Mutual Advisors, LLC
CIK
1694080
City
OMAHA
State / Country
NE
Top Portfolio Positions
622 positions ·
$1,997,335,623 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 | 13.05% | |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
214,305 | $102,694,956 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.47% | |
| 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 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,496,755 | 109,492 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,570,423 | 109,361 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,543,389 | 108,308 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,552,829 | 111,956 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,643,918 | 124,445 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,781,407 | 123,623 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,682,137 | 121,894 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,648,738 | 120,610 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,569,482 | 121,383 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,477,565 | 119,835 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,458,915 | 121,881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,628,082 | 127,393 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,628,057 | 128,904 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,607,574 | 130,910 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,851,572 | 140,804 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,023,419 | 149,772 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,309,026 | 147,825 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,650,912 | 158,358 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,528,946 | 158,158 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,539,761 | 156,005 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,381,200 | 153,725 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,310,650 | 150,531 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,077,404 | 150,210 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,078,266 | 147,186 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,746,070 | 144,782 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||