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 IQI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,716 | 21,800 | Shares | Sole | 2026-05-04 | |
| 2022-09-30 | $156,862 | 17,181 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $174,151 | 17,057 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $228,764 | 20,191 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $349,140 | 25,691 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,607 | 25,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,826 | 24,876 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $303,186 | 23,376 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $213,125 | 16,344 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $209,885 | 16,981 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $202,413 | 16,981 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $129,571 | 11,065 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||