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CIK: 0001694080
Total reported value
$5.3B
$5.3B
1079 檔
14.0%
In Q1 2025, Mutual Advisors, LLC's U.S. equity holdings reached a combined market value of $5.3B, distributed across 1079 disclosed stock positions.
In Q1 2025, Mutual Advisors, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1079 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.67% | -0.31% | +24.54% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.73% | +0.03% | +16747.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.77% | +0.13% | -4.35% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.09% | -0.16% | -1.68% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.99% | +0.06% | -3.67% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.17% | +8.75% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.44% | -0.21% | +11321.67% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | +0.20% | +0.03% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.26% | -0.13% | +91.70% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.18% | -9.99% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.04% | +3.13% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | +0.04% | +1.81% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.23% | -7.18% | |
| 14 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.82% | +0.02% | -0.60% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.01% | -39.21% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.45% | +128.33% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.01% | -0.37% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | -1.73% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.08% | -1.15% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | +0.02% | +33.03% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | -15.61% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.63% | -0.06% | +1080.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.07% | -3.93% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | +0.08% | +17.01% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.09% | +1.09% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | +0.01% | +1.27% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | +0.01% | +12.29% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.50% | — | +11.75% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.08% | +8.53% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.45% | -0.02% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.14% | -0.09% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.03% | +9.48% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | +15.85% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.43% | +0.04% | +0.81% | |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.43% | — | +7.96% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.42% | -0.04% | +0.92% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | -4.39% | |
| 38 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.41% | -0.10% | +6.55% | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.40% | -0.07% | +3.69% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | -0.04% | -3.04% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.39% | — | +325.20% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.05% | +126.03% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.05% | -9.09% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.36% | -0.01% | +1.41% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.02% | -11.93% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | — | -8.47% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.12% | +10.47% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.05% | +6.71% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.34% | +0.41% | -7.76% | |
| 50 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.33% | -0.07% | +35.14% |
According to official SEC Form 13F filings, Mutual Advisors, LLC reported a total U.S. public equity portfolio value of $5.3B across 1079 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IEF, AAPL) accounted for 14.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $232.9M
During Q1 2025, Mutual Advisors, LLC's top holdings by market value included SPY (6.7%)、IEF (4.7%)、AAPL (3.8%). The largest single position, SPY, represented 6.7% of total portfolio value.
In Q1 2025, Mutual Advisors, LLC made 200 total portfolio adjustments, initiating 200 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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