Atlanta Consulting Group Advisors, LLC Portfolio Holdings

Atlanta Consulting Group Advisors, LLC

  • $365 Billion
  • Q2 2025

Atlanta Consulting Group Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $365 Billion distributed in 131 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 $48.7B, Invesco S&P 500 Equal Weight E with a value of $46.3B, Ishares Core S&P Sm Cap ETF with a value of $43.9B, Alliance Resource Partners LP with a value of $30.3B, and Ishares Core S&P Mid Cap ETF with a value of $17.7B.

Examining the 13F form we can see an increase of $22.8B in the current position value, from $343B to 365B.

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 $365 Billion
ETFs: $208 Billion
Energy: $38.3 Billion
Financial Services: $31.9 Billion
Technology: $22.9 Billion
Consumer Defensive: $10.7 Billion
Consumer Cyclical: $10.1 Billion
Industrials: $9.97 Billion
Communication Services: $5.71 Billion
Other: $8.48 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.37B
$80.9 Million 0.02% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $365 Billion
  • Prior Value $343 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Atlanta Consulting Group Advisors, LLC Portfolio

Follow Atlanta Consulting Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlanta Consulting Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlanta Consulting Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email