Mutual Advisors, LLC Portfolio Holdings
Q3 2025•1,253 long positions•$4.5B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding1,324 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $260.8M 5.78% | -$11.5M Sold | — 388.3K shares | 405.4K → 388.3K −$11.5M | -4.21% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $199.7M 4.43% | +$11.4M Bought | — 2.1M shares | 1.9M → 2.1M +$11.4M | +6.06% | — — | Q2 2019 Held for 6y 5m | |
Consumer Electronics Technology | $166.3M 3.69% | +$8.0M Bought | 0.004% 640.7K shares | 609.9K → 640.7K +$8.0M | +5.05% | $3.78T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $146.2M 3.24% | +$17.4M Bought | — 216.6K shares | 190.8K → 216.6K +$17.4M | +13.55% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $111.1M 2.46% | -$2.9M Sold | 0.003% 213.5K shares | 219.0K → 213.5K −$2.9M | -2.55% | $3.85T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $101.6M 2.25% | +$14.0M Bought | — 1.0M shares | 869.9K → 1.0M +$14.0M | +16.03% | — — | Q3 2022 Held for 3y 2m | |
Insurance - Diversified Financial Services | $101.4M 2.25% | +$1.8M Bought | 0.01% 206.9K shares | 203.1K → 206.9K +$1.8M | +1.86% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $61.9M 1.37% | +$5.7M Bought | 0.001% 339.7K shares | 308.3K → 339.7K +$5.7M | +10.18% | $4.54T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $56.4M 1.25% | +$2.4M Bought | — 91.4K shares | 87.5K → 91.4K +$2.4M | +4.46% | — — | Q4 2017 Held for 7y 11m | |
Drug Manufacturers - General Healthcare | $54.0M 1.2% | +$1.6M Bought | 0.007% 65.8K shares | 63.8K → 65.8K +$1.6M | +3.08% | $684.00B Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $48.9M 1.08% | +$4.1M Bought | 0.002% 221.3K shares | 202.7K → 221.3K +$4.1M | +9.18% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $45.1M 0.999% | +$634.4K Bought | — 739.1K shares | 728.7K → 739.1K +$634.4K | +1.43% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $41.1M 0.91% | +$2.9M Bought | — 67.2K shares | 62.5K → 67.2K +$2.9M | +7.55% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $40.9M 0.906% | -$4.1M Sold | — 446.1K shares | 490.6K → 446.1K −$4.1M | -9.06% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $39.4M 0.872% | +$29.9M Bought | — 723.7K shares | 174.9K → 723.7K +$29.9M | +313.85% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $35.6M 0.788% | +$3.2M Bought | 0.002% 48.5K shares | 44.1K → 48.5K +$3.2M | +9.99% | $1.84T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $34.5M 0.765% | +$2.3M Bought | 0.001% 136.5K shares | 127.4K → 136.5K +$2.3M | +7.16% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $33.2M 0.737% | +$194.1K Bought | 0.001% 131.0K shares | 130.3K → 131.0K +$194.1K | +0.59% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $30.5M 0.675% | +$23.0M Bought | — 573.8K shares | 140.2K → 573.8K +$23.0M | +309.38% | — — | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $29.3M 0.648% | +$1.3M Bought | 0.004% 99.3K shares | 95.1K → 99.3K +$1.3M | +4.46% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $28.9M 0.641% | +$114.0K Bought | — 526.5K shares | 524.4K → 526.5K +$114.0K | +0.4% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $28.7M 0.635% | -$173.8K Sold | — 86.6K shares | 87.1K → 86.6K −$173.8K | -0.6% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $27.9M 0.617% | +$4.8M Bought | — 197.7K shares | 163.3K → 197.7K +$4.8M | +21.05% | — — | Q4 2017 Held for 7y 11m | |
