The Analysis of Autumn Glory Partners, LLC's Holdings

Currently, Autumn Glory Partners, LLC holds 208 types of securities in its portfolio with a total value $285.4M. In the most recent quarter, they have increased their positions in N/A (+11.3K shares, valued at $7.1M), VUG (+12.5K shares, valued at $6.1M), VTV (+21.7K shares, valued at $4.1M); decreased their positions in FMS (-7.2K shares, valued at $1.5M), GLW (-7.5K shares, valued at $655.0K), LLY (-311 shares, valued at $334.2K); initiated new positions in N/A (+58.3K shares, valued at $3.8M), VWO (+24.6K shares, valued at $1.3M), VOT (+4.3K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS33.8K shares50.34%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR13.0K shares0.26%2025-12-312026-01-27

MSFT MICROSOFT CORP18.3K shares1.90%2025-12-312026-01-27

DGRO ISHARES TR109.1K shares0.04%2025-12-312026-01-27

VTI VANGUARD INDEX FDS22.3K shares38.39%2025-12-312026-01-27

VTV VANGUARD INDEX FDS39.1K shares124.22%2025-12-312026-01-27

ALPHABET INC ALPHABET INC21.8K shares-1.26%2025-12-312026-01-27

VUG VANGUARD INDEX FDS13.4K shares1414.95%2025-12-312026-01-27

Sponsored

OKE ONEOK INC NEW82.4K shares-0.89%2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.6K shares1.09%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON23.9K shares0.47%2025-12-312026-01-27

VEA VANGUARD TAX-MANAGED FDS79.0K shares363.69%2025-12-312026-01-27

UNILEVER PLC UNILEVER PLC58.3K sharesnew addition2025-12-312026-01-27

MEDTRONIC PLC MEDTRONIC PLC38.9K shares1.23%2025-12-312026-01-27

DIA SPDR DOW JONES INDL AVERAGE7.6K shares-0.07%2025-12-312026-01-27

WMB WILLIAMS COS INC57.8K shares0.90%2025-12-312026-01-27

Sponsored

AAPL APPLE INC12.2K shares3.07%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.9.9K shares1.04%2025-12-312026-01-27

