MondegarAI
Ellis Investment Partners, LLC

Q3 2025 · 13F-HR

Ellis Investment Partners, LLCholdings as filed

Filed 2025-10-22 · accession 0001172661-25-004372

$553.8M
Reported value
236
Positions
2025-09-30
Period end
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The Brief · Ellis Investment Partners, LLC · Q3 2025

AI · grounded in 13F

Ellis Investment Partners, LLC established a new position in VUG valued at $30.5M. The fund also initiated new stakes in XRNPX for $27.3M and DVY for $27M. Additional new positions include QQQ at $26.8M and AAPL at $24.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$30.5M5.52%63,680CommonSOLE
19247X100XRNPXCOHEN & STEERS REIT & PFD &$27.3M4.92%1,213,062CommonSOLE
464287168DVYISHARES TR$27.0M4.88%190,224CommonSOLE
46090E103QQQINVESCO QQQ TR$26.8M4.84%44,673CommonSOLE
037833100AAPLAPPLE INC$24.1M4.36%94,778CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.4M3.68%30,624CommonSOLE
464287879IJSISHARES TR$15.8M2.85%142,882CommonSOLE
922908744VTVVANGUARD INDEX FDS$15.5M2.79%82,868CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$15.1M2.72%261,906CommonSOLE
464287705IJJISHARES TR$11.4M2.07%88,259CommonSOLE
02079K107GOOGALPHABET INC$10.3M1.85%42,120CommonSOLE
464287507IJHISHARES TR$10.2M1.85%156,787CommonSOLE
464287804IJRISHARES TR$9.5M1.71%79,833CommonSOLE
09260D107BXBLACKSTONE INC$9.3M1.69%54,637CommonSOLE
464287309IVWISHARES TR$8.9M1.61%74,032CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.2M1.48%16,328CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.9M1.43%138,864CommonSOLE
02079K305GOOGLALPHABET INC$7.2M1.29%29,418CommonSOLE
464287465EFAISHARES TR$7.1M1.28%76,177CommonSOLE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$5.9M1.06%846,750CommonSOLE
38149W622GPIXGOLDMAN SACHS ETF TR$5.6M1.01%107,147CommonSOLE
464287614IWFISHARES TR$5.5M1.00%11,828CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$5.2M0.94%96,184CommonSOLE
464287200IVVISHARES TR$5.0M0.91%7,540CommonSOLE
78464A888XHBSPDR SERIES TRUST$4.8M0.87%43,604CommonSOLE
594918104MSFTMICROSOFT CORP$4.8M0.87%9,279CommonSOLE
46432F834IXUSISHARES TR$4.7M0.84%56,352CommonSOLE
302635206FSKFS KKR CAP CORP$4.5M0.81%298,828CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.0M0.72%45,814CommonSOLE
00912X302ALAIR LEASE CORP$4.0M0.72%62,319CommonSOLE
46432F842IEFAISHARES TR$3.9M0.71%44,903CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$3.9M0.70%49,141CommonSOLE
745867101PHMPULTE GROUP INC$3.5M0.63%26,368CommonSOLE
023135106AMZNAMAZON COM INC$3.4M0.62%15,561CommonSOLE
032108664HACKAMPLIFY ETF TR$3.4M0.62%39,304CommonSOLE
907818108UNPUNION PAC CORP$3.4M0.62%14,420CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3.4M0.61%46,322CommonSOLE
464287622IWBISHARES TR$3.4M0.61%9,300CommonSOLE
629209305NMIHNMI HLDGS INC$3.4M0.61%88,597CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$3.3M0.60%419,761CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$3.3M0.59%178,958CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.0M0.54%33,576CommonSOLE
149123101CATCATERPILLAR INC$3.0M0.54%6,236CommonSOLE
74348A467NOBLPROSHARES TR$3.0M0.53%28,717CommonSOLE
747525103QCOMQUALCOMM INC$2.9M0.52%17,468CommonSOLE
464287408IVEISHARES TR$2.8M0.51%13,558CommonSOLE
69374H857CALFPACER FDS TR$2.7M0.49%62,064CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.6M0.47%14,067CommonSOLE
464287846IYYISHARES TR$2.5M0.46%15,628CommonSOLE
58933Y105MRKMERCK & CO INC$2.4M0.44%29,171CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$2.4M0.44%15,692CommonSOLE
46429B663HDVISHARES TR$2.4M0.43%19,354CommonSOLE
69374H881COWZPACER FDS TR$2.3M0.42%40,608CommonSOLE
