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CIK: 0002019038
Total reported value
$630.8M
$630.8M
122 檔
28.1%
During the Q1 2025 filing period, Atlanta Consulting Group Advisors, LLC (CIK: 0002019038) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $630.8M across 122 reported positions.
Atlanta Consulting Group Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 10 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 12.90% | -1.64% | +2318.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.48% | -1.62% | +0.07% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.18% | -0.66% | +113.16% | |
| 4 | ARLP | Alliance Resource Partners | Stock-Other | 9.24% | -2.53% | +0.09% | |
| 5 | EAGL | Eagle Capital Select Eqty | ETF-Other | 4.89% | -0.89% | +4534.47% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.77% | -0.64% | +38.91% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.63% | -0.49% | -1.32% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.39% | +2.00% | +426.94% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | -0.38% | -0.12% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.29% | +0.21% | +9.43% | |
| 11 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.59% | -1.04% | +7.07% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.56% | -0.97% | +30.34% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.47% | -0.09% | +1.34% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.16% | -0.15% | -3.22% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | -0.25% | -13.56% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.14% | +0.09% | +1.89% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.09% | +2.78% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.23% | -1.03% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.91% | -0.07% | +13.14% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | +0.71% | -1.84% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | +0.90% | -5.51% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | -0.03% | +52.74% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.05% | +5.50% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | -0.08% | +8.61% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.16% | -2.46% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.41% | +1.16% | |
| 27 | MAS | Masco CORP | Stock-Industrials | 0.50% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.06% | +18.64% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.48% | -0.07% | +14.99% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.47% | -0.10% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.14% | -5.53% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.45% | -0.06% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.06% | +110.10% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.02% | +0.89% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.41% | -0.06% | +0.12% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.08% | -7.03% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.06% | -2.07% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.37% | -0.02% | — | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.34% | -0.04% | -1.91% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.33% | -0.04% | +6.90% | |
| 41 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.32% | +0.01% | +7.04% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.31% | -0.03% | +18.24% | |
| 43 | MKL | Markel Group Inc | Stock-Financials | 0.30% | +0.30% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.05% | -3.07% | |
| 45 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.26% | -0.05% | +78.33% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.26% | — | +10.78% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.26% | +0.22% | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | -1.47% | |
| 49 | GE | General Electric | Stock-Industrials | 0.25% | — | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.06% | -0.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +12.2% | +2318.89% | Add |
| 2 | EAGL | Eagle Capital Select Eqty | +4.8% | +4534.47% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +4.2% | +113.16% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +1.8% | +426.94% | Add |
| 5 | BAC | Bank Of America CORP | +0.2% | +110.10% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +38.91% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.1% | +30.34% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.1% | +52.74% | Add |
| 9 | JAVA | Jpmorgan Active Value ETF | +0.1% | +78.33% | Add |
| 10 | CMI | Cummins Inc | 0% | +78.71% | Add |
| 11 | ABBV | Abbvie Inc | 0% | +32.26% | Add |
| 12 | O | Realty Income CORP | 0% | +17.31% | Add |
| 13 | DUK | Duke Energy CORP | — | +10.78% | Add |
| 14 | MINT | Pimco Enhanced Short Maturit | — | +25.66% | Add |
| 15 | VTV | Vanguard Value ETF | — | +18.90% | Add |
| 16 | AEP | American Electric Power | — | +1.65% | Add |
| 17 | PPL | Ppl CORP | — | +2.77% | Add |
| 18 | TLH | Ishares 10-20 Year Treasury | 0% | +18.24% | Add |
| 19 | GE | General Electric | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 21 | BSX | Boston Scientific CORP | 0% | — | Unchanged |
| 22 | ADI | Analog Devices Inc | 0% | +17.46% | Add |
| 23 | DTE | Dte Energy Company | 0% | +0.22% | Add |
| 24 | BA | Boeing Co/the | 0% | +16.78% | Add |
| 25 | VPL | Vanguard Ftse Pacific ETF | 0% | +5.60% | Add |
| 26 | AMRX | Amneal Pharmaceuticals Inc | 0% | — | Unchanged |
| 27 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 28 | VKQ | Invesco Municipal Trust | 0% | — | Unchanged |
| 29 | MDLZ | Mondelez International Inc-a | 0% | -2.17% | Trim |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 0% | — | Unchanged |
| 31 | XEL | Xcel Energy Inc | 0% | -17.14% | Trim |
| 32 | DIS | Walt Disney Co/the | 0% | +20.70% | Add |
| 33 | T | At&t Inc | 0% | -25.93% | Trim |
| 34 | ENB | Enbridge Inc | 0% | +0.09% | Add |
| 35 | SHW | Sherwin-williams Co/the | 0% | +0.64% | Add |
| 36 | ESGRP | Enstar Group Limited - Deposita | 0% | — | Unchanged |
| 37 | USHY | Ishares Broad Usd High Yield | 0% | -0.55% | Trim |
| 38 | SO | Southern Co/the | 0% | -9.89% | Trim |
| 39 | MSTR | Strategy Inc | 0% | — | Unchanged |
| 40 | XLRE | Ss Real Estate Select Sector | 0% | +14.99% | Add |
| 41 | VZ | Verizon Communications Inc | 0% | -0.36% | Trim |
| 42 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 43 | META | Meta Platforms Inc-class A | 0% | -8.86% | Trim |
| 44 | LLY | Eli Lilly & Co | 0% | -1.20% | Trim |
| 45 | GEV | GE Vernova Inc | 0% | -0.37% | Trim |
| 46 | BN | Brookfield CORP | 0% | — | Unchanged |
| 47 | PEG | Public Service Enterprise Gp | 0% | -7.20% | Trim |
| 48 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | 0% | — | Unchanged |
| 49 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 50 | PFE | Pfizer Inc | 0% | -0.37% | Trim |
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 122 disclosed positions in Q1 2025.
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 RSP, IVV, IJR) accounted for 28.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VRTX
市值: $242.4K
Top Position Liquidated / Trimmed
BRK-A
前期市值: $6.8M
During Q1 2025, Atlanta Consulting Group Advisors, LLC's top holdings by market value included RSP (12.9%)、IVV (12.5%)、IJR (12.2%). The largest single position, RSP, represented 12.9% of total portfolio value.
In Q1 2025, Atlanta Consulting Group Advisors, LLC made 104 total portfolio adjustments, initiating 3 new buys, adding to 48 positions, trimming 43 holdings, and fully liquidating 10 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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