Atlanta Consulting Group Advisors, LLC Portfolio Holdings

Atlanta Consulting Group Advisors, LLC

  • $409 Billion
  • Q3 2025

Atlanta Consulting Group Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 Billion distributed in 144 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 $52.9B, Ishares Core S&P Sm Cap ETF with a value of $48.8B, Invesco S&P 500 Equal Weight E with a value of $41.4B, Alliance Resource Partners LP with a value of $29.4B, and Ishares Core S&P Mid Cap ETF with a value of $18.9B.

Examining the 13F form we can see an increase of $43.4B in the current position value, from $365B to 409B.

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 $409 Billion
ETFs: $238 Billion
Financial Services: $38.4 Billion
Energy: $37.8 Billion
Technology: $26 Billion
Industrials: $10.9 Billion
Consumer Defensive: $10.4 Billion
Consumer Cyclical: $9.79 Billion
Communication Services: $6.65 Billion
Other: $9.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.9 Billion 12.95% of portfolio
79,104
Q3 2025 Added 0.81%
$0
$48.8 Billion 11.93% of portfolio
410,440
Q3 2025 Added 2.23%
$0
$41.4 Billion 10.14% of portfolio
218,466
Q3 2025 Reduced 14.34%
$3.13B
$29.4 Billion 7.18% of portfolio
1,161,240
Q3 2025 Added 0.04%
$0
$18.9 Billion 4.63% of portfolio
290,228
Q3 2025 Added 1.7%
2023 ETF Series Trust
-
$18 Billion 4.41% of portfolio
-
Q3 2025 Added 0.32%
$0
$17.8 Billion 4.36% of portfolio
29,028
Q3 2025 Added 80.84%
$907B
$15 Billion 3.66% of portfolio
47,478
Q3 2025 Added 0.5%
$3.83T
$10.9 Billion 2.66% of portfolio
21,019
Q3 2025 Added 0.62%
$0
$9.18 Billion 2.25% of portfolio
92,242
Q3 2025 Added 1.69%
$0
$6.57 Billion 1.61% of portfolio
99,626
Q3 2025 Added 1.07%
$635B
$5.34 Billion 1.31% of portfolio
10,631
Q3 2025 Added 670.92%
$0
$4.99 Billion 1.22% of portfolio
57,111
Q3 2025 Added 10.37%
$4.34T
$4.75 Billion 1.16% of portfolio
18,637
Q3 2025 Added 4.29%
$297B
$4.65 Billion 1.14% of portfolio
69,553
Q3 2025 Added 0.02%
$3.7B
$4.6 Billion 1.12% of portfolio
47,379
Q3 2025 Reduced 3.72%
$101B
$4.53 Billion 1.11% of portfolio
26,497
Q3 2025 Reduced 4.78%
$556B
$3.52 Billion 0.86% of portfolio
10,301
Q3 2025 Added 0.17%
$0
$3.2 Billion 0.78% of portfolio
39,409
Q3 2025 Added 0.06%
$300B
$3.13 Billion 0.77% of portfolio
20,155
Q3 2025 Reduced 3.81%
$0
$3.05 Billion 0.75% of portfolio
56,149
Q3 2025 New
$495B
$2.97 Billion 0.73% of portfolio
15,940
Q3 2025 Reduced 3.62%
$476B
$2.83 Billion 0.69% of portfolio
25,059
Q3 2025 Added 0.37%
$0
$2.78 Billion 0.68% of portfolio
34,820
Q3 2025 New
$1.69T
$2.68 Billion 0.65% of portfolio
10,989
Q2 2025 Reduced 1.15%
$349B
$2.64 Billion 0.65% of portfolio
17,177
Q3 2025 Reduced 1.72%
$143B
$2.34 Billion 0.57% of portfolio
7,080
Q3 2025 Reduced 14.8%
$0
$2.27 Billion 0.56% of portfolio
53,966
Q3 2025 Added 27.81%
$489B
$2.19 Billion 0.54% of portfolio
11,797
Q3 2025 Added 9.4%
$2.54T
$2.16 Billion 0.53% of portfolio
9,823
Q3 2025 Added 1.32%
$0
$1.99 Billion 0.49% of portfolio
13,933
Q4 2024 Reduced 0.26%
$0
$1.99 Billion 0.49% of portfolio
6,759
Q3 2025 Reduced 13.03%
$278B
$1.95 Billion 0.48% of portfolio
18,935
Q3 2025 Added 5.91%
$0
$1.93 Billion 0.47% of portfolio
2,884
Q3 2025 Reduced 3.61%
$430B
$1.82 Billion 0.44% of portfolio
35,245
Q2 2025 Reduced 0.59%
$0
$1.76 Billion 0.43% of portfolio
15,049
Q1 2024 New
$14.2B
$1.74 Billion 0.43% of portfolio
24,785
Q4 2024 Reduced 0.79%
$1.66T
$1.51 Billion 0.37% of portfolio
6,214
Q3 2025 Added 11.4%
$91.6B
$1.52 Billion 0.37% of portfolio
7,905
Q3 2025 Reduced 1.92%
$0
$1.47 Billion 0.36% of portfolio
12,173
Q4 2024 Reduced 6.46%
$136B
$1.41 Billion 0.34% of portfolio
5,947
Q3 2025 Added 2.11%
$0
$1.36 Billion 0.33% of portfolio
19,728
Q3 2025 Added 23.89%
$75.4B
$1.33 Billion 0.32% of portfolio
37,369
Q3 2025 Reduced 10.25%
$0
$1.18 Billion 0.29% of portfolio
13,229
Q4 2024 Reduced 6.58%
$392B
$1.13 Billion 0.28% of portfolio
2,784
Q3 2025 Added 5.1%
$332B
$1.14 Billion 0.28% of portfolio
3,779
Q3 2025 Reduced 11.81%
$289B
$1.09 Billion 0.27% of portfolio
2,280
Q3 2025 Reduced 2.77%
$269B
$1.12 Billion 0.27% of portfolio
3,357
Q3 2025 Added 1.18%
$26.8B
$1.07 Billion 0.26% of portfolio
558
Q4 2024 Reduced 1.76%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $409 Billion
  • Prior Value $365 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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