Autumn Glory Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $201 Million distributed in 216 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $8.9M, Oneok Inc with a value of $8.08M, Spdr S&P 500 ETF Trust with a value of $7.86M, Microsoft Corp with a value of $7.08M, and Ishares Core Dividend Growth E with a value of $6.56M.
Examining the 13F form we can see an decrease of $55.6M in the current position value, from $256M to 201M.
Below you can find more details about Autumn Glory Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$201 Million
ETFs: $64.4 Million
Energy: $27.4 Million
Technology: $25.1 Million
Financial Services: $19.4 Million
Consumer Defensive: $15.6 Million
Healthcare: $14.2 Million
Communication Services: $11.3 Million
Industrials: $11.1 Million
Other: $12 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
