Mutual Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2025
Date filed
4/28/2025
Form type
13F-HR
Num holdings
1,080
Total value ($000)
$3,494,139
Net value change ($000)
+39,113 (1.1%)
New positions
108
Sold out positions
95
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/17/2025 Next filing: 7/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEF 164,436 17254.6%
SGOV 84,395 11343.4%
SPY 31,970 15.9%
BIL 21,059 92.0%
ICSH 20,175 1082.3%
BOND 15,882 NEW
AGG 14,227 132.3%
BRK-B 12,265 12.8%
STIP 10,445 333.9%
LLY 8,071 16.8%
Top Reduces (Value $000, Stocks/ETFs)
GOVT -246,778 -97.0%
QQQ -21,025 -44.0%
AAPL -18,467 -12.3%
IVV -12,109 -10.4%
NVDA -7,979 -19.2%
VOO -7,883 -16.3%
TBIL -7,114 -88.8%
VTI -6,404 -22.2%
GOOGL -5,224 -19.3%
AMZN -5,021 -11.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 518 (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