The Analysis of Autumn Glory Partners, LLC's Holdings

Currently, Autumn Glory Partners, LLC holds 193 types of securities in its portfolio with a total value $243.5M. In the most recent quarter, they have increased their positions in VOO (+4.1K shares, valued at $2.5M), BINC (+42.5K shares, valued at $2.3M), SPHY (+83.5K shares, valued at $2.0M); decreased their positions in ORCL (-3.4K shares, valued at $965.2K), DIS (-5.7K shares, valued at $657.8K), GEV (-735 shares, valued at $452.0K); initiated new positions in SPHY (+83.5K shares, valued at $2.0M), PYLD (+74.4K shares, valued at $2.0M), IGSB (+25.4K shares, valued at $1.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS22.5K shares22.01%2025-09-302025-10-22

MSFT MICROSOFT CORP17.9K shares0.07%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR13.0K shares1.63%2025-09-302025-10-22

DGRO ISHARES TR109.1K shares6.53%2025-09-302025-10-22

OKE ONEOK INC NEW83.1K shares2.56%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL11.5K shares8.53%2025-09-302025-10-22

GOOGL ALPHABET INC22.1K shares5.07%2025-09-302025-10-22

VTI VANGUARD INDEX FDS16.1K shares51.48%2025-09-302025-10-22

Sponsored

JNJ JOHNSON & JOHNSON23.8K shares-0.27%2025-09-302025-10-22

UL UNILEVER PLC64.5K shares0.08%2025-09-302025-10-22

ORCL ORACLE CORP13.2K shares-20.61%2025-09-302025-10-22

MDT MEDTRONIC PLC38.4K shares17.30%2025-09-302025-10-22

WMB WILLIAMS COS INC57.3K shares-4.97%2025-09-302025-10-22

DIA SPDR DOW JONES INDL AVERAGE7.6K shares-0.17%2025-09-302025-10-22

VTV VANGUARD INDEX FDS17.4K shares12.99%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.9.8K shares1.67%2025-09-302025-10-22

Sponsored

AAPL APPLE INC11.8K shares5.21%2025-09-302025-10-22

DIS DISNEY WALT CO25.9K shares-18.14%2025-09-302025-10-22

OGE OGE ENERGY CORP63.9K shares0.00%2025-09-302025-10-22

IWD ISHARES TR14.3K shares0.22%2025-09-302025-10-22

BINC BLACKROCK ETF TRUST II54.5K shares353.46%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC62.3K shares0.00%2025-09-302025-10-22

IWF ISHARES TR5.7K shares0.69%2025-09-302025-10-22

NVO NOVO-NORDISK A S48.1K shares20.65%2025-09-302025-10-22

Sponsored

HD HOME DEPOT INC6.5K shares2.50%2025-09-302025-10-22

GHC GRAHAM HLDGS CO2.2K shares0.00%2025-09-302025-10-22

CVX CHEVRON CORP NEW16.0K shares-0.42%2025-09-302025-10-22

JCPB J P MORGAN EXCHANGE TRADED F51.3K shares436.60%2025-09-302025-10-22

ABBV ABBVIE INC9.6K shares4.93%2025-09-302025-10-22

VHT VANGUARD WORLD FD8.4K shares0.00%2025-09-302025-10-22

NVDA NVIDIA CORPORATION11.6K shares0.00%2025-09-302025-10-22

GLW CORNING INC26.2K shares0.00%2025-09-302025-10-22

Sponsored

ASML ASML HOLDING N V2.2K shares0.00%2025-09-302025-10-22

SPHY SPDR SERIES TRUST83.5K sharesnew addition2025-09-302025-10-22

PYLD PIMCO ETF TR74.4K sharesnew addition2025-09-302025-10-22

RTX RTX CORPORATION11.7K shares-11.54%2025-09-302025-10-22

VGT VANGUARD WORLD FD2.6K shares1.02%2025-09-302025-10-22

GD GENERAL DYNAMICS CORP5.3K shares0.30%2025-09-302025-10-22

WTM WHITE MTNS INS GROUP LTD1.1K shares0.00%2025-09-302025-10-22

GLD SPDR GOLD TR5.0K shares1.71%2025-09-302025-10-22

Sponsored

V VISA INC5.2K shares0.00%2025-09-302025-10-22

SBUX STARBUCKS CORP20.5K shares79.54%2025-09-302025-10-22

AMZN AMAZON COM INC7.5K shares0.27%2025-09-302025-10-22

NOBL PROSHARES TR15.8K shares1.37%2025-09-302025-10-22

BP BP PLC46.1K shares0.00%2025-09-302025-10-22

XOM EXXON MOBIL CORP13.9K shares0.41%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO9.9K shares0.95%2025-09-302025-10-22

