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.
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 |