Atlanta Consulting Group Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $403 Billion distributed in 227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $59.8B, Ishares Core S&P Sm Cap ETF with a value of $30.1B, Alliance Resource Partners LP with a value of $29.1B, Ishares Core S&P Mid Cap ETF with a value of $12.8B, and Vanguard Index Fds S&P 500 ETF with a value of $11.8B.

Examining the 13F form we can see an decrease of $60.9B in the current position value, from $464B to 403B.

Atlanta Consulting Group Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Atlanta Consulting Group Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $403 Billion
ETFs: $175 Billion
Financial Services: $50.3 Billion
Energy: $42.9 Billion
Technology: $34.5 Billion
Consumer Cyclical: $19.5 Billion
Healthcare: $18.8 Billion
Consumer Defensive: $16.4 Billion
Industrials: $15.3 Billion
Other: $28.1 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $403 Billion
  • Prior Value $464 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 119 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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