$704 Million is the total value of ACG Wealth's 333 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 37.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $8,918,000 | -2.2% | 182,562 | +0.9% | 1.27% | +5.8% |
| FCTR | Buy | FIRST TRUST LUNT U.S. FACTOR ROTATION ETFetf | $7,296,000 | +5.0% | 205,301 | +0.5% | 1.04% | +13.6% |
| FDX | Buy | FEDEX CORPstock | $6,591,000 | +18.2% | 25,484 | +0.2% | 0.94% | +27.8% |
| GPC | Buy | GENUINE PARTS CO COMstock | $6,134,000 | +18.0% | 43,749 | +2.0% | 0.87% | +27.7% |
| ICOW | Buy | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFetf | $5,374,000 | +1.0% | 172,078 | +0.4% | 0.76% | +9.3% |
| ECOW | Buy | PACER EMERGING MARKETS CASH COWS 100 ETFetf | $5,351,000 | +2.1% | 217,955 | +1.7% | 0.76% | +10.3% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDetf | $4,715,000 | +34.2% | 42,057 | +23.7% | 0.67% | +45.0% |
| CALF | Buy | PACER US SMALL CAP CASH COWS 100 ETFetf | $4,117,000 | +1.6% | 96,250 | +0.8% | 0.58% | +10.0% |
| JSML | Buy | JANUS SMALL CAP GROWTH ALPHA ETFetf | $3,816,000 | +1.0% | 58,703 | +1.0% | 0.54% | +9.3% |
| INTC | Buy | INTEL CORP COMstock | $3,125,000 | -1.9% | 60,677 | +1.4% | 0.44% | +6.0% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $3,108,000 | +19.7% | 19,001 | +2.3% | 0.44% | +29.6% |
| VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $3,090,000 | +57.5% | 60,111 | +61.1% | 0.44% | +70.2% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $2,846,000 | +62.4% | 11,789 | +49.4% | 0.40% | +75.7% |
| RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR Badr | $2,642,000 | +4.6% | 60,954 | +6.9% | 0.38% | +13.0% |
| DGX | Buy | QUEST DIAGNOSTICS INCstock | $2,510,000 | +21.0% | 14,509 | +1.6% | 0.36% | +30.8% |
| PWR | Buy | QUANTA SVCS INC COMstock | $2,384,000 | +4.1% | 20,788 | +3.3% | 0.34% | +12.6% |
| FSK | Buy | FS INVESTMENT CORPORATIONcef | $2,293,000 | -2.8% | 109,493 | +2.3% | 0.33% | +5.2% |
| VPU | New | VANGUARD UTILITIESetf | $2,267,000 | – | 14,492 | +100.0% | 0.32% | – |
| VO | Buy | VANGUARD MID CAPetf | $2,208,000 | +433.3% | 8,666 | +395.2% | 0.31% | +481.5% |
| COF | Buy | CAPITAL ONE FINANCIAL CORPstock | $2,174,000 | -7.4% | 14,982 | +3.4% | 0.31% | +0.3% |
| VCR | Buy | VANGUARD CONSUMER DISCRETIONARYetf | $2,101,000 | +9.9% | 6,169 | +0.0% | 0.30% | +19.1% |
| WRK | Buy | WESTROCK CO COMstock | $2,015,000 | +0.6% | 45,428 | +13.0% | 0.29% | +8.7% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $1,987,000 | +18.5% | 23,744 | +4.7% | 0.28% | +28.2% |
| PTC | New | PTC INC COMstock | $1,978,000 | – | 16,329 | +100.0% | 0.28% | – |
| VB | New | VANGUARD SMALL CAP ETFetf | $1,882,000 | – | 8,325 | +100.0% | 0.27% | – |
| TIP | New | ISHARES TIPS BOND ETFetf | $1,854,000 | – | 14,346 | +100.0% | 0.26% | – |
| VUG | Buy | VANGUARD GROWTH ETFetf | $1,808,000 | +62.0% | 5,634 | +46.5% | 0.26% | +74.8% |
| ANET | Buy | ARISTA NETWORKS INC COMstock | $1,767,000 | +2.6% | 12,291 | +145.1% | 0.25% | +11.1% |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $1,721,000 | -1.8% | 10,517 | +0.5% | 0.24% | +6.5% |
