Autumn Glory Partners, LLC Diversified Active

CIK: 0001911621 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 30, 2025

Total Value ($000): $203,732 (100.0% shares, 0.0% debt)

Holdings (172)

VOO VANGUARD INDEX FDS 4.4%
Value ($000) $8,905 Shares 16,527 Est. Cost $319.30 Unrealized
OKE ONEOK INC NEW 4.0%
Value ($000) $8,084 Shares 80,516 Est. Cost $55.29 Unrealized +75.2%
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $7,856 Shares 13,404 Est. Cost $474.83 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $7,077 Shares 16,789 Est. Cost $312.15 Unrealized +35.3%
DGRO ISHARES TR 3.2%
Value ($000) $6,557 Shares 106,894 Est. Cost $52.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.8%
Value ($000) $5,720 Shares 12,619 Est. Cost $344.13 Unrealized +34.2%
WMB WILLIAMS COS INC 2.4%
Value ($000) $4,794 Shares 88,584 Est. Cost $28.39 Unrealized +82.2%
GOOGL ALPHABET INC 2.0%
Value ($000) $4,057 Shares 21,431 Est. Cost $123.49 Unrealized +41.0%
DIS DISNEY WALT CO 1.8%
Value ($000) $3,738 Shares 33,567 Est. Cost $87.39 Unrealized +18.5%
UNILEVER PLC 1.8%
Value ($000) $3,674 Shares 64,805 Est. Cost $52.96 Unrealized
ORCL ORACLE CORP 1.7%
Value ($000) $3,498 Shares 20,993 Est. Cost $106.35 Unrealized +65.3%
AAPL APPLE INC 1.6%
Value ($000) $3,349 Shares 13,375 Est. Cost $180.70 Unrealized +29.8%
DIA SPDR DOW JONES INDL AVERAGE 1.6%
Value ($000) $3,300 Shares 7,757 Est. Cost $356.56 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $3,204 Shares 22,154 Est. Cost $148.31 Unrealized +0.9%
RTX RTX CORPORATION 1.5%
Value ($000) $3,003 Shares 25,954 Est. Cost $87.78 Unrealized +34.7%
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $2,873 Shares 16,971 Est. Cost $138.53 Unrealized
IWD ISHARES TR 1.3%
Value ($000) $2,694 Shares 14,553 Est. Cost $167.95 Unrealized
OGE OGE ENERGY CORP 1.3%
Value ($000) $2,635 Shares 63,871 Est. Cost $35.19 Unrealized +18.3%
NOBL PROSHARES TR 1.3%
Value ($000) $2,557 Shares 25,687 Est. Cost $89.83 Unrealized
HD HOME DEPOT INC 1.2%
Value ($000) $2,513 Shares 6,460 Est. Cost $313.61 Unrealized +26.7%
MDT MEDTRONIC PLC 1.2%
Value ($000) $2,505 Shares 31,357 Est. Cost $79.70 Unrealized +5.2%
IWF ISHARES TR 1.1%
Value ($000) $2,292 Shares 5,707 Est. Cost $304.95 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $2,263 Shares 9,441 Est. Cost $145.38 Unrealized +56.8%
IJR ISHARES TR 1.1%
Value ($000) $2,224 Shares 19,299 Est. Cost $113.14 Unrealized
ET ENERGY TRANSFER L P 1.1%
Value ($000) $2,171 Shares 110,838 Est. Cost $8.23 Unrealized
VHT VANGUARD WORLD FD 1.0%
Value ($000) $2,125 Shares 8,375 Est. Cost $208.24 Unrealized
WTM WHITE MTNS INS GROUP LTD 1.0%
Value ($000) $2,101 Shares 1,080 Est. Cost $1476.33 Unrealized +28.0%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $2,073 Shares 5,893 Est. Cost $295.29 Unrealized +20.1%
FLO FLOWERS FOODS INC 1.0%
Value ($000) $2,004 Shares 97,000 Est. Cost $21.57 Unrealized -5.4%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,980 Shares 49,517 Est. Cost $35.24 Unrealized +11.8%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,979 Shares 18,401 Est. Cost $96.17 Unrealized +16.8%
GHC GRAHAM HLDGS CO 0.9%
Value ($000) $1,893 Shares 2,171 Est. Cost $665.77 Unrealized +30.2%
V VISA INC 0.9%
Value ($000) $1,838 Shares 5,815 Est. Cost $261.52 Unrealized +14.1%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,751 Shares 12,088 Est. Cost $131.34 Unrealized +10.8%
WMT WALMART INC 0.8%
Value ($000) $1,689 Shares 18,692 Est. Cost $54.89 Unrealized +56.3%
NKE NIKE INC 0.8%
Value ($000) $1,678 Shares 22,174 Est. Cost $102.00 Unrealized -25.0%
AMZN AMAZON COM INC 0.8%
Value ($000) $1,646 Shares 7,501 Est. Cost $145.22 Unrealized +40.9%
ABBV ABBVIE INC 0.8%
Value ($000) $1,629 Shares 9,166 Est. Cost $141.28 Unrealized +25.6%
VGT VANGUARD WORLD FD 0.8%
Value ($000) $1,567 Shares 2,520 Est. Cost $451.81 Unrealized
DMLP DORCHESTER MINERALS LP 0.8%
Value ($000) $1,550 Shares 46,500 Est. Cost $31.43 Unrealized
GD GENERAL DYNAMICS CORP 0.7%
Value ($000) $1,421 Shares 5,394 Est. Cost $205.40 Unrealized +37.3%
NVO NOVO-NORDISK A S 0.7%
Value ($000) $1,394 Shares 16,208 Est. Cost $119.19 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,393 Shares 4,806 Est. Cost $235.35 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.7%
Value ($000) $1,375 Shares 52,300 Est. Cost $21.98 Unrealized
BP BP PLC 0.7%
Value ($000) $1,363 Shares 46,121 Est. Cost $37.13 Unrealized
GLW CORNING INC 0.7%
Value ($000) $1,338 Shares 28,151 Est. Cost $33.03 Unrealized +40.3%
KO COCA COLA CO 0.6%
Value ($000) $1,289 Shares 20,707 Est. Cost $57.11 Unrealized +10.5%
PEP PEPSICO INC 0.6%
Value ($000) $1,249 Shares 8,212 Est. Cost $155.98 Unrealized +0.4%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,238 Shares 7,386 Est. Cost $147.55 Unrealized +12.3%
DEO DIAGEO PLC 0.6%
Value ($000) $1,238 Shares 9,740 Est. Cost $146.83 Unrealized
GLD SPDR GOLD TR 0.6%
Value ($000) $1,205 Shares 4,975 Est. Cost $199.33 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,179 Shares 20,496 Est. Cost $55.18 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.6%
Value ($000) $1,173 Shares 96,943 Est. Cost $14.41 Unrealized -8.9%
SNA SNAP ON INC 0.6%
Value ($000) $1,151 Shares 3,390 Est. Cost $193.62 Unrealized +69.1%
AVGO BROADCOM INC 0.6%
Value ($000) $1,135 Shares 4,895 Est. Cost $151.69 Unrealized +20.6%
VGSH VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,130 Shares 19,430 Est. Cost $58.18 Unrealized
PAVE GLOBAL X FDS 0.5%
Value ($000) $1,106 Shares 27,380 Est. Cost $24.40 Unrealized
LAZ LAZARD INC 0.5%
Value ($000) $1,085 Shares 21,071 Est. Cost $38.95 Unrealized +37.5%
MS MORGAN STANLEY 0.5%
Value ($000) $1,053 Shares 8,377 Est. Cost $90.84 Unrealized +31.6%
PFE PFIZER INC 0.5%
Value ($000) $1,045 Shares 39,159 Est. Cost $25.64 Unrealized -2.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,028 Shares 11,268 Est. Cost $97.13 Unrealized -3.3%
CHRW C H ROBINSON WORLDWIDE INC 0.5%
Value ($000) $1,026 Shares 9,932 Est. Cost $90.05 Unrealized +16.4%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $978 Shares 5,579 Est. Cost $159.65 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $961 Shares 5,124 Est. Cost $170.18 Unrealized +13.5%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $953 Shares 7,100 Est. Cost $94.94 Unrealized +45.1%
IVV ISHARES TR 0.4%
Value ($000) $907 Shares 1,540 Est. Cost $547.23 Unrealized
BINC BLACKROCK ETF TRUST II 0.4%
Value ($000) $905 Shares 17,404 Est. Cost $52.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $877 Shares 3,772 Est. Cost $164.83 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $843 Shares 1,895 Est. Cost $451.39 Unrealized +9.7%
MRK MERCK & CO INC 0.4%
Value ($000) $810 Shares 8,141 Est. Cost $80.93 Unrealized +22.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $803 Shares 3,653 Est. Cost $165.62 Unrealized +30.6%
ASML ASML HOLDING N V 0.4%
Value ($000) $795 Shares 1,147 Est. Cost $743.55 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $790 Shares 13,350 Est. Cost $45.67 Unrealized +21.3%
IWM ISHARES TR 0.4%
Value ($000) $783 Shares 3,545 Est. Cost $215.82 Unrealized
COWZ PACER FDS TR 0.4%
Value ($000) $770 Shares 13,640 Est. Cost $47.88 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $754 Shares 17,154 Est. Cost $36.61 Unrealized +17.0%
MOAT VANECK ETF TRUST 0.4%
Value ($000) $753 Shares 8,121 Est. Cost $75.85 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $699 Shares 21,368 Est. Cost $47.16 Unrealized -22.7%
T AT&T INC 0.3%
Value ($000) $683 Shares 30,000 Est. Cost $13.82 Unrealized +55.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $681 Shares 1 Est. Cost $431815.88 Unrealized +60.4%
SO SOUTHERN CO 0.3%
Value ($000) $674 Shares 8,185 Est. Cost $74.23 Unrealized +13.9%
MMM 3M CO 0.3%
Value ($000) $659 Shares 5,103 Est. Cost $79.50 Unrealized +61.5%
WES WESTERN MIDSTREAM PARTNERS L 0.3%
Value ($000) $652 Shares 16,960 Est. Cost $38.43 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $642 Shares 23,423 Est. Cost $15.56 Unrealized +59.9%
IBDT ISHARES TR 0.3%
