Tammi Ellis

@Mutual Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$3.455B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SOBOSouth Bow Corp Recent Activity New Position	0.02%	$517,254 22,276 shares@ $23.23 avg price	New Position
EVREvercore Inc Recent Activity New Position	0.02%	$471,247 1,687 shares@ $279.35 avg price	New Position
BKCHGlobal X Fds Recent Activity New Position	0.02%	$438,957 7,550 shares@ $58.14 avg price	New Position
LVHILegg Mason Etf Invt Recent Activity New Position	0.02%	$422,021 13,715 shares@ $30.78 avg price	New Position
CSHINeos Etf Trust Recent Activity New Position	0.02%	$413,554 8,286 shares@ $49.91 avg price	New Position
XSDSpdr Ser Tr Recent Activity New Position	0.02%	$375,938 1,470 shares@ $255.75 avg price	New Position
GLBEGlobal E Online Ltd Recent Activity New Position	0.02%	$371,058 6,636 shares@ $55.92 avg price	New Position
PSQProshares Tr Recent Activity New Position	0.02%	$368,179 9,865 shares@ $37.33 avg price	New Position
GRNYTidal Etf Tr Recent Activity New Position	0.02%	$358,991 17,589 shares@ $20.41 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.01%	$332,757 568 shares@ $585.84 avg price	New Position