Mutual Advisors, LLC
Top Portfolio Positions
622 positions ·
$1,997,335,623 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 | 13.05% | |
| AAPL |
Apple Inc.
Technology
|
639,342 | $162,258,606 | 8.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
214,305 | $102,694,956 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
241,144 | $89,264,274 | 4.47% | |
| 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 | 2.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
124,316 | $35,748,308 | 1.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
54,225 | $31,023,749 | 1.55% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MQY
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $946,223 | 86,177 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,002,502 | 88,717 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,593,918 | 136,817 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,375,040 | 123,766 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,360,889 | 116,216 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,509,788 | 131,058 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,723,335 | 131,452 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,635,106 | 133,152 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,766,793 | 144,228 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,694,288 | 138,990 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,430,010 | 139,786 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,634,898 | 141,305 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,666,681 | 140,767 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,609,836 | 138,779 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,415,825 | 128,129 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,550,502 | 122,183 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,459,437 | 105,833 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,586,578 | 98,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,556,415 | 96,075 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,451,973 | 86,685 | Shares | Sole | 2021-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||