Mutual Advisors, LLC

Q4 2024 13F-HR Holdings

Location
Omaha, NE
Holdings as of
12/31/2024
Date filed
1/17/2025
Form type
13F-HR
Num holdings
1,069
Total value ($000)
$3,455,026
Net value change ($000)
+33,955 (1.0%)
New positions
64
Sold out positions
81
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/25/2024 Next filing: 4/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOVT 34,888 15.9%
FLOT 11,441 880.8%
TSLA 7,939 64.9%
TBIL 7,121 801.9%
IBHG 5,731 2678.0%
IVV 5,484 4.9%
XLF 5,409 79.2%
IBIT 5,285 143.5%
AMZN 4,306 11.1%
JPIE 3,343 1663.2%
Top Reduces (Value $000, Stocks/ETFs)
AGG -16,792 -61.0%
LLY -6,807 -12.4%
AAPL -5,768 -3.7%
NVDA -5,569 -11.8%
IBHE -5,478 -93.3%
SPTL -4,649 -36.3%
UCON -3,359 -91.6%
BLK -3,350 -100.0%
FIXD -2,894 -41.7%
IEFA -2,798 -51.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 774 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type