461202103INTUINTUIT$2.3M0.41%3,334CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.41%2,448CommonSOLE
75513E101RTXRTX CORPORATION$2.2M0.40%13,204CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.1M0.39%18,914CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$2.1M0.38%18,896CommonSOLE
46432F339QUALISHARES TR$2.1M0.38%10,752CommonSOLE
03743Q108APAAPA CORPORATION$2.1M0.37%84,461CommonSOLE
011659109ALKALASKA AIR GROUP INC$2.0M0.37%40,885CommonSOLE
26922A420QTUMETF SER SOLUTIONS$1.9M0.35%18,319CommonSOLE
46429B697USMVISHARES TR$1.9M0.34%20,005CommonSOLE
78464A714XRTSPDR SERIES TRUST$1.9M0.34%21,655CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.33%340CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.8M0.33%5,323CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.8M0.33%12,664CommonSOLE
464287176TIPISHARES TR$1.8M0.33%16,228CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.8M0.32%2,936CommonSOLE
45337C102INCYINCYTE CORP$1.7M0.31%20,338CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$1.7M0.31%32,812CommonSOLE
00287Y109ABBVABBVIE INC$1.7M0.31%7,423CommonSOLE
78464A789KIESPDR SERIES TRUST$1.6M0.30%27,792CommonSOLE
30303M102METAMETA PLATFORMS INC$1.6M0.29%2,159CommonSOLE
464288448IDVISHARES TR$1.6M0.28%43,001CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.5M0.28%26,859CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.27%8,166CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.5M0.27%42,453CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.26%9,996CommonSOLE
G0403H108AONAON PLC$1.4M0.26%3,985CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.4M0.25%17,635CommonSOLE
46434V621DGROISHARES TR$1.4M0.25%20,619CommonSOLE
316092204FDISFIDELITY COVINGTON TRUST$1.4M0.25%13,531CommonSOLE
464287606IJKISHARES TR$1.4M0.25%14,500CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M0.24%8,525CommonSOLE
464288109ILCVISHARES TR$1.3M0.23%14,162CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.3M0.23%4,042CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$1.2M0.23%16,437CommonSOLE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$1.2M0.22%26,177CommonSOLE
464285204IAUISHARES GOLD TR$1.2M0.22%16,665CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.22%4,123CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.22%3,487CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.2M0.21%8,280CommonSOLE
668771108GENGEN DIGITAL INC$1.1M0.21%40,287CommonSOLE
74347X864UPROPROSHARES TR$1.1M0.20%10,157CommonSOLE
464287291IXNISHARES TR$1.1M0.20%10,544CommonSOLE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.1M0.20%22,860CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.1M0.19%6,544CommonSOLE
921909768VXUSVANGUARD STAR FDS$1.1M0.19%14,322CommonSOLE
464287226AGGISHARES TR$1.0M0.19%10,448CommonSOLE
437076102HDHOME DEPOT INC$1.0M0.19%2,579CommonSOLE
922908553VNQVANGUARD INDEX FDS$1.0M0.19%11,281CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.0M0.18%21,388CommonSOLE
749685103RPMRPM INTL INC$947,2730.17%8,035CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$938,1810.17%34,365CommonSOLE
532457108LLYELI LILLY & CO$891,1990.16%1,168CommonSOLE
713448108PEPPEPSICO INC$875,5040.16%6,234CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$874,9410.16%3,104CommonSOLE
69374H360COWGPACER FDS TR$864,9840.16%23,828CommonSOLE
464288521USRTISHARES TR$853,7800.15%14,539CommonSOLE
11135F101AVGOBROADCOM INC$852,6910.15%2,584CommonSOLE
464288869IWCISHARES TR$844,0140.15%5,661CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$842,7290.15%6,394CommonSOLE
464287523SOXXISHARES TR$839,7450.15%3,097CommonSOLE
500767306KWEBKRANESHARES TRUST$827,4910.15%19,697CommonSOLE
