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Tammi Ellis

Excelsior Advisor Network Llc

Assets Managed
$262.861M
Holdings
225
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
27.82%(2Q avg: 13.91%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Excelsior Advisor Network Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 225 positions.

Assets under management

The assets under management (AUM) of Excelsior Advisor Network Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 262.861M in assets, with a quarterly growth rate of 27.82% and a 2-quarter average growth rate of 13.91%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 17.42%
4.67%
$12.27M
191,484 shares@ $64.08 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.9%
3.02%
$7.929M
45,464 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 29.62%
2.86%
$7.498M
29,545 shares@ $253.8 avg price
FFIN
First Finl Bankshares Inc
Recent Activity
New Position
2.63%
$6.903M
234,392 shares@ $29.45 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 13.98%
2.55%
$6.694M
23,308 shares@ $287.18 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 12.48%
2.53%
$6.638M
33,835 shares@ $196.2 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.3%
2.51%
$6.575M
214,321 shares@ $30.68 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 75.87%
2.5%
$6.564M↓ Put
17,732 shares@ $370.18 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -11.46%
2.41%
$6.31M
71,573 shares@ $88.17 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 16.96%
2.29%
$6.016M
22,969 shares@ $261.92 avg price

1-10 of 225