$164 Million is the total value of Autumn Glory Partners, LLC's 202 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 35.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $6,253,319 | +26.1% | 15,924 | -37.9% | 3.82% | +5.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $5,695,417 | +20.0% | 114,989 | +24.8% | 3.48% | +0.1% |
| MSFT | Buy | MICROSOFT CORP | $5,689,184 | +5.1% | 18,018 | +13.3% | 3.48% | -12.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,593,576 | -0.6% | 13,359 | +5.2% | 3.42% | -17.1% |
| OKE | Buy | ONEOK INC NEW | $5,122,180 | +198.9% | 80,753 | +190.9% | 3.13% | +149.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,410,277 | +3.0% | 12,590 | +0.3% | 2.69% | -14.1% |
| WMB | Buy | WILLIAMS COS INC | $3,625,351 | +32.2% | 107,609 | +28.1% | 2.21% | +10.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,438,565 | -7.8% | 22,077 | -2.0% | 2.10% | -23.1% |
| UL | Buy | UNILEVER PLCspon adr new | $2,940,189 | +7.0% | 59,518 | +12.9% | 1.80% | -10.7% |
| DVN | Buy | DEVON ENERGY CORP NEW | $2,802,996 | +684.1% | 58,763 | +694.6% | 1.71% | +553.4% |
| HD | Sell | HOME DEPOT INC | $2,772,318 | -7.0% | 9,175 | -4.4% | 1.69% | -22.5% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,754,294 | +18.2% | 8,223 | +21.4% | 1.68% | -1.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,515,291 | +22.3% | 18,236 | +25.9% | 1.54% | +1.9% |
| DIS | Sell | DISNEY WALT CO | $2,461,164 | +0.4% | 876 | -96.8% | 1.50% | -16.3% |
| ADBE | Buy | ADOBE INC | $2,385,312 | +73.4% | 4,678 | +66.3% | 1.46% | +44.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $2,355,240 | +13.5% | 26,598 | +20.8% | 1.44% | -5.4% |
| AAPL | Sell | APPLE INC | $2,295,583 | -20.4% | 13,408 | -9.9% | 1.40% | -33.6% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,274,370 | -0.7% | 9,674 | -39.8% | 1.39% | -17.2% |
| RTX | Buy | RTX CORPORATION | $2,243,017 | -1.2% | 31,166 | +34.5% | 1.37% | -17.6% |
| FLO | Buy | FLOWERS FOODS INC | $2,239,492 | -7.2% | 100,969 | +4.1% | 1.37% | -22.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,209,436 | -3.6% | 14,553 | +0.2% | 1.35% | -19.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,132,364 | +9.8% | 16,295 | +0.4% | 1.30% | -8.5% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,119,981 | -0.1% | 6,903 | +0.4% | 1.30% | -16.7% |
| OGE | Buy | OGE ENERGY CORP | $2,022,426 | +69.5% | 60,679 | +82.7% | 1.24% | +41.3% |
| CVX | Buy | CHEVRON CORP NEW | $1,980,768 | +14.4% | 11,747 | +6.7% | 1.21% | -4.6% |
| ORCL | Buy | ORACLE CORP | $1,974,773 | +6.7% | 18,644 | +19.9% | 1.21% | -11.1% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,912,896 | +618.0% | 33,210 | +619.6% | 1.17% | +499.0% |
| ET | Sell | ENERGY TRANSFER L P | $1,901,701 | +3.2% | 135,545 | -6.5% | 1.16% | -13.9% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,821,346 | +40.8% | 20,028 | +150.5% | 1.11% | +17.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,818,965 | -2.8% | 19,283 | +2.7% | 1.11% | -18.9% |
| XOM | Buy | EXXON MOBIL CORP | $1,791,331 | +237.4% | 15,235 | +207.8% | 1.09% | +181.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,777,050 | +1.3% | 12,254 | +1.6% | 1.08% | -15.5% |
| MDT | Buy | MEDTRONIC PLC | $1,643,679 | -9.7% | 20,976 | +1.5% | 1.00% | -24.7% |
| AMZN | Buy | AMAZON COM INC | $1,641,374 | +60.7% | 12,912 | +64.8% | 1.00% | +34.0% |
| WTM | WHITE MTNS INS GROUP LTD | $1,615,345 | +7.7% | 1,080 | 0.0% | 0.99% | -10.2% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,518,005 | -1.6% | 5,707 | +1.8% | 0.93% | -18.0% |
| ABBV | Sell | ABBVIE INC | $1,469,731 | +9.7% | 9,860 | -0.8% | 0.90% | -8.5% |
