Autumn Glory Partners, LLC Incresed Positions in Q3 2025

Autumn Glory Partners, LLC

  • $248 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNV
Franco Nevada Corp

Basic Materials
30K
+ 115.38%
$154.4 - $222.91 $4.63M - $6.69M
56K $12.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.05K
+ 22.01%
$567.77 - $614.76 $2.3M - $2.49M
22.5K $13.8M
VTI
Vanguard Total Stock Market Et

ETFs
5.48K
+ 51.48%
$303.93 - $329.86 $1.66M - $1.81M
16.1K $5.29M
JCPB
J P Morgan Exchange Traded Fd

ETFs
41.7K
+ 436.6%
$46.37 - $47.77 $1.93M - $1.99M
51.3K $2.44M
GOOGL
Alphabet Inc.

Communication Services
1.07K
+ 5.07%
$174.36 - $254.72 $186K - $271K
22.1K $5.37M
DGRO
Ishares Core Dividend Growth E

ETFs
6.69K
+ 6.53%
$64.12 - $68.08 $429K - $455K
109K $7.43M
MDT
Medtronic PLC

Healthcare
5.66K
+ 17.3%
$87.67 - $95.74 $496K - $542K
38.4K $3.66M
GLW
Corning Inc

Technology
1
+ 0.0%
$51.6 - $82.03 $51.6 - $82
26.2K $2.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
209
+ 1.63%
$617.65 - $666.84 $129K - $139K
13K $8.66M
AAPL
Apple Inc.

Technology
585
+ 5.21%
$202.38 - $256.87 $118K - $150K
11.8K $3.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
904
+ 8.53%
$459.11 - $506.91 $415K - $458K
11.5K $5.78M
ABBV
Abb Vie Inc.

Healthcare
451
+ 4.93%
$184.85 - $231.54 $83.4K - $104K
9.59K $2.22M
VTV
Vanguard Value ETF

ETFs
2K
+ 12.99%
$175.51 - $186.57 $352K - $374K
17.4K $3.25M
LLY
Eli Lilly & CO

Healthcare
634
+ 60.73%
$625.65 - $812.69 $397K - $515K
1.68K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
654
+ 57.17%
$546.99 - $602.2 $358K - $394K
1.8K $1.08M
MSFT
Microsoft Corp

Technology
12
+ 0.07%
$491.09 - $535.64 $5.89K - $6.43K
17.9K $9.28M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.05K
+ 155.71%
N/A
6.65K $570K
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 2.5%
$357.4 - $423.42 $56.5K - $66.9K
6.47K $2.62M
JPM
Jpmorgan Chase & CO

Financial Services
161
+ 1.67%
$282.78 - $316.06 $45.5K - $50.9K
9.77K $3.08M
IWF
Ishares Russell 1000 Gr ETF

ETFs
39
+ 0.69%
$420.11 - $472.68 $16.4K - $18.4K
5.71K $2.67M
GLD
Spdr Gold Trust

ETFs
84
+ 1.71%
$300.96 - $355.47 $25.3K - $29.9K
5.01K $1.78M
GD
General Dynamics Corp

Industrials
16
+ 0.3%
$293.92 - $341.0 $4.7K - $5.46K
5.34K $1.82M
VGT
Vanguard Information Technolog

ETFs
26
+ 1.02%
$656.44 - $753.15 $17.1K - $19.6K
2.57K $1.92M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.22K
+ 34.28%
$55.15 - $58.11 $178K - $187K
12.6K $724K
HON
Honeywell International Inc

Industrials
1.41K
+ 31.55%
$207.7 - $240.4 $293K - $339K
5.88K $1.24M
VUG
Vanguard Growth ETF

ETFs
330
+ 59.67%
$433.97 - $484.08 $143K - $160K
883 $423K
XLK
Technology Sector Spdr

ETFs
260
+ 7.02%
$250.97 - $282.66 $65.3K - $73.5K
3.97K $1.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 12.7%
$55.61 - $57.37 $136K - $141K
21.7K $1.24M
IWD
Ishares Russell 1000 Val ETF

ETFs
31
+ 0.22%
$192.76 - $203.86 $5.98K - $6.32K
14.3K $2.9M
DVN
Devon Energy Corp

Energy
10
+ 0.02%
$31.75 - $36.99 $318 - $370
41.4K $1.45M
AMAT
Applied Materials Inc

Technology
260
+ 7.07%
$156.25 - $204.95 $40.6K - $53.3K
3.94K $805K
PRU
Prudential Financial Inc

Financial Services
1.15K
+ 48.94%
$100.68 - $109.89 $116K - $126K
3.5K $363K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.34K
+ 16.02%
$53.81 - $57.52 $71.8K - $76.8K
9.67K $556K
O
Realty Income Corp

Real Estate
1.19K
+ 24.18%
$56.13 - $60.79 $66.5K - $72K
6.09K $369K
PAVE
Global X Fds Us Infrastructure

ETFs
328
+ 2.18%
$44.02 - $47.63 $14.4K - $15.6K
15.4K $732K
XOM
Exxon Mobil Corp

Energy
57
+ 0.41%
$105.83 - $117.22 $6.03K - $6.68K
13.9K $1.56M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
687
+ 4.07%
$36.04 - $38.78 $24.8K - $26.6K
17.6K $678K
PANW
Palo Alto Networks Inc

Technology
356
+ 22.42%
$167.06 - $208.19 $59.5K - $74.1K
1.94K $395K
QDPL
Pacer Fds Tr Metaurus Us Large
626
+ 3.44%
$39.4 - $42.1 $24.7K - $26.4K
18.8K $788K
PEP
Pepsico Inc

Consumer Defensive
54
+ 0.85%
$133.81 - $152.16 $7.23K - $8.22K
6.37K $894K
DHR
Danaher Corp

Healthcare
300
+ 28.17%
$181.46 - $212.2 $54.4K - $63.7K
1.37K $270K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
214
+ 1.37%
$101.12 - $106.18 $21.6K - $22.7K
15.8K $1.63M
SCCO
Southern Copper Corp

Basic Materials
27
+ 0.99%
$90.54 - $121.36 $2.44K - $3.28K
2.76K $334K
MELI
Mercadolibre Inc

Consumer Cyclical
35
+ 41.18%
$2292.04 - $2514.05 $80.2K - $88K
120 $280K
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.06%
$216.09 - $242.18 $216 - $242
1.73K $413K
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.34%
$77.6 - $87.37 $2.02K - $2.27K
7.76K $651K
VPU
Vanguard Utilities ETF

ETFs
1
+ 0.04%
$175.25 - $189.41 $175 - $189
2.68K $506K
MCD
Mcdonalds Corp

Consumer Cyclical
26
+ 1.27%
$291.67 - $316.99 $7.58K - $8.24K
2.07K $629K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
954
+ 3.59%
$24.14 - $24.34 $23K - $23.2K
27.5K $669K
Activity Summary
Buys All Purchases 92 New Holdings 18 Increased Positions 74 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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