Atlanta Consulting Group Advisors
Latest statistics and disclosures from Atlanta Consulting Group Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IVV, ARLP, ARLP, IJR, and represent 31.81% of Atlanta Consulting Group Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$7.9M), UTG, RVT, FTEC, VGT, GPIQ, MSTR, VNQ, PANW, VKQ.
- Started 9 new stock positions in VGT, RVT, MSTR, AVUV, VNQ, FTEC, VKQ, GPIQ, UTG.
- Reduced shares in these 10 stocks: IVV (-$16M), VOO (-$10M), IJR (-$8.1M), RSP, NVDA, VEU, AMZN, XLK, MSFT, VPL.
- Sold out of its positions in ABT, ARE, BABA, AIG, AMGN, ARCC, AZN, ADSK, BCE, BMY.
- Atlanta Consulting Group Advisors was a net seller of stock by $-135M.
- Atlanta Consulting Group Advisors has $541M in assets under management (AUM), dropping by 34.24%.
- Central Index Key (CIK): 0002019038
Tip: Access up to 7 years of quarterly data
Positions held by Atlanta Consulting Group Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Atlanta Consulting Group Advisors
Atlanta Consulting Group Advisors holds 252 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.3 | $45M | -26% | 76k | 588.68 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.3 | $45M | -26% | 76k | 588.68 |
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 5.6 | $31M | 1.2M | 26.29 |
|
|
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 5.6 | $31M | 1.2M | 26.29 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $22M | -27% | 187k | 115.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.0 | $22M | -27% | 187k | 115.22 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $13M | -2% | 201k | 62.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $13M | -2% | 201k | 62.31 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $12M | 51k | 239.71 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $12M | 51k | 239.71 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $9.0M | -20% | 21k | 421.50 |
|
| Microsoft Corporation (MSFT) | 1.7 | $9.0M | -20% | 21k | 421.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $7.9M | NEW | 82k | 96.53 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $7.9M | NEW | 82k | 96.53 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $6.8M | 10.00 | 680920.00 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $6.8M | 10.00 | 680920.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $6.8M | -4% | 15k | 453.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $6.8M | -4% | 15k | 453.28 |
|
| Churchill Downs (CHDN) | 1.1 | $6.1M | -8% | 46k | 133.54 |
|
| Churchill Downs (CHDN) | 1.1 | $6.1M | -8% | 46k | 133.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $4.7M | -2% | 27k | 172.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $4.7M | -2% | 27k | 172.42 |
|
| Apple (AAPL) | 0.9 | $4.6M | -8% | 19k | 250.42 |
|
| Apple (AAPL) | 0.9 | $4.6M | -8% | 19k | 250.42 |
|
| Coca-Cola Company (KO) | 0.8 | $4.3M | -11% | 69k | 62.26 |
|
| Coca-Cola Company (KO) | 0.8 | $4.3M | -11% | 69k | 62.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.2M | -5% | 60k | 70.28 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.2M | -5% | 60k | 70.28 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $4.0M | -24% | 76k | 52.22 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $4.0M | -24% | 76k | 52.22 |
|
| Visa Com Cl A (V) | 0.6 | $3.4M | -38% | 11k | 316.04 |
|
| Visa Com Cl A (V) | 0.6 | $3.4M | -38% | 11k | 316.04 |
|
| Chevron Corporation (CVX) | 0.6 | $3.1M | -19% | 21k | 144.84 |
|
| Chevron Corporation (CVX) | 0.6 | $3.1M | -19% | 21k | 144.84 |
|