DIS DISNEY WALT CO26.8K shares3.38%2025-12-312026-01-27

BINC BLACKROCK ETF TRUST II57.5K shares5.52%2025-12-312026-01-27

IWD ISHARES TR14.3K shares0.00%2025-12-312026-01-27

ORCL ORACLE CORP14.5K shares9.68%2025-12-312026-01-27

NVO NOVO-NORDISK A S53.6K shares11.55%2025-12-312026-01-27

IWF ISHARES TR5.7K shares0.00%2025-12-312026-01-27

Sponsored

OGE OGE ENERGY CORP62.1K shares-2.77%2025-12-312026-01-27

VZ VERIZON COMMUNICATIONS INC63.7K shares2.36%2025-12-312026-01-27

NVDA NVIDIA CORPORATION13.4K shares15.77%2025-12-312026-01-27

CVX CHEVRON CORP NEW16.3K shares2.06%2025-12-312026-01-27

VHT VANGUARD WORLD FD8.5K shares2.05%2025-12-312026-01-27

JCPB J P MORGAN EXCHANGE TRADED F51.8K shares0.92%2025-12-312026-01-27

ASML ASML HOLDING N V2.2K shares2.09%2025-12-312026-01-27

GHC GRAHAM HLDGS CO2.2K shares0.00%2025-12-312026-01-27

Sponsored

HD HOME DEPOT INC6.9K shares7.16%2025-12-312026-01-27

RTX RTX CORPORATION12.9K shares10.75%2025-12-312026-01-27

ABBV ABBVIE INC10.2K shares6.84%2025-12-312026-01-27

WTM WHITE MTNS INS GROUP LTD1.1K shares0.00%2025-12-312026-01-27

XOM EXXON MOBIL CORP18.4K shares32.88%2025-12-312026-01-27

PYLD PIMCO ETF TR78.1K shares5.00%2025-12-312026-01-27

GLD SPDR GOLD TR5.0K shares0.00%2025-12-312026-01-27

SPHY SPDR SERIES TRUST83.5K shares0.00%2025-12-312026-01-27

Sponsored

HON HONEYWELL INTL INC9.7K shares65.29%2025-12-312026-01-27

VGT VANGUARD WORLD FD2.5K shares-4.13%2025-12-312026-01-27

V VISA INC5.2K shares1.43%2025-12-312026-01-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.4K shares1.67%2025-12-312026-01-27

AMZN AMAZON COM INC7.9K shares5.09%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR2.9K shares61.51%2025-12-312026-01-27

SBUX STARBUCKS CORP21.0K shares2.39%2025-12-312026-01-27

NOBL PROSHARES TR15.8K shares0.00%2025-12-312026-01-27

Sponsored

GLW CORNING INC18.7K shares-28.60%2025-12-312026-01-27

BP BP PLC46.1K shares0.00%2025-12-312026-01-27

JEPI J P MORGAN EXCHANGE TRADED F26.1K shares20.00%2025-12-312026-01-27

IVV ISHARES TR2.2K shares41.49%2025-12-312026-01-27

XLF SELECT SECTOR SPDR TR26.9K shares25.68%2025-12-312026-01-27

LLY ELI LILLY & CO1.4K shares-18.53%2025-12-312026-01-27

CHRW C H ROBINSON WORLDWIDE INC9.1K shares1.24%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO10.1K shares1.12%2025-12-312026-01-27

Sponsored

ET ENERGY TRANSFER L P87.4K shares0.10%2025-12-312026-01-27

BROADCOM INC BROADCOM INC4.1K shares-3.31%2025-12-312026-01-27

VB VANGUARD INDEX FDS5.4K shares225.44%2025-12-312026-01-27

ALPHABET INC ALPHABET INC4.3K shares23.87%2025-12-312026-01-27

IGSB ISHARES TR25.4K shares0.00%2025-12-312026-01-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares1.00%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F24.6K sharesnew addition2025-12-312026-01-27

PFE PFIZER INC52.9K shares39.63%2025-12-312026-01-27

Sponsored

WMT WALMART INC11.6K shares3.64%2025-12-312026-01-27

DVN DEVON ENERGY CORP NEW34.9K shares-15.74%2025-12-312026-01-27

KO COCA COLA CO18.1K shares1.19%2025-12-312026-01-27

JPST J P MORGAN EXCHANGE TRADED F24.2K shares15.31%2025-12-312026-01-27

ARLP ALLIANCE RESOURCE PARTNERS L52.0K shares0.00%2025-12-312026-01-27

VOT VANGUARD INDEX FDS4.3K sharesnew addition2025-12-312026-01-27

SNA SNAP ON INC3.4K shares0.00%2025-12-312026-01-27

PEP PEPSICO INC7.8K shares22.72%2025-12-312026-01-27

Sponsored

XLK SELECT SECTOR SPDR TR7.8K shares95.71%2025-12-312026-01-27

CSCO CISCO SYS INC14.0K shares5.09%2025-12-312026-01-27

LAZARD INC LAZARD INC22.1K shares4.82%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.6K shares0.00%2025-12-312026-01-27

