Mutual Advisors, LLC
CIK 1694080 · Holdings on Mar 31, 2024 · First reported May 2, 2024
Top ten holdings
Q1 2024- GOVT6.01%
- SPY4.98%
- AAPL3.71%
- IVV3.50%
- MSFT3.08%
- BRK.B2.54%
- LLY1.56%
- QQQ1.40%
- VOO1.24%
- AMZN1.12%
Share classes counted separately29.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LLYWeight increased · +1.31 pp0.25% → 1.56%Shares +50.20K (+404.78%)
- AAPLWeight decreased · -0.51 pp4.22% → 3.71%Shares +44.37K (+7.04%)
- NVDAWeight increased · +0.31 pp0.59% → 0.90%Shares -3.08K (-9.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $187.48M | 6.01% | 8.23M shares | 5.92% → 6.01%+0.09 pp +847.43K (+11.47%) | Added | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $155.29M | 4.98% | 296.88K shares | 4.84% → 4.98%+0.14 pp +4.01K (+1.37%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $115.63M | 3.71% | 674.33K shares | 4.22% → 3.71%-0.51 pp +44.37K (+7.04%) | Added | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $109.06M | 3.50% | 207.44K shares | 3.74% → 3.50%-0.24 pp -17.71K (-7.87%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $95.90M | 3.08% | 227.93K shares | 2.85% → 3.08%+0.23 pp +10.41K (+4.79%) | Added | ↗▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $79.20M | 2.54% | 188.34K shares | 2.25% → 2.54%+0.29 pp +6.84K (+3.77%) | Added | ↗▾ |
| 07 | LLYELI LILLY & CO View history and evidence | $48.70M | 1.56% | 62.60K shares | 0.25% → 1.56%+1.31 pp +50.20K (+404.78%) | Added | ↗▾ |
| 08 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $43.61M | 1.40% | 98.21K shares | 1.28% → 1.40%+0.12 pp +8.35K (+9.29%) | Added | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $38.57M | 1.24% | 80.23K shares | 1.12% → 1.24%+0.12 pp +6.27K (+8.48%) | Added | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $34.94M | 1.12% | 193.73K shares | 1.00% → 1.12%+0.12 pp +5.43K (+2.89%) | Added | ↗▾ |
Options overlay 1
$143.37K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TSLATESLA INC View history and evidence | Call | 22.00K | $143.37K | -1.20K (-5.17%) | ▾ |
1 / 1 options · preview only
Exited positions 68
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFUS DIMENSIONAL US EQ MKT ETF | Non-derivative | -164,451 | -$8.52M | SEC filing ↗ | SEC filing ↗ |
| DFAS DIMENSIONAL US SMALL CAP ETF | Non-derivative | -112,850 | -$6.73M | SEC filing ↗ | SEC filing ↗ |
| IBHD ISHARES IBONDS 2024 H/Y INC | Non-derivative | -188,008 | -$4.36M | SEC filing ↗ | SEC filing ↗ |
3 / 68 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1694080 · Period Mar 31, 2024
Data loaded Oct 15, 2026 · First reported May 2, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3118083987
}Research all 1,079 reported holdings.
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