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 JRS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,466 | 90,143 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $694,976 | 90,728 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $727,831 | 88,977 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $714,950 | 91,896 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $705,986 | 85,678 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $731,073 | 84,713 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $755,113 | 81,195 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $614,347 | 80,412 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $607,067 | 76,844 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $530,782 | 67,875 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $452,652 | 67,560 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $500,700 | 67,389 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $408,556 | 54,693 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $383,042 | 50,667 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $374,278 | 48,419 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $368,179 | 39,168 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $429,246 | 36,346 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $468,929 | 36,578 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $398,950 | 37,566 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $265,095 | 23,904 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $229,239 | 23,904 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $206,147 | 24,425 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $192,139 | 25,449 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $189,812 | 25,410 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $170,897 | 25,169 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||