| NKE | Buy | NIKE INCcl b | $1,462,604 | +25.5% | 15,296 | +44.8% | 0.89% | +4.6% |
| V | Buy | VISA INC | $1,427,672 | -2.6% | 6,207 | +0.6% | 0.87% | -18.7% |
| BP | New | BP PLCsponsored adr | $1,392,023 | – | 35,951 | +100.0% | 0.85% | – |
| GLD | Buy | SPDR GOLD TR | $1,380,001 | +538.7% | 8,049 | +564.1% | 0.84% | +433.5% |
| CSCO | Sell | CISCO SYS INC | $1,330,506 | -2.4% | 24,749 | -6.0% | 0.81% | -18.5% |
| GSBD | New | GOLDMAN SACHS BDC INC | $1,331,410 | – | 91,443 | +100.0% | 0.81% | – |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,311,262 | -32.6% | 43,162 | -53.8% | 0.80% | -43.8% |
| GHC | GRAHAM HLDGS CO | $1,265,693 | +2.0% | 2,171 | 0.0% | 0.77% | -15.0% | |
| KO | Sell | COCA COLA CO | $1,208,343 | -12.2% | 21,585 | -5.5% | 0.74% | -26.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,159,209 | +3.6% | 5,246 | +0.9% | 0.71% | -13.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,153,347 | +0.2% | 32,100 | +323.1% | 0.70% | -16.5% |
| T | New | AT&T INC | $1,123,105 | – | 74,774 | +100.0% | 0.69% | – |
| MRK | Buy | MERCK & CO INC | $1,090,617 | -1.2% | 10,594 | +10.8% | 0.67% | -17.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,083,037 | +32.6% | 20,221 | +37.0% | 0.66% | +10.5% |
| BDX | Buy | BECTON DICKINSON & CO | $1,071,055 | +51.0% | 4,143 | +54.2% | 0.65% | +25.8% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,059,320 | +9.7% | 2,553 | +16.9% | 0.65% | -8.5% |
| SBUX | Buy | STARBUCKS CORP | $992,470 | -7.4% | 10,874 | +0.5% | 0.61% | -22.8% |
| TXN | Buy | TEXAS INSTRS INC | $989,679 | -11.5% | 6,224 | +0.1% | 0.60% | -26.3% |
| GIS | Buy | GENERAL MLS INC | $969,043 | -8.1% | 15,144 | +10.1% | 0.59% | -23.3% |
| PEP | Buy | PEPSICO INC | $925,572 | +18.8% | 5,463 | +29.9% | 0.56% | -0.9% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $896,756 | +15.0% | 6,329 | +21.4% | 0.55% | -4.0% |
| SNA | SNAP ON INC | $872,305 | -11.5% | 3,420 | 0.0% | 0.53% | -26.2% | |
| MMM | New | 3M CO | $858,682 | – | 9,172 | +100.0% | 0.52% | – |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $830,121 | -9.0% | 9,638 | -0.3% | 0.51% | -24.1% |
| SMCI | Buy | SUPER MICRO COMPUTER INC | $822,660 | +230.1% | 3,000 | +200.0% | 0.50% | +174.3% |
| WMT | Sell | WALMART INC | $805,407 | -0.4% | 5,036 | -2.1% | 0.49% | -16.9% |
| BIIB | Buy | BIOGEN INC | $802,128 | -9.2% | 3,121 | +0.6% | 0.49% | -24.3% |
| NVDA | Buy | NVIDIA CORPORATION | $743,833 | +147.7% | 1,710 | +140.8% | 0.45% | +106.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $740,249 | +69.4% | 3,485 | +75.7% | 0.45% | +41.2% |
| GLW | New | CORNING INC | $720,616 | – | 23,650 | +100.0% | 0.44% | – |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $718,062 | +125.7% | 9,468 | +137.4% | 0.44% | +88.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $702,542 | +8.8% | 3,975 | +15.3% | 0.43% | -9.3% |
| LAZ | New | LAZARD LTD | $653,412 | – | 21,071 | +100.0% | 0.40% | – |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $632,605 | +49.7% | 12,798 | +44.9% | 0.39% | +24.5% |
| OHI | OMEGA HEALTHCARE INVS INC | $619,362 | +8.0% | 18,678 | 0.0% | 0.38% | -10.0% | |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $615,916 | -13.4% | 9,035 | +1.1% | 0.38% | -27.8% |
| AVGO | BROADCOM INC | $601,340 | -4.2% | 724 | 0.0% | 0.37% | -20.2% | |
| GOOG | ALPHABET INCcap stk cl c | $588,710 | +9.0% | 4,465 | 0.0% | 0.36% | -9.1% | |
| DMLP | DORCHESTER MINERALS LP | $581,000 | -3.0% | 20,000 | 0.0% | 0.36% | -19.1% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $579,656 | -17.0% | 3,536 | -11.9% | 0.35% | -30.7% |
