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Home > Institutional Investor > Mutual Advisors, Llc > Profile

Instuitional Investor - Mutual Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Mutual Advisors, Llc
Portfolio Value $3,455,025,963
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US TREAS BD ETF
 11,332,555 $254,472,517 7.36%
2.
Spdr S & P 500 Etf Trust
 SPY 339,682 $200,969,191 5.81%
3.
Apple Inc.
 AAPL 657,532 $150,088,247 4.34%
4.
Ishares Trust
 IEF 196,094 $116,601,158 3.37%
5.
Berkshire Hathaway Inc
 BRK.A 207,017 $95,809,728 2.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)