Value ($000) $617 Shares 24,787 Est. Cost $24.45 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $606 Shares 3,180 Est. Cost $133.85 Unrealized +31.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $600 Shares 2,071 Est. Cost $238.21 Unrealized +21.8%
IBDR ISHARES TR 0.3%
Value ($000) $597 Shares 24,811 Est. Cost $23.51 Unrealized
IBDS ISHARES TR 0.3%
Value ($000) $594 Shares 24,810 Est. Cost $23.45 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.3%
Value ($000) $590 Shares 27,500 Est. Cost $21.98 Unrealized 0.0%
IEMG ISHARES INC 0.3%
Value ($000) $568 Shares 10,875 Est. Cost $53.01 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $547 Shares 2,794 Est. Cost $170.91 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $534 Shares 4,690 Est. Cost $84.83 Unrealized +43.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $533 Shares 691 Est. Cost $821.14 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $511 Shares 3,145 Est. Cost $151.24 Unrealized +18.5%
GRMN GARMIN LTD 0.2%
Value ($000) $501 Shares 2,428 Est. Cost $131.47 Unrealized +46.4%
RNR RENAISSANCERE HLDGS LTD 0.2%
Value ($000) $498 Shares 2,000 Est. Cost $254.92 Unrealized +5.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $496 Shares 1,020 Est. Cost $485.18 Unrealized +8.7%
GIS GENERAL MLS INC 0.2%
Value ($000) $494 Shares 7,751 Est. Cost $62.54 Unrealized +2.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $484 Shares 5,319 Est. Cost $79.33 Unrealized +17.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $470 Shares 8,335 Est. Cost $53.76 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $467 Shares 2,710 Est. Cost $121.02 Unrealized +36.8%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $465 Shares 890 Est. Cost $397.07 Unrealized +31.2%
BSM BLACK STONE MINERALS L P 0.2%
Value ($000) $461 Shares 31,600 Est. Cost $16.63 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $451 Shares 9,791 Est. Cost $46.58 Unrealized
VPU VANGUARD WORLD FD 0.2%
Value ($000) $437 Shares 2,671 Est. Cost $155.14 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.2%
Value ($000) $436 Shares 20,000 Est. Cost $20.63 Unrealized -2.6%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $429 Shares 1,785 Est. Cost $221.43 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $420 Shares 822 Est. Cost $366.30 Unrealized
L LOEWS CORP 0.2%
Value ($000) $416 Shares 4,908 Est. Cost $67.40 Unrealized +21.9%
HTGC HERCULES CAPITAL INC 0.2%
Value ($000) $412 Shares 20,500 Est. Cost $19.41 Unrealized +0.5%
SBLK STAR BULK CARRIERS CORP. 0.2%
Value ($000) $410 Shares 27,400 Est. Cost $22.19 Unrealized -16.3%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $398 Shares 1,773 Est. Cost $195.72 Unrealized
IBDU ISHARES TR 0.2%
Value ($000) $396 Shares 17,363 Est. Cost $22.31 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $384 Shares 2,928 Est. Cost $115.19 Unrealized +13.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $369 Shares 2,630 Est. Cost $114.09 Unrealized +20.4%
GEV GE VERNOVA INC 0.2%
Value ($000) $367 Shares 1,115 Est. Cost $174.83 Unrealized +78.4%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $356 Shares 1,571 Est. Cost $243.78 Unrealized -7.6%
SYK STRYKER CORPORATION 0.2%
Value ($000) $353 Shares 980 Est. Cost $313.09 Unrealized +17.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $343 Shares 660 Est. Cost $563.12 Unrealized -2.8%
IGSB ISHARES TR 0.2%
Value ($000) $341 Shares 6,605 Est. Cost $50.24 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $341 Shares 4,000 Est. Cost $83.88 Unrealized 0.0%
BX BLACKSTONE INC 0.2%
Value ($000) $340 Shares 1,970 Est. Cost $90.95 Unrealized +85.6%
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $339 Shares 1,515 Est. Cost $153.53 Unrealized +61.4%
ABT ABBOTT LABS 0.2%
Value ($000) $337 Shares 2,980 Est. Cost $113.59 Unrealized -0.2%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $333 Shares 1,655 Est. Cost $161.92 Unrealized +26.2%
CCJ CAMECO CORP 0.2%
Value ($000) $328 Shares 6,385 Est. Cost $46.06 Unrealized +17.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $325 Shares 1,440 Est. Cost $181.95 Unrealized +11.9%