| PSX | Sell | PHILLIPS 66 | $545,601 | +13.5% | 4,541 | -9.9% | 0.33% | -5.4% |
| PXD | Buy | PIONEER NAT RES CO | $542,427 | +133.6% | 2,363 | +110.8% | 0.33% | +94.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $531,477 | +2.6% | 1 | 0.0% | 0.32% | -14.2% | |
| ALB | Buy | ALBEMARLE CORP | $510,120 | +14.3% | 3,000 | +50.0% | 0.31% | -4.6% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $505,343 | +41.2% | 21,656 | +42.1% | 0.31% | +17.9% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $500,842 | +40.1% | 21,644 | +42.1% | 0.31% | +16.8% |
| MCD | Buy | MCDONALDS CORP | $493,687 | -9.4% | 1,874 | +2.6% | 0.30% | -24.3% |
| IBDT | Buy | ISHARES TRibds dec28 etf | $484,493 | +35.6% | 20,162 | +38.2% | 0.30% | +13.0% |
| AMAT | Buy | APPLIED MATLS INC | $481,114 | +53.7% | 3,475 | +60.5% | 0.29% | +28.4% |
| VZ | New | VERIZON COMMUNICATIONS INC | $477,561 | – | 14,735 | +100.0% | 0.29% | – |
| BAC | Buy | BANK AMERICA CORP | $478,608 | +12.3% | 15,722 | +5.8% | 0.29% | -6.4% |
| SQM | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $467,813 | -17.8% | 7,840 | 0.0% | 0.29% | -31.4% | |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $462,156 | -11.8% | 10,346 | -8.0% | 0.28% | -26.6% |
| SO | SOUTHERN CO | $452,716 | -7.9% | 6,995 | 0.0% | 0.28% | -23.3% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $431,646 | +0.2% | 2,778 | +4.8% | 0.26% | -16.2% |
| BCE | BCE INC | $424,641 | -16.3% | 11,125 | 0.0% | 0.26% | -30.2% | |
| BSM | New | BLACK STONE MINERALS L P | $423,858 | – | 24,600 | +100.0% | 0.26% | – |
| LMT | LOCKHEED MARTIN CORP | $417,139 | -11.2% | 1,020 | 0.0% | 0.26% | -25.9% | |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $378,810 | – | 2,700 | +100.0% | 0.23% | – |
| DHR | DANAHER CORPORATION | $378,353 | +3.4% | 1,525 | 0.0% | 0.23% | -13.8% | |
| CL | Buy | COLGATE PALMOLIVE CO | $368,279 | -7.2% | 5,179 | +0.5% | 0.22% | -22.7% |
| LBTYK | LIBERTY GLOBAL PLC | $366,189 | +4.4% | 19,730 | 0.0% | 0.22% | -12.8% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $366,554 | +6.6% | 4,527 | +6.8% | 0.22% | -11.1% |
| IBDU | Buy | ISHARES TRibonds dec 29 | $361,175 | +42.0% | 16,492 | +45.6% | 0.22% | +18.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $347,806 | -56.3% | 2,878 | -50.1% | 0.21% | -63.6% |
| UNH | UNITEDHEALTH GROUP INC | $345,370 | +4.9% | 685 | 0.0% | 0.21% | -12.4% | |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $344,330 | -27.0% | 2,700 | -18.7% | 0.21% | -39.3% |
| BX | BLACKSTONE INC | $336,955 | +15.2% | 3,145 | 0.0% | 0.21% | -3.7% | |
| ABT | Buy | ABBOTT LABS | $337,060 | +14.9% | 3,480 | +29.4% | 0.21% | -4.2% |
| TMO | THERMO FISHER SCIENTIFIC INC | $334,072 | -3.0% | 660 | 0.0% | 0.20% | -19.0% | |
| MS | New | MORGAN STANLEY | $327,088 | – | 4,005 | +100.0% | 0.20% | – |
| CABO | Buy | CABLE ONE INC | $326,289 | +19.7% | 530 | +27.7% | 0.20% | -0.5% |
| TRIP | New | TRIPADVISOR INC | $323,890 | – | 19,535 | +100.0% | 0.20% | – |
| L | LOEWS CORP | $310,725 | +6.6% | 4,908 | 0.0% | 0.19% | -10.8% | |
| WSO | Sell | WATSCO INC | $305,953 | -17.7% | 810 | -16.9% | 0.19% | -31.2% |
| CMCSA | COMCAST CORP NEWcl a | $300,891 | +6.7% | 6,786 | 0.0% | 0.18% | -11.1% | |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $294,561 | -24.3% | 1,830 | -20.2% | 0.18% | -36.8% |
| SPG | SIMON PPTY GROUP INC NEW | $292,761 | -6.5% | 2,710 | 0.0% | 0.18% | -21.8% | |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $284,825 | – | 795 | +100.0% | 0.17% | – |
| SLB | SCHLUMBERGER LTD | $285,379 | +18.7% | 4,895 | 0.0% | 0.17% | -1.1% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $278,192 | -1.2% | 800 | 0.0% | 0.17% | -17.5% | |