| VIS | Buy | VANGUARD INDUSTRIALS INDEX FUNDetf | $1,668,000 | +8.0% | 8,221 | +0.0% | 0.24% | +16.7% |
| IJH | Buy | ISHARES CORE S&P MID CAP ETFetf | $1,657,000 | +13.6% | 5,855 | +5.6% | 0.24% | +22.4% |
| HON | Buy | HONEYWELL INTL INCstock | $1,639,000 | +8.8% | 7,858 | +10.7% | 0.23% | +17.7% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $1,611,000 | +18.4% | 13,139 | +10.8% | 0.23% | +27.9% |
| VEA | New | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,592,000 | – | 31,174 | +100.0% | 0.23% | – |
| FTGC | Buy | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDetf | $1,583,000 | +29.2% | 68,667 | +35.1% | 0.22% | +39.8% |
| XAR | New | SPDR S&P AEROSPACE & DEFENSE ETFetf | $1,514,000 | – | 13,000 | +100.0% | 0.22% | – |
| CERN | Buy | CERNER CORPstock | $1,501,000 | +41.7% | 16,159 | +7.6% | 0.21% | +53.2% |
| FLDR | New | FIDELITY LOW DURATION BOND FACTOR ETFetf | $1,426,000 | – | 28,140 | +100.0% | 0.20% | – |
| MU | Buy | MICRON TECHNOLOGYstock | $1,389,000 | +36.2% | 14,912 | +3.8% | 0.20% | +47.0% |
| QUAL | Buy | ISHARES MSCI USA QUALITY FACTOR ETFetf | $1,321,000 | +10.8% | 9,073 | +0.3% | 0.19% | +19.7% |
| C | Buy | CITIGROUP INCstock | $1,325,000 | -12.4% | 21,935 | +1.7% | 0.19% | -5.5% |
| THO | Buy | THOR INDS INCstock | $1,275,000 | +0.2% | 12,288 | +18.5% | 0.18% | +8.4% |
| EQNR | Buy | STATOIL ASA SPONSORED ADR CMNadr | $1,267,000 | +7.6% | 48,114 | +4.1% | 0.18% | +16.1% |
| VAW | New | VANGUARD MATERIALS ETFetf | $1,255,000 | – | 6,373 | +100.0% | 0.18% | – |
| IYH | Buy | ISHARES TR DOW JONES U S HEALTHCAREetf | $1,199,000 | +8.9% | 3,992 | +0.0% | 0.17% | +17.2% |
| SIRI | Buy | SIRIUS XM RADIO INCstock | $1,169,000 | +9.3% | 184,016 | +4.9% | 0.17% | +17.7% |
| GLD | Buy | SPDR GOLD ETFetf | $1,069,000 | +32.0% | 6,253 | +26.8% | 0.15% | +43.4% |
| MDU | Buy | MDU RES GROUP INC COMstock | $1,068,000 | +10.2% | 34,641 | +6.0% | 0.15% | +19.7% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $1,040,000 | -1.1% | 17,376 | +2.0% | 0.15% | +7.2% |
| FDLO | New | FIDELITY LOW VOLATILITY FACTOR ETFetf | $1,042,000 | – | 19,915 | +100.0% | 0.15% | – |
| PEP | Buy | PEPSICO INC COMstock | $1,034,000 | +26.6% | 5,954 | +9.6% | 0.15% | +37.4% |
| SFM | Buy | SPROUTS FARMERS MARKET, INC.stock | $1,017,000 | +34.5% | 34,255 | +5.0% | 0.14% | +46.5% |
| BAC | Buy | BK OF AMERICA CORP COMstock | $999,000 | +11.5% | 22,461 | +6.4% | 0.14% | +20.3% |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGYetf | $996,000 | +11.8% | 6,525 | +18.4% | 0.14% | +21.4% |
| HIBB | Buy | HIBBETT SPORTING GOODSstock | $982,000 | +105.4% | 13,654 | +102.2% | 0.14% | +122.2% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $976,000 | +15.4% | 2,236 | +4.2% | 0.14% | +25.2% |
| ISCV | Buy | ISHARES MORNINGSTAR SMALL VALUE INDEXetf | $950,000 | +4.7% | 15,980 | +0.2% | 0.14% | +13.4% |
| VDC | Buy | VANGUARD CONSUMER STAPLES ETFetf | $922,000 | +14.0% | 4,615 | +2.2% | 0.13% | +23.6% |
| HUBB | Buy | HUBBELL INC COMstock | $876,000 | +20.2% | 4,206 | +4.3% | 0.12% | +29.2% |
| VWO | New | VANGUARD FTSE EMERGING MARKETS ETFetf | $871,000 | – | 17,614 | +100.0% | 0.12% | – |