| Procter & Gamble Company (PG) | 0.6 | $3.0M | 18k | 167.65 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $3.0M | 18k | 167.65 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.8M | +3% | 27k | 107.57 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.8M | +3% | 27k | 107.57 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $2.7M | -11% | 35k | 78.65 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $2.7M | -11% | 35k | 78.65 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.5 | $2.7M | 38k | 70.84 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 0.5 | $2.7M | 38k | 70.84 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.1M | -62% | 16k | 134.29 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.1M | -62% | 16k | 134.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | -32% | 11k | 190.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | -32% | 11k | 190.44 |
|
| Broadcom (AVGO) | 0.4 | $2.1M | -7% | 9.0k | 231.84 |
|
| Broadcom (AVGO) | 0.4 | $2.1M | -7% | 9.0k | 231.84 |
|
| Amazon (AMZN) | 0.4 | $2.1M | -56% | 9.5k | 219.39 |
|
| Amazon (AMZN) | 0.4 | $2.1M | -56% | 9.5k | 219.39 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.8M | -66% | 11k | 175.22 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.8M | -66% | 11k | 175.22 |
|
| Masco Corporation (MAS) | 0.3 | $1.8M | 25k | 72.57 |
|
|
| Masco Corporation (MAS) | 0.3 | $1.8M | 25k | 72.57 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $1.7M | 19k | 90.35 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $1.7M | 19k | 90.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | -86% | 3.0k | 538.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | -86% | 3.0k | 538.81 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.6M | -22% | 13k | 126.10 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.6M | -22% | 13k | 126.10 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | -21% | 11k | 144.62 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | -21% | 11k | 144.62 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.6M | 14k | 114.48 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $1.6M | 14k | 114.48 |
|
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.3 | $1.6M | 15k | 104.30 |
|
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.3 | $1.6M | 15k | 104.30 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | -15% | 2.5k | 586.08 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | -15% | 2.5k | 586.08 |
|
| CSX Corporation (CSX) | 0.3 | $1.4M | 43k | 32.27 |
|
|
| CSX Corporation (CSX) | 0.3 | $1.4M | 43k | 32.27 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $1.4M | -36% | 34k | 40.67 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $1.4M | -36% | 34k | 40.67 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | -16% | 5.2k | 264.13 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | -16% | 5.2k | 264.13 |
|
| UnitedHealth (UNH) | 0.3 | $1.4M | -11% | 2.7k | 505.86 |
|
| UnitedHealth (UNH) | 0.3 | $1.4M | -11% | 2.7k | 505.86 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | -13% | 5.9k | 228.04 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | -13% | 5.9k | 228.04 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.2M | -3% | 11k | 103.30 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.2M | -3% | 11k | 103.30 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | -7% | 8.2k | 139.50 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | -7% | 8.2k | 139.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | -57% | 5.8k | 189.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | -57% | 5.8k | 189.30 |
|
| Merck & Co (MRK) | 0.2 | $1.1M | +2% | 11k | 99.48 |
|
| Merck & Co (MRK) | 0.2 | $1.1M | +2% | 11k | 99.48 |
|
| Home Depot (HD) | 0.2 | $1.1M | -19% | 2.7k | 388.99 |
|
| Home Depot (HD) | 0.2 | $1.1M | -19% | 2.7k | 388.99 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.0M | 12k | 81.25 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.0M | 12k | 81.25 |
|
|
| Motorola Solutions Com New (MSI) | 0.2 | $987k | 2.1k | 462.23 |
|
|
| Motorola Solutions Com New (MSI) | 0.2 | $987k | 2.1k | 462.23 |
|
|
| American Express Company (AXP) | 0.2 | $985k | 3.3k | 296.83 |
|
|
