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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
EBUFInnovator Etfs Trust
Recent Activity
Exited
0%
$1.173M
45,708 shares@ $25.68 avg price
CVICvr Energy Inc
Recent Activity
Exited
0%
$1.152M
48,110 shares@ $23.94 avg price
MXIIshares Tr
Recent Activity
Exited
0%
$1.078M
12,160 shares@ $88.67 avg price
PRNTArk Etf Tr
Recent Activity
Exited
0%
$847,526
42,040 shares@ $20.16 avg price
VFCV F Corp
Recent Activity
Exited
0%
$746,644
45,060 shares@ $16.57 avg price
ILFIshares Tr
Recent Activity
Exited
0%
$664,181
26,273 shares@ $25.28 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$638,836
8,343 shares@ $76.58 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$628,801
3,420 shares@ $183.86 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Exited
0%
$578,238
16,474 shares@ $35.11 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$519,410
22,952 shares@ $22.64 avg price