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Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
968
−27 vs. Q2 2023
Portfolio value
$2.56B
−$70.7M (−2.7%) vs. Q2 2023
Filed
Nov 13, 2023
SEC
Holdings of Mutual Advisors, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF279,382$119.4M4.7%−14,229−4.8%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD1,187,181$108.7M4.2%+330,076+38.5%Added–
AAPLApple Inc.Stock632,701$108.3M4.2%+10,949+1.8%AddedHistory
iShares Core S&P 500 ETF464287200ETF208,119$89.4M3.5%+1,641+0.8%Added–
MSFTMicrosoft CorpStock206,863$65.3M2.5%+10,244+5.2%AddedHistory
BRK.BBerkshire Hathaway IncStock177,417$62.1M2.4%+2,252+1.3%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF548,651$60.6M2.4%−229,631−29.5%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF376,066$34.5M1.3%+115,863+44.5%Added–
Invesco QQQ Trust Series I46090E103ETF86,529$31.0M1.2%−3,805−4.2%Reduced–
Vanguard S&P 500 ETF922908363ETF74,381$29.2M1.1%+256+0.3%Added–
Vanguard Ftse Developed Markets ETF921943858ETF608,383$26.6M1.0%+4,178+0.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF168,538$26.2M1.0%+8,061+5.0%Added–
AMZNAmazon Com IncStock182,757$23.2M0.9%−1,302−0.7%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF297,835$21.1M0.8%+12,919+4.5%Added–
CBSHCommerce Bancshares IncStock417,063$20.0M0.8%+15,508+3.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF141,650$19.5M0.8%+12,799+9.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF117,585$19.3M0.8%+47,404+67.5%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM356,955$19.1M0.7%+10,357+3.0%Added–
Vanguard High Dividend Yield Index ETF921946406ETF181,139$18.7M0.7%−1,132−0.6%Reduced–
GOOGLAlphabet Inc.Stock137,926$18.0M0.7%−5,034−3.5%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF78,596$16.7M0.7%−2,963−3.6%Reduced–
Dimensional ETF Trust25434V401US EQUI MARK ETF342,570$15.9M0.6%+81,261+31.1%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF167,869$15.8M0.6%−103,770−38.2%Reduced–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF253,102$15.0M0.6%+202,184+397.1%Added–
iShares Core Dividend Growth ETF46434V621ETF296,939$14.7M0.6%+25,635+9.4%Added–
NVDANVIDIA CorpStock33,586$14.6M0.6%+580+1.8%AddedHistory
GOOGAlphabet Inc.Stock110,287$14.5M0.6%+12,471+12.7%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF289,646$14.5M0.6%+33,406+13.0%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF369,274$14.5M0.6%+30,590+9.0%Added–
JPMJPMorgan Chase & CoStock91,261$13.2M0.5%+232+0.3%AddedHistory
CVXChevron CorpStock77,727$13.1M0.5%+214+0.3%AddedHistory
METAMeta Platforms, Inc.Stock39,367$11.8M0.5%−2,743−6.5%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF54,571$11.4M0.4%+27,633+102.6%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF171,620$11.1M0.4%−2,713−1.6%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF333,287$11.1M0.4%+129,147+63.3%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF150,800$11.0M0.4%−735−0.5%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF251,077$10.9M0.4%+64,361+34.5%Added–
Vanguard Morningstar Growth ETF922908736ETF38,805$10.6M0.4%−1,275−3.2%Reduced–
JNJJohnson & JohnsonStock67,152$10.5M0.4%−5,337−7.4%ReducedHistory
TSLATesla, Inc.Stock39,742$9.94M0.4%+1,756+4.6%AddedHistory
VVisa Inc.Stock42,978$9.89M0.4%−1,375−3.1%ReducedHistory
CSCOCisco Systems, Inc.Stock173,480$9.33M0.4%+1,824+1.1%AddedHistory
ADBEAdobe Inc.Stock18,257$9.31M0.4%+258+1.4%AddedHistory
UNHUnitedHealth Group IncStock18,302$9.23M0.4%+1,461+8.7%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD210,823$9.22M0.4%−19,951−8.6%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF183,134$9.20M0.4%+12,991+7.6%Added–
Schwab US Aggregate Bond ETF808524839ETF204,620$9.05M0.4%−16,164−7.3%Reduced–
MRKMerck & Co., Inc.Stock85,794$8.83M0.3%−964−1.1%ReducedHistory
HDHome Depot, Inc.Stock28,470$8.60M0.3%−518−1.8%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF312,415$8.60M0.3%−91,738−22.7%Reduced–
