Mutual Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
6/30/2025
Date filed
7/28/2025
Form type
13F-HR
Num holdings
1,171
Total value ($000)
$4,004,531
Net value change ($000)
+510,392 (14.6%)
New positions
127
Sold out positions
36
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
SPY 25,320 10.9%
MSFT 23,358 26.2%
NVDA 19,888 59.2%
IEF 17,790 10.8%
IVV 17,624 16.9%
STIP 11,503 84.7%
VOO 10,736 26.5%
AMZN 8,905 23.4%
QQQ 8,659 32.4%
ICSH 8,628 39.1%
Top Reduces (Value $000, Stocks/ETFs)
BOND -15,882 -100.0%
AGG -14,505 -58.1%
BRK-B -9,762 -9.0%
IAU -4,991 -52.1%
LLY -4,294 -7.6%
IUSB -4,201 -23.9%
LMBS -3,056 -39.8%
LDSF -2,867 -71.1%
NOBL -2,347 -51.4%
PSQ -2,140 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 520 (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