Mutual Advisors, LLC
Top Portfolio Positions
621 positions ·
$1,894,640,667 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
400,729 | $260,610,097 | 13.76% |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.56% |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.71% |
| LLY |
ELI LILLY & Co
Healthcare
|
68,302 | $62,822,130 | 3.32% |
| NVDA |
Nvidia Corp
Technology
|
347,618 | $60,624,579 | 3.20% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
226,418 | $47,156,076 | 2.49% |
| QQQ |
Invesco Qqq Trust, Series 1
|
78,030 | $45,037,355 | 2.38% |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.89% |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.64% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
98,672 | $29,025,355 | 1.53% |
Portfolio Trend
Holdings in BST
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,573 | 11,295 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $490,331 | 12,095 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $591,241 | 14,295 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $543,731 | 14,245 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $445,859 | 13,515 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $397,224 | 10,865 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $342,527 | 9,665 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $331,972 | 8,815 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $286,683 | 7,765 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $241,173 | 7,165 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $219,084 | 6,975 | Shares | Sole | 2023-11-13 | |
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