| AMGN | Buy | AMGEN INCstock | $843,000 | +117.3% | 3,748 | +105.6% | 0.12% | +135.3% |
| DJP | Buy | IPATH DJ-UBS COMMODITY TOTAL RETURN ETNetf | $846,000 | +46.1% | 29,487 | +48.9% | 0.12% | +57.9% |
| SDY | Buy | SPDR SER TR S&P DIVID ETFetf | $832,000 | +23.6% | 6,447 | +12.6% | 0.12% | +34.1% |
| KMB | Buy | KIMBERLY-CLARK CORP COMstock | $809,000 | +64.4% | 5,661 | +52.3% | 0.12% | +76.9% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $809,000 | +21.5% | 7,069 | +15.9% | 0.12% | +30.7% |
| VIAC | Buy | CBS CORP CL Bstock | $797,000 | -21.9% | 26,421 | +2.2% | 0.11% | -15.7% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDRetf | $793,000 | +18.7% | 20,307 | +14.1% | 0.11% | +28.4% |
| VV | New | VANGUARD LARGE-CAP INDEX FUNDetf | $785,000 | – | 3,550 | +100.0% | 0.11% | – |
| VTV | Buy | VANGUARD VALUE ETFetf | $772,000 | +180.7% | 5,248 | +158.6% | 0.11% | +205.6% |
| D | Buy | DOMINION RESOURCES INCstock | $773,000 | +15.5% | 9,840 | +7.5% | 0.11% | +25.0% |
| IQLT | Buy | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $769,000 | +11.8% | 19,539 | +7.5% | 0.11% | +21.1% |
| GSY | Buy | INVESCO ULTRA SHORT DURATION ETFetf | $759,000 | -0.3% | 15,086 | +0.1% | 0.11% | +8.0% |
| SYY | Buy | SYSCO CORP COMstock | $744,000 | +18.5% | 9,474 | +18.4% | 0.11% | +27.7% |
| DHR | Buy | DANAHER CORPstock | $730,000 | +103.9% | 2,220 | +88.8% | 0.10% | +121.3% |
| IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $722,000 | +10.2% | 4,608 | +2.3% | 0.10% | +19.8% |
| IBM | Buy | INTL BUSINESS MACHINESstock | $693,000 | +20.9% | 5,181 | +25.6% | 0.10% | +30.7% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH ETFetf | $657,000 | +6.5% | 5,960 | +2.8% | 0.09% | +14.8% |
| APD | New | AIR PRODS & CHEMS INC COMstock | $618,000 | – | 2,031 | +100.0% | 0.09% | – |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $599,000 | +111.7% | 6,415 | +77.8% | 0.08% | +129.7% |
| GIS | Buy | GENERAL MLS INC COMstock | $553,000 | +31.0% | 8,207 | +16.2% | 0.08% | +43.6% |
| MA | Buy | MASTERCARD INCstock | $539,000 | +3.5% | 1,500 | +0.1% | 0.08% | +13.2% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $545,000 | +43.4% | 6,383 | +27.1% | 0.08% | +54.0% |
| VBK | Buy | VANGUARD SMALL CAP GROWTH ETFetf | $528,000 | +84.0% | 1,873 | +83.1% | 0.08% | +97.4% |
| HSY | Buy | HERSHEY CO COMstock | $520,000 | +15.6% | 2,689 | +1.2% | 0.07% | +25.4% |
| NYCB | New | NY COMMUNITY BANCORP INCstock | $499,000 | – | 40,894 | +100.0% | 0.07% | – |
| BCI | Buy | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETFetf | $501,000 | -0.2% | 21,792 | +21.9% | 0.07% | +7.6% |
| FNCL | Buy | FIDELITY MSCI FINANCIALS INDEX ETFetf | $483,000 | +11.8% | 8,644 | +7.5% | 0.07% | +21.1% |
| MDT | Buy | MEDTRONIC PLC SHSstock | $488,000 | +42.3% | 4,718 | +72.2% | 0.07% | +53.3% |
| DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $475,000 | +32.3% | 4,527 | +22.9% | 0.07% | +42.6% |
| TFC | Buy | TRUIST FINL CORP COMstock | $460,000 | +0.4% | 7,861 | +0.6% | 0.06% | +8.3% |