XOMExxonMobil Holdings CorpCOM72,010$8.47M0.3%+1,081+1.5%AddedHistory
First Tr Exchng Traded FD VI33740U802FT VEST U.S.278,954$8.46M0.3%−11,727−4.0%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF52,284$8.42M0.3%+1,660+3.3%Added–
Vanguard Total International Bond ETF92203J407ETF175,944$8.42M0.3%−6,859−3.8%Reduced–
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD196,822$8.28M0.3%+118,189+150.3%Added–
IRMIron Mountain IncCOM138,105$8.21M0.3%−7,258−5.0%ReducedHistory
PGProcter & Gamble CoStock56,128$8.19M0.3%+539+1.0%AddedHistory
iShares Tr4642874571 3 YR TREAS BD99,600$8.06M0.3%−1,186−1.2%Reduced–
Vanguard Index FDS922908652EXTEND MKT ETF55,385$7.94M0.3%−1,171−2.1%Reduced–
AVGOBroadcom Inc.Stock9,438$7.84M0.3%−509−5.1%ReducedHistory
First Tr Exchng Traded FD VI33740U406FT VEST U.S.232,885$7.82M0.3%−13,214−5.4%Reduced–
VZVerizon Communications IncStock238,051$7.72M0.3%+22,554+10.5%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF117,401$7.70M0.3%−16,482−12.3%Reduced–
iShares S&P 500 Growth ETF464287309ETF109,749$7.51M0.3%+4,064+3.8%Added–
ProShares Tr74347R248LARGE CAP CRE153,112$7.47M0.3%+50,452+49.1%Added–
Vanguard Short-Term Bond ETF921937827ETF99,118$7.45M0.3%+110+0.1%Added–
OHIOmega Healthcare Investors IncCOM219,691$7.28M0.3%+4,223+2.0%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF52,865$6.97M0.3%−2,802−5.0%Reduced–
J P Morgan Exchange Traded F46641Q159INCOME ETF153,596$6.82M0.3%+579+0.4%Added–
ABBVAbbVie Inc.Stock44,990$6.71M0.3%−3,743−7.7%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF35,274$6.67M0.3%+12,007+51.6%Added–
ORCLOracle CorpStock62,123$6.58M0.3%−805−1.3%ReducedHistory
iShares Select Dividend ETF464287168ETF60,899$6.56M0.3%−944−1.5%Reduced–
Invesco Exch Traded FD Tr II46138E586KBW PPTY CASUT77,886$6.55M0.3%−2,603−3.2%Reduced–
DISWalt Disney CoStock80,641$6.54M0.3%−2,118−2.6%ReducedHistory
iShares Tr46435G425ESG AWR MSCI USA68,748$6.46M0.3%−19,083−21.7%Reduced–
iShares Tr46435G334MSCI UK ETF NEW200,689$6.35M0.2%+200,689New–
First Tr Exchng Traded FD VI33740F672FT VEST UQ EQT182,463$6.32M0.2%−17,580−8.8%Reduced–
INTCIntel CorpStock173,268$6.16M0.2%−43,433−20.0%ReducedHistory
Engine No 1 ETF Trust29287L106TRANSFRM 500 ETF123,270$6.15M0.2%+6,978+6.0%Added–
IBMInternational Business Machines CorpStock43,668$6.13M0.2%−5,056−10.4%ReducedHistory
Vanguard BD Index FDS921937793LONG TERM BOND90,497$6.07M0.2%+23,572+35.2%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT42,368$6.00M0.2%+20,211+91.2%Added–
GLDSPDR Gold TrustETF34,456$5.91M0.2%−4,109−10.7%ReducedHistory
COSTCostco Wholesale CorpStock10,180$5.75M0.2%−221−2.1%ReducedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF236,097$5.64M0.2%+19,995+9.3%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF108,500$5.63M0.2%+1,349+1.3%Added–
PFEPfizer IncStock167,065$5.54M0.2%+12,692+8.2%AddedHistory
LLYEli Lilly & CoStock10,303$5.53M0.2%−2,418−19.0%ReducedHistory
SPDR Series Trust78464A805ST STR PR SP1500105,279$5.53M0.2%+325+0.3%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF125,947$5.51M0.2%−1,101−0.9%Reduced–
iShares S&P 500 Value ETF464287408ETF35,753$5.50M0.2%+14,613+69.1%Added–
WMTWalmart Inc.Stock34,310$5.49M0.2%−121−0.4%ReducedHistory
NFLXNetflix IncStock14,175$5.35M0.2%−419−2.9%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF171,487$5.32M0.2%−126,173−42.4%Reduced–
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN125,705$5.29M0.2%−65,901−34.4%Reduced–
Vanguard Total Bond Market ETF921937835ETF75,340$5.26M0.2%−7,165−8.7%Reduced–
iShares Tr464288638ISHS 5-10YR INVT107,987$5.25M0.2%+28,756+36.3%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF199,862$5.24M0.2%+24,858+14.2%Added–
iShares Tr46436E882IBONDS 23 TRM TS209,419$5.20M0.2%−143,419−40.6%Reduced–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Mutual Advisors, LLC in Q3 2023
SecurityClassPutsCalls
TSLATesla, Inc.Stock–$882.8K

Sold out since Q2 2023 (101)

Positions held at the end of Q2 2023 that are gone from this filing.

