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 QQQX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,749 | 16,901 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $530,928 | 18,616 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $504,385 | 18,368 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $479,451 | 18,113 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $458,945 | 19,324 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $542,217 | 20,045 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $501,244 | 19,954 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $530,467 | 21,151 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $496,245 | 20,557 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $481,149 | 20,784 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $463,825 | 20,642 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $585,206 | 23,474 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $974,645 | 40,712 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $854,382 | 41,820 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $915,730 | 44,648 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $847,260 | 38,794 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $900,328 | 31,646 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $856,728 | 27,952 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $485,638 | 17,112 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $368,043 | 12,527 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $225,892 | 8,311 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $216,169 | 8,311 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $248,097 | 10,193 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $456,932 | 19,858 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $438,368 | 23,072 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||