The Analysis of Atlanta Consulting Group Advisors, LLC's Holdings
Currently, Atlanta Consulting Group Advisors, LLC holds 144 types of securities in its portfolio with a total value $408.7M. In the most recent quarter, they have increased their positions in VOO (+13.0K shares, valued at $8.0M), BRK.B (+9.3K shares, valued at $4.7M), SPMD (+79.9K shares, valued at $4.6M); decreased their positions in RSP (-36.6K shares, valued at $6.9M), AVGO (-1.2K shares, valued at $405.8K), VO (-1.0K shares, valued at $298.6K); initiated new positions in SPMD (+79.9K shares, valued at $4.6M), ISCG (+56.1K shares, valued at $3.0M), VCSH (+34.8K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR79.1K shares0.81%2025-09-302025-11-05
IJR ISHARES TR410.4K shares2.23%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T218.5K shares-14.34%2025-09-302025-11-05 ARLP ALLIANCE RESOURCE PARTNERS L1.2M shares0.04%2025-09-302025-11-05 IJH ISHARES TR290.2K shares1.70%2025-09-302025-11-05 EAGL 2023 ETF SERIES TRUST576.7K shares0.32%2025-09-302025-11-05 VOO VANGUARD INDEX FDS29.0K shares80.84%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.47.5K shares0.50%2025-09-302025-11-05 MSFT MICROSOFT CORP21.0K shares0.62%2025-09-302025-11-05 AVUV AMERICAN CENTY ETF TR92.2K shares1.69%2025-09-302025-11-05 IEMG ISHARES INC99.6K shares1.07%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL10.6K shares670.92%2025-09-302025-11-05 IEFA ISHARES TR57.1K shares10.37%2025-09-302025-11-05 AAPL APPLE INC18.6K shares4.29%2025-09-302025-11-05 KO COCA COLA CO69.6K shares0.02%2025-09-302025-11-05 CHDN CHURCHILL DOWNS INC47.4K shares-3.72%2025-09-302025-11-05 SPMD SPDR SERIES TRUST79.9K sharesnew addition2025-09-302025-11-05 BX BLACKSTONE INC26.5K shares-4.78%2025-09-302025-11-05 V VISA INC10.3K shares0.17%2025-09-302025-11-05 HYG ISHARES TR39.4K shares0.06%2025-09-302025-11-05 CVX CHEVRON CORP NEW20.2K shares-3.81%2025-09-302025-11-05 ISCG ISHARES TR56.1K sharesnew addition2025-09-302025-11-05 NVDA NVIDIA CORPORATION15.9K shares-3.62%2025-09-302025-11-05 XOM EXXON MOBIL CORP25.1K shares0.37%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS34.8K sharesnew addition2025-09-302025-11-05 GOOG ALPHABET INC11.0K shares0.00%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO17.2K shares-1.72%2025-09-302025-11-05 AVGO BROADCOM INC7.1K shares-14.80%2025-09-302025-11-05 XLRE SELECT SECTOR SPDR TR54.0K shares27.81%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON11.8K shares9.40%2025-09-302025-11-05 AMZN AMAZON COM INC9.8K shares1.32%2025-09-302025-11-05 VO VANGUARD INDEX FDS6.8K shares-13.03%2025-09-302025-11-05 VSS VANGUARD INTL EQUITY INDEX F13.9K shares0.00%2025-09-302025-11-05 WMT WALMART INC18.9K shares5.91%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR2.9K shares-3.61%2025-09-302025-11-05 BAC BANK AMERICA CORP35.2K shares0.00%2025-09-302025-11-05 FEX FIRST TR EXCHANGE-TRADED ALP15.0K shares0.00%2025-09-302025-11-05 MAS MASCO CORP24.8K shares0.00%2025-09-302025-11-05 MPC MARATHON PETE CORP7.9K shares-1.92%2025-09-302025-11-05 GOOGL ALPHABET INC6.2K shares11.40%2025-09-302025-11-05 VONG VANGUARD SCOTTSDALE