Mutual Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$3.28B
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
9140 W Dodge Rd, Suite 230, Omaha, NE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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