Mutual Advisors, LLC
Top Portfolio Positions
622 positions ·
$1,994,363,505 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 | 13.07% | |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
214,305 | $102,694,956 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
68,302 | $62,822,130 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
347,618 | $60,624,579 | 3.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
226,418 | $47,156,076 | 2.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
78,030 | $45,037,355 | 2.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,524,905 | 94,822 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,323,465 | 159,901 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,563,479 | 97,124 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,657,769 | 88,298 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,458,658 | 86,542 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,983,983 | 83,501 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,506,943 | 102,366 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,687,817 | 76,545 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,390,625 | 68,369 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,261,582 | 65,879 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,039,615 | 60,024 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,945,785 | 218,967 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,984,904 | 210,730 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,626,216 | 202,243 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,764,064 | 177,525 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,762,129 | 164,217 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,059,539 | 157,871 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,823,835 | 159,179 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,804,222 | 150,119 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,370,310 | 136,460 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,441,350 | 126,168 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,914,127 | 104,369 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,164,342 | 68,896 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $549,858 | 37,610 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||