Autumn Glory Partners, LLC Incresed Positions 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
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
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
976
+ 118.73%
$468.34 - $539.52 $457K - $527K
1.8K $843K
CL
Colgate Palmolive CO

Consumer Defensive
3.59K
+ 67.42%
$85.68 - $97.5 $307K - $350K
8.91K $834K
NVDA
Nvidia Corp

Technology
4.6K
+ 64.82%
$106.98 - $149.43 $492K - $688K
11.7K $1.27M
UL
Unilever PLC

Consumer Defensive
1.03K
+ 1.59%
$54.72 - $60.29 $56.5K - $62.2K
65.8K $3.92M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.11K
+ 60.03%
$38.54 - $41.5 $197K - $212K
13.6K $553K
V
Visa Inc.

Financial Services
59
+ 1.01%
$306.92 - $362.71 $18.1K - $21.4K
5.87K $2.06M
WES
Western Midstream Partners, LP

Energy
4.04K
+ 23.82%
$37.87 - $42.89 $153K - $173K
21K $860K
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
GD
General Dynamics Corp

Industrials
43
+ 0.8%
$241.94 - $272.58 $10.4K - $11.7K
5.44K $1.48M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2K
+ 8.07%
$24.79 - $25.26 $49.6K - $50.5K
26.8K $676K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2K
+ 8.06%
$23.9 - $24.18 $47.8K - $48.4K
26.8K $648K
DGRO
Ishares Core Dividend Growth E

ETFs
79
+ 0.07%
$60.46 - $64.42 $4.78K - $5.09K
107K $6.61M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2K
+ 15.88%
$25.05 - $25.16 $50.1K - $50.3K
14.6K $366K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2K
+ 8.06%
N/A
26.8K $636K
LLY
Eli Lilly & CO

Healthcare
12
+ 1.74%
$725.72 - $929.72 $8.71K - $11.2K
703 $580K
PANW
Palo Alto Networks Inc

Technology
320
+ 25.24%
$167.82 - $208.28 $53.7K - $66.6K
1.59K $270K
XLV
Select Sector Spdr Fund Health

ETFs
34
+ 1.83%
$137.61 - $149.68 $4.68K - $5.09K
1.89K $275K
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.04%
$161.24 - $173.33 $161 - $173
2.67K $456K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
200
+ 2.01%
$96.18 - $109.82 $19.2K - $22K
10.1K $1.04M
SCCO
Southern Copper Corp

Basic Materials
19
+ 0.71%
$85.92 - $101.48 $1.63K - $1.93K
2.71K $252K
IEMG
Ishares Inc

ETFs
40
+ 0.37%
N/A
10.9K $585K
GLW
Corning Inc

Technology
1
+ 0.0%
$44.91 - $54.25 $44.9 - $54.3
28.2K $1.29M
ADBE
Adobe Inc.

Technology
38
+ 2.01%
$377.84 - $464.11 $14.4K - $17.6K
1.93K $741K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
6K
+ 21.82%
$14.59 - $23.31 $87.5K - $140K
33.5K $488K
DEO
Diageo PLC

Consumer Defensive
189
+ 1.94%
$104.79 - $126.12 $19.8K - $23.8K
9.93K $1.04M
NKE
Nike, Inc.

Consumer Cyclical
451
+ 2.03%
$63.29 - $81.72 $28.5K - $36.9K
22.6K $1.44M
MSFT
Microsoft Corp

Technology
1.3K
+ 7.75%
$375.39 - $447.2 $488K - $582K
18.1K $6.79M
DIS
Walt Disney CO

Communication Services
642
+ 1.91%
$96.87 - $114.0 $62.2K - $73.2K
34.2K $3.38M
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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