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
NXPINxp Semiconductors N V Recent Activity New Position	0.01%	$225,724 1,071 shares@ $210.77 avg price	New Position
SOUNSoundhound Ai Inc Recent Activity New Position	0.01%	$225,043 16,109 shares@ $13.98 avg price	New Position
DGXQuest Diagnostics Inc Recent Activity New Position	0.01%	$221,349 1,460 shares@ $151.61 avg price	New Position
CHWYChewy Inc Recent Activity New Position	0.01%	$220,191 5,908 shares@ $37.27 avg price	New Position
HACKAmplify Etf Tr Recent Activity New Position	0.01%	$219,108 2,883 shares@ $76.0 avg price	New Position
ANSSAnsys Inc Recent Activity New Position	0.01%	$215,263 625 shares@ $344.43 avg price	New Position
BJANInnovator Etfs Trust Recent Activity New Position	0.01%	$213,776 4,426 shares@ $48.31 avg price	New Position
AOSSmith A O Corp Recent Activity New Position	0.01%	$209,290 2,931 shares@ $71.41 avg price	New Position
QTECFirst Tr Nasdaq 100 Tech Ind Recent Activity New Position	0.01%	$208,226 1,079 shares@ $192.99 avg price	New Position
RMDResmed Inc Recent Activity New Position	0.01%	$207,723 876 shares@ $237.13 avg price	New Position