Notify me when Mutual Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,289 | $4,664,807,329 | +$257,233,658 | -$134,491,758 | +$122,741,900 | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 30 Jan 2026, 20:15 |
| Q3 2025 | 1,276 | $4,540,110,249 | +$566,773,107 | -$208,763,813 | +$358,009,294 | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 04 Nov 2025, 10:53 |
| Q2 2025 | 1,170 | $4,001,735,973 | +$308,772,178 | -$139,517,621 | +$169,254,557 | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 28 Jul 2025, 14:21 |
| Q1 2025 | 1,079 | $3,493,611,221 | +$629,528,221 | -$453,189,116 | +$176,339,105 | SPY, IEF, AAPL, BRKB, IVV | 13F-HR | 28 Apr 2025, 17:27 |
| Q4 2024 | 1,066 | $3,452,996,251 | +$208,719,435 | -$202,099,019 | +$6,620,416 | GOVT, SPY, AAPL, IVV, BRKB | 13F-HR | 17 Jan 2025, 15:41 |
| Q3 2024 | 1,083 | $3,323,323,215 | +$218,672,782 | -$244,751,028 | -$26,078,246 | GOVT, SPY, AAPL, IVV, BRKB | 13F-HR | 25 Oct 2024, 11:24 |
| Q2 2024 | 1,077 | $3,283,602,308 | +$349,987,743 | -$222,703,813 | +$127,283,930 | GOVT, SPY, AAPL, IVV, BRKB | 13F-HR | 30 Jul 2024, 15:23 |
| Q1 2024 | 1,078 | $3,117,940,622 | +$348,274,162 | -$261,823,333 | +$86,450,829 | GOVT, SPY, AAPL, IVV, MSFT | 13F-HR | 02 May 2024, 15:07 |
| Q4 2023 | 1,003 | $2,873,496,677 | +$490,233,600 | -$412,259,184 | +$77,974,416 | GOVT, SPY, AAPL, IVV, MSFT | 13F-HR | 12 Jan 2024, 15:23 |
| Q3 2023 | 968 | $2,563,128,421 | +$251,188,057 | -$229,519,637 | +$21,668,420 | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 13 Nov 2023, 09:50 |
| Q2 2023 | 995 | $2,633,809,954 | +$250,715,184 | -$161,660,082 | +$89,055,102 | SPY, AAPL, IVV, SHV, IEF | 13F-HR | 31 Jul 2023, 10:18 |
| Q1 2023 | 968 | $2,436,680,187 | +$251,790,016 | -$154,274,661 | +$97,515,355 | SPY, AAPL, SHV, IVV, IEF | 13F-HR | 11 Apr 2023, 16:37 |
| Q4 2022 | 914 | $2,234,791,766 | +$327,780,034 | -$117,316,953 | +$210,463,081 | SPY, AAPL, IEF, IVV, BRKB | 13F-HR | 12 Jan 2023, 15:21 |
| Q3 2022 | 868 | $1,912,461,000 | +$602,288,257 | -$90,727,020 | +$511,561,237 | SPY, AAPL, IEF, IVV, MSFT | 13F-HR | 03 Nov 2022, 15:04 |
| Q2 2022 | 821 | $1,508,273,000 | +$155,305,741 | -$151,449,497 | +$3,856,244 | AAPL, IVV, MSFT, BRKB, SPY | 13F-HR | 15 Aug 2022, 17:29 |
| Q1 2022 | 859 | $1,782,405,000 | +$180,020,138 | -$182,724,582 | -$2,704,444 | AAPL, IVV, MSFT, AMZN, QQQ | 13F-HR | 09 May 2022, 10:37 |
| Q4 2021 | 881 | $1,885,122,000 | +$226,107,547 | -$144,254,799 | +$81,852,748 | AAPL, IVV, MSFT, QQQ, SPY | 13F-HR | 11 Feb 2022, 20:02 |
| Q3 2021 | 860 | $1,687,477,000 | +$212,327,557 | -$182,864,634 | +$29,462,923 | AAPL, IVV, MSFT, AMZN, QQQ | 13F-HR | 15 Nov 2021, 10:33 |
| Q2 2021 | 820 | $1,683,582,000 | +$288,149,422 | -$148,241,110 | +$139,908,312 | AAPL, IVV, MSFT, AGG, AMZN | 13F-HR | 11 Aug 2021, 18:16 |
| Q1 2021 | 767 | $1,458,736,000 | +$258,479,987 | -$201,623,314 | +$56,856,673 | AAPL, IVV, MSFT, AGG, AMZN | 13F-HR | 13 May 2021, 11:46 |
| Q4 2020 | 733 | $1,342,956,000 | +$209,732,189 | -$114,292,672 | +$95,439,517 | AAPL, IVV, MSFT, AGG, QQQ | 13F-HR | 11 Feb 2021, 15:58 |
| Q3 2020 | 669 | $1,151,686,000 | +$182,393,027 | -$82,175,321 | +$100,217,706 | AAPL, IVV, MSFT, QQQ, AGG | 13F-HR | 13 Nov 2020, 13:51 |
| Q2 2020 | 646 | $1,017,196,000 | +$275,126,280 | -$118,298,035 | +$156,828,245 | IVV, AAPL, MSFT, AGG, QQQ | 13F-HR | 05 Aug 2020, 08:40 |
| Q1 2020 | 559 | $736,348,000 | +$112,475,806 | -$149,287,253 | -$36,811,447 | IVV, AAPL, MSFT, BRKB, SPAB | 13F-HR | 13 May 2020, 11:00 |
| Q4 2019 | 595 | $939,764,000 | +$200,093,463 | -$61,030,051 | +$139,063,412 | IVV, AAPL, MSFT, USMV, BRKB | 13F-HR | 10 Feb 2020, 19:20 |
| Q3 2019 | 541 | $756,517,000 | +$101,454,894 | -$125,895,373 | -$24,440,479 | IVV, AAPL, MSFT, USMV, BRKB | 13F-HR | 01 Nov 2019, 16:02 |
| Q2 2019 | 565 | $769,392,000 | +$150,878,366 | -$79,328,663 | +$71,549,703 | TEAM, IVV, AAPL, ITOT, MSFT | 13F-HR | 15 Aug 2019, 13:06 |
| Q1 2019 | 479 | $675,359,000 | +$132,742,479 | -$27,018,002 | +$105,724,477 | IVV, TEAM, AAPL, FUTY, MSFT | 13F-HR | 15 May 2019, 12:56 |
| Q4 2018 | 430 | $507,494,000 | +$58,919,434 | -$126,973,476 | -$68,054,042 | IVV, TEAM, AAPL, BRKB, MSFT | 13F-HR | 15 Feb 2019, 14:08 |
| Q3 2018 | 475 | $658,734,000 | +$214,830,697 | -$16,403,141 | +$198,427,556 | IVV, TEAM, AAPL, QQQ, BRKB | 13F-HR | 15 Nov 2018, 11:10 |
| Q2 2018 | 418 | $438,609,000 | +$71,631,972 | -$35,592,446 | +$36,039,526 | AAPL, VIG, BRKB, ITOT, CSM | 13F-HR | 15 Aug 2018, 12:57 |
| Q1 2018 | 389 | $394,592,000 | +$141,964,306 | -$8,149,722 | +$133,814,584 | VIG, BRKB, AAPL, CSM, ITOT | 13F-HR | 11 May 2018, 16:56 |
| Q4 2017 | 283 | $264,819,000 | $0 | $0 | $0 | VIG, CSM, BRKB, AAPL, IVW | 13F-HR | 12 Feb 2018, 16:04 |