Auto - Manufacturers Consumer Cyclical | $27.0M 0.599% | +$2.3M Bought | 0.002% 60.2K shares | 55.1K → 60.2K +$2.3M | +9.31% | $1.48T Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $25.9M 0.575% | -$642.7K Sold | — 119.4K shares | 122.4K → 119.4K −$642.7K | -2.42% | — — | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $24.9M 0.552% | +$16.9K Bought | 0.352% 468.8K shares | 468.5K → 468.8K +$16.9K | +0.07% | $8.0B Mid Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $23.8M 0.528% | +$2.4M Bought | 0.001% 69.2K shares | 62.2K → 69.2K +$2.4M | +11.23% | $1.56T Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $23.6M 0.524% | -$203.8K Sold | — 731.2K shares | 737.5K → 731.2K −$203.8K | -0.85% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $23.3M 0.515% | -$371.6K Sold | — 124.3K shares | 126.2K → 124.3K −$371.6K | -1.57% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $19.9M 0.441% | +$18.4M Bought | — 432.1K shares | 31.3K → 432.1K +$18.4M | +1,281.2% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $19.0M 0.421% | +$1.3M Bought | — 24.9K shares | 23.3K → 24.9K +$1.3M | +7.21% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $18.8M 0.417% | +$18.8M New | — 351.8K shares | 0 → 351.8K +$18.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $18.6M 0.413% | +$504.4K Bought | — 313.8K shares | 305.3K → 313.8K +$504.4K | +2.78% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $18.5M 0.41% | +$1.4M Bought | 0.004% 19.6K shares | 18.1K → 19.6K +$1.4M | +8.38% | $410.27B Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $17.7M 0.392% | +$149.1K Bought | — 606.3K shares | 601.2K → 606.3K +$149.1K | +0.85% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $17.6M 0.389% | +$7.2M Bought | — 393.9K shares | 232.4K → 393.9K +$7.2M | +69.48% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $16.9M 0.375% | -$1.3M Sold | — 58.5K shares | 62.9K → 58.5K −$1.3M | -6.99% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.9M 0.374% | +$138.3K Bought | — 139.0K shares | 137.9K → 139.0K +$138.3K | +0.83% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.8M 0.372% | -$576.0K Sold | — 212.3K shares | 219.6K → 212.3K −$576.0K | -3.32% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $16.5M 0.365% | +$2.1M Bought | — 344.0K shares | 299.7K → 344.0K +$2.1M | +14.76% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $16.3M 0.362% | +$728.8K Bought | — 238.8K shares | 228.1K → 238.8K +$728.8K | +4.67% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.2M 0.358% | +$855.1K Bought | — 683.4K shares | 647.2K → 683.4K +$855.1K | +5.59% | — — | Q4 2017 Held for 7y 11m | |
Entertainment Communication Services | $15.9M 0.352% | -$237.2K Sold | 0.003% 14.3K shares | 14.5K → 14.3K −$237.2K | -1.47% | $509.45B Mega Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $15.8M 0.351% | +$7.8K Bought | — 32.6K shares | 32.6K → 32.6K +$7.8K | +0.05% | — — | Q1 2018 Held for 7y 8m | |
Financial - Credit Services Financial Services | $15.5M 0.344% | +$444.9K Bought | 0.002% 44.8K shares | 43.5K → 44.8K +$444.9K | +2.95% | $662.60B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.4M 0.341% | +$7.9M Bought | — 256.4K shares | 124.9K → 256.4K +$7.9M | +105.3% | — — | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $15.4M 0.341% | +$1.6M Bought | 0.004% 65.4K shares | 58.8K → 65.4K +$1.6M | +11.24% | $262.56B Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $15.3M 0.34% | +$251.5K Bought | — 449.4K shares | 442.0K → 449.4K +$251.5K | +1.67% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $15.2M 0.337% | -$746.1K Sold | 0.002% 54.3K shares | 57.0K → 54.3K −$746.1K | -4.67% | $801.76B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.0M 0.333% | -$15.7M Sold | — 296.2K shares | 605.2K → 296.2K −$15.7M | -51.06% | — — | Q1 2020 Held for 5y 8m |
