Atlanta Consulting Group Advisors, LLC Reduced Holdings in Q1 2025

Atlanta Consulting Group Advisors, LLC

  • $343 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13.6K
- 90.82%
$442.66 - $534.52 $6.04M - $7.29M
1.38K $734M
MSFT
Microsoft Corp

Technology
-26
- 0.12%
$375.39 - $447.2 $9.76K - $11.6K
21.3K $8.01B
AVGO
Broadcom Inc.

Technology
-630
- 7.03%
$167.43 - $244.7 $105K - $154K
8.33K $1.39B
AAPL
Apple Inc.

Technology
-596
- 3.22%
$209.68 - $247.1 $125K - $147K
17.9K $3.98B
ETN
Eaton Corp PLC

Industrials
-608
- 21.68%
$271.83 - $371.23 $165K - $226K
2.2K $597M
IEFA
Ishares Tr

ETFs
-8.11K
- 13.56%
$69.57 - $78.65 $564K - $637K
51.7K $3.91B
MRK
Merck & Co., Inc.

Healthcare
-1.43K
- 13.36%
$83.01 - $101.02 $119K - $145K
9.3K $842M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.41K
- 34.64%
$95.85 - $99.25 $231K - $239K
4.55K $450M
GOOGL
Alphabet Inc.

Communication Services
-86
- 1.47%
$154.33 - $206.19 $13.3K - $17.7K
5.76K $891M
CRM
Salesforce, Inc.

Technology
-145
- 5.53%
$268.36 - $359.95 $38.9K - $52.2K
2.48K $665M
RJF
Raymond James Financial Inc

Financial Services
-538
- 14.24%
$137.62 - $172.64 $74K - $92.9K
3.24K $450M
WMT
Walmart Inc.

Consumer Defensive
-1.04K
- 5.53%
$84.5 - $105.05 $88K - $109K
17.8K $1.57B
HD
Home Depot, Inc.

Consumer Cyclical
-84
- 3.07%
$347.25 - $424.87 $29.2K - $35.7K
2.65K $971M
CME
Cme Group Inc.

Financial Services
-560
- 22.96%
$225.82 - $266.54 $126K - $149K
1.88K $499M
XLV
Select Sector Spdr Fund Health

ETFs
-589
- 26.96%
$137.61 - $149.68 $81.1K - $88.2K
1.6K $233M
FIS
Fidelity National Information Services, Inc.

Technology
-489
- 12.4%
$68.12 - $83.42 $33.3K - $40.8K
3.46K $258M
APD
Air Products & Chemicals, Inc.

Basic Materials
-195
- 17.94%
$283.24 - $338.07 $55.2K - $65.9K
892 $263M
META
Meta Platforms, Inc.

Communication Services
-55
- 8.86%
$576.36 - $736.67 $31.7K - $40.5K
566 $326M
Ge Vernova Inc
-4
- 0.37%
N/A
1.07K $326M
PEG
Public Service Enterprise Group Inc

Utilities
-207
- 7.2%
$78.2 - $90.39 $16.2K - $18.7K
2.67K $219M
NEE
Nextera Energy Inc

Utilities
-218
- 3.2%
$66.96 - $76.16 $14.6K - $16.6K
6.6K $468M
T
At&T Inc.

Communication Services
-2.81K
- 25.93%
$21.56 - $28.28 $60.5K - $79.3K
8.01K $227M
CB
Chubb LTD

Financial Services
-195
- 12.27%
$257.71 - $301.99 $50.3K - $58.9K
1.39K $422M
PFE
Pfizer Inc

Healthcare
-49
- 0.37%
$25.01 - $27.13 $1.23K - $1.33K
13K $330M
MDT
Medtronic PLC

Healthcare
-507
- 17.33%
$79.84 - $94.5 $40.5K - $47.9K
2.42K $219M
IDEV
Ishares Core Msci Intl Develop

ETFs
-422
- 10.45%
$63.77 - $71.36 $26.9K - $30.1K
3.62K $249M
DRI
Darden Restaurants Inc

Consumer Cyclical
-258
- 12.67%
$180.02 - $208.56 $46.4K - $53.8K
1.78K $370M
PG
Procter & Gamble CO

Consumer Defensive
-333
- 1.84%
$158.56 - $176.26 $52.8K - $58.7K
17.8K $3.03B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-55
- 0.55%
$36.63 - $37.45 $2.01K - $2.06K
9.88K $364M
NFLX
Netflix Inc

Communication Services
-9
- 1.9%
$828.4 - $1058.6 $7.46K - $9.53K
464 $433M
UNP
Union Pacific Corp

Industrials
-123
- 2.07%
$225.21 - $254.42 $27.7K - $31.3K
5.82K $1.38B
ALL
Allstate Corp

Financial Services
-157
- 4.17%
$180.99 - $210.18 $28.4K - $33K
3.61K $750M
MPC
Marathon Petroleum Corp

Energy
-157
- 1.91%
$134.72 - $159.03 $21.2K - $25K
8.06K $1.17B
LLY
Eli Lilly & CO

Healthcare
-9
- 1.2%
$725.72 - $929.72 $6.53K - $8.37K
742 $613M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-138
- 2.17%
$56.12 - $68.15 $7.74K - $9.4K
6.24K $426M
VZ
Verizon Communications Inc

Communication Services
-67
- 0.36%
$37.81 - $46.49 $2.53K - $3.11K
18.6K $846M
JPM
Jpmorgan Chase & CO

Financial Services
-676
- 1.32%
$225.19 - $279.95 $152K - $189K
50.7K $12.4B
XOM
Exxon Mobil Corp

Energy
-1.46K
- 5.51%
$105.44 - $118.93 $154K - $173K
25K $2.97B
JNJ
Johnson & Johnson

Healthcare
-275
- 2.46%
$142.06 - $167.7 $39.1K - $46.1K
10.9K $1.81B
CVX
Chevron Corp

Energy
-219
- 1.03%
$146.71 - $167.97 $32.1K - $36.8K
21K $3.51B
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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