Mutual Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MA Mutual Advisors, LLC | Institutional Filer | ▼ 3.26% | $4.49B | 1300 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1300)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 401K | $260.6M | 5.81% |
| 2 | IEF | ISHARES TR | — | 2.2M | $207.1M | 4.62% |
| 3 | AAPL | Apple Inc. | Technology | 639K | $162.3M | 3.62% |
| 4 | IVV | ISHARES TR | — | 207K | $135.0M | 3.01% |
| 5 | SGOV | ISHARES TR | — | 1.0M | $102.9M | 2.29% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 214K | $102.7M | 2.29% |
| 7 | MSFT | Microsoft Corporation | Technology | 241K | $89.3M | 1.99% |
| 8 | VOO | VANGUARD INDEX FDS | — | 107K | $64.1M | 1.43% |
| 9 | LLY | Eli Lilly and Company | Healthcare | 68K | $62.8M | 1.40% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 831K | $53.2M | 1.19% |
| 11 | IGIB | ISHARES TR | — | 889K | $47.3M | 1.05% |
| 12 | QQQ | Invesco QQQ Trust | — | 78K | $45.0M | 1.00% |
| 13 | GOOG | Alphabet Inc. | Technology | 132K | $37.8M | 0.84% |
| 14 | GOOGL | Alphabet Inc. | Technology | 124K | $35.7M | 0.80% |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | — | 601K | $32.5M | 0.72% |
Showing 1 to 15 of 1000 holdings