Atlanta Consulting Group Advisors

Atlanta Consulting Group Advisors as of March 31, 2026

Portfolio Holdings for Atlanta Consulting Group Advisors

Atlanta Consulting Group Advisors holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 12.3 $57M 459k 124.31
Ishares Tr Core S&p500 Etf (IVV) 11.8 $55M 84k 653.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.0 $42M 219k 191.92
Alliance Resource Partners L Ut Ltd Part (ARLP) 7.0 $33M 1.2M 27.65
Ishares Tr Core S&p Mcp Etf (IJH) 6.2 $29M 427k 67.53
Ishares Core Msci Emkt (IEMG) 4.7 $22M 314k 69.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $18M 30k 597.55
2023 Etf Series Trust Eagle Capital Se (EAGL) 3.8 $18M 576k 30.42
JPMorgan Chase & Co. (JPM) 2.8 $13M 45k 294.16
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.2 $10M 91k 110.47
Churchill Downs (CHDN) 2.0 $9.5M 106k 89.83
Microsoft Corporation (MSFT) 1.7 $7.8M 21k 370.17
Ishares Tr Core Msci Eafe (IEFA) 1.2 $5.6M 62k 90.53
Coca-Cola Company (KO) 1.1 $5.3M 70k 76.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.9M 10k 479.20
Apple (AAPL) 1.0 $4.9M 19k 253.79
Exxon Mobil Corporation (XOM) 0.9 $4.4M 26k 169.66
Chevron Corporation (CVX) 0.9 $4.2M 20k 206.90
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $4.2M 52k 80.58
Spdr Series Trust State Street Spd (SPMD) 0.9 $4.2M 70k 59.22
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.4M 12k 286.86
Johnson & Johnson (JNJ) 0.6 $2.9M 12k 244.43
Visa Com Cl A (V) 0.6 $2.9M 9.7k 302.24
NVIDIA Corporation (NVDA) 0.6 $2.9M 17k 174.41
Blackstone Group Inc Com Cl A (BX) 0.6 $2.9M 25k 114.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $2.8M 35k 79.27
Ishares Tr MRGSTR SM CP GR (ISCG) 0.6 $2.8M 51k 54.80
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.7M 28k 99.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.7M 34k 79.56
Select Sector Spdr Tr State Street Rea (XLRE) 0.6 $2.7M 66k 40.83
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $2.4M 8.3k 287.18
Procter & Gamble Company (PG) 0.5 $2.2M 16k 144.44
Amazon (AMZN) 0.5 $2.2M 11k 208.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $2.2M 28k 78.41
Broadcom (AVGO) 0.4 $2.1M 6.7k 309.51
Wal-Mart Stores (WMT) 0.4 $2.1M 17k 124.52
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.4 $2.0M 14k 145.79
Marathon Petroleum Corp (MPC) 0.4 $1.9M 7.8k 244.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.9M 2.9k 652.14
Bank of America Corporation (BAC) 0.4 $1.8M 38k 48.75
First Tr Exchange-traded A Com Shs (FEX) 0.4 $1.8M 15k 121.93
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.8M 6.3k 287.56
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.6M 15k 109.69
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.3 $1.6M 22k 71.75
Caterpillar (CAT) 0.3 $1.6M 2.3k 708.46
Masco Corporation (MAS) 0.3 $1.5M 25k 60.37
Union Pacific Corporation (UNP) 0.3 $1.5M 6.1k 242.62
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $1.4M 15k 93.74
CSX Corporation (CSX) 0.3 $1.3M 32k 41.05
United Parcel Svcs CL B (UPS) 0.3 $1.2M 12k 98.38
Ge Aerospace Com New (GE) 0.2 $1.1M 4.0k 284.24
Markel Corporation (MKL) 0.2 $1.1M 588.00 1914.07
Goldman Sachs (GS) 0.2 $1.1M 1.3k 845.99
American Express Company (AXP) 0.2 $1.1M 3.6k 302.52
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $1.1M 36k 29.49
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.2 $1.0M 26k 39.39
Verizon Communications (VZ) 0.2 $1.0M 21k 50.20
Ge Vernova (GEV) 0.2 $1.0M 1.2k 873.40
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.2 $1.0M 14k 71.85
Tortoise Capital Series Trus Energy Etf (TNGY) 0.2 $1.0M 96k 10.43
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $993k 9.9k 100.72
Duke Energy Corp Com New (DUK) 0.2 $973k 7.4k 130.93
Topbuild (BLD) 0.2 $935k 2.7k 351.30
Enterprise Products Partners (EPD) 0.2 $836k 22k 37.84
Home Depot (HD) 0.2 $833k 2.5k 328.87
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $823k 8.2k 100.57
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $821k 21k 39.28
