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MUTUAL ADVISORS, LLC

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OMAHA NE Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance