Ellis Investment Partners, LLC Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$483.7M

Holdings

234

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (234 positions)

StockValue
AQLTISHARES TR
$27.2M
XRNPXCOHEN & STEERS REIT & PFD &
$26.4M
VUGVANGUARD INDEX FDS
$24.3M
AAPLAPPLE INC
$21.2M
NDQINVESCO QQQ TR
$20.4M
SPYSPDR S&P 500 ETF TR
$17.0M
VTVVANGUARD INDEX FDS
$14.7M
IJSISHARES TR
$14.5M
JEPQJ P MORGAN EXCHANGE TRADED F
$13.7M
JEPIJ P MORGAN EXCHANGE TRADED F
$11.5M
IJJISHARES TR
$11.1M
IJHISHARES TR
$9.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.7M
IJRISHARES TR
$8.3M
BXBLACKSTONE INC
$7.6M
IVWISHARES TR
$6.8M
GOOGALPHABET INC
$6.5M
FSCOFS CREDIT OPPORTUNITIES CORP
$5.8M
FSKFS KKR CAP CORP
$5.7M
IWFISHARES TR
$5.0M
GOOGLALPHABET INC
$4.5M
IVVISHARES TR
$4.4M
XLFISELECT SECTOR SPDR TR
$4.2M
XLFSELECT SECTOR SPDR TR
$4.1M
SPLVINVESCO EXCH TRADED FD TR II
$3.9M
IXUSISHARES TR
$3.7M
XLUSELECT SECTOR SPDR TR
$3.6M
BXMTBLACKSTONE MTG TR INC
$3.4M
UNPUNION PAC CORP
$3.4M
ALAIR LEASE CORP
$3.3M
HACKAMPLIFY ETF TR
$3.2M
AQLTISHARES TR
$3.2M
MSFTMICROSOFT CORP
$3.2M
NMIHNMI HLDGS INC
$3.2M
NOBLPROSHARES TR
$3.1M
XLESELECT SECTOR SPDR TR
$3.0M
XHBSPDR SER TR
$3.0M
IWBISHARES TR
$2.9M
PMLPIMCO MUN INCOME FD II
$2.9M
PHMPULTE GROUP INC
$2.7M
AMZNAMAZON COM INC
$2.7M
QCOMQUALCOMM INC
$2.6M
MRKMERCK & CO INC
$2.5M
IVEISHARES TR
$2.5M
QUALISHARES TR
$2.4M
COSTCOSTCO WHSL CORP NEW
$2.3M
HDVISHARES TR
$2.3M
COWZPACER FDS TR
$2.3M
XOMEXXON MOBIL CORP
$2.3M
CATCATERPILLAR INC
$2.1M
FANGDIAMONDBACK ENERGY INC
$2.1M
INTUINTUIT
$2.0M
USMVISHARES TR
$2.0M
CALFPACER FDS TR
$2.0M
ALKALASKA AIR GROUP INC
$2.0M
APAAPA CORPORATION
$1.9M
PPAINVESCO EXCHANGE TRADED FD T
$1.9M
TIPISHARES TR
$1.9M
DVNDEVON ENERGY CORP NEW
$1.8M
EFAISHARES TR
$1.8M
XLVSELECT SECTOR SPDR TR
$1.7M
UNHUNITEDHEALTH GROUP INC
$1.7M
RTXRTX CORPORATION
$1.7M
KIESPDR SER TR
$1.7M
AONAON PLC
$1.6M
ABBVABBVIE INC
$1.6M
IYY*ISHARES TR
$1.6M
VOOVANGUARD INDEX FDS
$1.6M
VCSHVANGUARD SCOTTSDALE FDS
$1.6M
BKNGBOOKING HOLDINGS INC
$1.6M
AJGGALLAGHER ARTHUR J & CO
$1.5M
PGPROCTER AND GAMBLE CO
$1.5M
GDGENERAL DYNAMICS CORP
$1.4M
JNJJOHNSON & JOHNSON
$1.4M
DGROISHARES TR
$1.3M
XRTSPDR SER TR
$1.3M
JETSETF SER SOLUTIONS
$1.3M
ADPAUTOMATIC DATA PROCESSING IN
$1.3M
QTUMETF SER SOLUTIONS
$1.2M
ILCVISHARES TR
$1.2M
IJKISHARES TR
$1.2M
TJXTJX COS INC NEW
$1.2M
IDV*ISHARES TR
$1.2M
FDISFIDELITY COVINGTON TRUST
$1.2M
INCYINCYTE CORP
$1.2M
RCLROYAL CARIBBEAN GROUP
$1.1M
AGGISHARES TR
$1.1M
DALDELTA AIR LINES INC DEL
$1.1M
EMQQEXCHANGE TRADED CONCEPTS TRU
$1.1M
VNQVANGUARD INDEX FDS
$1.1M
GENGEN DIGITAL INC
$1.1M
RPMRPM INTL INC
$1.0M
FISVFISERV INC
$1.0M
CIBRFIRST TR EXCHANGE TRADED FD
$1.0M
4I1PHILIP MORRIS INTL INC
$993K
IAU*ISHARES GOLD TR
$982K
NVDANVIDIA CORPORATION
$974K
LLYELI LILLY & CO
$952K
HDHOME DEPOT INC
$930K
METAMETA PLATFORMS INC
$928K
Page 1 of 3Next