Mutual Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
1,277
Total value ($000)
$4,541,326
Net value change ($000)
+536,795 (13.4%)
New positions
177
Sold out positions
72
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 35,870 27.5%
IGIB 30,074 323.8%
IVV 24,109 19.7%
IGSB 23,097 313.1%
NJAN 18,832 NEW
PJAN 18,487 1320.5%
IEF 16,562 9.0%
SGOV 14,000 16.0%
GOOGL 9,938 40.4%
TSLA 9,624 55.3%
Top Reduces (Value $000, Stocks/ETFs)
STIP -16,830 -67.1%
ICSH -15,641 -51.0%
FLOT -11,665 -87.1%
TLT -5,984 -71.7%
PEP -5,874 -55.3%
BUXX -4,393 -87.6%
FDIV -4,139 -100.0%
CBSH -4,138 -14.2%
BIL -4,094 -9.1%
TFLO -3,936 -38.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,146 (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