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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
GLWCorning Inc
Recent Activity
Exited
0%
$490,071
10,469 shares@ $46.82 avg price
LTPZPimco Etf Tr
Recent Activity
Exited
0%
$483,778
8,750 shares@ $55.29 avg price
XHBSpdr Ser Tr
Recent Activity
Exited
0%
$483,045
4,088 shares@ $118.17 avg price
AMRAlpha Metallurgical Resour I
Recent Activity
Exited
0%
$417,318
2,052 shares@ $203.38 avg price
FXIIshares Tr
Recent Activity
Exited
0%
$405,478
12,779 shares@ $31.74 avg price
FANGDiamondback Energy Inc
Recent Activity
Exited
0%
$401,543
2,220 shares@ $180.88 avg price
CGDGCapital Group Dividend Growe
Recent Activity
Exited
0%
$398,986
13,005 shares@ $30.68 avg price
KBAKraneshares Trust
Recent Activity
Exited
0%
$385,328
15,309 shares@ $25.18 avg price
THDIshares Inc
Recent Activity
Exited
0%
$364,106
5,486 shares@ $66.38 avg price
JXNJackson Financial Inc
Recent Activity
Exited
0%
$329,214
3,309 shares@ $99.5 avg price