Mutual Advisors, LLC
Q4 2022 13F Holdings Report, Stock Holdings
- Signature - Title
- Justin Jolly - Director, Compliance
- Location
- Omaha, NE
- Holdings as of
- 31 Dec 2022
- Value $
- $2,234,791,766
- Num holdings
- 914
- Filing time
- 12 Jan 2023, 15:21:10 UTC
- Form type
- 13F-HR
- Description
- All US holdings of this investor are reported in this report. Top holdings included SPY, AAPL, IEF, IVV, and BRKB.
- Previous filing
- Q3 2022 - 03 Nov 2022
- Next filing
- Q1 2023 - 11 Apr 2023
- SEC
- View on sec.gov
- Options Holdings
- Showing stock holdings, see here for options holdings
Mutual Advisors, LLC Q4 2022 Portfolio
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
Filing 2022 Q4 compared to 2022 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Justin Jolly | Director, Compliance | West Jefferson, North Carolina | 12 Jan 2023 |