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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
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 80.62%
0.2%
$6.763M
112,916 shares@ $59.89 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 43.19%
0.2%
$6.583M
48,073 shares@ $136.93 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 10.45%
0.19%
$6.226M
62,944 shares@ $98.92 avg price
VZVerizon Communications Inc
Recent Activity
Increased 8.87%
0.18%
$6.041M
157,557 shares@ $38.35 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 13.79%
0.18%
$5.989M
50,563 shares@ $118.45 avg price
SHVIshares Tr
Recent Activity
Increased 6.03%
0.18%
$5.959M
54,036 shares@ $110.29 avg price
IBHGIshares Tr
Recent Activity
Increased 2676.07%
0.18%
$5.945M
264,948 shares@ $22.44 avg price
TAt&t Inc
Recent Activity
Increased 1.81%
0.17%
$5.864M
266,292 shares@ $22.03 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
Increased 9.77%
0.17%
$5.772M
30,970 shares@ $186.37 avg price
IWPIshares Tr
Recent Activity
Increased 6.9%
0.17%
$5.766M
43,864 shares@ $131.45 avg price