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
PSTGPure Storage Inc Recent Activity New Position	0.01%	$321,932 4,921 shares@ $65.43 avg price	New Position
TRGPTarga Res Corp Recent Activity New Position	0.01%	$320,703 1,506 shares@ $212.96 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.01%	$312,684 852 shares@ $367.0 avg price	New Position
STRLSterling Infrastructure Inc Recent Activity New Position	0.01%	$309,367 1,733 shares@ $178.52 avg price	New Position
SNOWSnowflake Inc Recent Activity New Position	0.01%	$298,127 1,778 shares@ $167.68 avg price	New Position
BTIBritish Amern Tob Plc Recent Activity New Position	0.01%	$282,717 7,877 shares@ $35.9 avg price	New Position
GBILGoldman Sachs Etf Tr Recent Activity New Position	0.01%	$280,628 2,806 shares@ $100.01 avg price	New Position
POWLPowell Inds Inc Recent Activity New Position	0.01%	$271,384 1,055 shares@ $257.24 avg price	New Position
XYLDGlobal X Fds Recent Activity New Position	0.01%	$266,130 6,265 shares@ $42.48 avg price	New Position
PFIXSimplify Exchange Traded Fun Recent Activity New Position	0.01%	$262,382 4,841 shares@ $54.2 avg price	New Position