Holdings of Mutual Advisors, LLC

Name: Holdings of Mutual Advisors, LLC
Creator: Titelia

1052 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.8 % of the equity sleeve

Sector breakdown

Funds 12.0 %
Technology 10.8 %
Financials 4.9 %
Communication 3.4 %
Health care 3.2 %
Consumer discretionary 2.7 %
Industrials 2.5 %
Consumer staples 2.3 %
Energy 1.0 %
Real estate 0.6 %
Utilities 0.6 %
Materials 0.3 %
Unattributed 55.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.4 %
TW 0.2 %
GB 0.2 %
NL 0.1 %
DK 0.1 %
BR 0.0 %
ZA 0.0 %
AU 0.0 %
JP 0.0 %
AR 0.0 %
IN 0.0 %
BE 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	1,032	4.3B $	99.37 %
2	TW	1	7.4M $	0.17 %
3	GB	7	7M $	0.16 %
4	NL	2	4.6M $	0.11 %
5	DK	1	2.6M $	0.06 %
6	BR	2	2.1M $	0.05 %
7	ZA	1	977.6K $	0.02 %
8	AU	1	840K $	0.02 %
9	JP	2	730.8K $	0.02 %
10	AR	1	330.2K $	0.01 %
11	IN	1	316K $	0.01 %
12	BE	1	238.5K $	0.01 %

