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 |
|---|---|---|---|---|
| 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 KYN
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $692,937 | 48,525 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $600,628 | 48,516 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $587,636 | 47,505 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $604,149 | 47,496 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $609,245 | 47,486 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $558,947 | 43,977 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $483,681 | 43,971 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $438,632 | 42,462 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $394,814 | 39,442 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $346,212 | 39,432 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $332,371 | 39,521 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,858 | 39,049 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $342,679 | 39,662 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $238,978 | 27,918 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $201,730 | 24,905 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $153,923 | 18,368 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $123,151 | 13,357 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $103,973 | 13,347 | Shares | Sole | 2022-02-14 | |
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