MS MORGAN STANLEY5.8K shares27.48%2025-12-312026-01-27

JAAA JANUS DETROIT STR TR20.1K shares0.00%2025-12-312026-01-27

VO VANGUARD INDEX FDS3.3K sharesnew addition2025-12-312026-01-27

GDX VANECK ETF TRUST11.3K shares0.02%2025-12-312026-01-27

Sponsored

MERCK & CO INC MERCK & CO INC9.1K shares17.24%2025-12-312026-01-27

AMAT APPLIED MATLS INC3.7K shares-6.61%2025-12-312026-01-27

IWM ISHARES TR3.5K shares0.00%2025-12-312026-01-27

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-3.00%2025-12-312026-01-27

TXN TEXAS INSTRS INC4.9K shares0.67%2025-12-312026-01-27

DEO DIAGEO PLC9.9K shares1.46%2025-12-312026-01-27

WES WESTERN MIDSTREAM PARTNERS L21.0K shares0.00%2025-12-312026-01-27

MMM 3M CO5.1K shares0.00%2025-12-312026-01-27

Sponsored

XLE SELECT SECTOR SPDR TR18.3K sharesnew addition2025-12-312026-01-27

FNV FRANCO NEV CORP54.0K shares-3.57%2025-12-312026-01-27

QDPL PACER FDS TR18.8K shares0.00%2025-12-312026-01-27

T AT&T INC30.4K shares1.32%2025-12-312026-01-27

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-27

ZIM ZIM INTEGRATED SHIPPING SERV35.5K shares0.00%2025-12-312026-01-27

COWZ PACER FDS TR12.4K shares-1.57%2025-12-312026-01-27

PAVE GLOBAL X FDS15.4K shares0.00%2025-12-312026-01-27

Sponsored

SO SOUTHERN CO8.2K shares0.00%2025-12-312026-01-27

PLTR PALANTIR TECHNOLOGIES INC4.0K shares100.00%2025-12-312026-01-27

VOE VANGUARD INDEX FDS4.0K sharesnew addition2025-12-312026-01-27

CL COLGATE PALMOLIVE CO9.0K shares2.34%2025-12-312026-01-27

IBDT ISHARES TR27.5K shares0.23%2025-12-312026-01-27

DFAC DIMENSIONAL ETF TRUST17.6K shares0.00%2025-12-312026-01-27

BAC BANK AMERICA CORP12.6K shares-3.02%2025-12-312026-01-27

MCD MCDONALDS CORP2.2K shares8.21%2025-12-312026-01-27

Sponsored

MOAT VANECK ETF TRUST6.5K shares-1.67%2025-12-312026-01-27

ADBE ADOBE INC1.9K shares1.59%2025-12-312026-01-27

IBDS ISHARES TR27.6K shares0.23%2025-12-312026-01-27

IBDR ISHARES TR27.6K shares0.22%2025-12-312026-01-27

SPEM SPDR INDEX SHS FDS14.3K shares0.00%2025-12-312026-01-27

SPG SIMON PPTY GROUP INC NEW3.6K shares0.00%2025-12-312026-01-27

GEV GE VERNOVA INC1.0K shares98.04%2025-12-312026-01-27

HTGC HERCULES CAPITAL INC35.0K shares20.69%2025-12-312026-01-27

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.0K shares3.78%2025-12-312026-01-27

KMI KINDER MORGAN INC DEL23.4K shares0.00%2025-12-312026-01-27

PSX PHILLIPS 664.9K shares5.39%2025-12-312026-01-27

INFL LISTED FDS TR13.6K shares0.00%2025-12-312026-01-27

SEB SEABOARD CORP DEL130 shares0.00%2025-12-312026-01-27

IBDU ISHARES TR24.6K shares0.00%2025-12-312026-01-27

GSBD GOLDMAN SACHS BDC INC61.9K shares-36.10%2025-12-312026-01-27

RNR RENAISSANCERE HLDGS LTD2.0K shares0.00%2025-12-312026-01-27

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F9.7K shares0.00%2025-12-312026-01-27

