Atlanta Capital

Latest statistics and disclosures from ACG Wealth's latest quarterly 13F-HR filing:

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Portfolio Holdings for ACG Wealth

ACG Wealth holds 1106 positions in its portfolio as reported in the June 2022 quarterly 13F filing

ACG Wealth has 1106 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.8 $29M 210k 136.73
Janus Henderson Short Duration Income Etf Etf (VNLA) 3.1 $15M +2% 312k 48.63
Microsoft Stock (MSFT) 2.6 $13M -2% 49k 256.81
American Century Stoxx U.s. Quality Growth Etf Etf (QGRO) 2.5 $12M 223k 55.71
Pacer Us Cash Cows 100 Etf Etf (COWZ) 2.5 $12M +2% 282k 43.07
Phillips Edison & Co Reit (PECO) 2.3 $11M +17% 330k 33.41
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 2.1 $10M 242k 42.18
Pimco Enhanced Short Maturity Etf Etf (MINT) 2.1 $10M +3% 102k 99.11
First Trust Alternative Absolute Return Strategy Etf Etf (FAAR) 1.6 $8.0M 239k 33.36
Bristol-myers Squibb Stock (BMY) 1.5 $7.5M 97k 77.03
Ishares Msci Emerging Markets Etf Etf (EEM) 1.5 $7.4M 183k 40.10
Amazon.com Stock (AMZN) 1.5 $7.1M +1961% 67k 106.25
Home Depot Stock (HD) 1.4 $6.9M +5% 25k 274.20
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 1.2 $6.0M +7% 120k 50.55

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Fedex Corp Stock (FDX) 1.2 $5.8M +6% 25k 226.91
Genuine Parts Stock (GPC) 1.2 $5.7M 43k 133.01
First Trust Lunt U.s. Factor Rotation Etf Etf (FCTR) 1.1 $5.6M 206k 27.19
Johnson & Johnson Stock (JNJ) 1.0 $5.0M -3% 28k 177.48
Qualcomm Stock (QCOM) 1.0 $5.0M +10% 39k 127.76
Overlay Shares Short Term Bond Etf Etf (OVT) 1.0 $5.0M -6% 225k 22.19
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 1.0 $4.8M +3% 179k 26.92
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 1.0 $4.7M +4% 97k 48.30
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW) 0.9 $4.5M 229k 19.46
Palo Alto Networks Stock (PANW) 0.9 $4.3M -2% 8.6k 493.92
Albemarle Corp Stock (ALB) 0.8 $3.9M 19k 208.99
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.8 $3.8M 83k 45.97
Nvidia Corp Stock (NVDA) 0.8 $3.8M 25k 151.87
Thermo Fisher Scientific Stock (TMO) 0.8 $3.7M -5% 6.9k 542.95
Royal Dutch Shell Plc- Adr (SHEL) 0.8 $3.7M +2% 71k 52.30
Owl Rock Capital Corporation Cef (ORCC) 0.7 $3.7M 298k 12.33
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.7 $3.7M 71k 51.95
Salesforce Stock (CRM) 0.7 $3.6M +8% 22k 165.17
Catalent Stock (CTLT) 0.7 $3.6M +9% 34k 107.28
United Rentals Stock (URI) 0.7 $3.6M +12% 15k 242.91
Vanguard High Dividend Yield Etf (VYM) 0.7 $3.6M 35k 101.70
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.7 $3.5M +5% 103k 33.69
Costco Wholesale Corp Stock (COST) 0.7 $3.4M +2% 7.1k 478.61
Alphabet Inc Class A Stock (GOOGL) 0.7 $3.3M +7% 1.5k 2182.18
Vmware Inc Cl A Class A Stock (VMW) 0.7 $3.3M +3% 29k 113.97
Ishares Dj Us Technology Etf (IYW) 0.7 $3.2M 40k 79.95
Charles Schwab Corp Stock (SCHW) 0.6 $3.2M +12% 50k 63.19
Visa Stock (V) 0.6 $3.1M 16k 196.95
Coca Cola Stock (KO) 0.6 $3.0M +17% 48k 62.92
American Century Quality Diversified International Etf Etf (QINT) 0.6 $3.0M 78k 39.13
