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 WTBA
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,275 | 28,553 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $640,203 | 28,851 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $576,701 | 28,381 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $562,870 | 28,674 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $525,139 | 26,336 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $610,010 | 28,176 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $522,071 | 27,463 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $476,086 | 26,597 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $411,034 | 23,053 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $421,816 | 19,897 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $323,362 | 19,826 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $370,887 | 20,146 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $212,498 | 11,631 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $277,447 | 10,859 | Shares | Sole | 2023-01-12 | |
| No 13F history on record for this holder in this stock. | ||||||