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CIK: 0002019038
Total reported value
$630.8M
$630.8M
131 檔
23.4%
At the close of Q1 2024, Atlanta Consulting Group Advisors, LLC disclosed equity holdings valued at approximately $630.8M, spread across 131 reported holdings.
During Q1 2024, Atlanta Consulting Group Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.06% | -1.62% | — | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 12.97% | -1.64% | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 11.60% | -0.66% | — | |
| 4 | ARLP | Alliance Resource Partners | Stock-Other | 8.15% | -2.53% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.17% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.56% | -0.49% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.38% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.60% | -0.64% | — | |
| 9 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.99% | -1.04% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.48% | -0.25% | — | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.45% | -0.09% | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.43% | -0.97% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | +0.66% | — | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.20% | +0.09% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.15% | -0.15% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.23% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.09% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | +0.71% | — | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.94% | -0.07% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | +0.90% | — | |
| 21 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.77% | -0.10% | — | |
| 22 | MAS | Masco CORP | Stock-Industrials | 0.68% | — | — | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | -0.06% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.41% | — | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.61% | -0.04% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.16% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.05% | — | |
| 28 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.56% | -0.07% | — | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.55% | -0.02% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | -0.08% | — | |
| 31 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.52% | -0.06% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +2.00% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.08% | — | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | -0.06% | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.69% | — | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.41% | — | — | |
| 37 | BLD | Topbuild CORP | Stock-Industrials | 0.41% | -0.05% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | -0.03% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.06% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.14% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.02% | — | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | — | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.35% | -0.05% | — | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.04% | — | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.33% | -0.02% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | — | — | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.29% | +0.30% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.05% | — | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.29% | -0.03% | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.06% | — |
According to official SEC Form 13F filings, Atlanta Consulting Group Advisors, LLC reported a total U.S. public equity portfolio value of $630.8M across 131 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IJR) accounted for 23.4% of total reported equity market value during Q1 2024.
During Q1 2024, Atlanta Consulting Group Advisors, LLC's top holdings by market value included IVV (14.1%)、RSP (13.0%)、IJR (11.6%). The largest single position, IVV, represented 14.1% of total portfolio value.
In Q1 2024, Atlanta Consulting Group Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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