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Mutual Advisors, LLC
Mutual Advisors, LLC offers investment management and advice, financial planning and consulting, ERISA 3(21) advisory services, and wrap program accounts. It operates as a Registered Investment Adviser (RIA) with a fiduciary duty, providing both discretionary and non-discretionary portfolio management through separately managed accounts, wrap fee programs, third-party manager programs, and fee-based financial planning. Services also include advice on insurance, education funding, real estate, and tax/estate planning.
Investment Strategy
Investment management includes stock selection (e.g., large-cap equities like AAPL, MSFT, AMZN, NVDA), financial planning, and consulting. Services are delivered via separately managed accounts, wrap fee programs, third-party manager programs, and standalone financial planning. Both discretionary (client grants trading authority) and non-discretionary (client retains control) account types are offered.
Latest 13F Filing Activity
Mutual Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,149 equity positions and 1 options positions with a total 13F market value of $4B. The fund increased holdings in SPDR S&P 500 Etf TR, Microsoft Corp., Nvidia Corporation among other positions. Mutual Advisors, LLC reduced exposure to PIMCO Etf TR, Ishares TR, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (1,149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.45% | $258.3M | 405,367 | $429.53 | $617.85 | +$25.3M |
I IEF | ISHARES TR | 4.57% | $183.2M | 1,933,490 | $95.41 | $95.77 | +$17.8M |
A AAPL | APPLE INC | 3.26% | $130.5M | 609,926 | $91.73 | $205.17 | -$1.2M |
I IVV | ISHARES TR | 3.05% | $122.1M | 190,788 | $374.59 | $620.90 | +$17.6M |
M MSFT | MICROSOFT CORP | 2.81% | $112.5M | 219,039 | $204.67 | $497.41 | +$23.4M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | — | Call | $520.3K | 83 | $317.66 | $213.75 | 0 | +$2.6K |
Industry Allocation
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