INFL LISTED FD TR 0.2%
Value ($000) $324 Shares 8,513 Est. Cost $28.20 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $324 Shares 6,698 Est. Cost $38.42 Unrealized
ISHARES TR 0.2%
Value ($000) $315 Shares 12,591 Est. Cost $24.81 Unrealized
LII LENNOX INTL INC 0.1%
Value ($000) $305 Shares 500 Est. Cost $618.14 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $303 Shares 1,320 Est. Cost $236.65 Unrealized +3.1%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $292 Shares 1,000 Est. Cost $311.23 Unrealized 0.0%
MR COOPER GROUP INC 0.1%
Value ($000) $288 Shares 3,000 Est. Cost $96.01 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $287 Shares 3,497 Est. Cost $82.10 Unrealized
DASH DOORDASH INC 0.1%
Value ($000) $285 Shares 1,697 Est. Cost $164.28 Unrealized 0.0%
DBB INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $283 Shares 15,000 Est. Cost $20.14 Unrealized
IBTG ISHARES TR 0.1%
Value ($000) $282 Shares 12,381 Est. Cost $22.50 Unrealized
IBTI ISHARES TR 0.1%
Value ($000) $282 Shares 12,888 Est. Cost $21.59 Unrealized
BN BROOKFIELD CORP 0.1%
Value ($000) $281 Shares 4,890 Est. Cost $27.22 Unrealized +37.4%
IBTH ISHARES TR 0.1%
Value ($000) $281 Shares 12,648 Est. Cost $21.88 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $281 Shares 6,615 Est. Cost $39.21 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $279 Shares 2,350 Est. Cost $110.56 Unrealized +5.6%
CB CHUBB LIMITED 0.1%
Value ($000) $276 Shares 1,000 Est. Cost $270.79 Unrealized +3.9%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $274 Shares 12,535 Est. Cost $17.09 Unrealized +13.4%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $273 Shares 2,000 Est. Cost $123.68 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $272 Shares 23,627 Est. Cost $10.95 Unrealized
EQT EQT CORP 0.1%
Value ($000) $270 Shares 5,855 Est. Cost $33.40 Unrealized +21.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $267 Shares 2,156 Est. Cost $91.16 Unrealized +30.6%
WSO WATSCO INC 0.1%
Value ($000) $260 Shares 548 Est. Cost $423.99 Unrealized +19.4%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $255 Shares 1,854 Est. Cost $130.80 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $253 Shares 500 Est. Cost $510.63 Unrealized +8.3%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $245 Shares 2,687 Est. Cost $82.02 Unrealized +19.6%
RY ROYAL BK CDA 0.1%
Value ($000) $241 Shares 2,000 Est. Cost $114.81 Unrealized +7.5%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $237 Shares 1,122 Est. Cost $182.64 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $233 Shares 1,518 Est. Cost $160.21 Unrealized -0.4%
ESGU ISHARES TR 0.1%
Value ($000) $231 Shares 1,793 Est. Cost $114.96 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $231 Shares 1,268 Est. Cost $168.32 Unrealized +12.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $226 Shares 4,001 Est. Cost $43.65 Unrealized +20.5%
CNX CNX RES CORP 0.1%
Value ($000) $220 Shares 6,010 Est. Cost $36.83 Unrealized 0.0%
VLTO VERALTO CORP 0.1%
Value ($000) $218 Shares 2,144 Est. Cost $105.00 Unrealized +0.9%
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $218 Shares 3,180 Est. Cost $62.32 Unrealized
CONSOL ENERGY INC NEW 0.1%
Value ($000) $213 Shares 2,000 Est. Cost $106.68 Unrealized
ISHARES TR 0.1%
Value ($000) $210 Shares 9,023 Est. Cost $23.31 Unrealized
FMS FRESENIUS MEDICAL CARE AG 0.1%
Value ($000) $208 Shares 9,198 Est. Cost $22.64 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $205 Shares 500 Est. Cost $410.44 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $202 Shares 610 Est. Cost $301.25 Unrealized +15.2%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $200 Shares 3,047 Est. Cost $66.57 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $173 Shares 10,000 Est. Cost $17.32 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.1%
Value ($000) $160 Shares 12,550 Est. Cost $9.14 Unrealized +29.5%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $3.51 Unrealized 0.0%