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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
ARCCAres Capital Corp
Recent Activity
Increased 3.74%
0.12%
$3.946M
171,559 shares@ $23.01 avg price
VSTVistra Corp
Recent Activity
Increased 5.67%
0.12%
$3.91M
22,471 shares@ $174.01 avg price
ULUnilever Plc
Recent Activity
Increased 2.91%
0.12%
$3.877M
69,935 shares@ $55.44 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 3.94%
0.12%
$3.843M
17,000 shares@ $226.05 avg price
INTCIntel Corp
Recent Activity
Increased 15.93%
0.12%
$3.819M
194,173 shares@ $19.67 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 1666.15%
0.11%
$3.544M
77,463 shares@ $45.76 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 1.58%
0.11%
$3.499M
130,354 shares@ $26.84 avg price
BUXXEa Series Trust
Recent Activity
Increased 320.35%
0.11%
$3.483M
171,397 shares@ $20.32 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 22.27%
0.1%
$3.438M
27,143 shares@ $126.66 avg price
LDSFFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 342.92%
0.1%
$3.351M
178,173 shares@ $18.81 avg price