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Ellis Investment Partners, LLC

All holdings · as of Dec 31, 2025

251 positions

CompanyClassValueShares% of portfolio
BLACKROCK ETF TRUST II$557.7K25,0970.1%
ISHARES TR$563.8K11,7020.1%
SPDR SERIES TRUST$572.1K4,1110.1%
DIREXION SHS ETF TR$582.1K3,4580.1%
FAIR ISAAC CORP$588.3K3480.1%
FIDELITY WISE ORIGIN BITCOIN$590.0K7,7390.1%
GLOBAL X FDS$590.1K16,2870.1%
INVESTMENT MANAGERS SER TR I$590.8K31,7200.1%
CISCO SYSTEMS, INC.$598.3K7,7660.1%
REALTY INCOME CORP$609.1K10,8050.1%
ILLINOIS TOOL WORKS INC$621.3K2,5220.1%
CHEVRON CORP$641.1K4,2060.1%
AMERICAN EXPRESS CO$644.4K1,7410.1%
STRYKER CORP$652.2K1,8550.1%
The Boeing Company$664.4K3,0600.1%
VANGUARD SPECIALIZED FUNDS$666.9K3,0340.1%
ISHARES TR$676.0K1,7470.1%
ISHARES TR$701.6K2,8500.1%
ISHARES TR$703.4K4,9830.1%
DIREXION SHS ETF TR$712.0K15,6330.1%
NEOS ETF TRUST$718.4K13,3370.1%
ISHARES TR$719.4K14,9490.1%
EXCHANGE TRADED CONCEPTS TRU$725.6K20,5440.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$759.7K23,6950.1%
COCA COLA CO$772.7K11,0530.1%
ISHARES TR$774.3K3,6060.1%
DigitalBridge Group, Inc.$816.7K53,2410.1%
PACER FDS TR$824.2K23,4080.1%
ISHARES TR$824.8K9,5620.1%
WISDOMTREE TR$832.3K21,3280.1%
RPM International Inc$836.1K8,0390.1%
ISHARES TR$838.5K14,7210.1%
ISHARES TR$845.4K5,3610.1%
SELECT SECTOR SPDR TR$849.2K5,4850.1%
DIMENSIONAL ETF TRUST$850.3K26,1050.1%
NEOS ETF TRUST$876.8K16,6910.2%
SELECT SECTOR SPDR TR$878.0K6,0980.2%
HOME DEPOT, INC.$891.5K2,5900.2%
PEPSICO INC$895.7K6,2410.2%
UNITEDHEALTH GROUP INC$902.4K2,7330.2%
Broadcom Inc.$903.1K2,6090.2%
SCHWAB STRATEGIC TR$930.9K33,9360.2%
ISHARES TR$933.3K3,0980.2%
Arthur J. Gallagher & Co.$960.5K3,7110.2%
ELI LILLY & Co$973.9K9060.2%
Philip Morris International Inc.$986.7K6,1510.2%
MICRON TECHNOLOGY INC$991.2K3,4720.2%
VANGUARD INDEX FDS$999.8K11,2980.2%
GLOBAL X FDS$1.01M21,1090.2%
ISHARES TR$1.02M10,2260.2%
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