PTC Stock (PTC) 0.6 $3.0M +7% 29k 106.33
Janus Small Cap Growth Alpha Etf Etf (JSML) 0.6 $3.0M +5% 63k 46.63
Jpmorgan Chase & Co Stock (JPM) 0.6 $2.9M 26k 112.60
Adobe Sys Stock (ADBE) 0.6 $2.8M 7.5k 366.00
Paypal Hldgs Stock (PYPL) 0.5 $2.7M +30% 38k 69.86
Cisco Sys Stock (CSCO) 0.5 $2.6M +4% 62k 42.65
Cvs Health Corp Stock (CVS) 0.5 $2.6M +3% 28k 92.67
Biogen Idec Stock (BIIB) 0.5 $2.6M -2% 13k 203.93
At&t Stock (T) 0.5 $2.6M +14% 124k 20.96
Molson Coors Beverage Co Cl B Stock (TAP) 0.5 $2.6M 48k 54.52
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.5 $2.6M 51k 50.12
Westrock Stock (WRK) 0.5 $2.4M +4% 60k 39.84
Vulcan Matls Stock (VMC) 0.5 $2.4M 17k 142.14
Quanta Svcs Stock (PWR) 0.5 $2.3M -2% 18k 125.33
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.5 $2.3M +30% 45k 50.33
Quest Diagnostics Stock (DGX) 0.5 $2.2M +2% 17k 132.97
Capital One Financial Corp Stock (COF) 0.4 $2.2M +8% 21k 104.21
Applied Matls Stock (AMAT) 0.4 $2.2M 24k 91.15
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.2M 7.9k 272.99
Pacer Lunt Midcap Multi-factor Alternator Etf Etf (PAMC) 0.4 $2.2M 73k 29.78
Conocophillips Stock (COP) 0.4 $2.1M 24k 89.80
Fs Investment Corporation Cef (FSK) 0.4 $2.1M 107k 19.42
Disney Walt Stock (DIS) 0.4 $2.1M +2% 22k 94.44
Procter And Gamble Stock (PG) 0.4 $2.0M 14k 143.76
Vanguard Total Stock Market Index Fund Etf (VTI) 0.4 $2.0M 11k 188.63
Illumina Stock (ILMN) 0.4 $1.9M +104% 11k 184.42
United Parcel Service Stock (UPS) 0.4 $1.9M 10k 182.51
Intel Corp Stock (INTC) 0.4 $1.9M 51k 37.42
Generac Hldgs Stock (GNRC) 0.4 $1.9M +788% 8.9k 210.60
Statoil Asa Sponsored Adr Cmn Adr (EQNR) 0.4 $1.8M -2% 52k 34.76
Raytheon Technologies Corp Stock (RTX) 0.4 $1.8M -3% 18k 96.10
Chevron Corp Stock (CVX) 0.4 $1.8M 12k 144.74
Meta Platforms Inc Cl A Stock (META) 0.4 $1.8M 11k 161.28
Ishares S&p 500 Index Etf (IVV) 0.4 $1.8M -7% 4.7k 379.24
Astrazeneca Plc- Spons Adr (AZN) 0.4 $1.8M -2% 27k 66.08
Spdr S&p 500 Etf Etf (SPY) 0.3 $1.6M -37% 4.3k 377.19
Vanguard Mid Cap Etf (VO) 0.3 $1.6M 8.0k 196.97
Ishares Dj Select Dividend Etf (DVY) 0.3 $1.6M +4% 13k 117.63
Invesco Variable Rate Preferred Etf Etf (VRP) 0.3 $1.6M +3% 71k 22.19
Ishares Tips Bond Etf Etf (TIP) 0.3 $1.6M -2% 14k 113.91
Powershares Qqq Tr Etf (QQQ) 0.3 $1.5M +27% 5.3k 280.24
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.3 $1.5M 54k 26.77
Pfizer Stock (PFE) 0.3 $1.4M 27k 52.45
Mdu Res Group Stock (MDU) 0.3 $1.3M +4% 50k 26.99
American Express Stock (AXP) 0.3 $1.3M 9.5k 138.61
Sirius Xm Radio Stock (SIRI) 0.3 $1.3M 211k 6.13
Boeing Stock (BA) 0.3 $1.3M 9.3k 136.67
Airbnb Inc Com Cl A Stock (ABNB) 0.3 $1.3M +72% 14k 89.29
Fidelity Low Duration Bond Factor Etf Etf (FLDR) 0.3 $1.3M -8% 26k 49.58
Vanguard Utilities Etf (VPU) 0.3 $1.3M -8% 8.3k 152.31
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.3M +36% 3.6k 346.83
Verizon Communications Stock (VZ) 0.3 $1.2M 25k 50.73
Vanguard Small Cap Etf Etf (VB) 0.3 $1.2M -8% 7.0k 176.16
Merck & Co Stock (MRK) 0.2 $1.2M 13k 91.20
Abbvie Stock (ABBV) 0.2 $1.2M +9% 7.9k 153.17