| American Express Company (AXP) | 0.2 | $985k | 3.3k | 296.83 |
|
|
| Markel Corporation (MKL) | 0.2 | $963k | 558.00 | 1726.23 |
|
|
| Markel Corporation (MKL) | 0.2 | $963k | 558.00 | 1726.23 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $931k | 2.8k | 331.87 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $931k | 2.8k | 331.87 |
|
|
| salesforce (CRM) | 0.2 | $877k | -54% | 2.6k | 334.38 |
|
| salesforce (CRM) | 0.2 | $877k | -54% | 2.6k | 334.38 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $862k | 8.7k | 99.54 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $862k | 8.7k | 99.54 |
|
|
| Topbuild (BLD) | 0.2 | $828k | 2.7k | 311.34 |
|
|
| Topbuild (BLD) | 0.2 | $828k | 2.7k | 311.34 |
|
|
| Caterpillar (CAT) | 0.2 | $827k | -25% | 2.3k | 362.76 |
|
| Caterpillar (CAT) | 0.2 | $827k | -25% | 2.3k | 362.76 |
|
| Verizon Communications (VZ) | 0.1 | $748k | -62% | 19k | 39.99 |
|
| Verizon Communications (VZ) | 0.1 | $748k | -62% | 19k | 39.99 |
|
| Bank of America Corporation (BAC) | 0.1 | $742k | -64% | 17k | 43.95 |
|
| Bank of America Corporation (BAC) | 0.1 | $742k | -64% | 17k | 43.95 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $729k | NEW | 23k | 31.69 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $729k | NEW | 23k | 31.69 |
|
| Allstate Corporation (ALL) | 0.1 | $725k | -24% | 3.8k | 192.79 |
|
| Allstate Corporation (ALL) | 0.1 | $725k | -24% | 3.8k | 192.79 |
|
| Ge Aerospace Com New (GE) | 0.1 | $717k | -9% | 4.3k | 166.79 |
|
| Ge Aerospace Com New (GE) | 0.1 | $717k | -9% | 4.3k | 166.79 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $714k | -54% | 6.6k | 107.74 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $714k | -54% | 6.6k | 107.74 |
|
| Enterprise Products Partners (EPD) | 0.1 | $693k | -4% | 22k | 31.36 |
|
| Enterprise Products Partners (EPD) | 0.1 | $693k | -4% | 22k | 31.36 |
|
| Royce Value Trust (RVT) | 0.1 | $691k | NEW | 44k | 15.80 |
|
| Royce Value Trust (RVT) | 0.1 | $691k | NEW | 44k | 15.80 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $675k | -47% | 7.0k | 96.90 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $675k | -47% | 7.0k | 96.90 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $671k | 3.6k | 185.12 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $671k | 3.6k | 185.12 |
|
|
| Goldman Sachs (GS) | 0.1 | $650k | -5% | 1.1k | 572.62 |
|
| Goldman Sachs (GS) | 0.1 | $650k | -5% | 1.1k | 572.62 |
|
| McDonald's Corporation (MCD) | 0.1 | $636k | -3% | 2.2k | 289.89 |
|
| McDonald's Corporation (MCD) | 0.1 | $636k | -3% | 2.2k | 289.89 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $605k | 3.2k | 190.88 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $605k | 3.2k | 190.88 |
|
|
| Raymond James Financial (RJF) | 0.1 | $587k | -22% | 3.8k | 155.32 |
|
| Raymond James Financial (RJF) | 0.1 | $587k | -22% | 3.8k | 155.32 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $580k | -3% | 751.00 | 772.00 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $580k | -3% | 751.00 | 772.00 |
|
| Cme (CME) | 0.1 | $566k | -9% | 2.4k | 232.23 |
|
| Cme (CME) | 0.1 | $566k | -9% | 2.4k | 232.23 |
|
| Nike CL B (NKE) | 0.1 | $551k | -33% | 7.3k | 75.67 |
|
| Nike CL B (NKE) | 0.1 | $551k | -33% | 7.3k | 75.67 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $543k | -13% | 15k | 37.53 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $543k | -13% | 15k | 37.53 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $535k | -16% | 5.3k | 100.34 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $535k | -16% | 5.3k | 100.34 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $507k | 8.0k | 63.30 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $507k | 8.0k | 63.30 |
|
|
| Pepsi (PEP) | 0.1 | $503k | -56% | 3.3k | 152.06 |
|
| Pepsi (PEP) | 0.1 | $503k | -56% | 3.3k | 152.06 |
|
| Nextera Energy (NEE) | 0.1 | $489k | -2% | 6.8k | 71.69 |
|
