Autumn Glory Partners, LLC Reduced Holdings in Q4 2024

Autumn Glory Partners, LLC

  • $201 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.95K
- 32.04%
$442.29 - $483.08 $2.63M - $2.87M
12.6K $5.72M
GHC
Graham Holdings CO

Consumer Defensive
-2.17K
- 50.0%
$771.16 - $960.36 $1.67M - $2.08M
2.17K $1.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.08K
- 18.67%
$567.81 - $607.81 $1.75M - $1.87M
13.4K $7.86M
WTM
White Mountains Insurance Group LTD

Financial Services
-1.08K
- 50.0%
$1755.01 - $2015.0 $1.9M - $2.18M
1.08K $2.1M
MSFT
Microsoft Corp

Technology
-2.97K
- 15.04%
$406.35 - $454.46 $1.21M - $1.35M
16.8K $7.08M
UL
Unilever PLC

Consumer Defensive
-13K
- 16.73%
$56.7 - $64.64 $738K - $842K
64.8K $3.67M
DVN
Devon Energy Corp

Energy
-30.1K
- 58.45%
$30.52 - $42.96 $917K - $1.29M
21.4K $699K
NVO
Novo Nordisk A S

Healthcare
-6.46K
- 28.51%
$85.0 - $120.04 $549K - $776K
16.2K $1.39M
LMT
Lockheed Martin Corp

Industrials
-1.76K
- 63.27%
$479.66 - $614.62 $843K - $1.08M
1.02K $495K
NVDA
Nvidia Corp

Technology
-9.72K
- 57.79%
$117.0 - $148.88 $1.14M - $1.45M
7.1K $953K
WMB
Williams Companies, Inc.

Energy
-37.1K
- 29.53%
$46.37 - $59.74 $1.72M - $2.22M
88.6K $4.79M
XOM
Exxon Mobil Corp

Energy
-6.41K
- 25.83%
$105.51 - $125.37 $676K - $803K
18.4K $1.98M
RTX
Raytheon Technologies Corp

Industrials
-6.26K
- 19.42%
$114.45 - $127.21 $716K - $796K
26K $3M
CSCO
Cisco Systems, Inc.

Technology
-18.2K
- 57.7%
$52.45 - $60.02 $955K - $1.09M
13.4K $790K
SO
Southern CO

Utilities
-8.82K
- 51.88%
$81.5 - $94.15 $719K - $831K
8.19K $673K
ABBV
Abb Vie Inc.

Healthcare
-3.32K
- 26.6%
$164.99 - $203.87 $548K - $677K
9.17K $1.63M
JNJ
Johnson & Johnson

Healthcare
-2.77K
- 11.1%
$143.34 - $165.86 $397K - $459K
22.2K $3.2M
AAPL
Apple Inc.

Technology
-4.56K
- 25.42%
$221.69 - $259.02 $1.01M - $1.18M
13.4K $3.35M
MDT
Medtronic PLC

Healthcare
-5.55K
- 15.04%
$79.61 - $92.24 $442K - $512K
31.4K $2.5M
KO
Coca Cola CO

Consumer Defensive
-8.53K
- 29.18%
$61.74 - $71.71 $527K - $612K
20.7K $1.29M
CVX
Chevron Corp

Energy
-5.01K
- 29.3%
$141.15 - $162.53 $707K - $814K
12.1K $1.75M
ACN
Accenture PLC

Technology
-1.92K
- 24.61%
$343.9 - $376.86 $662K - $725K
5.89K $2.07M
CEG
Constellation Energy Corp

Utilities
-2.4K
- 61.33%
$224.28 - $285.52 $539K - $686K
1.52K $340K
VZ
Verizon Communications Inc

Communication Services
-9.43K
- 16.0%
$39.6 - $45.21 $373K - $426K
49.5K $1.98M
ORCL
Oracle Corp

Technology
-3.3K
- 13.59%
$165.41 - $192.43 $546K - $635K
21K $3.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.64K
- 38.22%
$180.88 - $232.93 $839K - $1.08M
7.5K $1.65M
IBM
International Business Machines Corp

Technology
-2.64K
- 41.95%
$204.9 - $238.04 $541K - $628K
3.65K $803K
IEMG
Ishares Inc

ETFs
-10.9K
- 50.0%
N/A
10.9K $583K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-8.78K
- 29.98%
$57.53 - $60.83 $505K - $534K
20.5K $1.18M
GOOG
Alphabet Inc.

Communication Services
-3.75K
- 54.09%
$163.08 - $198.16 $611K - $743K
3.18K $605K
PG
Procter & Gamble CO

Consumer Defensive
-2.86K
- 27.88%
$161.05 - $179.7 $460K - $513K
7.39K $1.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-707
- 51.72%
$501.29 - $612.85 $354K - $433K
660 $343K
AMAT
Applied Materials Inc

Technology
-1.84K
- 36.85%
$161.44 - $213.89 $296K - $392K
3.15K $511K
DHR
Danaher Corp

Healthcare
-1.43K
- 51.97%
$226.16 - $274.52 $323K - $392K
1.32K $303K
UNH
Unitedhealth Group Inc

Healthcare
-707
- 58.57%
$485.52 - $625.25 $343K - $442K
500 $252K
SPG
Simon Property Group Inc

Real Estate
-2.71K
- 50.0%
$167.23 - $183.84 $453K - $498K
2.71K $466K
PEP
Pepsico Inc

Consumer Defensive
-1.73K
- 17.42%
$151.29 - $176.1 $262K - $305K
8.21K $1.25M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.26K
- 49.76%
$53.94 - $58.15 $445K - $480K
8.34K $469K
ISRG
Intuitive Surgical Inc

Healthcare
-944
- 51.47%
$471.27 - $550.62 $445K - $520K
890 $464K
TXN
Texas Instruments Inc

Technology
-2.16K
- 29.67%
N/A
5.12K $997K
VB
Vanguard Small Cap ETF

ETFs
-1.79K
- 50.0%
$233.76 - $261.58 $417K - $467K
1.79K $428K
WSO
Watsco Inc

Industrials
-821
- 59.97%
$466.57 - $568.78 $383K - $467K
548 $259K
SYK
Stryker Corp

Healthcare
-1.06K
- 51.91%
$345.14 - $392.15 $365K - $415K
980 $352K
SCCO
Southern Copper Corp

Basic Materials
-2.66K
- 49.7%
$91.13 - $117.95 $242K - $313K
2.69K $244K
GIS
General Mills Inc

Consumer Defensive
-3.91K
- 33.53%
$62.78 - $74.62 $245K - $292K
7.75K $494K
JPM
Jpmorgan Chase & CO

Financial Services
-3.02K
- 24.21%
$205.18 - $250.29 $619K - $755K
9.44K $2.26M
PAYX
Paychex Inc

Industrials
-2.8K
- 51.56%
$135.86 - $148.73 $380K - $416K
2.63K $368K
L
Loews Corp

Financial Services
-4.91K
- 50.0%
$76.49 - $87.05 $375K - $427K
4.91K $415K
RSG
Republic Services, Inc.

Industrials
-1.66K
- 50.0%
$198.0 - $218.75 $328K - $362K
1.66K $332K
Activity Summary
Buys All Purchases 37 New Holdings 17 Increased Positions 20 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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