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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
VOEVanguard Index Fds
Recent Activity
Increased 3%
0.13%
$4.416M
26,664 shares@ $165.62 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 22.79%
0.13%
$4.37M
63,108 shares@ $69.24 avg price
EFGIshares Tr
Recent Activity
Increased 6.5%
0.13%
$4.333M
44,157 shares@ $98.12 avg price
BACBank America Corp
Recent Activity
Increased 0.95%
0.13%
$4.28M
91,764 shares@ $46.64 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 1.46%
0.13%
$4.208M
119,520 shares@ $35.21 avg price
TGTTarget Corp
Recent Activity
Increased 46.79%
0.13%
$4.183M
31,392 shares@ $133.26 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 8.68%
0.13%
$4.179M
95,027 shares@ $43.99 avg price
EFVIshares Tr
Recent Activity
Increased 11.36%
0.12%
$4.044M
76,251 shares@ $53.04 avg price
MDTMedtronic Plc
Recent Activity
Increased 12.67%
0.12%
$4.024M
46,168 shares@ $87.17 avg price
ETEnergy Transfer L P
Recent Activity
Increased 11.94%
0.12%
$3.96M
195,565 shares@ $20.25 avg price