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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
HYGIshares Tr
Recent Activity
Increased 7.8%
0.29%
$9.97M
125,584 shares@ $79.4 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 9.1%
0.29%
$9.813M
94,921 shares@ $103.39 avg price
DISDisney Walt Co
Recent Activity
Increased 1.49%
0.27%
$9.07M
85,197 shares@ $106.47 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 13.48%
0.27%
$9.026M
373,129 shares@ $24.19 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 65.82%
0.26%
$8.967M
157,060 shares@ $57.09 avg price
TFLOIshares Tr
Recent Activity
Increased 11.46%
0.25%
$8.636M
170,734 shares@ $50.58 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.95%
0.25%
$8.502M
38,184 shares@ $222.67 avg price
BUFFInnovator Etfs Trust
Recent Activity
Increased 8.83%
0.25%
$8.32M
183,911 shares@ $45.25 avg price
LQDIshares Tr
Recent Activity
Increased 7.59%
0.24%
$8.036M
75,325 shares@ $106.69 avg price
TBILRbb Fd Inc
Recent Activity
Increased 802.34%
0.24%
$8.009M
160,363 shares@ $49.95 avg price