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Ellis Investment Partners, LLC

Q2 2025 · 13F-HR

Ellis Investment Partners, LLCholdings as filed

Filed 2025-07-25 · accession 0001172661-25-002737

$514.7M
Reported value
239
Positions
2025-06-30
Period end
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The Brief · Ellis Investment Partners, LLC · Q2 2025

AI · grounded in 13F

Ellis Investment Partners, LLC established a new position in VUG valued at $28.9M. The fund also initiated new stakes in XRNPX for $27.3M and DVY for $26.3M. Additional new positions include QQQ at $24.1M, AAPL at $19.6M, and SPY at $19.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$28.9M5.61%65,828CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$27.3M5.31%1,199,662CommonSOLE
464287168DVYISHARES TR$26.3M5.12%198,306CommonSOLE
46090E103QQQINVESCO QQQ TR$24.1M4.68%43,622CommonSOLE
037833100AAPLAPPLE INC$19.6M3.81%95,490CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$19.1M3.71%30,878CommonSOLE
464287879IJSISHARES TR$14.7M2.85%147,294CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$14.6M2.85%269,227CommonSOLE
922908744VTVVANGUARD INDEX FDS$14.5M2.81%81,763CommonSOLE
464287705IJJISHARES TR$11.3M2.20%91,636CommonSOLE
464287507IJHISHARES TR$9.9M1.92%159,233CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$9.9M1.92%173,455CommonSOLE
464287804IJRISHARES TR$8.6M1.68%79,104CommonSOLE
09260D107BXBLACKSTONE INC$8.2M1.60%55,129CommonSOLE
464287309IVWISHARES TR$8.1M1.57%73,458CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.9M1.54%16,348CommonSOLE
02079K107GOOGALPHABET INC$7.4M1.44%41,729CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$6.0M1.17%829,909CommonSOLE
302635206FSKFS KKR CAP CORP$5.8M1.12%278,172CommonSOLE
464287614IWFISHARES TR$5.5M1.08%13,053CommonSOLE
02079K305GOOGLALPHABET INC$5.2M1.01%29,460CommonSOLE
464287465EFAISHARES TR$4.9M0.94%54,314CommonSOLE
464287200IVVISHARES TR$4.8M0.93%7,674CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$4.3M0.83%81,464CommonSOLE
594918104MSFTMICROSOFT CORP$4.2M0.82%8,476CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$4.2M0.82%52,056CommonSOLE
46432F834IXUSISHARES TR$4.2M0.81%53,907CommonSOLE
00912X302ALAIR LEASE CORP$3.9M0.76%67,152CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3.7M0.72%51,220CommonSOLE
629209305NMIHNMI HLDGS INC$3.7M0.72%88,037CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$3.6M0.71%44,691CommonSOLE
46432F842IEFAISHARES TR$3.6M0.69%42,680CommonSOLE
032108664HACKAMPLIFY ETF TR$3.6M0.69%41,126CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$3.4M0.66%177,792CommonSOLE
907818108UNPUNION PAC CORP$3.3M0.64%14,294CommonSOLE
78464A888XHBSPDR SERIES TRUST$3.3M0.64%33,218CommonSOLE
464287622IWBISHARES TR$3.2M0.62%9,473CommonSOLE
023135106AMZNAMAZON COM INC$3.1M0.61%14,351CommonSOLE
74348A467NOBLPROSHARES TR$2.9M0.57%29,246CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.8M0.55%33,405CommonSOLE
747525103QCOMQUALCOMM INC$2.8M0.55%17,758CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$2.8M0.54%372,497CommonSOLE
745867101PHMPULTE GROUP INC$2.8M0.54%26,310CommonSOLE
464287408IVEISHARES TR$2.6M0.51%13,519CommonSOLE
461202103INTUINTUIT$2.6M0.51%3,335CommonSOLE
149123101CATCATERPILLAR INC$2.5M0.48%6,315CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.4M0.47%2,455CommonSOLE
69374H857CALFPACER FDS TR$2.3M0.46%59,005CommonSOLE
46429B663HDVISHARES TR$2.3M0.44%19,437CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2.3M0.44%16,053CommonSOLE
69374H881COWZPACER FDS TR$2.3M0.44%41,082CommonSOLE
58933Y105MRKMERCK & CO INC$2.3M0.44%28,431CommonSOLE
38149W622GPIXGOLDMAN SACHS ETF TR$2.1M0.41%42,685CommonSOLE