ET ENERGY TRANSFER L P87.3K shares0.09%2025-09-302025-10-22

Sponsored

DVN DEVON ENERGY CORP NEW41.4K shares0.02%2025-09-302025-10-22

AVGO BROADCOM INC4.2K shares-10.77%2025-09-302025-10-22

IGSB ISHARES TR25.4K sharesnew addition2025-09-302025-10-22

ARLP ALLIANCE RESOURCE PARTNERS L52.0K shares0.00%2025-09-302025-10-22

LLY ELI LILLY & CO1.7K shares60.73%2025-09-302025-10-22

FNV FRANCO NEV CORP56.0K shares115.38%2025-09-302025-10-22

JEPI J P MORGAN EXCHANGE TRADED F21.7K shares12.70%2025-09-302025-10-22

HON HONEYWELL INTL INC5.9K shares31.55%2025-09-302025-10-22

Sponsored

ACN ACCENTURE PLC IRELAND4.9K shares-12.26%2025-09-302025-10-22

CHRW C H ROBINSON WORLDWIDE INC9.0K shares-8.82%2025-09-302025-10-22

KO COCA COLA CO17.9K shares0.39%2025-09-302025-10-22

SNA SNAP ON INC3.4K shares0.00%2025-09-302025-10-22

WMT WALMART INC11.2K shares0.00%2025-09-302025-10-22

XLF SELECT SECTOR SPDR TR21.4K shares-4.47%2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR4.0K shares7.02%2025-09-302025-10-22

LAZ LAZARD INC21.1K shares0.00%2025-09-302025-10-22

Sponsored

QQQ INVESCO QQQ TR1.8K shares57.17%2025-09-302025-10-22

JPST J P MORGAN EXCHANGE TRADED F21.0K sharesnew addition2025-09-302025-10-22

RSP INVESCO EXCHANGE TRADED FD T5.6K shares0.00%2025-09-302025-10-22

IVV ISHARES TR1.5K shares0.00%2025-09-302025-10-22

JAAA JANUS DETROIT STR TR20.1K sharesnew addition2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS17.0K shares0.00%2025-09-302025-10-22

GSBD GOLDMAN SACHS BDC INC96.9K shares0.00%2025-09-302025-10-22

PFE PFIZER INC37.9K shares0.00%2025-09-302025-10-22

Sponsored

DEO DIAGEO PLC9.8K shares0.26%2025-09-302025-10-22

CSCO CISCO SYS INC13.3K shares0.00%2025-09-302025-10-22

TXN TEXAS INSTRS INC4.9K shares0.02%2025-09-302025-10-22

PEP PEPSICO INC6.4K shares0.85%2025-09-302025-10-22

GDX VANECK ETF TRUST11.3K shares0.00%2025-09-302025-10-22

IWM ISHARES TR3.5K shares0.00%2025-09-302025-10-22

T AT&T INC30.0K shares0.00%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2025-09-302025-10-22

Sponsored

GOOG ALPHABET INC3.5K shares0.00%2025-09-302025-10-22

WES WESTERN MIDSTREAM PARTNERS L21.0K shares0.00%2025-09-302025-10-22

AMAT APPLIED MATLS INC3.9K shares7.07%2025-09-302025-10-22

MMM 3M CO5.1K shares0.02%2025-09-302025-10-22

QDPL PACER FDS TR18.8K shares3.44%2025-09-302025-10-22

SO SOUTHERN CO8.2K shares0.00%2025-09-302025-10-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-22

