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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
TSLATesla Inc
Recent Activity
Decreased -9.06%
0.61%
$20.897M↑ Call
56,339 shares@ $370.93 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.24%
0.56%
$19.285M
147,533 shares@ $130.72 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -7.04%
0.54%
$18.541M
106,741 shares@ $173.7 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 1.05%
0.53%
$18.043M
646,228 shares@ $27.93 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.44%
0.49%
$16.703M
384,510 shares@ $43.45 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.45%
0.46%
$15.882M
68,904 shares@ $230.51 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 2.37%
0.46%
$15.74M
589,523 shares@ $26.71 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 3.88%
0.46%
$15.723M
564,980 shares@ $27.84 avg price
IUSBIshares Tr
Recent Activity
Increased 24.65%
0.45%
$15.497M
342,927 shares@ $45.19 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -11.44%
0.45%
$15.429M
37,586 shares@ $410.5 avg price