Motorola Solutions Com New (MSI) 0.2 $811k 1.9k 435.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $788k 23k 33.86
Allstate Corporation (ALL) 0.2 $785k 3.8k 208.42
Cummins (CMI) 0.2 $776k 1.4k 538.02
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $769k 14k 55.35
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $756k 16k 48.05
Analog Devices (ADI) 0.2 $753k 2.4k 318.14
Ishares Tr Core Msci Intl (IDEV) 0.2 $713k 8.5k 83.57
Royce Value Trust (RVT) 0.2 $713k 43k 16.60
Abbvie (ABBV) 0.1 $697k 3.2k 217.49
UnitedHealth (UNH) 0.1 $692k 2.6k 270.59
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $669k 3.2k 211.15
Eli Lilly & Co. (LLY) 0.1 $663k 721.00 919.77
Merck & Co (MRK) 0.1 $657k 5.4k 121.14
Eaton Corp SHS (ETN) 0.1 $639k 1.8k 357.67
Chubb (CB) 0.1 $633k 1.9k 326.85
Nextera Energy (NEE) 0.1 $614k 6.6k 92.88
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $613k 12k 50.81
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.1 $603k 12k 50.12
McDonald's Corporation (MCD) 0.1 $551k 1.8k 310.79
Pepsi (PEP) 0.1 $538k 3.5k 155.28
Cme (CME) 0.1 $534k 1.8k 295.37
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $506k 3.8k 132.90
Corning Incorporated (GLW) 0.1 $500k 3.7k 135.97
Raymond James Financial (RJF) 0.1 $490k 3.4k 144.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $472k 8.7k 54.05
salesforce (CRM) 0.1 $445k 2.4k 186.70
Ishares Tr Broad Usd High (USHY) 0.1 $442k 12k 36.84
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $441k 4.8k 92.28
International Business Machines (IBM) 0.1 $425k 1.8k 242.39
Wells Fargo & Company (WFC) 0.1 $412k 5.2k 79.61
Vanguard Index Fds Value Etf (VTV) 0.1 $409k 2.1k 196.20
Nike CL B (NKE) 0.1 $402k 7.6k 53.23
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $396k 3.2k 124.46
Pfizer (PFE) 0.1 $385k 14k 28.08
Meta Platforms Cl A (META) 0.1 $382k 667.00 572.13
Netflix (NFLX) 0.1 $376k 3.9k 96.15
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $374k 2.6k 146.61
Palantir Technologies Cl A (PLTR) 0.1 $374k 2.6k 146.28
Vanguard World Extended Dur (EDV) 0.1 $363k 5.6k 64.95
Ishares Gold Tr Ishares New (IAU) 0.1 $360k 4.1k 88.16
Mondelez Intl Cl A (MDLZ) 0.1 $355k 6.1k 58.14
TJX Companies (TJX) 0.1 $350k 2.2k 159.70
Enbridge (ENB) 0.1 $339k 6.3k 54.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $339k 4.5k 75.10
Sherwin-Williams Company (SHW) 0.1 $338k 1.1k 320.55
Lowe's Companies (LOW) 0.1 $337k 1.4k 236.28
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $335k 8.3k 40.54
Darden Restaurants (DRI) 0.1 $330k 1.7k 196.04
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $328k 3.4k 97.73
Affiliated Managers (AMG) 0.1 $318k 1.2k 276.70
Johnson Controls Internation SHS (JCI) 0.1 $313k 2.4k 131.31
Realty Income (O) 0.1 $312k 5.1k 61.43
American Electric Power Company (AEP) 0.1 $310k 2.4k 131.06
Select Sector Spdr Tr State Street Com (XLC) 0.1 $300k 2.7k 110.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $293k 4.0k 73.64
Xcel Energy (XEL) 0.1 $292k 3.6k 79.99
Moody's Corporation (MCO) 0.1 $290k 664.00 436.25
Palo Alto Networks (PANW) 0.1 $285k 1.8k 160.32
Applied Materials (AMAT) 0.1 $278k 812.00 341.79
Walt Disney Company (DIS) 0.1 $275k 2.8k 96.38
DTE Energy Company (DTE) 0.1 $273k 1.9k 147.37
Intel Corporation (INTC) 0.1 $272k 6.2k 44.13
Us Bancorp Com New (USB) 0.1 $268k 5.1k 52.53
Comcast Corp Cl A (CMCSA) 0.1 $263k 9.1k 28.71
Air Products & Chemicals (APD) 0.1 $252k 868.00 290.49
PNC Financial Services (PNC) 0.1 $244k 1.2k 208.12
Boeing Company (BA) 0.1 $236k 1.2k 199.03
Zoetis Cl A (ZTS) 0.1 $235k 2.0k 118.21
Southern Company (SO) 0.0 $228k 2.4k 96.54
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $221k 1.8k 125.03
Raytheon Technologies Corp (RTX) 0.0 $214k 1.1k 192.90
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $210k 4.5k 46.40
NiSource (NI) 0.0 $204k 4.4k 46.66
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $203k 599.00 338.93
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $124k 10k 12.43