AC
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Atlanta Consulting Group Advisors, LLC13F | |
| Atlanta Consulting Group Advisors, LLC | |
| Last update 2025-05-16 | 122 Stocks (9 new) |
| Value $343.00 Mil | Turnover 29 % |
Atlanta Consulting Group Advis... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 255,024 | 44,177.8 | +1,109.45% | 12.900 | +11.83% | 0.060 | +11.87% | +7.57% | 74,989.8 | ||
IVV | iShares Core S&P 500 ETF | 76,092 | 42,755.9 | -49.97% | 12.480 | -8.27% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 398,913 | 41,714.3 | +6.58% | 12.180 | +0.75% | 0.050 | +12.87% | -1.86% | 81,849.8 | ||
ARLP | Alliance Resource Partners LP | 1,160,740 | 31,665.0 | -49.96% | 9.240 | -5.63% | 0.900 | +4.61% | +12.02% | 3,592.1 | Other Energy Sources | |
EAGL | Eagle Capital Select Equity ETF | 598,218 | 16,756.1 | +2,217.24% | 4.890 | +4.68% | 0.700 | +11.65% | +8.76% | 2,964.0 | ||
IJH | iShares Core S&P Mid-Cap ETF | 279,758 | 16,323.9 | -30.54% | 4.770 | -1.42% | 0.020 | +12.58% | +3.00% | 97,797.3 | ||
JPM | JPMorgan Chase & Co | 50,701 | 12,437.0 | -50.66% | 3.630 | -2.30% | 0.000 | +21.80% | +25.72% | 815,415.9 | Banks | |
VOO | Vanguard S&P 500 ETF | 15,903 | 8,172.7 | +163.47% | 2.390 | +1.48% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
MSFT | Microsoft Corp | 21,328 | 8,006.1 | -50.06% | 2.340 | -1.67% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AVUV | Avantis U.S. Small Cap Value ETF | 90,117 | 7,855.5 | -45.29% | 2.290 | -1.33% | 0.050 | +14.79% | -0.91% | 16,968.9 |
Atlanta Consulting Group Advisors, LLC's Historical Top Holdings Breakdowns
Atlanta Consulting Group Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +11.83% | 169.43 ($177.82) 182.84 | $186.83 | 5.07% | Add 1109.45% | 255,024 | 233,938 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -8.27% | 554.06 ($590.51) 615.85 | $637.58 | 7.97% | Reduce -49.97% | 76,092 | -75,986 | |
ARLP | Alliance Resource Partners LP | 2025-03-31 | Reduce Reduce | -5.63% | 24.47 ($26.71) 29.24 | $27.97 | 4.72% | Reduce -49.96% | 1,160,740 | -1,158,740 | |
EAGL | Eagle Capital Select Equity ETF | 2025-03-31 | Add Add | +4.68% | 27.45 ($28.74) 29.62 | $30.29 | 5.39% | Add 2217.24% | 598,218 | 572,402 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Sold Out Sold Out | -2.52% | 663000 ($729331) 801950 | $725,700.00 | -0.50% | Sold Out | 0 | -20 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -2.40% | 442.66 ($486.15) 534.52 | $480.60 | -1.14% | Reduce -95.41% | 1,379 | -28,661 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -2.30% | 225.19 ($254.94) 279.95 | $296.55 | 16.32% | Reduce -50.66% | 50,701 | -52,053 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.67% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Reduce -50.06% | 21,328 | -21,380 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.48% | 507.05 ($540.58) 563.67 | $583.26 | 7.90% | Add 163.47% | 15,903 | 9,867 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -1.42% | 57.21 ($62.1) 65.8 | $63.80 | 2.74% | Reduce -30.54% | 279,758 | -123,022 |
Atlanta Consulting Group Advisors, LLC Total Holding History ($B)
Atlanta Consulting Group Advisors, LLC's Asset Allocation
Atlanta Consulting Group Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Atlanta Consulting Group Advisors, LLC's Hypothetical Growth since 2025-03-31
Atlanta Consulting Group Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Atlanta Consulting Group Advisors, LLC's Holdings Heat Map
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Atlanta Consulting Group Advisors, LLC's Holdings Bubble Chart
Atlanta Consulting Group Advisors, LLC News
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