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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
UPSUnited Parcel Service Inc
Recent Activity
Increased 29.76%
0.15%
$4.867M
37,455 shares@ $129.94 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 9.88%
0.15%
$4.838M
92,707 shares@ $52.2 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 1.54%
0.14%
$4.826M
74,015 shares@ $65.21 avg price
MGVVanguard World Fd
Recent Activity
Increased 5.1%
0.14%
$4.752M
37,179 shares@ $127.81 avg price
IWDIshares Tr
Recent Activity
Increased 1.68%
0.14%
$4.707M
24,756 shares@ $190.13 avg price
IEOIshares Tr
Recent Activity
Increased 5.73%
0.14%
$4.698M
47,394 shares@ $99.14 avg price
HEFAIshares Tr
Recent Activity
Increased 2.05%
0.14%
$4.689M
132,976 shares@ $35.27 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Increased 1.92%
0.14%
$4.658M
41,545 shares@ $112.14 avg price
BOXXEa Series Trust
Recent Activity
Increased 44.66%
0.14%
$4.644M
42,022 shares@ $110.53 avg price
ORealty Income Corp
Recent Activity
Increased 5.57%
0.13%
$4.45M
81,538 shares@ $54.59 avg price