• 13F History

Mutual Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$3.45B
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Mutual Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mutual Advisors, LLC reported 1066 stock holdings with total value $3.45B as of Q4 2024. Top holdings included GOVT, SPY, AAPL, IVV, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,066 $3.45B +$209M -$202M +$6.62M GOVT, SPY, AAPL, IVV, BRKB 13F-HR 1/17/2025, 03:41 PM
Q3 2024 1,083 $3.32B +$219M -$245M -$26.1M GOVT, SPY, AAPL, IVV, BRKB 13F-HR 10/25/2024, 11:24 AM
Q2 2024 1,077 $3.28B +$350M -$223M +$127M GOVT, SPY, AAPL, IVV, BRKB 13F-HR 7/30/2024, 03:23 PM
Q1 2024 1,076 $3.12B +$348M -$262M +$86.4M GOVT, SPY, AAPL, IVV, MSFT 13F-HR 5/2/2024, 03:07 PM
Q4 2023 1,002 $2.87B +$490M -$412M +$78.3M GOVT, SPY, AAPL, IVV, MSFT 13F-HR 1/12/2024, 03:23 PM
Q3 2023 1,067 $2.56B +$251M -$226M +$24.7M SPY, IEF, AAPL, IVV, MSFT 13F-HR 11/13/2023, 09:50 AM
Q2 2023 995 $2.63B +$251M -$114M +$137M SPY, AAPL, IVV, SHV, IEF 13F-HR 7/31/2023, 10:18 AM
Q1 2023 967 $2.44B +$252M -$125M +$127M SPY, AAPL, SHV, IVV, IEF 13F-HR 4/11/2023, 04:37 PM
Q4 2022 914 $2.23B +$328M -$96.5M +$231M SPY, AAPL, IEF, IVV, BRKB 13F-HR 1/12/2023, 02:21 PM
Q3 2022 864 $1.91B +$602M -$38.7M +$563M SPY, AAPL, IEF, IVV, MSFT 13F-HR 11/3/2022, 03:04 PM
Q2 2022 821 $1.51B +$155M -$114M +$41.2M AAPL, IVV, MSFT, BRKB, SPY 13F-HR 8/15/2022, 05:29 PM
Q1 2022 858 $1.78B +$180M -$120M +$60.2M AAPL, IVV, MSFT, AMZN, QQQ 13F-HR 5/9/2022, 10:37 AM
Q4 2021 881 $1.88B +$226M -$100M +$125M AAPL, IVV, MSFT, QQQ, SPY 13F-HR 2/11/2022, 07:02 PM
Q3 2021 860 $1.69B +$212M -$183M +$29.5M AAPL, IVV, MSFT, AMZN, QQQ 13F-HR 11/15/2021, 10:33 AM
Q2 2021 820 $1.68B +$288M -$148M +$140M AAPL, IVV, MSFT, AGG, AMZN 13F-HR 8/11/2021, 06:16 PM
Q1 2021 767 $1.46B +$258M -$201M +$57M AAPL, IVV, MSFT, AGG, AMZN 13F-HR 5/13/2021, 11:46 AM
Q4 2020 731 $1.34B +$210M -$94.4M +$115M AAPL, IVV, MSFT, AGG, QQQ 13F-HR 2/11/2021, 02:58 PM
Q3 2020 670 $1.15B +$182M -$66.1M +$116M AAPL, IVV, MSFT, QQQ, AGG 13F-HR 11/13/2020, 12:51 PM
Q2 2020 646 $1.02B +$275M -$103M +$173M IVV, AAPL, MSFT, AGG, QQQ 13F-HR 8/5/2020, 08:40 AM
Q1 2020 559 $736M +$113M -$85.9M +$27M IVV, AAPL, MSFT, BRKB, SPAB 13F-HR 5/13/2020, 11:00 AM
Q4 2019 595 $939M +$200M -$45.8M +$154M IVV, AAPL, MSFT, USMV, BRKB 13F-HR 2/10/2020, 06:20 PM
Q3 2019 541 $756M +$101M -$54.4M +$47M IVV, AAPL, MSFT, USMV, BRKB 13F-HR 11/1/2019, 04:02 PM
Q2 2019 565 $769M +$151M -$64.5M +$86.4M TEAMXXXX, IVV, AAPL, ITOT, MSFT 13F-HR 8/15/2019, 01:06 PM
Q1 2019 479 $675M +$133M -$14.8M +$118M IVV, TEAMXXXX, AAPL, FUTY, MSFT 13F-HR 5/15/2019, 12:56 PM
Q4 2018 430 $507M +$58.9M -$78.2M -$19.3M IVV, TEAMXXXX, AAPL, BRKB, MSFT 13F-HR 2/15/2019, 01:08 PM
Q3 2018 475 $659M +$215M -$11.5M +$203M IVV, TEAMXXXX, AAPL, QQQ, BRKB 13F-HR 11/15/2018, 10:10 AM
Q2 2018 418 $438M +$70.8M -$10M +$60.8M AAPL, VIG, BRKB, ITOT, CSM 13F-HR 8/15/2018, 12:57 PM
Q1 2018 389 $395M +$142M -$4.22M +$138M VIG, BRKB, AAPL, CSM, ITOT 13F-HR 5/11/2018, 04:56 PM
Q4 2017 282 $265M VIG, CSM, BRKB, AAPL, IVW 13F-HR 2/12/2018, 03:04 PM