| BX | Buy | BLACKSTONE GROUP LPstock | $459,000 | +11.7% | 3,549 | +0.6% | 0.06% | +20.4% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDRetf | $449,000 | +31.7% | 2,582 | +13.0% | 0.06% | +42.2% |
| STAG | Buy | STAG INDL INC COMreit | $443,000 | +22.4% | 9,247 | +0.3% | 0.06% | +31.2% |
| DE | Buy | DEERE & CO COMstock | $445,000 | +57.8% | 1,298 | +54.2% | 0.06% | +70.3% |
| IWO | New | ISHARES RUSSELL 2000 GROWTH INDEXetf | $434,000 | – | 1,480 | +100.0% | 0.06% | – |
| EFA | New | ISHARES MSCI EAFE ETFetf | $434,000 | – | 5,515 | +100.0% | 0.06% | – |
| GD | Buy | GENERAL DYNAMICS CORP COMstock | $397,000 | +72.6% | 1,904 | +62.5% | 0.06% | +86.7% |
| VOT | New | VANGUARD MID CAP GROWTH ETFetf | $384,000 | – | 1,510 | +100.0% | 0.06% | – |
| FTEC | Buy | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $390,000 | +17.8% | 2,881 | +3.3% | 0.06% | +27.9% |
| DOV | Buy | DOVER CORP COMstock | $380,000 | +16.9% | 2,092 | +0.0% | 0.05% | +25.6% |
| CEFS | Buy | SABA CLOSED-END FUNDS ETFetf | $372,000 | +0.3% | 17,986 | +3.1% | 0.05% | +8.2% |
| VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $374,000 | – | 2,048 | +100.0% | 0.05% | – |
| WOOD | New | ISHARES S&P GLOBAL TIMBER & FORESTRYetf | $370,000 | – | 4,025 | +100.0% | 0.05% | – |
| KMI | Buy | KINDER MORGAN INCstock | $357,000 | +1.7% | 22,499 | +7.1% | 0.05% | +10.9% |
| CWT | New | CALIFORNIA WTR SVC GROUP COMstock | $350,000 | – | 4,874 | +100.0% | 0.05% | – |
| SBUX | Buy | STARBUCKS CORPstock | $348,000 | +30.3% | 2,972 | +22.9% | 0.05% | +40.0% |
| FCOM | Buy | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETFetf | $320,000 | +2.6% | 6,221 | +6.6% | 0.04% | +9.8% |
| AGOX | Buy | ADAPTIVE ALPHA OPPORTUNITIES ETFetf | $307,000 | +1.7% | 12,072 | +2.8% | 0.04% | +10.0% |
| PRU | Buy | PRUDENTIAL FINL INCstock | $303,000 | +3.4% | 2,800 | +0.7% | 0.04% | +10.3% |
| AVGO | New | AVAGO TECHNOLOGIES LTDstock | $306,000 | – | 459 | +100.0% | 0.04% | – |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $293,000 | +1.7% | 3,923 | +1.1% | 0.04% | +10.5% |
| ASUR | Buy | ASURE SOFTWARE INC COMstock | $287,000 | -11.1% | 36,707 | +2.5% | 0.04% | -2.4% |
| CSX | Buy | CSX CORPstock | $285,000 | +26.1% | 7,592 | +0.1% | 0.04% | +33.3% |
| IYC | Buy | ISHARES DJ US CONSUMER SERVICESetf | $274,000 | +8.7% | 3,266 | +0.0% | 0.04% | +18.2% |
| MAR | Buy | MARRIOTT INTL INCstock | $264,000 | +12.3% | 1,595 | +0.3% | 0.04% | +22.6% |
| USB | Buy | US BANCORP DEL COM NEWstock | $262,000 | +12.4% | 4,666 | +19.2% | 0.04% | +19.4% |
| OYST | New | OYSTER PT PHARMA INC COMstock | $260,000 | – | 14,212 | +100.0% | 0.04% | – |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FD II INDXX NEXTG ETFetf | $255,000 | +9.9% | 3,081 | +1.5% | 0.04% | +20.0% |
| IYJ | Buy | ISHARES U.S. INDUSTRIALS ETFetf | $252,000 | +5.0% | 2,236 | +0.0% | 0.04% | +12.5% |
| CB | Buy | CHUBB LIMITED COMstock | $256,000 | +11.8% | 1,324 | +0.2% | 0.04% | +20.0% |
| BLL | Buy | BALL CORP COMstock | $247,000 | +7.4% | 2,562 | +0.2% | 0.04% | +16.7% |
| GPN | Buy | GLOBAL PAYMENTS INCstock | $234,000 | -2.9% | 1,731 | +13.1% | 0.03% | +3.1% |
| OHI | Buy | OMEGA HEALTHCARE INVESTORS INCreit | $234,000 | -1.3% | 7,922 | +0.1% | 0.03% | +6.5% |