IAC IAC INC13.3K shares33.58%2025-12-312026-01-27

L LOEWS CORP4.9K shares0.00%2025-12-312026-01-27

AVUV AMERICAN CENTY ETF TR5.0K shares0.00%2025-12-312026-01-27

PRU PRUDENTIAL FINL INC4.5K shares28.57%2025-12-312026-01-27

FLO FLOWERS FOODS INC46.6K shares0.00%2025-12-312026-01-27

PANW PALO ALTO NETWORKS INC2.7K shares41.26%2025-12-312026-01-27

BA BOEING CO2.3K shares55.78%2025-12-312026-01-27

Sponsored

UPS UNITED PARCEL SERVICE INC5.0K shares0.00%2025-12-312026-01-27

VPU VANGUARD WORLD FD2.7K shares0.04%2025-12-312026-01-27

GRMN GARMIN LTD2.4K shares0.00%2025-12-312026-01-27

DMLP DORCHESTER MINERALS LP22.0K shares37.50%2025-12-312026-01-27

SYK STRYKER CORPORATION1.4K shares40.82%2025-12-312026-01-27

ENB ENBRIDGE INC9.7K shares21.59%2025-12-312026-01-27

NKE NIKE INC7.2K shares2.98%2025-12-312026-01-27

ISRG INTUITIVE SURGICAL INC799 shares0.00%2025-12-312026-01-27

Sponsored

CYBR CYBERARK SOFTWARE LTD1.0K shares0.00%2025-12-312026-01-27

DHR DANAHER CORPORATION1.9K shares36.63%2025-12-312026-01-27

LNG CHENIERE ENERGY INC2.2K sharesnew addition2025-12-312026-01-27

FMS FRESENIUS MEDICAL CARE AG2.0K shares-78.26%2025-12-312026-01-27

RWR SPDR SERIES TRUST4.2K shares0.00%2025-12-312026-01-27

XLY SELECT SECTOR SPDR TR3.4K shares94.38%2025-12-312026-01-27

SCCO SOUTHERN COPPER CORP2.8K shares0.83%2025-12-312026-01-27

ROK ROCKWELL AUTOMATION INC1.0K shares45.58%2025-12-312026-01-27

Sponsored

RIO RIO TINTO PLC4.9K shares0.00%2025-12-312026-01-27

RPRX ROYALTY PHARMA PLC10.0K shares0.00%2025-12-312026-01-27

ANGL VANECK ETF TRUST13.0K sharesnew addition2025-12-312026-01-27

FVD FIRST TR EXCHANGE-TRADED FD8.2K sharesnew addition2025-12-312026-01-27

RGLD ROYAL GOLD INC1.7K shares-43.33%2025-12-312026-01-27

RSG REPUBLIC SVCS INC1.7K shares0.00%2025-12-312026-01-27

APH AMPHENOL CORP NEW2.6K shares0.00%2025-12-312026-01-27

EMR EMERSON ELEC CO2.6K shares20.78%2025-12-312026-01-27

Sponsored

O REALTY INCOME CORP6.1K shares0.00%2025-12-312026-01-27

CHY CALAMOS CONV & HIGH INCOME F30.0K sharesnew addition2025-12-312026-01-27

VLTO VERALTO CORP3.4K shares58.54%2025-12-312026-01-27

BN BROOKFIELD CORP7.3K shares50.00%2025-12-312026-01-27

FCX FREEPORT-MCMORAN INC6.5K shares0.00%2025-12-312026-01-27

CCJ CAMECO CORP3.6K shares-12.22%2025-12-312026-01-27

SCHD SCHWAB STRATEGIC TR11.6K sharesnew addition2025-12-312026-01-27

EQT CORP EQT CORP5.9K shares0.00%2025-12-312026-01-27

Sponsored

GS GOLDMAN SACHS GROUP INC352 shares20.96%2025-12-312026-01-27

IBTI ISHARES TR13.7K shares0.42%2025-12-312026-01-27

CEG CONSTELLATION ENERGY CORP860 shares-18.10%2025-12-312026-01-27

IBTH ISHARES TR13.4K shares0.43%2025-12-312026-01-27

IBTG ISHARES TR13.2K shares0.45%2025-12-312026-01-27

SNOW SNOWFLAKE INC1.4K sharesnew addition2025-12-312026-01-27

