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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1084 檔
14.7%
During the Q3 2024 filing period, Mutual Advisors, LLC (CIK: 0001694080) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 1084 reported positions.
During Q3 2024, Mutual Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1084 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 6.42% | -0.08% | +11.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.79% | -0.31% | +13.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.56% | +0.13% | -0.47% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | +0.06% | -9.12% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.16% | +3.32% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.17% | +3.67% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | +0.20% | +0.09% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | +0.18% | +1.86% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.23% | -0.45% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | -0.01% | -1.43% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.04% | +5.64% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | +0.04% | +2.55% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.02% | -12.65% | |
| 14 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.81% | +0.02% | -0.25% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | -0.45% | -2.14% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.07% | -0.28% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.08% | +3.66% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.01% | -0.15% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.01% | +0.42% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.67% | -0.13% | +15.08% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | +0.08% | -15.20% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.09% | -0.00% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | +0.01% | -0.94% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | +0.02% | +2.95% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | +0.01% | +311.11% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | +0.02% | -21.90% | |
| 27 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.46% | +0.03% | +1.50% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.05% | -7.99% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.45% | +0.04% | +199.42% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.04% | +208.70% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | -1.38% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.44% | -0.04% | +124.37% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | -0.01% | +2.41% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.08% | +5.44% | |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.41% | — | +8.01% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | -1.73% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | — | +6.01% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.12% | +1.60% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.37% | -0.07% | +105.10% | |
| 40 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.37% | +0.01% | +1.53% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.07% | -3.76% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.37% | — | -11.39% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | -3.26% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.03% | -6.13% | |
| 45 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.36% | -0.01% | -3.68% | |
| 46 | SECT | Main Sector Rotation ETF | ETF-Other | 0.36% | +0.03% | +7.37% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.11% | -3.10% | |
| 48 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.36% | -0.10% | +4.27% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.35% | -0.06% | +0.52% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.12% | -2.93% |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1084 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOVT, SPY, AAPL) accounted for 14.7% of total reported equity market value during Q3 2024.
During Q3 2024, Mutual Advisors, LLC's top holdings by market value included GOVT (6.4%)、SPY (5.8%)、AAPL (4.6%). The largest single position, GOVT, represented 6.4% of total portfolio value.
In Q3 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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