Mutual Advisors is based out of Omaha. Mutual Advisors is a large advisory firm with 8870 clients and discretionary assets under management (AUM) of $4,752,659,194 (Form ADV from 2023-11-28). Their last reported 13F filing for Q4 2023 included $2,874,167,318 in managed 13F securities
and a top 10 holdings concentration of 28.26%. Mutual Advisors's largest holding is iShares U.S. Treasury Bond ETF- with shares held of 7,386,162. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
GOVT iShares U.S. Treasur | 5.74% |
SPTL SPDR(R) Portfolio Lo | 0.4% |
TLT iShares 20+ Year Tre | 0.36% |
VOOG VANGUARD S&P 500 GRO | 0.36% |
DFAI Dimensional Internat | 0.35% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IEF iShares 7-10 Year Tr | 4.05% |
SHV iShares Short Treasu | 2.06% |
JEPI JPMorgan Equity Prem | 0.56% |
FBND Fidelity Total Bond | 0.38% |
BIL SPDR(R) Bloomberg 1- | 0.37% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
GOVT iShares U.S. Treasur | 5.92% |
SPY SPDR S&P 500 ETF TRU | 4.84% |
AAPL Apple Inc | 4.22% |
IVV iShares Core S&P 500 | 3.74% |
MSFT Microsoft Corp. | 2.85% |
2023-12-31
13F Activity
Market Value | $2.87b, Prior: $2.56b |
New Purchases | 118 stocks |
Added To | 415 stocks |
Sold out of | 84 stocks |
Reduced holdings in | 431 stocks |
Top 10 Holdings % | 28.26% |
Turnover %[1] | 20.14% |
Turnover Alt %[2] | 13.54% |
Time Held Top 20 | 10.15 quarters |
Time Held Top 10 | 10.5 quarters |
Time Held All | 12.05 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31