| Nextera Energy (NEE) | 0.1 | $489k | -2% | 6.8k | 71.69 |
|
| Chubb (CB) | 0.1 | $439k | -6% | 1.6k | 276.30 |
|
| Chubb (CB) | 0.1 | $439k | -6% | 1.6k | 276.30 |
|
| Netflix (NFLX) | 0.1 | $422k | -79% | 473.00 | 891.32 |
|
| Netflix (NFLX) | 0.1 | $422k | -79% | 473.00 | 891.32 |
|
| Lowe's Companies (LOW) | 0.1 | $395k | -7% | 1.6k | 246.80 |
|
| Lowe's Companies (LOW) | 0.1 | $395k | -7% | 1.6k | 246.80 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $381k | 6.4k | 59.73 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $381k | 6.4k | 59.73 |
|
|
| Darden Restaurants (DRI) | 0.1 | $380k | 2.0k | 186.69 |
|
|
| Darden Restaurants (DRI) | 0.1 | $380k | 2.0k | 186.69 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $375k | 8.5k | 44.04 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $375k | 8.5k | 44.04 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $370k | 3.2k | 116.31 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $370k | 3.2k | 116.31 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $365k | -17% | 9.9k | 36.79 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $365k | -17% | 9.9k | 36.79 |
|
| Meta Platforms Cl A (META) | 0.1 | $364k | -84% | 621.00 | 585.51 |
|
| Meta Platforms Cl A (META) | 0.1 | $364k | -84% | 621.00 | 585.51 |
|
| International Business Machines (IBM) | 0.1 | $360k | -3% | 1.6k | 219.83 |
|
| International Business Machines (IBM) | 0.1 | $360k | -3% | 1.6k | 219.83 |
|
| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.1 | $360k | 13k | 27.85 |
|
|
| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.1 | $360k | 13k | 27.85 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $358k | -73% | 3.7k | 96.81 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $358k | -73% | 3.7k | 96.81 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $353k | -29% | 4.6k | 76.24 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $353k | -29% | 4.6k | 76.24 |
|
| Ge Vernova (GEV) | 0.1 | $353k | 1.1k | 328.93 |
|
|
| Ge Vernova (GEV) | 0.1 | $353k | 1.1k | 328.93 |
|
|
| Pfizer (PFE) | 0.1 | $347k | -72% | 13k | 26.53 |
|
| Pfizer (PFE) | 0.1 | $347k | -72% | 13k | 26.53 |
|
| Analog Devices (ADI) | 0.1 | $333k | -28% | 1.6k | 212.46 |
|
| Analog Devices (ADI) | 0.1 | $333k | -28% | 1.6k | 212.46 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $331k | 3.7k | 89.32 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $331k | 3.7k | 89.32 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $322k | +98% | 1.8k | 181.96 |
|
| Palo Alto Networks (PANW) | 0.1 | $322k | +98% | 1.8k | 181.96 |
|
| Moody's Corporation (MCO) | 0.1 | $321k | 678.00 | 473.37 |
|
|
| Moody's Corporation (MCO) | 0.1 | $321k | 678.00 | 473.37 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $319k | -3% | 3.9k | 80.77 |
|
| Fidelity National Information Services (FIS) | 0.1 | $319k | -3% | 3.9k | 80.77 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $318k | -8% | 935.00 | 339.93 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $318k | -8% | 935.00 | 339.93 |
|
| Air Products & Chemicals (APD) | 0.1 | $315k | 1.1k | 290.04 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $315k | 1.1k | 290.04 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $301k | -85% | 2.2k | 137.57 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $301k | -85% | 2.2k | 137.57 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $298k | NEW | 1.6k | 184.88 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $298k | NEW | 1.6k | 184.88 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $298k | -89% | 1.3k | 232.52 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $298k | -89% | 1.3k | 232.52 |
|
| Cummins (CMI) | 0.1 | $296k | 850.00 | 348.60 |
|
|
| Cummins (CMI) | 0.1 | $296k | 850.00 | 348.60 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $291k | 5.1k | 57.45 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $291k | 5.1k | 57.45 |