97717X578XSOEWISDOMTREE TR$807,4340.15%21,281CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$797,7000.14%25,299CommonSOLE
031162100AMGNAMGEN INC$797,4790.14%2,825CommonSOLE
37954Y715BOTZGLOBAL X FDS$791,3120.14%22,334CommonSOLE
464288760ITAISHARES TR$787,7900.14%3,764CommonSOLE
46435U135IHAKISHARES TR$782,0040.14%14,943CommonSOLE
46429B689EFAVISHARES TR$735,2730.13%8,667CommonSOLE
191216100KOCOCA COLA CO$733,0350.13%11,053CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$730,3400.13%23,355CommonSOLE
464287655IWMISHARES TR$706,6940.13%2,920CommonSOLE
464287887IJTISHARES TR$705,6220.13%4,986CommonSOLE
25459W847TNADIREXION SHS ETF TR$697,9640.13%15,428CommonSOLE
166764100CVXCHEVRON CORP NEW$685,4140.12%4,413CommonSOLE
863667101SYKSTRYKER CORPORATION$685,1300.12%1,853CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$684,7150.12%3,173CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$662,8660.12%56,655CommonSOLE
464287689IWVISHARES TR$661,3310.12%1,745CommonSOLE
097023105BABOEING CO$659,7920.12%3,057CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$657,3170.12%2,520CommonSOLE
301505723HTECEXCHANGE TRADED CONCEPTS TRU$643,4240.12%20,842CommonSOLE
595112103MUMICRON TECHNOLOGY INC$610,0460.11%3,645CommonSOLE
46141T117PPIINVESTMENT MANAGERS SER TR I$604,7340.11%32,999CommonSOLE
78464A763SDYSPDR SERIES TRUST$588,2670.11%4,200CommonSOLE
025816109AXPAMERICAN EXPRESS CO$577,7040.10%1,739CommonSOLE
756109104OREALTY INCOME CORP$560,2320.10%9,215CommonSOLE
002824100ABTABBOTT LABS$556,8280.10%4,157CommonSOLE
09290D101BLKBLACKROCK INC$555,8880.10%476CommonSOLE
337738108FISVFISERV INC$552,8520.10%4,288CommonSOLE
25459Y694FASDIREXION SHS ETF TR$550,4240.10%3,094CommonSOLE
889478103TOLTOLL BROTHERS INC$531,4440.10%3,847CommonSOLE
17275R102CSCOCISCO SYS INC$527,4630.10%7,709CommonSOLE
254687106DISDISNEY WALT CO$526,7390.10%4,600CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$525,9740.09%7,369CommonSOLE
464288414MUBISHARES TR$523,8300.09%4,919CommonSOLE
303250104FICOFAIR ISAAC CORP$520,7920.09%348CommonSOLE
46434G103IEMGISHARES INC$509,5910.09%7,730CommonSOLE
25459W862SPXLDIREXION SHS ETF TR$505,9840.09%2,387CommonSOLE
438516106HONHONEYWELL INTL INC$498,8160.09%2,369CommonSOLE
464287598IWDISHARES TR$485,3600.09%2,384CommonSOLE
09789C788XHLFBONDBLOXX ETF TRUST$479,7080.09%9,514CommonSOLE
92204A702VGTVANGUARD WORLD FD$469,9030.08%629CommonSOLE
464287739IYRISHARES TR$468,2200.08%4,823CommonSOLE
464287556IBBISHARES TR$467,7900.08%3,240CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$465,9480.08%1,651CommonSOLE
46429B747STIPISHARES TR$463,0550.08%4,480CommonSOLE
464288778IATISHARES TR$440,3000.08%8,381CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$439,5470.08%8,778CommonSOLE
92826C839VVISA INC$433,3990.08%1,269CommonSOLE
001055102AFLAFLAC INC$428,2530.08%3,833CommonSOLE
922908769VTIVANGUARD INDEX FDS$424,6900.08%1,294CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$422,3530.08%4,712CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$420,5580.08%1,278CommonSOLE
464287663IUSVISHARES TR$419,1170.08%4,193CommonSOLE
316092865FUTYFIDELITY COVINGTON TRUST$403,8780.07%7,152CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$403,2320.07%4,039CommonSOLE
931142103WMTWALMART INC$388,9360.07%3,773CommonSOLE
092508100BTZBLACKROCK CR ALLOCATION INCO$383,6560.07%34,719CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$377,5730.07%1,256CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$370,5520.07%4,982CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$370,1480.07%1,411CommonSOLE
038222105AMATAPPLIED MATLS INC$352,7170.06%1,722CommonSOLE
