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Tammi Ellis

@Mutual Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$3.455BTotal holdings1067
Assets growth rate1%Assets growth rate (2-Q avg)2.14%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mutual Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1067 positions.

Assets under management

The assets under management (AUM) of Mutual Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.455B in assets, with a quarterly growth rate of 1% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$3.35M
3,404 shares@ $984.04 avg price
FVALFidelity Covington Trust
Recent Activity
Exited
0%
$2.065M
33,674 shares@ $61.32 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.039M
5,154 shares@ $395.71 avg price
ZALTInnovator Etfs Trust
Recent Activity
Exited
0%
$1.997M
67,864 shares@ $29.44 avg price
BMOBank Montreal Que
Recent Activity
Exited
0%
$1.879M
20,118 shares@ $93.4 avg price
BITUProshares Tr
Recent Activity
Exited
0%
$1.704M
58,173 shares@ $29.31 avg price
USOUnited Sts Oil Fd Lp
Recent Activity
Exited
0%
$1.332M
18,231 shares@ $73.07 avg price
PPLTAbrdn Platinum Etf Trust
Recent Activity
Exited
0%
$1.283M
13,608 shares@ $94.25 avg price
CPERUnited Sts Commodity Index F
Recent Activity
Exited
0%
$1.245M
45,462 shares@ $27.39 avg price
MSVXEtf Ser Solutions
Recent Activity
Exited
0%
$1.197M
54,368 shares@ $22.02 avg price