ZTS ZOETIS INC5.1K shares8.14%2025-09-302025-10-22

Sponsored

PAVE GLOBAL X FDS15.4K shares2.18%2025-09-302025-10-22

COWZ PACER FDS TR12.6K shares34.28%2025-09-302025-10-22

MS MORGAN STANLEY4.5K shares0.00%2025-09-302025-10-22

IBDT ISHARES TR27.5K shares2.36%2025-09-302025-10-22

CL COLGATE PALMOLIVE CO8.8K shares0.38%2025-09-302025-10-22

DFAC DIMENSIONAL ETF TRUST17.6K shares4.07%2025-09-302025-10-22

SPG SIMON PPTY GROUP INC NEW3.6K shares0.00%2025-09-302025-10-22

IBDS ISHARES TR27.5K shares3.59%2025-09-302025-10-22

Sponsored

IBDR ISHARES TR27.5K shares3.59%2025-09-302025-10-22

BAC BANK AMERICA CORP12.9K shares-24.51%2025-09-302025-10-22

SPEM SPDR INDEX SHS FDS14.3K shares0.00%2025-09-302025-10-22

ADBE ADOBE INC1.9K shares0.00%2025-09-302025-10-22

KMI KINDER MORGAN INC DEL23.4K shares0.00%2025-09-302025-10-22

MOAT VANECK ETF TRUST6.7K shares155.71%2025-09-302025-10-22

MRK MERCK & CO INC7.8K shares0.34%2025-09-302025-10-22

PSX PHILLIPS 664.7K shares0.00%2025-09-302025-10-22

Sponsored

MCD MCDONALDS CORP2.1K shares1.27%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS2.9K shares4.65%2025-09-302025-10-22

INFL LISTED FDS TR13.6K shares0.00%2025-09-302025-10-22

FLO FLOWERS FOODS INC46.6K shares0.00%2025-09-302025-10-22

WPM WHEATON PRECIOUS METALS CORP5.4K shares0.00%2025-09-302025-10-22

RGLD ROYAL GOLD INC3.0K shares-9.09%2025-09-302025-10-22

GRMN GARMIN LTD2.4K shares0.00%2025-09-302025-10-22

IBDU ISHARES TR24.6K shares2.66%2025-09-302025-10-22

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F9.7K shares16.02%2025-09-302025-10-22

HTGC HERCULES CAPITAL INC29.0K shares0.00%2025-09-302025-10-22

RNR RENAISSANCERE HLDGS LTD2.0K shares0.00%2025-09-302025-10-22

VPU VANGUARD WORLD FD2.7K shares0.04%2025-09-302025-10-22

AVUV AMERICAN CENTY ETF TR5.0K shares0.00%2025-09-302025-10-22

L LOEWS CORP4.9K shares0.00%2025-09-302025-10-22

NKE NIKE INC7.0K shares-46.25%2025-09-302025-10-22

CYBR CYBERARK SOFTWARE LTD1.0K shares-23.08%2025-09-302025-10-22

Sponsored

TAP MOLSON COORS BEVERAGE CO10.7K shares0.00%2025-09-302025-10-22

ZIM ZIM INTEGRATED SHIPPING SERV35.5K shares0.00%2025-09-302025-10-22

SEB SEABOARD CORP DEL130 shares0.00%2025-09-302025-10-22

VUG VANGUARD INDEX FDS883 shares59.67%2025-09-302025-10-22

RWR SPDR SERIES TRUST4.2K sharesnew addition2025-09-302025-10-22

VB VANGUARD INDEX FDS1.7K sharesnew addition2025-09-302025-10-22

UPS UNITED PARCEL SERVICE INC5.0K shares0.00%2025-09-302025-10-22

DMLP DORCHESTER MINERALS LP16.0K shares0.00%2025-09-302025-10-22

Sponsored

XLY SELECT SECTOR SPDR TR1.7K shares0.06%2025-09-302025-10-22

ENB ENBRIDGE INC8.0K shares0.00%2025-09-302025-10-22

PANW PALO ALTO NETWORKS INC1.9K shares22.42%2025-09-302025-10-22

BSM BLACK STONE MINERALS L P29.6K shares-6.33%2025-09-302025-10-22

RSG REPUBLIC SVCS INC1.7K shares0.00%2025-09-302025-10-22

O REALTY INCOME CORP6.1K shares24.18%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC2.0K sharesnew addition2025-09-302025-10-22