Thor Inds Stock (THO) 0.2 $1.2M +23% 16k 74.71
Innovator U.s. Equity Ultra Buffer Etf - April Etf (UAPR) 0.2 $1.2M NEW 48k 24.53
Citigroup Stock (C) 0.2 $1.2M 25k 45.98
Vanguard Growth Etf Etf (VUG) 0.2 $1.1M -2% 5.1k 222.85
Idexx Labs Stock (IDXX) 0.2 $1.1M -2% 3.2k 350.59
Ishares Tr S&p 1500 Index Etf (ITOT) 0.2 $1.1M +20% 13k 83.80
Estee Lauder Companies Stock (EL) 0.2 $1.1M -4% 4.4k 254.88
Tesla Motors Stock (TSLA) 0.2 $1.1M +4% 1.6k 673.23
Ipath Dj-ubs Commodity Total Return Etn Etf (DJP) 0.2 $1.1M +6% 31k 34.80
Netflix Stock (NFLX) 0.2 $1.1M 6.2k 174.98
Mcdonalds Corp Stock (MCD) 0.2 $1.1M -31% 4.4k 246.17
Arista Networks Stock (ANET) 0.2 $1.1M 11k 93.74
Ishares Tr Dow Jones U S Healthcare Etf (IYH) 0.2 $1.1M 3.9k 268.97
Ishares Dj U.s. Financial Sector Etf Etf (IYF) 0.2 $1.0M 15k 69.97
Exxon Mobil Corp Stock (XOM) 0.2 $1.0M 12k 85.66
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.2 $1.0M -12% 4.5k 226.31
Ao Smith Corp. Stock (AOS) 0.2 $1.0M 18k 54.67
Sprouts Farmers Market Stock (SFM) 0.2 $967k -2% 38k 25.33
Ishares Gsci Commodity Indexed Tr Etf Etf (GSG) 0.2 $966k +13% 42k 23.11
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.2 $965k 17k 55.50
Honeywell Intl Stock (HON) 0.2 $963k -9% 5.5k 173.89
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.2 $937k +7% 19k 49.08
First Tr Large Cap Core Alphadex Etf (FEX) 0.2 $931k +3% 12k 76.04
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.2 $918k -2% 22k 41.13
Cbs Corp Cl B Stock (PARA) 0.2 $909k 37k 24.68
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 0.2 $905k 21k 44.17
Lilly Eli & Co Stock (LLY) 0.2 $902k -2% 2.8k 324.34
Fidelity Low Volatility Factor Etf Etf (FDLO) 0.2 $877k 20k 44.60
Micron Technology Stock (MU) 0.2 $876k 16k 55.28
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $855k 7.7k 111.76
Powershares Technology Fund Etf (PTF) 0.2 $849k 7.8k 108.43
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $836k -35% 14k 60.38
Hubbell Stock (HUBB) 0.2 $822k 4.6k 178.62
Abbott Labs Stock (ABT) 0.2 $819k 7.5k 108.68
Unitedhealth Group Stock (UNH) 0.2 $806k +23% 1.6k 513.70
Automatic Data Processing Stock (ADP) 0.2 $804k 3.8k 209.92
Amgen Stock (AMGN) 0.2 $801k -8% 3.3k 243.32
Health Care Select Sector Spdr Etf (XLV) 0.2 $789k +3% 6.2k 128.19
Ishares Morningstar Small Value Index Etf (ISCV) 0.2 $777k -3% 15k 50.31
Pepsico Stock (PEP) 0.2 $777k +4% 4.7k 166.63
Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.2 $772k 6.5k 118.66
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.2 $770k -2% 13k 57.31
Energy Select Sector Spdr Etf (XLE) 0.2 $767k +6% 11k 71.52
Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.2 $767k 5.6k 137.48
Spdr Gold Etf Etf (GLD) 0.2 $764k 4.5k 168.36
Sysco Corp Stock (SYY) 0.1 $734k -5% 8.7k 84.76
Union Pac Corp Stock (UNP) 0.1 $731k 3.4k 213.18
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $699k 4.8k 144.87
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $692k -11% 17k 40.83
Vanguard Value Etf Etf (VTV) 0.1 $692k 5.2k 131.86
Ishares Nasdaq Biotechnology Etf (IBB) 0.1 $687k 5.8k 117.60
