Atlanta Consulting Group Advisors, LLC Portfolio Holdings

Atlanta Consulting Group Advisors, LLC

  • $343 Billion
  • Q1 2025

Atlanta Consulting Group Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $343 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $44.2B, Ishares Core S&P 500 ETF with a value of $42.8B, Ishares Core S&P Sm Cap ETF with a value of $41.7B, Alliance Resource Partners LP with a value of $31.7B, and 2023 ETF Series Trust with a value of $16.8B.

Examining the 13F form we can see an increase of $72.7B in the current position value, from $270B to 343B.

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 $343 Billion
ETFs: $191 Billion
Energy: $40.3 Billion
Financial Services: $29.2 Billion
Technology: $18.5 Billion
Consumer Defensive: $10.9 Billion
Consumer Cyclical: $10.2 Billion
Industrials: $9.54 Billion
Healthcare: $6.25 Billion
Other: $9.01 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$797 Million 0.23% of portfolio
24,481
Q4 2024 Reduced 6.07%
$0
$623 Million 0.18% of portfolio
43,745
Q4 2024 New
$0
$116 Million 0.03% of portfolio
12,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $343 Billion
  • Prior Value $270 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 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