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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 $514,695,906
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 65,828 $28,859,153 5.61%
2.
Cohen & Steers Reit & Preferred & Income Fund Inc
 RNP 1,199,662 $27,316,303 5.31%
3.
Ishares Trust
 IEF 198,306 $26,337,045 5.12%
4.
Invesco Qqq Tr
 43,622 $24,063,910 4.68%
5.
Apple Inc.
 AAPL 95,490 $19,591,719 3.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)