Tammi Ellis

@Mutual Advisors, Llc

Latest period2024 - Q4

Reported2d 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
WSMWilliams Sonoma Inc Recent Activity New Position	0.01%	$258,220 1,297 shares@ $199.1 avg price	New Position
DDECFirst Tr Exchng Traded Fd Vi Recent Activity New Position	0.01%	$256,257 6,343 shares@ $40.4 avg price	New Position
IBDZIshares Tr Recent Activity New Position	0.01%	$248,467 9,816 shares@ $25.32 avg price	New Position
ZSEPInnovator Etfs Trust Recent Activity New Position	0.01%	$245,978 9,765 shares@ $25.19 avg price	New Position
VUSBVanguard Bd Index Fds Recent Activity New Position	0.01%	$245,039 4,929 shares@ $49.72 avg price	New Position
EWSIshares Inc Recent Activity New Position	0.01%	$244,010 11,142 shares@ $21.91 avg price	New Position
ECLEcolab Inc Recent Activity New Position	0.01%	$238,500 997 shares@ $239.22 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.01%	$235,319 311 shares@ $756.66 avg price	New Position
DFAWDimensional Etf Trust Recent Activity New Position	0.01%	$234,711 3,712 shares@ $63.24 avg price	New Position
VWOBVanguard Whitehall Fds Recent Activity New Position	0.01%	$229,299 3,608 shares@ $63.56 avg price	New Position