Atlanta Consulting Group Advisors, LLC Reduced Holdings in Q4 2024

Atlanta Consulting Group Advisors, LLC

  • $270 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-27.7K
- 26.69%
$570.51 - $610.59 $15.8M - $16.9M
76K $44.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.3K
- 86.5%
$521.84 - $558.82 $10.1M - $10.8M
3.02K $1.63B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-70.1K
- 27.25%
$113.92 - $127.38 $7.99M - $8.93M
187K $21.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-21.4K
- 66.96%
$174.22 - $187.62 $3.72M - $4.01M
10.5K $1.85B
NVDA
Nvidia Corp

Technology
-26K
- 62.31%
$117.0 - $148.88 $3.04M - $3.87M
15.7K $2.11B
MSFT
Microsoft Corp

Technology
-5.49K
- 20.45%
$406.35 - $454.46 $2.23M - $2.49M
21.4K $9B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-30.6K
- 90.88%
$70.63 - $78.23 $2.16M - $2.4M
3.07K $218M
XLK
Technology Sector Spdr

ETFs
-10.6K
- 89.23%
$220.26 - $241.44 $2.34M - $2.56M
1.28K $298M
XLV
Select Sector Spdr Fund Health

ETFs
-13K
- 85.57%
$136.28 - $154.74 $1.77M - $2.01M
2.19K $301M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.5K
- 56.93%
$180.88 - $232.93 $2.26M - $2.91M
9.46K $2.08B
IEMG
Ishares Inc

ETFs
-24.4K
- 24.39%
N/A
75.8K $3.96B
VZ
Verizon Communications Inc

Communication Services
-31K
- 62.32%
$39.6 - $45.21 $1.23M - $1.4M
18.7K $748M
V
Visa Inc.

Financial Services
-6.8K
- 38.68%
$273.87 - $320.91 $1.86M - $2.18M
10.8K $3.41B
XLF
Financial Sector Spdr

ETFs
-31.2K
- 86.31%
$44.89 - $51.34 $1.4M - $1.6M
4.96K $240M
KO
Coca Cola CO

Consumer Defensive
-8.71K
- 11.26%
$61.74 - $71.71 $538K - $624K
68.7K $4.27B
NFLX
Netflix Inc

Communication Services
-1.83K
- 79.49%
$687.65 - $936.56 $1.26M - $1.72M
473 $422M
GOOGL
Alphabet Inc.

Communication Services
-7.78K
- 57.1%
$161.86 - $196.66 $1.26M - $1.53M
5.85K $1.11B
BAC
Bank Of America Corp

Financial Services
-30.3K
- 64.24%
$39.22 - $47.77 $1.19M - $1.45M
16.9K $742M
ENB
Enbridge Inc

Energy
-27K
- 82.61%
$40.4 - $43.92 $1.09M - $1.19M
5.69K $241M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-19.6K
- 36.42%
$40.06 - $45.21 $786K - $887K
34.2K $1.39B
PFE
Pfizer Inc

Healthcare
-33.7K
- 72.06%
$24.8 - $30.19 $836K - $1.02M
13.1K $347M
USB
Us Bancorp \De\

Financial Services
-22K
- 82.31%
$43.98 - $53.66 $969K - $1.18M
4.74K $227M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5.38K
- 83.42%
$178.39 - $215.0 $960K - $1.16M
1.07K $206M
DUK
Duke Energy Corp

Utilities
-7.84K
- 54.21%
$105.76 - $120.76 $829K - $947K
6.63K $714M
BA
Boeing CO

Industrials
-6.34K
- 84.32%
$138.14 - $180.72 $876K - $1.15M
1.18K $209M
XLC
Select Sector Spdr Tr Communic

ETFs
-10.1K
- 73.26%
$89.66 - $102.16 $908K - $1.03M
3.7K $358M
CVX
Chevron Corp

Energy
-5.1K
- 19.4%
$141.15 - $162.53 $720K - $829K
21.2K $3.07B
ABBV
Abb Vie Inc.

Healthcare
-3.88K
- 76.72%
$164.99 - $203.87 $640K - $791K
1.18K $209M
PEP
Pepsico Inc

Consumer Defensive
-4.28K
- 56.39%
$151.29 - $176.1 $647K - $753K
3.31K $503M
IEFA
Ishares Tr

ETFs
-3.71K
- 5.85%
$70.06 - $77.43 $260K - $287K
59.8K $4.2B
JNJ
Johnson & Johnson

Healthcare
-3.12K
- 21.84%
$143.34 - $165.86 $447K - $517K
11.2K $1.61B
CRM
Salesforce, Inc.

Technology
-3.13K
- 54.38%
$270.87 - $367.87 $847K - $1.15M
2.62K $877M
T
At&T Inc.

Communication Services
-30.3K
- 73.67%
$21.22 - $23.88 $642K - $723K
10.8K $246M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.18K
- 47.04%
$96.64 - $101.23 $598K - $626K
6.96K $675M
DIS
Walt Disney CO

Communication Services
-7.14K
- 73.37%
$92.39 - $117.6 $659K - $839K
2.59K $288M
CHDN
Churchill Downs Inc

Consumer Cyclical
-4.2K
- 8.38%
$129.55 - $147.45 $544K - $619K
45.9K $6.13B
O
Realty Income Corp

Real Estate
-9.34K
- 66.12%
$51.76 - $64.71 $483K - $604K
4.78K $256M
UPS
United Parcel Service Inc

Industrials
-3.65K
- 22.12%
$122.65 - $138.35 $447K - $505K
12.8K $1.62B
GOOG
Alphabet Inc.

Communication Services
-5.21K
- 32.15%
$163.08 - $198.16 $849K - $1.03M
11K $2.09B
PPL
Ppl Corp

Utilities
-14.7K
- 67.48%
$31.47 - $35.0 $462K - $513K
7.07K $230M
HYG
Ishares Tr

ETFs
-4.53K
- 11.51%
$78.09 - $80.04 $354K - $362K
34.8K $2.74B
NKE
Nike, Inc.

Consumer Cyclical
-3.71K
- 33.75%
$73.36 - $89.13 $272K - $330K
7.28K $551M
UNH
Unitedhealth Group Inc

Healthcare
-342
- 11.31%
$485.52 - $625.25 $166K - $214K
2.68K $1.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-635
- 4.06%
$442.29 - $483.08 $281K - $307K
15K $6.81B
CAT
Caterpillar Inc

Industrials
-773
- 25.32%
$360.37 - $416.88 $279K - $322K
2.28K $827M
UNP
Union Pacific Corp

Industrials
-920
- 13.4%
$223.15 - $249.32 $205K - $229K
5.95K $1.36B
HD
Home Depot, Inc.

Consumer Cyclical
-643
- 19.05%
$385.02 - $431.37 $248K - $277K
2.73K $1.06B
MPC
Marathon Petroleum Corp

Energy
-685
- 7.69%
$131.65 - $174.84 $90.2K - $120K
8.22K $1.15B
MAS
Masco Corp

Industrials
-197
- 0.79%
$72.52 - $85.73 $14.3K - $16.9K
24.8K $1.8B
Activity Summary
Buys All Purchases 15 New Holdings 7 Increased Positions 8 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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