FDS12.2K shares0.00%2025-09-302025-11-05 UNP UNION PAC CORP5.9K shares2.11%2025-09-302025-11-05 JAVA J P MORGAN EXCHANGE TRADED F19.7K shares23.89%2025-09-302025-11-05 CSX CSX CORP37.4K shares-10.25%2025-09-302025-11-05 VONV VANGUARD SCOTTSDALE FDS13.2K shares0.00%2025-09-302025-11-05 GE GE AEROSPACE3.8K shares-11.81%2025-09-302025-11-05 HD HOME DEPOT INC2.8K shares5.10%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO3.4K shares1.18%2025-09-302025-11-05 CAT CATERPILLAR INC2.3K shares-2.77%2025-09-302025-11-05 MKL MARKEL GROUP INC558 shares0.00%2025-09-302025-11-05 UPS UNITED PARCEL SERVICE INC12.6K shares0.00%2025-09-302025-11-05 BLD TOPBUILD CORP2.7K shares0.00%2025-09-302025-11-05 TLH ISHARES TR9.9K shares0.14%2025-09-302025-11-05 MSI MOTOROLA SOLUTIONS INC2.1K shares14.29%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC2.8K shares2.92%2025-09-302025-11-05 ETN EATON CORP PLC2.5K shares12.88%2025-09-302025-11-05 DUK DUKE ENERGY CORP NEW7.3K shares0.10%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC1.1K shares0.26%2025-09-302025-11-05 TNGY TORTOISE CAPITAL SERIES TRUS96.0K shares0.00%2025-09-302025-11-05 UTG REAVES UTIL INCOME FD20.8K shares-15.28%2025-09-302025-11-05 ALL ALLSTATE CORP3.8K shares4.36%2025-09-302025-11-05 LSGR NATIXIS ETF TRUST II17.9K shares91.14%2025-09-302025-11-05 ABBV ABBVIE INC3.3K shares4.77%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC17.2K shares-7.33%2025-09-302025-11-05 VGLT VANGUARD SCOTTSDALE FDS13.1K shares-1.72%2025-09-302025-11-05 GEV GE VERNOVA INC1.2K shares6.42%2025-09-302025-11-05 RVT ROYCE SMALL CAP TRUST INC43.7K shares0.00%2025-09-302025-11-05 ADI ANALOG DEVICES INC2.8K shares54.10%2025-09-302025-11-05 MINT PIMCO ETF TR6.9K shares0.10%2025-09-302025-11-05 EPD ENTERPRISE PRODS PARTNERS L22.1K shares0.00%2025-09-302025-11-05 CMI CUMMINS INC1.6K shares5.66%2025-09-302025-11-05 IVE ISHARES TR3.2K shares0.00%2025-09-302025-11-05 MCD MCDONALDS CORP2.0K shares2.51%2025-09-302025-11-05 CGXU CAPITAL GROUP INTL FOCUS EQT19.9K sharesnew addition2025-09-302025-11-05 CRM SALESFORCE INC2.4K shares2.22%2025-09-302025-11-05 CME CME GROUP INC2.1K shares11.97%2025-09-302025-11-05 LLY ELI LILLY & CO738 shares0.14%2025-09-302025-11-05 RJF RAYMOND JAMES FINL INC3.2K shares0.00%2025-09-302025-11-05 NEE NEXTERA ENERGY INC6.8K shares3.65%2025-09-302025-11-05 NKE NIKE INC7.3K shares-1.08%2025-09-302025-11-05 CMCSA COMCAST CORP NEW15.5K shares6.48%2025-09-302025-11-05 META META PLATFORMS INC632 shares36.21%2025-09-302025-11-05 PEP PEPSICO INC3.3K shares0.06%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F8.5K shares0.00%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC2.5K shares0.00%2025-09-302025-11-05 CB CHUBB LIMITED1.6K shares13.99%2025-09-302025-11-05 MRK MERCK & CO INC5.2K shares-2.22%2025-09-302025-11-05 NFLX NETFLIX INC352 shares-9.74%2025-09-302025-11-05 AGG ISHARES TR4.2K shares0.41%2025-09-302025-11-05 LOW LOWES COS INC1.6K shares0.00%2025-09-302025-11-05 USHY ISHARES TR10.5K shares2.36%2025-09-302025-11-05 VTV VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-05 VIOG VANGUARD ADMIRAL FDS INC3.2K shares0.00%2025-09-302025-11-05 