Positions

Rank	Company	Shares	Value
101	Altria Group, Inc.	123,032	8.1M $
102	Fidelity Covington Trust	212,154	8.1M $
103	Vanguard Small-Cap ETF	30,620	8M $
104	Verizon Communications Inc	159,233	8M $
105	iShares Russell 1000 Growth ETF	18,680	8M $
106	State Street SPDR S&P 600 Smal	82,372	8M $
107	iShares Trust	95,419	7.9M $
108	United Parcel Service Inc	80,052	7.9M $
109	JPMorgan Income ETF	170,941	7.9M $
110	Enterprise Products Partners LP	206,995	7.8M $
111	J P Morgan Exchange Traded Fund Trust	137,986	7.8M $
112	Micron Technology Inc	23,028	7.8M $
113	Hartford Strategic Income ETF	222,529	7.7M $
114	iShares Trust	39,827	7.6M $
115	iShares Bitcoin Trust ETF	196,919	7.6M $
116	RTX Corp	39,218	7.6M $
117	iShares Trust	176,205	7.5M $
118	SPDR Series Trust	76,144	7.5M $
119	Lockheed Martin Corp	12,255	7.4M $
120	iShares Russell 2000 ETF	29,768	7.4M $
121	SPDR Series Trust	130,427	7.4M $
122	Taiwan Semiconductor Manufacturing Co Ltd	21,832	7.4M $
123	Schwab US Broad Market ETF	287,113	7.2M $
124	Invesco S&P 500 Equal Weight ETF	37,406	7.2M $
125	Capital Group Global Growth Equity ETF	214,058	7.1M $
126	Vanguard Bond Index Funds	91,415	7.1M $
127	iShares 0-1 Year Treasury Bond ETF	63,584	7M $
128	State Street SPDR Bloomberg Short Term High Yield Bond ETF	280,789	7M $
129	AbbVie Inc	31,724	6.9M $
130	Philip Morris International Inc.	41,485	6.9M $
131	State Street SPDR Portfolio S&	85,878	6.8M $
132	iShares iBoxx USD Investment Grade Corporate Bond ETF	60,747	6.6M $
133	Pfizer Inc	234,859	6.6M $
134	First Trust Exchange-Traded Fund VIII	191,463	6.6M $
135	Vanguard Bond Index Funds	95,369	6.6M $
136	VANGUARD SCOTTSDALE FUNDS	69,852	6.5M $
137	iShares Trust	63,917	6.5M $
138	INVESCO EXCHANGE-TRADED FUND TRUST II	27,389	6.5M $
139	Boeing Co/The	32,000	6.4M $
140	BlackRock ETF Trust II	122,311	6.4M $
141	Select Sector Spdr Trust	127,916	6.3M $
142	iShares Silver Trust	92,224	6.3M $
143	First Trust Exchange-Traded Fund VIII	144,343	6.3M $
144	Ares Capital Corp	346,554	6.2M $
145	iShares Core MSCI Emerging Markets ETF	89,447	6.2M $
146	First Trust Value Line Dividen	131,423	6.2M $
147	First Trust Rising Dividend Achievers ETF	90,465	6.2M $
148	Starbucks Corp	68,672	6.2M $
149	Schwab U.S. Large-Cap ETF	237,826	6.1M $
150	Walt Disney Co/The	63,120	6.1M $
151	iShares Trust	27,465	6M $
152	Select Sector Spdr Trust	37,111	6M $
153	Ishares Gold Trust	67,465	5.9M $
154	iShares Trust	128,675	5.9M $
155	Goldman Sachs Group Inc/The	6,922	5.9M $
156	Vanguard S&P Small-Cap 600 Value ETF	56,840	5.8M $
157	Berkshire Hathaway Inc	8	5.7M $
158	AT&T Inc	197,703	5.7M $
159	iShares MSCI Emerging Markets ETF	98,775	5.6M $
160	Dimensional ETF Trust	143,555	5.6M $
161	iShares ESG Aware MSCI USA ETF	39,488	5.6M $
162	Fidelity Covington Trust	149,737	5.6M $
163	iShares Trust	74,689	5.6M $
164	Invesco Exchange-Traded Fund T	99,574	5.4M $
165	Kimberly-Clark Corp	55,179	5.3M $
166	iShares Core S&P Mid-Cap ETF	78,817	5.3M $
167	J P Morgan Exchange Traded Fund Trust	95,269	5.3M $
168	General Mills, Inc.	141,109	5.3M $
169	Vanguard Index Funds	28,449	5.2M $
170	State Street SPDR Portfolio Long Term Treasury ETF	198,923	5.2M $
171	PepsiCo Inc	33,600	5.2M $
172	First Trust Exchange-Traded Fund VIII	129,176	5.1M $
173	Coca-Cola Co/The	67,333	5.1M $
174	CAPITAL GROUP MUNICIPAL INCOME ETF	188,062	5.1M $
175	Hinge Health Inc	131,503	5.1M $
176	Realty Income Corp	82,751	5.1M $
177	Invesco S&P 500 Momentum ETF	44,516	5M $
178	GE Vernova Inc	5,703	5M $
179	McDonald's Corp.	15,997	5M $
180	State Street Utilities Select Sector SPDR ETF	108,336	5M $
181	Vanguard World Fund	33,969	4.9M $
182	JPMorgan Ultra-Short Municipal Income ETF	96,241	4.9M $
183	Intel Corp	110,860	4.9M $
184	SPDR Series Trust	217,259	4.9M $
185	Schwab International Dividend Equity ETF	152,155	4.8M $
186	Schwab 5-10 Year Corporate Bond ETF	212,078	4.8M $
187	Bank of America Corp	98,061	4.8M $
188	Schwab International Equity ETF	191,382	4.7M $
189	SPDR Index Shares Funds	128,980	4.7M $
190	iShares Trust	21,836	4.7M $
191	UnitedHealth Group Inc	17,238	4.7M $
192	Amgen Inc	13,105	4.6M $
193	Fidelity Wise Origin Bitcoin Fund	77,933	4.6M $
194	Vanguard Total World Stock ETF	33,042	4.6M $
195	Dimensional ETF Trust	114,672	4.5M $
196	Exchange Traded Concepts Trust	67,707	4.5M $
197	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	56,172	4.5M $
198	Vertiv Holdings Co	17,619	4.4M $
199	Arista Networks Inc	34,944	4.3M $
200	First Trust Exchange Traded Fund VI	186,574	4.3M $