Southern Stock (SO) 0.1 $683k +56% 9.6k 71.33
Citizens Hldg Co Miss Stock (CIZN) 0.1 $669k 37k 18.03
Cion Invt Corp Stock (CION) 0.1 $665k NEW 76k 8.70
Danaher Corp Stock (DHR) 0.1 $621k 2.4k 253.68
3M Stock (MMM) 0.1 $615k 4.8k 129.39
Vanguard Large-cap Index Fund Etf (VV) 0.1 $615k 3.6k 172.41
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $594k 2.7k 218.70
Financial Select Sector Spdr Etf (XLF) 0.1 $592k +7% 19k 31.45
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV) 0.1 $582k NEW 14k 41.34
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $572k -6% 14k 41.65
Bk Of America Corp Stock (BAC) 0.1 $566k -6% 18k 31.15
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $562k +5% 257.00 2186.77
Valero Energy Corp Stock (VLO) 0.1 $557k +3% 5.2k 106.32
Saba Closed-end Funds Etf Etf (CEFS) 0.1 $539k +20% 31k 17.21
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.1 $497k 5.4k 92.40
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $492k -13% 9.9k 49.57
Alibaba Group Hldg Adr (BABA) 0.1 $490k -10% 4.3k 113.66
Wisdomtree International Multifactor Fund Etf (DWMF) 0.1 $481k 21k 23.49
Intl Business Machines Stock (IBM) 0.1 $476k -6% 3.4k 141.20
Kinder Morgan Stock (KMI) 0.1 $475k +23% 28k 16.77
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.1 $474k 18k 27.16
Wisdomtree U.s. Largecap Fund Etf (EPS) 0.1 $470k 12k 40.77
Janus Small/mid Cap Growth Alpha Etf Etf (JSMD) 0.1 $469k -3% 9.2k 50.96
Aon Corp Stock (AON) 0.1 $448k 1.7k 269.88
Ishares Dj Us Basic Materials Etf (IYM) 0.1 $447k 3.8k 117.79
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $442k +2% 4.9k 90.56
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $439k 5.4k 80.57
Target Corp Stock (TGT) 0.1 $432k -2% 3.1k 141.22
Lowes Cos Stock (LOW) 0.1 $429k +3% 2.5k 174.82
Invesco Dynamic Large Cap Value Etf Etf (PWV) 0.1 $423k 9.7k 43.61
Aflac Stock (AFL) 0.1 $422k 7.6k 55.28
Hibbett Sporting Goods Stock (HIBB) 0.1 $420k -7% 9.6k 43.72
Kimberly-clark Corp Stock (KMB) 0.1 $419k -12% 3.1k 135.12
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.1 $404k -32% 2.8k 143.31
Ishares Russell Midcap Value Index Etf (IWS) 0.1 $402k 4.0k 101.49
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 0.1 $396k +13% 9.7k 40.90
Materials Select Sector Spdr Etf (XLB) 0.1 $396k 5.4k 73.69
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $395k 13k 30.94
Walmart Stock (WMT) 0.1 $386k +6% 3.2k 121.42
Powershares Dynamic Etf (PWB) 0.1 $386k 6.6k 58.68
Ny Community Bancorp Stock (NYCB) 0.1 $377k 41k 9.13
Medtronic Stock (MDT) 0.1 $370k -14% 4.1k 89.83
Vanguard Small Cap Growth Etf Etf (VBK) 0.1 $369k 1.9k 196.80
Truist Finl Corp Stock (TFC) 0.1 $349k +2% 7.4k 47.44
Vanguard Materials Etf Etf (VAW) 0.1 $346k 2.2k 160.11
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $345k 6.6k 52.27
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.1 $341k NEW 25k 13.41
Wisdomtree U.s. High Dividend Fund Etf (DHS) 0.1 $339k 4.1k 82.40
Blue Apron Hldgs Inc Cl A Stock (APRN) 0.1 $338k NEW 93k 3.64
Dominion Resources Stock (D) 0.1 $338k 4.2k 79.75
Nextera Energy Stock (NEE) 0.1 $322k +17% 4.2k 77.52
