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Tammi Ellis

Mutual Advisors, Llc

Assets Managed
$4.667B
Holdings
1309
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
0.03%(2Q avg: 1.39%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Mutual Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1309 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.667B in assets, with a quarterly growth rate of 0.03% and a 2-quarter average growth rate of 1.39%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.46%
5.59%
$260.61M
400,729 shares@ $650.35 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 2.87%
4.44%
$207.088M
2.17M shares@ $95.45 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.26%
3.48%
$162.259M
639,342 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.1%
2.9%
$134.972M
206,628 shares@ $653.22 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 1.35%
2.21%
$102.924M
1.022M shares@ $100.66 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.74%
2.21%
$102.695M
214,305 shares@ $479.2 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.88%
1.92%
$89.264M
241,144 shares@ $370.18 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 13.58%
1.38%
$64.101M
107,272 shares@ $597.56 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 3.79%
1.35%
$62.823M
68,302 shares@ $919.78 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.03%
1.3%
$60.625M↓ Put
347,618 shares@ $174.41 avg price

1-10 of 1309