464287846IYYISHARES TR$2.1M0.41%14,016CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.40%19,286CommonSOLE
46432F339QUALISHARES TR$2.0M0.39%11,074CommonSOLE
011659109ALKALASKA AIR GROUP INC$2.0M0.39%40,673CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.0M0.38%341CommonSOLE
75513E101RTXRTX CORPORATION$1.9M0.37%13,182CommonSOLE
46429B697USMVISHARES TR$1.9M0.37%20,433CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.9M0.36%3,298CommonSOLE
464287176TIPISHARES TR$1.8M0.34%16,059CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.8M0.34%12,757CommonSOLE
78464A714XRTSPDR SERIES TRUST$1.7M0.32%21,654CommonSOLE
78464A789KIESPDR SERIES TRUST$1.6M0.32%27,293CommonSOLE
03743Q108APAAPA CORPORATION$1.6M0.31%88,296CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.6M0.31%11,859CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.6M0.30%5,320CommonSOLE
26922A420QTUMETF SER SOLUTIONS$1.5M0.30%16,856CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M0.28%9,146CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.4M0.28%45,348CommonSOLE
00287Y109ABBVABBVIE INC$1.4M0.28%7,739CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.4M0.28%17,983CommonSOLE
G0403H108AONAON PLC$1.4M0.28%3,985CommonSOLE
46434V621DGROISHARES TR$1.4M0.27%22,067CommonSOLE
464288448IDVISHARES TR$1.4M0.27%40,411CommonSOLE
45337C102INCYINCYTE CORP$1.4M0.27%20,419CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.4M0.27%4,271CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.26%8,449CommonSOLE
464287606IJKISHARES TR$1.3M0.26%14,592CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.25%8,559CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.3M0.25%26,530CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M0.25%1,766CommonSOLE
26922A842JETSETF SER SOLUTIONS$1.3M0.25%56,319CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$1.3M0.25%13,541CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.3M0.25%4,123CommonSOLE
464288109ILCVISHARES TR$1.3M0.25%15,153CommonSOLE
872540109TJXTJX COS INC NEW$1.2M0.24%10,042CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.2M0.24%16,030CommonSOLE
668771108GENGEN DIGITAL INC$1.2M0.23%40,226CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$1.2M0.23%27,995CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.22%6,099CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.1M0.22%3,555CommonSOLE
464287226AGGISHARES TR$1.1M0.21%11,105CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.1M0.21%11,920CommonSOLE
464285204IAUISHARES GOLD TR$1.0M0.20%16,583CommonSOLE
464287291IXNISHARES TR$973,7130.19%10,545CommonSOLE
749685103RPMRPM INTL INC$971,9430.19%8,849CommonSOLE
37954Y673PAVEGLOBAL X FDS$957,5490.19%21,972CommonSOLE
437076102HDHOME DEPOT INC$943,7800.18%2,574CommonSOLE
74347X864UPROPROSHARES TR$933,1820.18%10,205CommonSOLE
532457108LLYELI LILLY & CO$901,0240.18%1,156CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$900,7280.18%33,990CommonSOLE
921909768VXUSVANGUARD STAR FDS$881,1730.17%12,754CommonSOLE
69374H360COWGPACER FDS TR$863,5360.17%24,595CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$863,0370.17%15,598CommonSOLE
031162100AMGNAMGEN INC$834,5550.16%2,989CommonSOLE
713448108PEPPEPSICO INC$818,8950.16%6,202CommonSOLE
37954Y715BOTZGLOBAL X FDS$813,6020.16%24,919CommonSOLE
464288760ITAISHARES TR$806,5780.16%4,276CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$797,8860.16%16,019CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$796,4170.15%3,145CommonSOLE
46435U135IHAKISHARES TR$795,1540.15%14,944CommonSOLE
191216100KOCOCA COLA CO$792,3240.15%11,199CommonSOLE
337738108FISVFISERV INC$777,0550.15%4,507CommonSOLE
500767306KWEBKRANESHARES TRUST$756,5500.15%22,038CommonSOLE
464287523SOXXISHARES TR$738,7870.14%3,095CommonSOLE
