Mutual Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$162M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$84.3M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$49M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$21M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$20.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$249M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$18.5M |
| 3 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$7.11M |
| 4 |
Apple
AAPL
|
+$6.63M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.39% |
| 2 | Financials | 7.31% |
| 3 | Healthcare | 3.83% |
| 4 | Consumer Discretionary | 3.29% |
| 5 | Communication Services | 3.02% |
Similar funds
Mutual Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, Mutual Advisors held 1,176 positions worth $3.49B, up 1.1% from $3.46B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Mutual Advisors deployed $182M of net new capital in Q1 2025, opening 107 new positions and adding to 489 existing holdings. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 173,534 shares worth $15.9M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was iShares US Treasury Bond ETF, an estimated $249M trimmed.
- Mutual Advisors's largest Q1 2025 buy was PIMCO Active Bond Exchange-Traded Fund: 173,534 shares worth $15.9M.
- Mutual Advisors added most to iShares 7-10 Year Treasury Bond ETF in Q1 2025, an estimated $162M increase.
- Mutual Advisors's biggest Q1 2025 reduction was iShares US Treasury Bond ETF, cutting an estimated $249M.
- Mutual Advisors fully exited J.M. Smucker in Q1 2025, selling an estimated $2.39M.
- Mutual Advisors's ten largest holdings make up 30% of its $3.49B portfolio in Q1 2025.
- Mutual Advisors opened 107 new positions and closed 96 in Q1 2025.
- Mutual Advisors's portfolio value rose 1.1% quarter-over-quarter to $3.49B.
Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.