|
|
| Enstar Group SHS (ESGR) | 0.1 | $290k | 900.00 | 322.05 |
|
|
| Enstar Group SHS (ESGR) | 0.1 | $290k | 900.00 | 322.05 |
|
|
| Walt Disney Company (DIS) | 0.1 | $288k | -73% | 2.6k | 111.35 |
|
| Walt Disney Company (DIS) | 0.1 | $288k | -73% | 2.6k | 111.35 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $281k | NEW | 452.00 | 621.80 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $281k | NEW | 452.00 | 621.80 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $260k | +14% | 4.0k | 64.47 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $260k | +14% | 4.0k | 64.47 |
|
| Realty Income (O) | 0.0 | $256k | -66% | 4.8k | 53.41 |
|
| Realty Income (O) | 0.0 | $256k | -66% | 4.8k | 53.41 |
|
| At&t (T) | 0.0 | $246k | -73% | 11k | 22.77 |
|
| At&t (T) | 0.0 | $246k | -73% | 11k | 22.77 |
|
| Public Service Enterprise (PEG) | 0.0 | $243k | 2.9k | 84.49 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $243k | 2.9k | 84.49 |
|
|
| Enbridge (ENB) | 0.0 | $241k | -82% | 5.7k | 42.43 |
|
| Enbridge (ENB) | 0.0 | $241k | -82% | 5.7k | 42.43 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $240k | -86% | 5.0k | 48.33 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $240k | -86% | 5.0k | 48.33 |
|
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.0 | $236k | NEW | 4.8k | 49.03 |
|
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.0 | $236k | NEW | 4.8k | 49.03 |
|
| Medtronic SHS (MDT) | 0.0 | $234k | -38% | 2.9k | 79.88 |
|
| Medtronic SHS (MDT) | 0.0 | $234k | -38% | 2.9k | 79.88 |
|
| Xcel Energy (XEL) | 0.0 | $230k | -80% | 3.4k | 67.51 |
|
| PPL Corporation (PPL) | 0.0 | $230k | -67% | 7.1k | 32.46 |
|
| PPL Corporation (PPL) | 0.0 | $230k | -67% | 7.1k | 32.46 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $227k | -82% | 4.7k | 47.83 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $227k | -82% | 4.7k | 47.83 |
|
| American Electric Power Company (AEP) | 0.0 | $223k | -73% | 2.4k | 92.22 |
|
| DTE Energy Company (DTE) | 0.0 | $222k | -5% | 1.8k | 121.87 |
|
| Southern Company (SO) | 0.0 | $219k | -69% | 2.7k | 82.33 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $218k | -90% | 3.1k | 71.04 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $218k | -90% | 3.1k | 71.04 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $218k | -15% | 1.3k | 169.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $218k | -15% | 1.3k | 169.30 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $217k | NEW | 750.00 | 289.62 |
|
| Affiliated Managers (AMG) | 0.0 | $213k | -15% | 1.2k | 184.92 |
|
| Affiliated Managers (AMG) | 0.0 | $213k | -15% | 1.2k | 184.92 |
|
| Abbvie (ABBV) | 0.0 | $209k | -76% | 1.2k | 177.70 |
|
| Abbvie (ABBV) | 0.0 | $209k | -76% | 1.2k | 177.70 |
|
| Boeing Company (BA) | 0.0 | $209k | -84% | 1.2k | 177.00 |
|
| Boeing Company (BA) | 0.0 | $209k | -84% | 1.2k | 177.00 |
|
| PNC Financial Services (PNC) | 0.0 | $206k | -83% | 1.1k | 192.88 |
|
| PNC Financial Services (PNC) | 0.0 | $206k | -83% | 1.1k | 192.88 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $202k | NEW | 2.3k | 89.08 |
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $118k | NEW | 12k | 9.81 |
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $118k | NEW | 12k | 9.81 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $79k | 10k | 7.92 |
|
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $79k | 10k | 7.92 |
|
Past Filings by Atlanta Consulting Group Advisors
SEC 13F filings are viewable for Atlanta Consulting Group Advisors going back to 2024
- Atlanta Consulting Group Advisors 2024 Q4 amended filed May 16, 2025
- Atlanta Consulting Group Advisors 2024 Q4 filed Feb. 10, 2025
- Atlanta Consulting Group Advisors 2024 Q3 filed Nov. 6, 2024
- Atlanta Consulting Group Advisors 2024 Q1 restated filed Aug. 26, 2024
- Atlanta Consulting Group Advisors 2024 Q2 filed Aug. 12, 2024