The largest 100 of 101 by value last quarter.

Positions of Mutual Advisors, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
iShares Inc46434G830MSCI ITALY ETF141,881$4.52M0.2%–
iShares Inc464286806MSCI GERMANY ETF155,488$4.44M0.2%–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF13,212$3.89M0.1%–
First Tr Exchng Traded FD VI33740U786FT VEST U.S92,849$3.03M0.1%–
iShares Tr46435U135CYBERSECURITY58,231$2.20M0.1%–
WMBWilliams Companies, Inc.COM53,192$1.74M0.1%History
ProShares Ultrashort S&P 50074347G416ETF37,897$1.30M<0.1%–
J P Morgan Exchange Traded F46641Q753US VALUE FACTR32,930$1.17M<0.1%–
DVNDevon Energy CorpStock23,315$1.13M<0.1%History
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS7,568$1.04M<0.1%–
iShares Tr46435G672CORE INTL AGGR19,686$970.3K<0.1%–
UHSUniversal Health Services IncCL B5,871$926.3K<0.1%History
Vanguard Industrials ETF92204A603ETF4,379$900.0K<0.1%–
WisdomTree Tr97717X578EM EX ST-OWNED30,945$864.9K<0.1%–
CTSHCognizant Technology Solutions CorpCL A13,178$860.3K<0.1%History
TSEOQTrinseo PLCCOM67,750$858.4K<0.1%History
ZYXIZynex IncCOM87,314$837.3K<0.1%History
TWNKHostess Brands, Inc.CL A32,733$828.8K<0.1%History
ENPHEnphase Energy, Inc.Stock4,505$754.4K<0.1%History
MODVModivCare IncCOM16,655$753.0K<0.1%History
RCLRoyal Caribbean Cruises LtdCOM7,188$745.7K<0.1%History
CHICalamos Convertible Opportunities & Income FundSH BEN INT62,997$705.6K<0.1%History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP11,129$693.6K<0.1%History
Investment Managers Ser Tr I46144X586AXS GREEN ALPHA20,715$671.3K<0.1%–
VSXYVictoria's Secret & Co.COMMON STOCK36,830$641.9K<0.1%History
DOCUDocuSign, Inc.Stock10,779$550.7K<0.1%History
EQHEquitable Holdings, Inc.COM20,238$549.7K<0.1%History
J P Morgan Exchange Traded F46641Q274SHORT DURA CORE11,880$544.1K<0.1%–
UTGReaves Utility Income FundCOM SH BEN INT19,534$535.6K<0.1%History
DOXAmdocs LtdSHS5,121$506.2K<0.1%History
U.S. Global Jets ETF26922A842ETF23,498$503.3K<0.1%–
VMWVmware LLCCL A COM3,404$489.1K<0.1%History
ABNBAirbnb, Inc.Stock3,778$484.2K<0.1%History
JXNJackson Financial Inc.COM CL A15,081$461.6K<0.1%History
WYNNWynn Resorts LtdCOM4,221$445.8K<0.1%History
SPDR Series Trust78464A656ST STR TIPS ETF16,662$430.5K<0.1%–
PHMPultegroup IncCOM5,401$419.5K<0.1%History
Flexshares Tr33939L308MSTAR EMKT FAC8,219$400.5K<0.1%–
DHIHorton D R IncCOM3,262$396.9K<0.1%History
CACCCredit Acceptance CorpCOM755$383.5K<0.1%History
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X21,977$381.4K<0.1%–
SPDR Series Trust78468R523ST STR BL 12 ETF3,680$366.0K<0.1%–
FICOFair Isaac CorpCOM445$360.1K<0.1%History
IQVIQVIA Holdings Inc.Stock1,602$360.1K<0.1%History
Exchange Listed FDS Tr30151E699CABANA TARGET 1316,073$354.2K<0.1%–
American Centy ETF Tr025072802INTL SMCP VLU6,022$346.6K<0.1%–
LVSLas Vegas Sands CorpCOM5,569$323.0K<0.1%History
CAGConagra Brands Inc.Stock9,533$321.5K<0.1%History
HIIHuntington Ingalls Industries, Inc.COM1,397$318.0K<0.1%History
