Autumn Glory Partners, LLC Purchases in Q1 2025

Autumn Glory Partners, LLC

  • $203 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.11K
+ 106.39%
$271.18 - $303.12 $1.39M - $1.55M
9.92K $2.73M
NVO
Novo Nordisk A S

Healthcare
19.9K
+ 122.91%
$69.3 - $90.95 $1.38M - $1.81M
36.1K $2.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 0.83%
$442.66 - $534.52 $46.5K - $56.1K
12.7K $6.78M
IEFA
Ishares Tr

ETFs
12.5K
New
$69.57 - $78.65 $870K - $983K
12.5K $945K
VGSH
Vanguard

ETFs
14.5K
+ 74.47%
$58.07 - $58.69 $840K - $849K
33.9K $1.99M
DVN
Devon Energy Corp

Energy
20K
+ 93.6%
$33.15 - $38.55 $663K - $771K
41.4K $1.55M
VZ
Verizon Communications Inc

Communication Services
12.8K
+ 25.77%
$37.81 - $46.49 $482K - $593K
62.3K $2.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.31K
+ 14.0%
$507.05 - $563.67 $1.17M - $1.3M
18.8K $9.68M
XLF
Financial Sector Spdr

ETFs
14.7K
+ 219.2%
$47.32 - $52.19 $695K - $766K
21.4K $1.06M
ASML
Asml Holding Nv

Technology
1.1K
+ 95.55%
$662.63 - $776.99 $726K - $852K
2.24K $1.49M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
35.6K
+ 356.0%
$15.88 - $17.78 $565K - $633K
45.6K $796K
UPS
United Parcel Service Inc

Industrials
5K
New
$109.66 - $136.26 $548K - $681K
5K $549K
HON
Honeywell International Inc

Industrials
2.62K
+ 182.22%
$202.75 - $226.52 $532K - $594K
4.06K $860K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11.3K
New
$34.58 - $45.97 $389K - $517K
11.3K $517K
JNJ
Johnson & Johnson

Healthcare
133
+ 0.6%
$142.06 - $167.7 $18.9K - $22.3K
22.3K $3.7M
MDT
Medtronic PLC

Healthcare
1.95K
+ 6.2%
$79.84 - $94.5 $155K - $184K
33.3K $2.99M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.1K
New
$32.42 - $36.13 $457K - $509K
14.1K $464K
CYBR
Cyber Ark Software Ltd.

Technology
1.3K
New
$312.8 - $414.31 $407K - $539K
1.3K $439K
AVUV
American Centy ETF Tr Avantis

ETFs
5.05K
New
$84.95 - $100.62 $429K - $508K
5.05K $439K
QQQ
Invesco Qqq Trust, Series 1

ETFs
976
+ 118.73%
$468.34 - $539.52 $457K - $527K
1.8K $843K
CRWD
Crowd Strike Holdings, Inc.

Technology
1K
New
$308.86 - $455.36 $309K - $455K
1K $352K
CL
Colgate Palmolive CO

Consumer Defensive
3.59K
+ 67.42%
$85.68 - $97.5 $307K - $350K
8.91K $834K
PLTR
Palantir Technologies Inc.

Technology
4K
New
$64.98 - $124.62 $260K - $498K
4K $337K
DOW
Dow Inc.

Basic Materials
9.54K
New
$34.36 - $41.92 $328K - $400K
9.54K $332K
NVDA
Nvidia Corp

Technology
4.6K
+ 64.82%
$106.98 - $149.43 $492K - $688K
11.7K $1.27M
FNV
Franco Nevada Corp

Basic Materials
2K
New
$120.72 - $157.56 $241K - $315K
2K $315K
O
Realty Income Corp

Real Estate
4.9K
New
$51.67 - $58.49 $253K - $287K
4.9K $284K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.34K
New
$52.44 - $62.91 $227K - $273K
4.34K $263K
UL
Unilever PLC

Consumer Defensive
1.03K
+ 1.59%
$54.72 - $60.29 $56.5K - $62.2K
65.8K $3.92M
UBER
Uber Technologies, Inc

Technology
3.23K
New
$63.17 - $81.49 $204K - $263K
3.23K $235K
OR
Osisko Gold Royalties LTD

Basic Materials
11K
New
$17.92 - $21.16 $197K - $233K
11K $232K
SE
Sea LTD

Consumer Cyclical
1.78K
New
$104.87 - $146.31 $186K - $260K
1.78K $231K
SLB
Schlumberger Limited

Energy
5.54K
New
$38.4 - $43.74 $213K - $242K
5.54K $231K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.11K
+ 60.03%
$38.54 - $41.5 $197K - $212K
13.6K $553K
WM
Waste Management Inc

Industrials
980
New
$200.54 - $233.78 $197K - $229K
980 $226K
V
Visa Inc.

Financial Services
59
+ 1.01%
$306.92 - $362.71 $18.1K - $21.4K
5.87K $2.06M
RPRX
Royalty Pharma PLC

Healthcare
7K
New
$25.75 - $33.86 $180K - $237K
7K $217K
WES
Western Midstream Partners, LP

Energy
4.04K
+ 23.82%
$37.87 - $42.89 $153K - $173K
21K $860K
AMGN
Amgen Inc

Healthcare
646
New
$258.59 - $327.36 $167K - $211K
646 $201K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.57K
+ 37.82%
$22.61 - $23.14 $148K - $152K
23.9K $553K
HTGC
Hercules Capital, Inc.

Financial Services
8.5K
+ 41.46%
$18.01 - $22.0 $153K - $187K
29K $557K
CSWC
Capital Southwest Corp

Financial Services
6K
+ 30.0%
$21.69 - $23.81 $130K - $143K
26K $580K
SPG
Simon Property Group Inc

Real Estate
875
+ 32.29%
$159.48 - $187.78 $140K - $164K
3.59K $595K
SBUX
Starbucks Corp

Consumer Cyclical
314
+ 2.79%
$91.75 - $115.81 $28.8K - $36.4K
11.6K $1.14M
VIG
Vanguard Dividend Appreciation

ETFs
576
+ 20.62%
N/A
3.37K $613K
DBB
Invesco Db Base Metals Fund

ETFs
5K
+ 33.33%
$18.55 - $19.95 $92.8K - $99.8K
20K $383K
MMM
3 M CO

Industrials
1
+ 0.02%
$129.7 - $155.12 $130 - $155
5.1K $749K
ENB
Enbridge Inc

Energy
1.35K
+ 20.41%
$41.54 - $45.45 $56.1K - $61.4K
7.97K $352K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 6.05%
$56.17 - $59.71 $69.7K - $74K
21.7K $1.24M
Activity Summary
Buys All Purchases 71 New Holdings 21 Increased Positions 50 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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