MA
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Mutual Advisors, LLC13F | |
| Mutual Advisors, LLC | |
| Last update 2025-04-29 | 1080 Stocks (109 new) |
| Value $3.49 Bil | Turnover 18 % |
Mutual Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 423,033 | 232,938.9 | +24.54% | 6.670 | +1.31% | 0.040 | +19.57% | +7.72% | 643,289.7 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 1,737,097 | 165,389.0 | +16,747.03% | 4.730 | +4.70% | 0.470 | +0.68% | +4.07% | 34,824.0 | ||
AAPL | Apple Inc | 628,923 | 131,620.9 | -4.35% | 3.770 | -0.19% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 203,547 | 108,075.2 | -1.68% | 3.090 | -0.05% | 0.010 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
IVV | iShares Core S&P 500 ETF | 188,890 | 104,492.2 | -3.67% | 2.990 | -0.12% | 0.020 | +19.67% | +7.80% | 634,518.9 | ||
MSFT | Microsoft Corp | 227,547 | 89,164.4 | +8.75% | 2.550 | +0.21% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 845,889 | 85,138.8 | +11,321.67% | 2.440 | +2.42% | 0.180 | +1.06% | +2.35% | 51,002.5 | ||
LLY | Eli Lilly and Co | 63,463 | 56,135.8 | +0.03% | 1.610 | 0% | 0.010 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 479,405 | 43,961.4 | +91.70% | 1.260 | +0.60% | 0.090 | +1.04% | +2.30% | 41,833.2 | ||
VOO | Vanguard S&P 500 ETF | 80,010 | 40,494.1 | -9.99% | 1.160 | -0.14% | 0.010 | +19.59% | +7.78% | 660,834.1 |
Mutual Advisors, LLC's Historical Top Holdings Breakdowns
Mutual Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOVT | iShares U.S. Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -7.15% | 22.25 ($22.67) 23 | $22.71 | 0.18% | Reduce -97.04% | 335,722 | -10,996,833 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +4.70% | 91.17 ($93.56) 95.39 | $94.40 | 0.90% | Add 16747.03% | 1,737,097 | 1,726,786 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +2.42% | 100.34 ($100.51) 100.68 | $100.59 | 0.08% | Add 11321.67% | 845,889 | 838,483 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.31% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 24.54% | 423,033 | 83,351 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.60% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Add 91.7% | 479,405 | 229,325 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-03-31 | Add Add | +0.58% | 50.44 ($50.57) 50.7 | $50.62 | 0.10% | Add 1080.28% | 435,287 | 398,407 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -0.54% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -39.21% | 56,603 | -36,507 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | New Buy New Buy | +0.45% | 89.27 ($91.32) 92.9 | $91.19 | -0.14% | New holding | 173,534 | 173,534 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.40% | 95.85 ($97.76) 99.25 | $98.11 | 0.36% | Add 128.33% | 253,365 | 142,399 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Add Add | +0.30% | 100.59 ($101.89) 103.47 | $102.94 | 1.03% | Add 325.2% | 131,492 | 100,567 |
Mutual Advisors, LLC Total Holding History ($B)
Mutual Advisors, LLC's Asset Allocation
Mutual Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mutual Advisors, LLC's Hypothetical Growth since 2025-03-31
Mutual Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mutual Advisors, LLC's Holdings Heat Map
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Mutual Advisors, LLC's Holdings Bubble Chart
Mutual Advisors, LLC News
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