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Ellis Investment Partners, LLC

All holdings · as of Dec 31, 2025

251 positions

CompanyClassValueShares% of portfolio
VANGUARD WORLD FD$299.5K1,0400.1%
ROLLINS INC$303.9K5,0640.1%
CALAMOS ETF TR$310.8K11,5600.1%
INVESCO EXCH TRADED FD TR II$317.3K8,6110.1%
VANGUARD SCOTTSDALE FDS$317.6K6,7450.1%
Duke Energy Corp$322.9K2,7540.1%
SOUTHERN CO$323.9K3,7140.1%
SPDR DOW JONES INDL AVERAGE$328.8K6840.1%
SPDR S&P MIDCAP 400 ETF TR$340.7K5640.1%
Walmart Inc.$351.0K3,1500.1%
BANK OF AMERICA CORP /DE$356.1K6,4750.1%
NORFOLK SOUTHERN CORP$364.8K1,2630.1%
AT&T INC.$371.5K14,9540.1%
BLACKROCK CREDIT ALLOCATION INCOME TRUST$375.2K34,6470.1%
VANGUARD BD INDEX FDS$377.9K5,1020.1%
EXCHANGE TRADED CONCEPTS TRU$378.8K5,9650.1%
West Pharmaceutical Services Inc$388.2K1,4110.1%
WELLS FARGO & COMPANY/MN$388.6K4,1690.1%
ISHARES TR$389.5K3,6850.1%
FIDELITY COVINGTON TRUST$396.5K7,1790.1%
INVESCO EXCHANGE TRADED FD T$403.5K12,6690.1%
ISHARES TR$419.2K3,9130.1%
AFLAC INC$423.9K3,8440.1%
SELECT SECTOR SPDR TR$428.1K9,4390.1%
ISHARES TR$428.5K20,2610.1%
ISHARES TR$431.5K4,2080.1%
VANGUARD INDEX FDS$435.1K1,2970.1%
ISHARES TR$437.7K4,6610.1%
ISHARES TR$440.2K17,2920.1%
APPLIED MATERIALS INC /DE$444.2K1,7280.1%
Visa Inc$448.6K1,2790.1%
VANGUARD MUN BD FDS$448.7K8,9220.1%
Constellation Energy Corp$452.5K1,2800.1%
ISHARES TR$454.5K20,5930.1%
HONEYWELL INTERNATIONAL INC$455.5K2,3340.1%
ABBOTT LABORATORIES$469.2K3,7440.1%
VANGUARD WORLD FD$469.9K6230.1%
iShares MSCI UAE ETF$486.1K4,7470.1%
DIREXION SHS ETF TR$487.3K2,2080.1%
ISHARES TR$489.3K2,3260.1%
INTERNATIONAL BUSINESS MACHINES CORP$492.0K1,6600.1%
ISHARES TR$492.8K8,9350.1%
BONDBLOXX ETF TRUST$513.2K10,2130.1%
BlackRock, Inc.$513.3K4790.1%
ISHARES INC$515.1K7,6620.1%
ISHARES TR$517.1K22,0940.1%
Toll Brothers Incorporated$520.8K3,8510.1%
ISHARES TR$539.5K3,1960.1%
VANGUARD INTL EQUITY INDEX F$545.9K7,4210.1%
Walt Disney Co$557.3K4,8980.1%
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