Ellis Investment Partners, LLC
Ellis Investment Partners, LLC is a SEC-registered investment adviser headquartered in Berwyn, Pennsylvania. Founded in 2012, the firm brings together a team with decades of collective experience, many of whom have worked together for over 10 to 20 years. Serving primarily high-net-worth individuals, families, and select institutions, Ellis Investment Partners provides investment management and financial planning services. The firm currently employs around 23 professionals.
Investment Strategy
Ellis Investment Partners, LLC focuses on providing tailored investment management and financial planning, aiming to meet each client’s unique financial objectives. Their strategy centers on seeking diverse investment opportunities, constructing portfolios across a range of assets including equities, ETFs, and alternative investments. The firm emphasizes fiduciary responsibility, transparency, and long-term relationships, with investment decisions guided by disciplined research and client-specific risk tolerances. Their approach integrates ongoing financial planning with proactive portfolio management to help clients navigate changing markets and financial goals.
Top Holdings
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 5.52% | $30.5M | 63,680 | $175.46 | $479.61 | +$1.7M |
R RNP | COHEN & STEERS REIT & PFD & | 4.92% | $27.3M | 1,213,062 | $19.40 | $22.48 | -$46.7K |
D DVY | ISHARES TR | 4.88% | $27.0M | 190,224 | $99.47 | $142.10 | +$693.8K |
Q QQQ | INVESCO QQQ TR | 4.84% | $26.8M | 44,673 | $236.67 | $600.37 | +$2.8M |
A AAPL | APPLE INC | 4.36% | $24.1M | 94,778 | $55.85 | $254.63 | +$4.5M |