PAYX PAYCHEX INC2.6K shares0.00%2025-12-312026-01-27

XLV SELECT SECTOR SPDR TR1.9K shares0.26%2025-12-312026-01-27

Sponsored

MELI MERCADOLIBRE INC146 shares21.67%2025-12-312026-01-27

DASH DOORDASH INC1.3K shares0.00%2025-12-312026-01-27

SBRA SABRA HEALTH CARE REIT INC14.9K shares0.00%2025-12-312026-01-27

MHK MOHAWK INDS INC2.5K shares0.00%2025-12-312026-01-27

TSLA TESLA INC609 sharesnew addition2025-12-312026-01-27

AMG AFFILIATED MANAGERS GROUP IN925 shares0.00%2025-12-312026-01-27

PGX INVESCO EXCH TRADED FD TR II23.6K shares0.00%2025-12-312026-01-27

SHY ISHARES TR3.2K shares0.00%2025-12-312026-01-27

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K sharesnew addition2025-12-312026-01-27

QCOM QUALCOMM INC1.5K shares0.00%2025-12-312026-01-27

GILD GILEAD SCIENCES INC2.1K sharesnew addition2025-12-312026-01-27

GCI LIBERTY INC GCI LIBERTY INC6.9K sharesnew addition2025-12-312026-01-27

DFUS DIMENSIONAL ETF TRUST3.5K sharesnew addition2025-12-312026-01-27

RY ROYAL BK CDA1.5K shares0.00%2025-12-312026-01-27

ARCC ARES CAPITAL CORP12.5K shares0.00%2025-12-312026-01-27

TJX TJX COS INC NEW1.6K shares13.99%2025-12-312026-01-27

Sponsored

LMT LOCKHEED MARTIN CORP475 shares0.00%2025-12-312026-01-27

PGR PROGRESSIVE CORP1.0K shares0.00%2025-12-312026-01-27

CAT CATERPILLAR INC397 sharesnew addition2025-12-312026-01-27

SE SEA LTD1.8K shares0.00%2025-12-312026-01-27

CNX CNX RES CORP6.0K sharesnew addition2025-12-312026-01-27

IWB ISHARES TR591 shares0.00%2025-12-312026-01-27

MYRG MYR GROUP INC DEL1.0K sharesnew addition2025-12-312026-01-27

WM WASTE MGMT INC DEL980 shares0.00%2025-12-312026-01-27

Sponsored

XLI SELECT SECTOR SPDR TR1.4K shares0.29%2025-12-312026-01-27

PHO INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2025-12-312026-01-27

GIS GENERAL MLS INC4.6K shares0.00%2025-12-312026-01-27

AMGN AMGEN INC646 sharesnew addition2025-12-312026-01-27

BLACKSTONE INC BLACKSTONE INC1.4K shares0.00%2025-12-312026-01-27

BKH BLACK HILLS CORP3.0K sharesnew addition2025-12-312026-01-27

ABNB AIRBNB INC1.5K sharesnew addition2025-12-312026-01-27

SCHO SCHWAB STRATEGIC TR8.4K sharesnew addition2025-12-312026-01-27

Sponsored

FIX COMFORT SYS USA INC218 sharesnew addition2025-12-312026-01-27

IBTJ ISHARES TR9.2K shares0.00%2025-12-312026-01-27

MPWR MONOLITHIC PWR SYS INC223 shares0.00%2025-12-312026-01-27

INTU INTUIT304 shares0.00%2025-12-312026-01-27

BSM BLACK STONE MINERALS L P13.0K shares-56.08%2025-12-312026-01-27

HTLD HEARTLAND EXPRESS INC17.7K shares65.51%2025-12-312026-01-27

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD12.6K shares0.00%2025-12-312026-01-27

AUR AURORA INNOVATION INC10.0K shares0.00%2025-12-312026-01-27

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available