Pacer Trendpilot 100 ETF69374H303ETF5,031$312.2K<0.1%–
AVYAvery Dennison CorpCOM1,772$304.5K<0.1%History
CORCencora, Inc.Stock1,573$302.7K<0.1%History
EWEdwards Lifesciences CorpStock3,123$294.6K<0.1%History
AIGAmerican International Group, Inc.Stock5,005$288.0K<0.1%History
CMCanadian Imperial Bank of CommerceCOM6,677$285.0K<0.1%History
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF6,849$281.3K<0.1%–
FTNTFortinet, Inc.Stock3,695$279.3K<0.1%History
Vanguard Scottsdale FDS92206C813LG-TERM COR BD3,518$276.1K<0.1%–
Fidelity High Dividend ETF316092840ETF6,922$275.1K<0.1%–
Exchange Listed FDS Tr30151E723CABANA TARGET 712,832$270.6K<0.1%–
iShares Tr46435G326CORE MSCI INTL4,240$259.1K<0.1%–
KMXCarMax IncCOM3,072$257.1K<0.1%History
SPDR Series Trust78464A383ST STR BACKE ETF11,427$250.4K<0.1%–
EMEEMCOR Group, Inc.Stock1,350$249.4K<0.1%History
iShares Tr46428951110+ YR INVST GRD4,778$246.3K<0.1%–
ONOn Semiconductor CorpStock2,585$244.5K<0.1%History
SPHSuburban Propane Partners LPUNIT LTD PARTN16,138$238.8K<0.1%History
SALSalisbury Bancorp, Inc.COM9,956$235.9K<0.1%History
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST3,757$235.8K<0.1%–
GPCGenuine Parts CoStock1,363$230.6K<0.1%History
WOLFWolfspeed, Inc.Stock4,088$227.3K<0.1%History
WELLWelltower Inc.REIT2,775$224.4K<0.1%History
RBLXRoblox CorpStock5,537$223.1K<0.1%History
First Tr Exchng Traded FD VI33740F631FT VEST US6,710$219.3K<0.1%–
VanEck ETF Trust92189F791JUNIOR GOLD MINE6,128$218.5K<0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR9,118$218.0K<0.1%–
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT5,918$216.0K<0.1%History
ETXEaton Vance Municipal Income 2028 Term TrustSHS12,114$213.0K<0.1%History
LYVLive Nation Entertainment, Inc.COM2,302$209.7K<0.1%History
Vanguard World FD921910709EXTENDED DUR2,408$209.6K<0.1%–
ProShares Tr74348A541HGH YLD INT RATE3,380$206.8K<0.1%–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL1,865$206.2K<0.1%–
AVAVAeroVironment IncCOM2,016$206.2K<0.1%History
iShares Tr46435U440USD GRN BOND ETF4,408$205.1K<0.1%–
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF8,174$204.9K<0.1%–
First Tr Exch Traded FD III33739P871HORIZON MNGD ETF7,181$204.7K<0.1%–
TTCToro CoCOM2,012$204.6K<0.1%History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG10,446$203.6K<0.1%–
ULTAUlta Beauty, Inc.Stock431$202.8K<0.1%History
WSMWilliams Sonoma IncCOM1,604$200.7K<0.1%History
SRSpire IncCOM3,155$200.1K<0.1%History
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM11,325$141.1K<0.1%History
EIMEaton Vance Municipal Bond FundCOM14,010$139.4K<0.1%History
BKDBrookdale Senior Living Inc.COM32,060$135.3K<0.1%History
VTRSViatris IncStock11,705$116.8K<0.1%History
LOCOEl Pollo Loco Holdings, Inc.COM11,471$100.6K<0.1%History
CMTLComtech Telecommunications CorpCOM NEW10,449$95.5K<0.1%History
GNTGAMCO Natural Resources, Gold & Income TrustSH BEN INT14,814$74.4K<0.1%History
AMLIFAmerican Lithium Corp.COM18,085$36.4K<0.1%History
QSIQuantum-Si IncCOM CL A14,358$25.7K<0.1%History