PRU PRUDENTIAL FINL INC3.5K shares48.94%2025-09-302025-10-22

Sponsored

SYK STRYKER CORPORATION980 shares0.00%2025-09-302025-10-22

ISRG INTUITIVE SURGICAL INC799 shares0.00%2025-09-302025-10-22

RPRX ROYALTY PHARMA PLC10.0K shares0.00%2025-09-302025-10-22

DASH DOORDASH INC1.3K shares-23.57%2025-09-302025-10-22

CEG CONSTELLATION ENERGY CORP1.1K shares-13.93%2025-09-302025-10-22

IBDQ ISHARES TR13.7K shares2.43%2025-09-302025-10-22

CCJ CAMECO CORP4.1K shares-14.44%2025-09-302025-10-22

IAC IAC INC10.0K sharesnew addition2025-09-302025-10-22

Sponsored

BN BROOKFIELD CORP4.9K shares0.00%2025-09-302025-10-22

SCCO SOUTHERN COPPER CORP2.8K shares0.99%2025-09-302025-10-22

PAYX PAYCHEX INC2.6K shares0.00%2025-09-302025-10-22

MHK MOHAWK INDS INC2.5K shares0.00%2025-09-302025-10-22

RIO RIO TINTO PLC4.9K sharesnew addition2025-09-302025-10-22

EQT EQT CORP5.9K shares0.00%2025-09-302025-10-22

APH AMPHENOL CORP NEW2.6K shares0.00%2025-09-302025-10-22

BA BOEING CO1.5K shares0.00%2025-09-302025-10-22

Sponsored

SE SEA LTD1.8K shares0.00%2025-09-302025-10-22

GEV GE VERNOVA INC510 shares-59.04%2025-09-302025-10-22

IBTI ISHARES TR13.6K shares5.53%2025-09-302025-10-22

IBTH ISHARES TR13.4K shares8.25%2025-09-302025-10-22

IBTG ISHARES TR13.1K shares8.27%2025-09-302025-10-22

EMR EMERSON ELEC CO2.2K shares0.00%2025-09-302025-10-22

MELI MERCADOLIBRE INC120 shares41.18%2025-09-302025-10-22

SBRA SABRA HEALTH CARE REIT INC14.9K shares0.00%2025-09-302025-10-22

Sponsored

PGX INVESCO EXCH TRADED FD TR II23.6K shares0.00%2025-09-302025-10-22

DHR DANAHER CORPORATION1.4K shares28.17%2025-09-302025-10-22

SHY ISHARES TR3.2K shares-2.47%2025-09-302025-10-22

XLV SELECT SECTOR SPDR TR1.9K shares4.86%2025-09-302025-10-22

ARCC ARES CAPITAL CORP12.5K shares0.00%2025-09-302025-10-22

FCX FREEPORT-MCMORAN INC6.5K shares0.00%2025-09-302025-10-22

QCOM QUALCOMM INC1.5K shares0.00%2025-09-302025-10-22

PGR PROGRESSIVE CORP1.0K shares0.00%2025-09-302025-10-22

Sponsored

ROK ROCKWELL AUTOMATION INC702 sharesnew addition2025-09-302025-10-22

FMS FRESENIUS MEDICAL CARE AG9.2K shares-17.86%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP475 shares0.00%2025-09-302025-10-22

GS GOLDMAN SACHS GROUP INC291 shares0.00%2025-09-302025-10-22

GIS GENERAL MLS INC4.6K shares0.00%2025-09-302025-10-22

BX BLACKSTONE INC1.4K shares-31.22%2025-09-302025-10-22

VLTO VERALTO CORP2.1K shares0.00%2025-09-302025-10-22

ETN EATON CORP PLC610 shares0.00%2025-09-302025-10-22

Sponsored

WSO WATSCO INC548 shares0.00%2025-09-302025-10-22

RY ROYAL BK CDA1.5K sharesnew addition2025-09-302025-10-22

AMG AFFILIATED MANAGERS GROUP IN925 sharesnew addition2025-09-302025-10-22

PHO INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2025-09-302025-10-22

WM WASTE MGMT INC DEL980 shares0.00%2025-09-302025-10-22

IWB ISHARES TR591 shares0.00%2025-09-302025-10-22

UBER UBER TECHNOLOGIES INC2.2K shares0.00%2025-09-302025-10-22

XLI SELECT SECTOR SPDR TR1.4K shares0.29%2025-09-302025-10-22

Sponsored

IBTF ISHARES TR9.1K shares3.92%2025-09-302025-10-22

INTU INTUIT304 shares0.00%2025-09-302025-10-22

MPWR MONOLITHIC PWR SYS INC223 sharesnew addition2025-09-302025-10-22

IBTJ ISHARES TR9.2K sharesnew addition2025-09-302025-10-22

TJX TJX COS INC NEW1.4K sharesnew addition2025-09-302025-10-22

JOUT JOHNSON OUTDOORS INC5.0K sharesnew addition2025-09-302025-10-22

LBTYA LIBERTY GLOBAL LTD12.6K shares0.00%2025-09-302025-10-22

HTLD HEARTLAND EXPRESS INC10.7K sharesnew addition2025-09-302025-10-22

Sponsored

AUR AURORA INNOVATION INC10.0K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available