Mutual Advisors, LLC

CIK

0001694080

City

CASPER

State / Country

Stock

Top Portfolio Positions

570 positions · $1,910,285,232 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 Etf Trust	394,965	$269,334,532	14.10%
AAPL	Apple Inc. Technology	654,138	$177,833,956	9.31%
MSFT	Microsoft Corp Technology	223,534	$108,105,513	5.66%
LLY	ELI LILLY & Co Healthcare	65,809	$70,723,622	3.70%
NVDA	Nvidia Corp Technology	347,535	$64,815,277	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	219,890	$50,755,009	2.66%
GOOGL	Alphabet Inc. Communication Services	138,362	$43,307,306	2.27%
QQQ	Invesco Qqq Trust, Series 1	68,638	$42,165,009	2.21%
META	Meta Platforms, Inc. Communication Services	51,264	$33,838,853	1.77%
JPM	Jpmorgan Chase & Co Financial Services	98,604	$31,772,180	1.66%

24 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$694,976	90,728	+2.0%	Shares	Sole	2026-02-02
2025-09-30	$727,831	88,977	-3.2%	Shares	Sole	2025-11-04
2025-06-30	$714,950	91,896	+7.3%	Shares	Sole	2025-07-28
2025-03-31	$705,986	85,678	+1.1%	Shares	Sole	2025-04-28
2024-12-31	$731,073	84,713	+4.3%	Shares	Sole	2025-01-17
2024-09-30	$755,113	81,195	+1.0%	Shares	Sole	2024-10-25
2024-06-30	$614,347	80,412	+4.6%	Shares	Sole	2024-07-30
2024-03-31	$607,067	76,844	+13.2%	Shares	Sole	2024-05-02
2023-12-31	$530,782	67,875	+0.5%	Shares	Sole	2024-01-12
2023-09-30	$452,652	67,560	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$500,700	67,389	+23.2%	Shares	Sole	2023-07-31
2023-03-31	$408,556	54,693	+7.9%	Shares	Sole	2023-04-11
2022-12-31	$383,042	50,667	+4.6%	Shares	Sole	2023-01-12
2022-09-30	$374,278	48,419	+23.6%	Shares	Sole	2022-11-03
2022-06-30	$368,179	39,168	+7.8%	Shares	Sole	2022-08-15
2022-03-31	$429,246	36,346	-0.6%	Shares	Sole	2022-05-09
2021-12-31	$468,929	36,578	-2.6%	Shares	Sole	2022-02-14
2021-09-30	$398,950	37,566	+57.2%	Shares	Sole	2021-11-15
2021-06-30	$265,095	23,904	0.0%	Shares	Sole	2021-08-12
2021-03-31	$229,239	23,904	-2.1%	Shares	Sole	2021-05-13
2020-12-31	$206,147	24,425	-4.0%	Shares	Sole	2021-02-11
2020-09-30	$192,139	25,449	+0.2%	Shares	Sole	2020-11-13
2020-06-30	$189,812	25,410	+1.0%	Shares	Sole	2020-08-05
2020-03-31	$170,897	25,169	—	Shares	Sole	2020-05-13
No quarters match your search.