Atlanta Consulting Group Advisors, LLC Portfolio Holdings

Atlanta Consulting Group Advisors, LLC

  • $291 Billion
  • Q1 2024

Atlanta Consulting Group Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.6B, Invesco S&P 500 Equal Weight E with a value of $37.5B, Ishares Core S&P Sm Cap ETF with a value of $33.5B, Alliance Resource Partners LP with a value of $23.6B, and Berkshire Hathaway Inc with a value of $12.1B.

Examining the 13F form we can see an increase of $291B in the current position value.

Atlanta Consulting Group Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Atlanta Consulting Group Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Billion
ETFs: $152 Billion
Financial Services: $40.7 Billion
Energy: $32.4 Billion
Technology: $19.1 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $11.2 Billion
Consumer Defensive: $10 Billion
Healthcare: $6.78 Billion
Other: $6.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.6 Billion 13.95% of portfolio
77,306
Q1 2024 New
$0
$37.5 Billion 12.87% of portfolio
221,458
Q1 2024 New
$0
$33.5 Billion 11.51% of portfolio
303,409
Q1 2024 New
$3.22B
$23.6 Billion 8.09% of portfolio
1,175,428
Q1 2024 New
$371B
$12.1 Billion 4.14% of portfolio
19
Q1 2024 New
$601B
$10.3 Billion 3.53% of portfolio
51,404
Q1 2024 New
$3.49T
$8.84 Billion 3.03% of portfolio
21,020
Q1 2024 New
$0
$7.53 Billion 2.58% of portfolio
123,926
Q1 2024 New
$5.22B
$5.75 Billion 1.97% of portfolio
46,490
Q1 2024 New
$0
$4.29 Billion 1.47% of portfolio
57,763
Q1 2024 New
$276B
$4.19 Billion 1.44% of portfolio
68,495
Q1 2024 New
$0
$4.14 Billion 1.42% of portfolio
80,249
Q1 2024 New
$535B
$3.63 Billion 1.25% of portfolio
8,632
Q1 2024 New
$87B
$3.47 Billion 1.19% of portfolio
26,377
Q1 2024 New
$3.64T
$3.34 Billion 1.15% of portfolio
19,474
Q1 2024 New
$302B
$3.15 Billion 1.08% of portfolio
19,969
Q1 2024 New
$391B
$2.94 Billion 1.01% of portfolio
18,123
Q1 2024 New
$0
$2.71 Billion 0.93% of portfolio
34,856
Q1 2024 New
$472B
$2.56 Billion 0.88% of portfolio
22,029
Q1 2024 New
$0
$2.22 Billion 0.76% of portfolio
19,018
Q1 2024 New
$14.6B
$1.96 Billion 0.67% of portfolio
24,785
Q1 2024 New
$99.5B
$1.93 Billion 0.66% of portfolio
13,017
Q1 2024 New
$1.17T
$1.82 Billion 0.63% of portfolio
11,974
Q1 2024 New
$85.1B
$1.75 Billion 0.6% of portfolio
8,687
Q1 2024 New
$383B
$1.71 Billion 0.59% of portfolio
10,832
Q1 2024 New
$2.04T
$1.71 Billion 0.59% of portfolio
9,482
Q1 2024 New
$70B
$1.6 Billion 0.55% of portfolio
43,168
Q1 2024 New
$0
$1.62 Billion 0.55% of portfolio
40,912
Q1 2024 New
$314B
$1.53 Billion 0.53% of portfolio
1,697
Q1 2024 New
$0
$1.49 Billion 0.51% of portfolio
3,091
Q1 2024 New
$0
$1.49 Billion 0.51% of portfolio
15,049
Q1 2024 New
$690B
$1.48 Billion 0.51% of portfolio
1,115
Q1 2024 New
$138B
$1.45 Billion 0.5% of portfolio
5,904
Q1 2024 New
$320B
$1.33 Billion 0.46% of portfolio
10,082
Q1 2024 New
$0
$1.16 Billion 0.4% of portfolio
4,656
Q1 2024 New
$0
$1.17 Billion 0.4% of portfolio
6,693
Q1 2024 New
$12.2B
$1.17 Billion 0.4% of portfolio
2,660
Q1 2024 New
$0
$1.15 Billion 0.39% of portfolio
2,200
Q1 2024 New
$190B
$1.13 Billion 0.39% of portfolio
18,834
Q1 2024 New
$456B
$1.05 Billion 0.36% of portfolio
2,132
Q1 2024 New
$0
$1.02 Billion 0.35% of portfolio
4,446
Q1 2024 New
$343B
$999 Million 0.34% of portfolio
2,605
Q1 2024 New
$126B
$952 Million 0.33% of portfolio
3,045
Q1 2024 New
$263B
$969 Million 0.33% of portfolio
3,216
Q1 2024 New
$1.14T
$860 Million 0.3% of portfolio
5,701
Q1 2024 New
$173B
$846 Million 0.29% of portfolio
2,308
Q1 2024 New
$0
$837 Million 0.29% of portfolio
7,965
Q1 2024 New
$20.8B
$849 Million 0.29% of portfolio
558
Q1 2024 New
$173B
$784 Million 0.27% of portfolio
18,677
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $291 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 161 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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