11135F101AVGOBROADCOM INC$733,8380.14%2,662CommonSOLE
464288869IWCISHARES TR$733,7700.14%5,748CommonSOLE
863667101SYKSTRYKER CORPORATION$733,1590.14%1,853CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$723,5180.14%24,992CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$723,0360.14%23,316CommonSOLE
97717X578XSOEWISDOMTREE TR$721,4680.14%20,924CommonSOLE
464288521USRTISHARES TR$710,4050.14%12,560CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$676,7460.13%2,737CommonSOLE
464287887IJTISHARES TR$676,3800.13%5,084CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$672,1790.13%3,284CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$663,2240.13%14,093CommonSOLE
097023105BABOEING CO$651,0100.13%3,107CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$641,4950.12%6,045CommonSOLE
301505723HTECEXCHANGE TRADED CONCEPTS TRU$640,1990.12%22,443CommonSOLE
303250104FICOFAIR ISAAC CORP$636,1300.12%348CommonSOLE
464287689IWVISHARES TR$625,9380.12%1,783CommonSOLE
166764100CVXCHEVRON CORP NEW$607,9340.12%4,246CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$582,7690.11%56,306CommonSOLE
254687106DISDISNEY WALT CO$580,8980.11%4,684CommonSOLE
002824100ABTABBOTT LABS$580,5730.11%4,269CommonSOLE
464287655IWMISHARES TR$575,8750.11%2,669CommonSOLE
78464A763SDYSPDR SERIES TRUST$572,3940.11%4,217CommonSOLE
025816109AXPAMERICAN EXPRESS CO$554,5530.11%1,739CommonSOLE
438516106HONHONEYWELL INTL INC$553,4540.11%2,377CommonSOLE
46141T117PPIINVESTMENT MANAGERS SER TR I$545,6270.11%33,382CommonSOLE
17275R102CSCOCISCO SYS INC$531,9570.10%7,667CommonSOLE
464288414MUBISHARES TR$509,8320.10%4,880CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$501,1600.10%1,700CommonSOLE
09290D101BLKBLACKROCK INC$498,4820.10%475CommonSOLE
46429B689EFAVISHARES TR$483,6490.09%5,754CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$482,7600.09%7,182CommonSOLE
464287598IWDISHARES TR$481,2870.09%2,478CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$481,2240.09%23,729CommonSOLE
25459Y694FASDIREXION SHS ETF TR$462,6420.09%2,744CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$462,2740.09%9,183CommonSOLE
464287739IYRISHARES TR$454,2640.09%4,793CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$450,5300.09%1,439CommonSOLE
92826C839VVISA INC$450,2860.09%1,268CommonSOLE
922908769VTIVANGUARD INDEX FDS$446,5710.09%1,469CommonSOLE
46434G103IEMGISHARES INC$446,4700.09%7,437CommonSOLE
464287556IBBISHARES TR$444,8890.09%3,517CommonSOLE
92189F676SMHVANECK ETF TRUST$440,4230.09%1,579CommonSOLE
889478103TOLTOLL BROTHERS INC$438,5230.09%3,842CommonSOLE
595112103MUMICRON TECHNOLOGY INC$436,6210.08%3,543CommonSOLE
09249E101BHKBLACKROCK CORE BD TR$432,5720.08%44,503CommonSOLE
46429B747STIPISHARES TR$431,8690.08%4,197CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$425,1060.08%1,317CommonSOLE
25459W847TNADIREXION SHS ETF TR$424,7440.08%12,664CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$421,0670.08%8,588CommonSOLE
92204A702VGTVANGUARD WORLD FD$417,0190.08%629CommonSOLE
464287663IUSVISHARES TR$414,5560.08%4,381CommonSOLE
756109104OREALTY INCOME CORP$413,7810.08%7,182CommonSOLE
25459W862SPXLDIREXION SHS ETF TR$413,3210.08%2,382CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$403,4530.08%4,595CommonSOLE
001055102AFLAFLAC INC$387,2640.08%3,672CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$379,7190.07%4,040CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION INCO$375,0070.07%34,341CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$374,1120.07%7,112CommonSOLE
931142103WMTWALMART INC$368,6490.07%3,770CommonSOLE
806857108SLBSCHLUMBERGER LTD$359,4750.07%10,635CommonSOLE
