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Home > Institutional Investor > Ellis Investment Partners, Llc > Profile

Instuitional Investor - Ellis Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ellis Investment Partners, Llc
Portfolio Value $507,857,732
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 217,615 $28,570,692 5.62%
2.
Vanguard Index Fds - GROWTH ETF
 65,292 $26,798,379 5.27%
3.
Cohen & Steers Reit & Preferred & Income Fund Inc
 RNP 1,228,675 $25,679,309 5.05%
4.
Apple Inc.
 AAPL 97,227 $24,347,605 4.79%
5.
Invesco Qqq Tr
 43,983 $22,485,307 4.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)