Mutual Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Mutual Advisors, LLC is a prominent investment firm that manages portfolios for a wide range of clients. As the market continues to evolve, it is crucial for investors to stay updated on the changes in the firm's 13F holdings.

In the third quarter of 2023, Mutual Advisors, LLC had significant holdings in various companies. One of the notable holdings was in iShares TR (GOVT) with 207,998 shares, valued at $4,584,000. Another substantial holding was in SPDR S&P 500 ETF TR (SPY), where the firm had 279,382 shares, valued at $119,430,000. These holdings were among the several others that contributed to the firm's diverse portfolio.

However, in the fourth quarter of 2023, Mutual Advisors, LLC made several adjustments to its holdings. One of the most notable changes was in iShares TR (GOVT), where the firm significantly increased its position to 7,386,162 shares, with a total value of $170,177,000. This change represents a whopping 3,612.2% increase compared to the previous quarter.

Another notable change occurred in SPDR S&P 500 ETF TR (SPY). Although there was a minor decrease in the number of shares held by the firm, from 279,382 to 292,869, the total value of these shares increased from $119,430,000 to $139,203,000, indicating a 16.6% growth.

Apple Inc (AAPL) is another company that caught the attention of Mutual Advisors, LLC. The firm held 632,701 shares in the third quarter, valued at $108,324,000. Interestingly, despite a slight decrease in the number of shares held to 629,952, the value of these shares grew to $121,284,000, signifying a 12% increase.

These are just a few examples of the significant changes in Mutual Advisors, LLC's holdings during the third and fourth quarters of 2023. It is worth noting that the firm made both positive and negative adjustments to its portfolio, indicating a strategic approach to investment management.

Investors and market enthusiasts rely on 13F filings to gain insights into the holdings of major institutional investors like Mutual Advisors, LLC. These filings provide valuable information about the companies that these firms consider worthy of investment. By analyzing these reports, investors can make informed decisions and potentially align their portfolios with those of successful market players.

In conclusion, Mutual Advisors, LLC made notable changes to its holdings during the third and fourth quarters of 2023. These adjustments reflect the firm's active management approach and strategic decision-making. Investors can use this information to gain insights into the market trends and make informed investment choices. As the market continues to evolve, it will be interesting to see how Mutual Advisors, LLC adapts its portfolio to capitalize on various opportunities.