842587107SOSOUTHERN CO$350,1680.06%3,694CommonSOLE
G29183103ETNEATON CORP PLC$348,9680.06%932CommonSOLE
949746101WMT2WELLS FARGO CO NEW$348,1950.06%4,154CommonSOLE
060505104BACBANK AMERICA CORP$347,0620.06%6,727CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$343,0750.06%575CommonSOLE
78463V107GLDSPDR GOLD TR$337,3410.06%949CommonSOLE
806857108SLBSCHLUMBERGER LTD$336,7100.06%9,796CommonSOLE
G3265R107APTVAPTIV PLC$335,9130.06%3,896CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$335,7840.06%7,150CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$327,4630.06%655CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$317,1300.06%683CommonSOLE
969457100WMBWILLIAMS COS INC$315,8370.06%4,985CommonSOLE
78433H675QQQINEOS ETF TRUST$314,1480.06%5,796CommonSOLE
46138G631QQQJINVESCO EXCH TRADED FD TR II$313,9550.06%8,772CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$307,3930.06%6,994CommonSOLE
12811T803CPSJCALAMOS ETF TR$307,3230.06%11,560CommonSOLE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$297,6510.05%4,540CommonSOLE
775711104ROLROLLINS INC$297,3420.05%5,062CommonSOLE
09249E101BHKBLACKROCK CORE BD TR$293,6970.05%29,546CommonSOLE
88160R101TSLATESLA INC$291,7360.05%656CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$288,5420.05%2,331CommonSOLE
233051846HAUZDBX ETF TR$284,1950.05%12,067CommonSOLE
02209S103MOALTRIA GROUP INC$279,5070.05%4,231CommonSOLE
464287564ICFISHARES TR$276,6810.05%4,490CommonSOLE
316092840FDVVFIDELITY COVINGTON TRUST$276,3530.05%4,960CommonSOLE
464287630IWNISHARES TR$275,2560.05%1,556CommonSOLE
92204A504VHTVANGUARD WORLD FD$268,6930.05%1,035CommonSOLE
29273V100ETENERGY TRANSFER L P$267,9330.05%15,613CommonSOLE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$267,3790.05%4,111CommonSOLE
126650100CVSCVS HEALTH CORP$255,2110.05%3,385CommonSOLE
464288737KXIISHARES TR$254,0020.05%3,945CommonSOLE
369604301GEGE AEROSPACE$251,7760.05%836CommonSOLE
73278L105POOLPOOL CORP$249,6060.05%805CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$246,8100.04%1,228CommonSOLE
231021106CMICUMMINS INC$243,9880.04%577CommonSOLE
548661107LOWLOWES COS INC$238,9790.04%950CommonSOLE
464287234EEMISHARES TR$238,7040.04%4,470CommonSOLE
464288273SCZISHARES TR$232,3380.04%3,028CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$230,5370.04%3,847CommonSOLE
464287192IYTISHARES TR$229,7120.04%3,203CommonSOLE
464287515IGVISHARES TR$224,8450.04%1,955CommonSOLE
580135101MCDMCDONALDS CORP$223,9550.04%736CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$223,7570.04%1,179CommonSOLE
74348A145PAWZPROSHARES TR$223,4760.04%3,986CommonSOLE
64110L106NFLXNETFLIX INC$222,9750.04%185CommonSOLE
464287648IWOISHARES TR$219,3420.04%685CommonSOLE
871829107SYYSYSCO CORP$218,7300.04%2,656CommonSOLE
92204A876VPUVANGUARD WORLD FD$218,5430.04%1,153CommonSOLE
464288604ISCGISHARES TR$217,8200.04%4,010CommonSOLE
902681105UGIUGI CORP NEW$216,8650.04%6,520CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$214,7110.04%2,570CommonSOLE
132061300FYLDCAMBRIA ETF TR$212,2860.04%6,806CommonSOLE
316092600FHLCFIDELITY COVINGTON TRUST$212,2400.04%3,173CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$211,5040.04%17,610CommonSOLE
78464A656SPIPSPDR SERIES TRUST$209,9080.04%7,976CommonSOLE
20030N101CMCSACOMCAST CORP NEW$207,9270.04%6,617CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$204,4630.04%1,034CommonSOLE
72200U100PCNPIMCO CORPORATE & INCM STRG$174,2340.03%13,021CommonSOLE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$84,0010.02%10,244CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$73,6760.01%11,300CommonSOLE

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.