30% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.08% | +7.04% | |
| 42 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.37% | +0.03% | -4.45% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.37% | — | +10.97% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.36% | -0.06% | -18.09% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | — | +8.78% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.01% | +21.67% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.07% | +17.22% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.34% | -0.01% | -11.11% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.01% | +0.48% | |
| 50 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.34% | -0.01% | +6.00% |
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 Q2 2024.
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During Q2 2024, Mutual Advisors, LLC's top holdings by market value included GOVT (5.9%)、SPY (5.0%)、AAPL (4.5%). The largest single position, GOVT, represented 5.9% of total portfolio value.
In Q2 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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