G29183103ETNEATON CORP PLC$353,2870.07%990CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$348,6180.07%2,954CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$345,1440.07%7,448CommonSOLE
842587107SOSOUTHERN CO$343,0480.07%3,736CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$333,8840.06%589CommonSOLE
060505104BACBANK AMERICA CORP$332,9000.06%7,035CommonSOLE
949746101WMT2WELLS FARGO CO NEW$332,7160.06%4,153CommonSOLE
88160R101TSLATESLA INC$327,1900.06%1,030CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$324,1620.06%1,266CommonSOLE
969457100WMBWILLIAMS COS INC$323,2820.06%5,147CommonSOLE
038222105AMATAPPLIED MATLS INC$314,5320.06%1,718CommonSOLE
464288778IATISHARES TR$310,3720.06%6,264CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$308,7270.06%1,411CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$306,5580.06%4,163CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$303,4380.06%7,013CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$301,7580.06%652CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$301,1920.06%684CommonSOLE
464287564ICFISHARES TR$287,4670.06%4,700CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$286,5590.06%4,481CommonSOLE
775711104ROLROLLINS INC$285,5980.06%5,062CommonSOLE
20030N101CMCSACOMCAST CORP NEW$283,1380.06%7,933CommonSOLE
46138G631QQQJINVESCO EXCH TRADED FD TR II$279,9470.05%8,754CommonSOLE
29273V100ETENERGY TRANSFER L P$279,5280.05%15,418CommonSOLE
233051846HAUZDBX ETF TR$275,9890.05%12,068CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$271,4090.05%4,540CommonSOLE
64110L106NFLXNETFLIX INC$270,4770.05%202CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$270,1600.05%2,676CommonSOLE
78463V107GLDSPDR GOLD TR$267,9460.05%879CommonSOLE
G3265R107APTVAPTIV PLC$265,7850.05%3,896CommonSOLE
464288737KXIISHARES TR$257,9880.05%3,946CommonSOLE
92204A504VHTVANGUARD WORLD FD$256,0700.05%1,031CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$251,1750.05%4,828CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$249,4660.05%1,830CommonSOLE
02209S103MOALTRIA GROUP INC$243,6720.05%4,156CommonSOLE
464287630IWNISHARES TR$243,3040.05%1,542CommonSOLE
00206R102TAT&T INC$241,6610.05%8,350CommonSOLE
902681105UGIUGI CORP NEW$239,5570.05%6,578CommonSOLE
73278L105POOLPOOL CORP$234,6410.05%805CommonSOLE
126650100CVSCVS HEALTH CORP$231,2490.04%3,352CommonSOLE
74348A145PAWZPROSHARES TR$230,2100.04%3,974CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$225,7850.04%1,022CommonSOLE
580135101MCDMCDONALDS CORP$223,5100.04%765CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$221,1290.04%373CommonSOLE
464288273SCZISHARES TR$220,1030.04%3,028CommonSOLE
464287234EEMISHARES TR$220,0870.04%4,562CommonSOLE
464287192IYTISHARES TR$219,2260.04%3,199CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$215,8000.04%1,187CommonSOLE
369604301GEGE AEROSPACE$215,3720.04%837CommonSOLE
548661107LOWLOWES COS INC$214,9710.04%969CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$214,3240.04%3,759CommonSOLE
464287515IGVISHARES TR$214,0730.04%1,955CommonSOLE
871829107SYYSYSCO CORP$213,5630.04%2,820CommonSOLE
78464A656SPIPSPDR SERIES TRUST$212,8300.04%8,167CommonSOLE
92204A876VPUVANGUARD WORLD FD$204,5570.04%1,159CommonSOLE
803054204SAPSAP SE$203,2270.04%668CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$202,7140.04%17,371CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$202,1810.04%1,085CommonSOLE
670100205NVONOVO-NORDISK A S$201,7810.04%2,924CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$200,0110.04%4,321CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$141,5750.03%11,156CommonSOLE
72201A103XPMQXPIMCO MUN INCOME FD III$102,8110.02%14,987CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$80,6780.02%10,060CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.