Autumn Glory Partners, LLC Reduced Holdings in Q2 2025

Autumn Glory Partners, LLC

  • $214 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.12K
- 16.68%
$483.48 - $539.8 $1.03M - $1.15M
10.6K $5.15M
VGSH
Vanguard

ETFs
-23.4K
- 68.97%
$58.32 - $58.95 $1.36M - $1.38M
10.5K $618K
XOM
Exxon Mobil Corp

Energy
-4.61K
- 25.03%
$99.93 - $119.04 $460K - $548K
13.8K $1.49M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-30.7K
- 67.32%
$16.37 - $18.59 $503K - $571K
14.9K $274K
NKE
Nike, Inc.

Consumer Cyclical
-9.6K
- 42.42%
$53.27 - $72.04 $511K - $691K
13K $925K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.52K
- 67.97%
N/A
2.6K $223K
PAVE
Global X Fds Us Infrastructure

ETFs
-12.3K
- 45.02%
$33.78 - $43.68 $416K - $538K
15.1K $656K
RTX
Raytheon Technologies Corp

Industrials
-3.9K
- 22.79%
$113.75 - $148.48 $443K - $578K
13.2K $1.93M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.63K
- 14.4%
$90.85 - $102.31 $238K - $269K
15.6K $1.57M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.25K
- 31.14%
$47.46 - $55.3 $202K - $235K
9.39K $517K
V
Visa Inc.

Financial Services
-707
- 12.04%
$308.27 - $373.31 $218K - $264K
5.17K $1.83M
AAPL
Apple Inc.

Technology
-119
- 1.05%
$172.42 - $223.89 $20.5K - $26.6K
11.2K $2.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-654
- 36.37%
$416.06 - $551.64 $272K - $361K
1.14K $631K
VTV
Vanguard Value ETF

ETFs
-1.33K
- 7.95%
$153.67 - $176.74 $205K - $236K
15.4K $2.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.45K
- 11.27%
$51.14 - $57.0 $125K - $140K
19.3K $1.1M
MDT
Medtronic PLC

Healthcare
-570
- 1.71%
$80.68 - $88.86 $46K - $50.7K
32.7K $2.85M
PEP
Pepsico Inc

Consumer Defensive
-62
- 0.97%
$128.02 - $151.37 $7.94K - $9.38K
6.32K $833K
WMT
Walmart Inc.

Consumer Defensive
-2.66K
- 19.16%
$81.79 - $99.98 $217K - $266K
11.2K $1.1M
MRK
Merck & Co., Inc.

Healthcare
-405
- 4.97%
$73.47 - $87.12 $29.8K - $35.3K
7.74K $612K
VIG
Vanguard Dividend Appreciation

ETFs
-641
- 19.02%
N/A
2.73K $497K
ACN
Accenture PLC

Technology
-78
- 1.37%
$279.23 - $323.21 $21.8K - $25.2K
5.61K $1.68M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-278
- 2.74%
$86.97 - $102.82 $24.2K - $28.6K
9.85K $945K
SBUX
Starbucks Corp

Consumer Cyclical
-183
- 1.58%
$79.69 - $99.41 $14.6K - $18.2K
11.4K $1.04M
ET
Energy Transfer LP

Energy
-1.61K
- 1.82%
$15.65 - $18.93 $25.2K - $30.5K
87.2K $1.58M
WMB
Williams Companies, Inc.

Energy
-4.2K
- 6.51%
$54.33 - $62.87 $228K - $264K
60.3K $3.79M
ARLP
Alliance Resource Partners LP

Energy
-300
- 0.57%
$24.67 - $27.45 $7.4K - $8.24K
52K $1.36M
DGRO
Ishares Core Dividend Growth E

ETFs
-4.56K
- 4.27%
$55.22 - $63.94 $252K - $292K
102K $6.55M
DEO
Diageo PLC

Consumer Defensive
-189
- 1.9%
$99.86 - $115.75 $18.9K - $21.9K
9.74K $982K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 1.26%
$285.55 - $321.23 $7.42K - $8.35K
2.05K $597K
CL
Colgate Palmolive CO

Consumer Defensive
-176
- 1.98%
$87.57 - $96.0 $15.4K - $16.9K
8.73K $793K
XLV
Select Sector Spdr Fund Health

ETFs
-79
- 4.18%
$128.77 - $144.3 $10.2K - $11.4K
1.81K $243K
UBER
Uber Technologies, Inc

Technology
-1.05K
- 32.51%
$64.62 - $93.3 $67.9K - $98K
2.18K $203K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.25K
- 8.58%
$25.04 - $25.18 $31.4K - $31.5K
13.3K $335K
HD
Home Depot, Inc.

Consumer Cyclical
-66
- 1.04%
$335.24 - $380.78 $22.1K - $25.1K
6.31K $2.31M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-219
- 6.26%
$82.21 - $83.12 $18K - $18.2K
3.28K $271K
ADBE
Adobe Inc.

Technology
-43
- 2.22%
$340.0 - $420.68 $14.6K - $18.1K
1.89K $731K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-200
- 2.05%
$45.9 - $47.2 $9.18K - $9.44K
9.56K $449K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-272
- 2.2%
$22.81 - $22.97 $6.2K - $6.25K
12.1K $277K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-261
- 0.97%
N/A
26.6K $630K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-266
- 2.95%
$23.29 - $23.38 $6.2K - $6.22K
8.76K $204K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-279
- 2.21%
$22.3 - $22.57 $6.22K - $6.3K
12.4K $278K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-260
- 0.97%
$23.96 - $24.27 $6.23K - $6.31K
26.6K $644K
Blackrock ETF Trust Ii
-5.39K
- 30.98%
N/A
12K $0
UL
Unilever PLC

Consumer Defensive
-1.37K
- 2.09%
$57.9 - $65.43 $79.6K - $89.9K
64.5K $3.94M
XLY
Select Sector Spdr Consumer Di

ETFs
-49
- 2.76%
$176.34 - $218.59 $8.64K - $10.7K
1.72K $374K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-286
- 1.48%
$90.56 - $109.49 $25.9K - $31.3K
19K $2.08M
GLD
Spdr Gold Trust

ETFs
-52
- 1.05%
$273.71 - $316.29 $14.2K - $16.4K
4.92K $1.5M
GD
General Dynamics Corp

Industrials
-116
- 2.13%
$247.68 - $291.66 $28.7K - $33.8K
5.32K $1.55M
IWD
Ishares Russell 1000 Val ETF

ETFs
-31
- 0.22%
$166.82 - $194.23 $5.17K - $6.02K
14.2K $2.76M
Activity Summary
Buys All Purchases 59 New Holdings 25 Increased Positions 34 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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