DRI DARDEN RESTAURANTS INC2.0K shares14.50%2025-09-302025-11-05 O REALTY INCOME CORP6.2K shares14.27%2025-09-302025-11-05 IDEV ISHARES TR4.6K shares1.06%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC5.8K shares0.00%2025-09-302025-11-05 PANW PALO ALTO NETWORKS INC1.8K shares0.23%2025-09-302025-11-05 BN BROOKFIELD CORP5.1K shares0.00%2025-09-302025-11-05 DIS DISNEY WALT CO2.9K shares0.00%2025-09-302025-11-05 EDV VANGUARD WORLD FD4.9K shares-2.39%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST10.4K sharesnew addition2025-09-302025-11-05 PFE PFIZER INC12.8K shares0.00%2025-09-302025-11-05 SHW SHERWIN WILLIAMS CO940 shares0.53%2025-09-302025-11-05 MKC MCCORMICK & CO INC4.6K shares0.00%2025-09-302025-11-05 GLW CORNING INC3.6K sharesnew addition2025-09-302025-11-05 APD AIR PRODS & CHEMS INC1.1K shares21.86%2025-09-302025-11-05 AVDS AMERICAN CENTY ETF TR4.4K sharesnew addition2025-09-302025-11-05 BND VANGUARD BD INDEX FDS3.9K sharesnew addition2025-09-302025-11-05 VPL VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2025-09-302025-11-05 ORCL ORACLE CORP1.0K sharesnew addition2025-09-302025-11-05 ENB ENBRIDGE INC5.6K shares0.00%2025-09-302025-11-05 MDT MEDTRONIC PLC2.9K shares20.96%2025-09-302025-11-05 AMG AFFILIATED MANAGERS GROUP IN1.1K shares0.00%2025-09-302025-11-05 MCO MOODYS CORP573 shares0.00%2025-09-302025-11-05 BSX BOSTON SCIENTIFIC CORP2.7K shares-26.03%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC2.3K shares-4.55%2025-09-302025-11-05 DTE DTE ENERGY CO1.8K shares0.16%2025-09-302025-11-05 FIS FIDELITY NATL INFORMATION SV3.9K shares14.15%2025-09-302025-11-05 BA BOEING CO1.2K shares0.00%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR900 shares0.00%2025-09-302025-11-05 IAU ISHARES GOLD TR3.5K shares0.00%2025-09-302025-11-05 GPIQ GOLDMAN SACHS ETF TR4.8K shares0.00%2025-09-302025-11-05 CRWD CROWDSTRIKE HLDGS INC496 shares0.00%2025-09-302025-11-05 PEG PUBLIC SVC ENTERPRISE GRP IN2.9K shares7.76%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR2.0K shares0.00%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-11-05 SPYM SPDR SERIES TRUST2.8K sharesnew addition2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F3.1K shares0.00%2025-09-302025-11-05 MSTR STRATEGY INC675 shares-10.00%2025-09-302025-11-05 USB US BANCORP DEL4.4K shares0.57%2025-09-302025-11-05 CADE CADENCE BANK5.7K sharesnew addition2025-09-302025-11-05 BOND PIMCO ETF TR2.3K sharesnew addition2025-09-302025-11-05 SO SOUTHERN CO2.2K shares-5.46%2025-09-302025-11-05 XEL XCEL ENERGY INC2.6K sharesnew addition2025-09-302025-11-05 IVOG VANGUARD ADMIRAL FDS INC1.8K sharesnew addition2025-09-302025-11-05 VNQ VANGUARD INDEX FDS2.3K shares0.00%2025-09-302025-11-05 BLK BLACKROCK INC178 sharesnew addition2025-09-302025-11-05 SPAB SPDR SERIES TRUST7.9K sharesnew addition2025-09-302025-11-05 INTC INTEL CORP6.1K sharesnew addition2025-09-302025-11-05 TT TRANE TECHNOLOGIES PLC483 sharesnew addition2025-09-302025-11-05 PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2025-09-302025-11-05 AMRX AMNEAL PHARMACEUTICALS INC10.0K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available