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 | Open |
|---|---|---|---|---|---|
| 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 CCD
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-03-31 | $594,002 | 35,633 | Shares | Sole | 2020-05-13 | |
| 2020-06-30 | $864,129 | 40,954 | Shares | Sole | 2020-08-05 | |
| 2020-09-30 | $963,019 | 42,090 | Shares | Sole | 2020-11-13 | |
| 2020-12-31 | $1,181,477 | 41,941 | Shares | Sole | 2021-02-11 | |
| 2021-03-31 | $1,275,202 | 39,875 | Shares | Sole | 2021-05-13 | |
| 2021-06-30 | $1,402,026 | 44,980 | Shares | Sole | 2021-08-12 | |
| 2021-09-30 | $1,677,050 | 55,148 | Shares | Sole | 2021-11-15 | |
| 2021-12-31 | $1,858,980 | 59,034 | Shares | Sole | 2022-02-14 | |
| 2022-03-31 | $1,845,209 | 71,938 | Shares | Sole | 2022-05-09 | |
| 2022-06-30 | $1,685,226 | 78,602 | Shares | Sole | 2022-08-15 | |
| 2022-09-30 | $1,700,086 | 84,877 | Shares | Sole | 2022-11-03 | |
| 2022-12-31 | $1,773,184 | 86,539 | Shares | Sole | 2023-01-12 | |
| 2023-03-31 | $2,051,317 | 96,306 | Shares | Sole | 2023-04-11 | |
| 2023-06-30 | $2,215,936 | 101,929 | Shares | Sole | 2023-07-31 | |
| 2023-09-30 | $1,951,850 | 104,713 | Shares | Sole | 2023-11-13 | |
| 2023-12-31 | $2,179,934 | 110,209 | Shares | Sole | 2024-01-12 | |
| 2024-06-30 | $2,472,708 | 110,192 | Shares | Sole | 2024-07-30 | |
| 2024-09-30 | $2,833,446 | 111,553 | Shares | Sole | 2024-10-25 | |
| 2024-12-31 | $2,555,257 | 105,133 | Shares | Sole | 2025-01-17 | |
| 2025-03-31 | $2,277,327 | 106,967 | Shares | Sole | 2025-04-28 | |
| 2025-06-30 | $2,256,423 | 111,898 | Shares | Sole | 2025-07-28 | |
| 2025-09-30 | $2,390,333 | 113,609 | Shares | Sole | 2025-11-04 | |
| 2025-12-31 | $2,364,543 | 113,353 | Shares | Sole | 2026-02-02 | |
| 2026-03-31 | $2,484,755 | 116,382 | Shares | Sole | 2026-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||