| MMP | New | MAGELLAN MIDSTREAM PARTNERS LPstock | $233,000 | – | 5,021 | +100.0% | 0.03% | – |
| DBC | New | DB COMMODITY INDEX TRACKINGetf | $229,000 | – | 11,000 | +100.0% | 0.03% | – |
| LIT | New | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $235,000 | – | 2,780 | +100.0% | 0.03% | – |
| FIDU | New | FIDELITY MSCI INDUSTRIALS INDEX ETFetf | $222,000 | – | 3,950 | +100.0% | 0.03% | – |
| CI | New | CIGNA CORPstock | $225,000 | – | 979 | +100.0% | 0.03% | – |
| RY | Buy | ROYAL BANK OF CANADAstock | $227,000 | +8.1% | 2,143 | +1.8% | 0.03% | +14.3% |
| DLR | New | DIGITAL REALTY TRUST INCreit | $217,000 | – | 1,225 | +100.0% | 0.03% | – |
| TOWN | Buy | TOWNEBANK PORTSMOUTH VA COMstock | $220,000 | +1.9% | 6,978 | +0.6% | 0.03% | +10.7% |
| AEP | New | AMERICAN ELEC PWR CO INC COMstock | $214,000 | – | 2,405 | +100.0% | 0.03% | – |
| KEY | New | KEYCORP COMstock | $208,000 | – | 9,008 | +100.0% | 0.03% | – |
| ZTS | New | ZOETIS INC COM CL Astock | $209,000 | – | 855 | +100.0% | 0.03% | – |
| EWY | New | ISHARES MSCI SOUTH KOREA INDEX FD ETFetf | $202,000 | – | 2,600 | +100.0% | 0.03% | – |
| IRT | New | INDEPENDENCE RLTY TRINC COM USD0.01reit | $206,000 | – | 7,994 | +100.0% | 0.03% | – |
| GS | New | GOLDMAN SACHS GROUP INCstock | $202,000 | – | 528 | +100.0% | 0.03% | – |
| CLX | New | CLOROX CO DEL COMstock | $203,000 | – | 1,166 | +100.0% | 0.03% | – |
| RDVY | New | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $205,000 | – | 3,953 | +100.0% | 0.03% | – |
| XSD | New | SPDR SER TR S&P SEMICONDUCTOR ETFetf | $207,000 | – | 850 | +100.0% | 0.03% | – |
| III | Buy | INFORMATION SVCS GROUP INC COMstock | $130,000 | +6.6% | 17,031 | +0.3% | 0.02% | +12.5% |
| VFF | Buy | VILLAGE FARMS INTL INC COMstock | $104,000 | -14.8% | 16,180 | +10.6% | 0.02% | -6.2% |
| MVIS | Buy | MICROVISION INC DEL COM NEWstock | $75,000 | -31.8% | 15,000 | +50.0% | 0.01% | -21.4% |
| SENS | New | SENSEONICS HLDGS INC COMstock | $32,000 | – | 11,918 | +100.0% | 0.01% | – |
| GPN | New | GLOBAL PAYMENTS INCcall | $14,000 | – | 100 | +100.0% | 0.00% | – |
| PTC | New | PTC INC COMcall | $12,000 | – | 100 | +100.0% | 0.00% | – |
| VFF | Buy | VILLAGE FARMS INTL INC COMcall | $6,000 | +50.0% | 1,000 | +100.0% | 0.00% | 0.0% |
| NXGN | New | NEXTGEN HEALTHCARE INC COMcall | $7,000 | – | 400 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| 3M COMPANY | 38 | Q3 2022 | 12.6% |
| APPLE INC | 38 | Q3 2022 | 6.9% |
| ISHARES TR | 38 | Q3 2022 | 6.6% |
| FIRST TR LRGE CP CORE ALPHA | 38 | Q3 2022 | 7.7% |
| MICROSOFT CORP | 38 | Q3 2022 | 4.7% |
| HOME DEPOT INC | 38 | Q3 2022 | 2.1% |
| META PLATFORMS INC CL A | 38 | Q3 2022 | 2.0% |
| JOHNSON & JOHNSON COM | 38 | Q3 2022 | 1.6% |
| VISA INC | 38 | Q3 2022 | 1.5% |
| SELECT SECTOR SPDR TR | 38 | Q3 2022 | 4.0% |
View ACG Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-18 |
| 13F-HR | 2021-11-01 |
| 13F-HR | 2021-08-06 |
| 13F-HR | 2021-05-03 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-10-07 |
View ACG Wealth's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.