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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1067 檔
15.4%
The Q4 2024 SEC filing reveals that Mutual Advisors, LLC held a total portfolio value of $5.3B, covering 1067 public equity positions.
During Q4 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 15.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1067 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 7.37% | -0.08% | +18.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.82% | -0.31% | -0.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.13% | -2.73% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.37% | +0.06% | +2.71% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.77% | -0.16% | -3.01% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.17% | -1.26% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.18% | -3.82% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.20% | +3.06% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | -0.01% | +2.57% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.04% | -6.14% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.23% | -6.59% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | +0.04% | -2.03% | |
| 13 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.88% | +0.02% | +4.85% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.02% | -3.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.07% | -10.53% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.08% | -2.41% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.01% | -7.85% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | -0.01% | +1.51% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.13% | -0.46% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.09% | -4.84% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.03% | -9.06% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.56% | +0.01% | -1.25% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.08% | -7.05% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.52% | +0.01% | +1.05% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | +0.02% | -0.44% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | +0.05% | +1.44% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.46% | +0.04% | +2.37% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.04% | +3.87% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.45% | — | +24.65% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.02% | -11.44% | |
| 31 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | — | +2.30% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | -4.57% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | — | +2.36% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.42% | -0.04% | -1.15% | |
| 35 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.42% | -0.10% | +15.94% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.08% | -1.45% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.04% | -6.38% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.12% | -4.47% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.39% | -0.07% | +6.40% | |
| 40 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.39% | +0.03% | -2.40% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.05% | -10.08% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | -0.01% | -11.16% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.37% | +0.41% | +880.69% | |
| 44 | SECT | Main Sector Rotation ETF | ETF-Other | 0.36% | +0.03% | -3.54% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.35% | -0.04% | +69.59% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.14% | -2.22% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.01% | -5.86% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.34% | -0.06% | -0.67% | |
| 49 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.33% | -0.01% | +0.60% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.07% | -17.20% |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1067 disclosed positions in Q4 2024.
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During Q4 2024, Mutual Advisors, LLC's top holdings by market value included GOVT (7.4%)、SPY (5.8%)、AAPL (4.3%). The largest single position, GOVT, represented 7.4% of total portfolio value.
In Q4 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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