Ishares Msci Eafe Etf Etf (EFA) 0.1 $315k +2% 5.0k 62.43
Fidelity Msci Financials Index Etf Etf (FNCL) 0.1 $315k +6% 7.1k 44.60
Air Prods & Chems Stock (APD) 0.1 $314k -24% 1.3k 240.61
Colgate Palmolive Stock (CL) 0.1 $312k -9% 3.9k 80.16
Meridian Bioscience Stock (VIVO) 0.1 $308k -6% 10k 30.43
Schwab Us Large Cap Value Etf Etf (SCHV) 0.1 $308k 4.9k 62.51
Waste Management Stock (WM) 0.1 $308k NEW 2.0k 153.01
Morgan Stanley Stock (MS) 0.1 $299k 3.9k 76.04
Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $298k 3.8k 79.28
Blackrock Short Maturity Bond Etf Etf (NEAR) 0.1 $296k 6.0k 49.33
Innovator U.s. Equity Ultra Buffer Etf - January Etf (UJAN) 0.1 $291k 10k 29.10
Nv5 Global Stock (NVEE) 0.1 $286k -12% 2.5k 116.73
Ishares Tr Mid Core Index Etf (IMCB) 0.1 $282k 5.0k 56.40
Ishares Russell 2000 Growth Index Etf (IWO) 0.1 $280k -8% 1.4k 206.19
Blackstone Group Stock (BX) 0.1 $276k 3.0k 91.36
California Wtr Svc Group Stock (CWT) 0.1 $272k 4.9k 55.65
Foot Locker Stock (FL) 0.1 $265k 11k 25.22
Vanguard Mid Cap Growth Etf Etf (VOT) 0.1 $265k 1.5k 175.50
Marriott Intl Stock (MAR) 0.1 $257k +10% 1.9k 136.27
Duke Energy Corp Stock (DUK) 0.1 $256k 2.4k 107.25
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.1 $254k -4% 11k 24.09
Goldman Sachs Activebeta International Equity Etf Etf (GSIE) 0.0 $243k 8.8k 27.77
Adaptive Alpha Opportunities Etf Etf (AGOX) 0.0 $243k 12k 20.12
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $242k 2.5k 96.49
Schwab Us Large Cap Growth Etf Etf (SCHG) 0.0 $239k 4.1k 57.90
Chubb Stock (CB) 0.0 $234k 1.2k 196.31
Digi Intl Stock (DGII) 0.0 $232k -9% 9.6k 24.22
Deere & Co Stock (DE) 0.0 $227k -2% 759.00 299.08
Ishares S&p Global Timber & Forestry Etf (WOOD) 0.0 $225k -24% 3.0k 74.38
General Mls Stock (GIS) 0.0 $225k 3.0k 75.53
Nio Inc Spon Ads Adr (NIO) 0.0 $223k 10k 21.76
First Trust Utilities Alphadex Fund Etf (FXU) 0.0 $223k 6.9k 32.28
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.0 $222k NEW 3.8k 58.89
Csx Corp Stock (CSX) 0.0 $221k 7.6k 29.04
Vanguard Extended Market Index Fund Etf (VXF) 0.0 $220k -17% 1.7k 130.95
Inventrust Properties Corp Reit (IVT) 0.0 $218k NEW 8.5k 25.73
Ishares Commodities Select Strategy Etf Etf (COMT) 0.0 $216k 5.3k 40.86
Royal Bank Of Canada Stock (RY) 0.0 $214k +3% 2.2k 96.61
Omega Healthcare Investors Reit (OHI) 0.0 $211k 7.5k 28.17
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $207k NEW 1.2k 168.84
Asure Software Stock (ASUR) 0.0 $206k -5% 36k 5.69
Global Payments Stock (GPN) 0.0 $203k 1.8k 110.81
Masco Corp Stock (MAS) 0.0 $203k 4.0k 50.72
Cleveland-cliffs Stock (CLF) 0.0 $202k +54% 13k 15.34
Ishares Russell 2000 Etf Etf (IWM) 0.0 $201k -30% 1.2k 169.48
First Tr Exchange Traded Fd Ii Indxx Nextg Etf Etf (NXTG) 0.0 $200k 3.1k 64.33
Northrop Grumman Corp Stock (NOC) 0.0 $196k NEW 409.00 479.22
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.0 $196k NEW 2.4k 82.98
Townebank Portsmouth Va Stock (TOWN) 0.0 $192k 7.1k 27.16

Past Filings by ACG Wealth

SEC 13F filings are viewable for ACG Wealth going back to 2012

View all past filings