Notify me when Mutual Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,276 | $4.54B | +$567M | -$209M | +$358M | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 11/4/2025, 10:53 AM |
| Q2 2025 | 1,170 | $4B | +$309M | -$140M | +$169M | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 7/28/2025, 02:21 PM |
| Q1 2025 | 1,079 | $3.49B | +$630M | -$453M | +$176M | SPY, IEF, AAPL, BRKB, IVV | 13F-HR | 4/28/2025, 05:27 PM |
| 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 | 1,078 | $3.12B | +$348M | -$262M | +$86.5M | GOVT, SPY, AAPL, IVV, MSFT | 13F-HR | 5/2/2024, 03:07 PM |
| Q4 2023 | 1,003 | $2.87B | +$490M | -$412M | +$78M | GOVT, SPY, AAPL, IVV, MSFT | 13F-HR | 1/12/2024, 03:23 PM |
| Q3 2023 | 968 | $2.56B | +$251M | -$230M | +$21.7M | SPY, IEF, AAPL, IVV, MSFT | 13F-HR | 11/13/2023, 09:50 AM |
| Q2 2023 | 995 | $2.63B | +$251M | -$162M | +$89.1M | SPY, AAPL, IVV, SHV, IEF | 13F-HR | 7/31/2023, 10:18 AM |
| Q1 2023 | 968 | $2.44B | +$252M | -$154M | +$97.5M | SPY, AAPL, SHV, IVV, IEF | 13F-HR | 4/11/2023, 04:37 PM |
| Q4 2022 | 914 | $2.23B | +$328M | -$117M | +$210M | SPY, AAPL, IEF, IVV, BRKB | 13F-HR | 1/12/2023, 03:21 PM |
| Q3 2022 | 868 | $1.91B | +$602M | -$90.7M | +$512M | SPY, AAPL, IEF, IVV, MSFT | 13F-HR | 11/3/2022, 03:04 PM |
| Q2 2022 | 821 | $1.51B | +$155M | -$151M | +$3.86M | AAPL, IVV, MSFT, BRKB, SPY | 13F-HR | 8/15/2022, 05:29 PM |
| Q1 2022 | 859 | $1.78B | +$180M | -$183M | -$2.7M | AAPL, IVV, MSFT, AMZN, QQQ | 13F-HR | 5/9/2022, 10:37 AM |
| Q4 2021 | 881 | $1.89B | +$226M | -$144M | +$81.9M | AAPL, IVV, MSFT, QQQ, SPY | 13F-HR | 2/11/2022, 08:02 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 | -$202M | +$56.9M | AAPL, IVV, MSFT, AGG, AMZN | 13F-HR | 5/13/2021, 11:46 AM |
| Q4 2020 | 733 | $1.34B | +$210M | -$114M | +$95.4M | AAPL, IVV, MSFT, AGG, QQQ | 13F-HR | 2/11/2021, 03:58 PM |
| Q3 2020 | 669 | $1.15B | +$182M | -$82.2M | +$100M | AAPL, IVV, MSFT, QQQ, AGG | 13F-HR | 11/13/2020, 01:51 PM |
| Q2 2020 | 646 | $1.02B | +$275M | -$118M | +$157M | IVV, AAPL, MSFT, AGG, QQQ | 13F-HR | 8/5/2020, 08:40 AM |
| Q1 2020 | 559 | $736M | +$112M | -$149M | -$36.8M | IVV, AAPL, MSFT, BRKB, SPAB | 13F-HR | 5/13/2020, 11:00 AM |
| Q4 2019 | 595 | $940M | +$200M | -$61M | +$139M | IVV, AAPL, MSFT, USMV, BRKB | 13F-HR | 2/10/2020, 07:20 PM |
| Q3 2019 | 541 | $757M | +$101M | -$126M | -$24.4M | IVV, AAPL, MSFT, USMV, BRKB | 13F-HR | 11/1/2019, 04:02 PM |
| Q2 2019 | 565 | $769M | +$151M | -$79.3M | +$71.5M | TEAM, IVV, AAPL, ITOT, MSFT | 13F-HR | 8/15/2019, 01:06 PM |
| Q1 2019 | 479 | $675M | +$133M | -$27M | +$106M | IVV, TEAM, AAPL, FUTY, MSFT | 13F-HR | 5/15/2019, 12:56 PM |
| Q4 2018 | 430 | $507M | +$58.9M | -$127M | -$68.1M | IVV, TEAM, AAPL, BRKB, MSFT | 13F-HR | 2/15/2019, 02:08 PM |
| Q3 2018 | 475 | $659M | +$215M | -$16.4M | +$198M | IVV, TEAM, AAPL, QQQ, BRKB | 13F-HR | 11/15/2018, 11:10 AM |
| Q2 2018 | 418 | $439M | +$71.6M | -$35.6M | +$36M | AAPL, VIG, BRKB, ITOT, CSM | 13F-HR | 8/15/2018, 12:57 PM |
| Q1 2018 | 389 | $395M | +$142M | -$8.15M | +$134M | VIG, BRKB, AAPL, CSM, ITOT | 13F-HR | 5/11/2018, 04:56 PM |
| Q4 2017 | 283 | $265M | $0 | $0 | VIG, CSM, BRKB, AAPL, IVW | 13F-HR | 2/12/2018, 04:04 PM |