Mutual Advisors, LLC
CIK
1694080
City
OMAHA
State / Country
NE
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 HTD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $527,179 | 21,283 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $587,572 | 24,834 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $605,516 | 24,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $569,827 | 24,362 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $573,817 | 23,979 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $524,428 | 23,816 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $550,824 | 23,722 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $480,149 | 23,758 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $676,323 | 34,401 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $665,012 | 35,056 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $716,047 | 40,318 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $808,370 | 39,626 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,350,430 | 63,341 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,470,378 | 64,321 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,402,391 | 66,908 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,527,322 | 66,550 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,709,452 | 66,880 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,765,543 | 67,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,497,244 | 65,439 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,553,784 | 62,401 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,379,356 | 58,721 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,390,596 | 66,093 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,258,909 | 65,946 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,417,362 | 73,591 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,268,819 | 72,133 | Shares | Sole | 2020-05-13 | |
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