| IGSB | New | ISHARES TR | $273,318 | – | 5,485 | +100.0% | 0.17% | – |
| ARLP | New | ALLIANCE RESOURCE PARTNERS Lut ltd part | $270,360 | – | 12,000 | +100.0% | 0.16% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $264,913 | – | 24,193 | +100.0% | 0.16% | – |
| IBTG | New | ISHARES TRibonds 26 trm ts | $265,438 | – | 11,813 | +100.0% | 0.16% | – |
| HON | HONEYWELL INTL INC | $266,026 | -11.0% | 1,440 | 0.0% | 0.16% | -26.0% | |
| IBTH | New | ISHARES TRibonds 27 trm ts | $263,642 | – | 12,066 | +100.0% | 0.16% | – |
| IBTI | New | ISHARES TRibonds 28 trm ts | $258,298 | – | 11,986 | +100.0% | 0.16% | – |
| INFL | Buy | LISTED FD TRhorizon kinetics | $259,136 | -0.3% | 8,513 | +0.2% | 0.16% | -16.8% |
| GRMN | GARMIN LTD | $255,426 | +0.9% | 2,428 | 0.0% | 0.16% | -15.7% | |
| JOUT | New | JOHNSON OUTDOORS INCcl a | $255,129 | – | 4,665 | +100.0% | 0.16% | – |
| USMV | New | ISHARES TRmsci usa min vol | $253,547 | – | 3,503 | +100.0% | 0.16% | – |
| BLK | BLACKROCK INC | $252,131 | -6.5% | 390 | 0.0% | 0.15% | -21.8% | |
| AGNC | Buy | AGNC INVT CORP | $247,328 | +118.0% | 26,200 | +133.9% | 0.15% | +81.9% |
| RSG | REPUBLIC SVCS INC | $235,854 | -7.0% | 1,655 | 0.0% | 0.14% | -22.6% | |
| KR | KROGER CO | $235,609 | -4.8% | 5,265 | 0.0% | 0.14% | -20.4% | |
| PAYX | PAYCHEX INC | $234,697 | +3.1% | 2,035 | 0.0% | 0.14% | -14.4% | |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $234,849 | – | 4,416 | +100.0% | 0.14% | – |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $234,300 | -50.0% | 1,000 | -50.0% | 0.14% | -58.4% |
| NXPI | NXP SEMICONDUCTORS N V | $233,507 | -2.3% | 1,168 | 0.0% | 0.14% | -18.3% | |
| GUNR | New | FLEXSHARES TRmornstar upstr | $230,670 | – | 5,704 | +100.0% | 0.14% | – |
| SNY | SANOFIsponsored adr | $230,652 | -0.5% | 4,300 | 0.0% | 0.14% | -17.1% | |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $226,815 | -28.0% | 7,914 | -3.1% | 0.14% | -39.8% |
| KMI | New | KINDER MORGAN INC DEL | $225,869 | – | 13,623 | +100.0% | 0.14% | – |
| DOW | DOW INC | $226,348 | -3.2% | 4,390 | 0.0% | 0.14% | -19.3% | |
| AMGN | New | AMGEN INC | $224,683 | – | 836 | +100.0% | 0.14% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $221,359 | – | 1,212 | +100.0% | 0.14% | – |
| New | CONSTELLATION ENERGY CORP | $220,887 | – | 2,025 | +100.0% | 0.14% | – | |
| LBTYA | New | LIBERTY GLOBAL PLC | $214,856 | – | 12,550 | +100.0% | 0.13% | – |
| SYLD | New | CAMBRIA ETF TR | $214,592 | – | 3,469 | +100.0% | 0.13% | – |
| RIO | RIO TINTO PLCsponsored adr | $213,194 | -0.3% | 3,350 | 0.0% | 0.13% | -17.2% | |
| EMR | New | EMERSON ELEC CO | $208,205 | – | 2,156 | +100.0% | 0.13% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $208,044 | – | 1,616 | +100.0% | 0.13% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $206,748 | – | 2,264 | +100.0% | 0.13% | – |
| ZIM | New | ZIM INTEGRATED SHIPPING SERV | $130,625 | – | 12,500 | +100.0% | 0.08% | – |
| KREF | New | KKR REAL ESTATE FIN TR INC | $118,700 | – | 10,000 | +100.0% | 0.07% | – |
| ICL | New | ICL GROUP LTD | $66,600 | – | 12,000 | +100.0% | 0.04% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -13,260 | -100.0% | -0.04% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -5,080 | -100.0% | -0.15% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -595 | -100.0% | -0.15% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,080 | -100.0% | -0.16% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -715 | -100.0% | -0.16% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -1,000 | -100.0% | -0.16% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -4,811 | -100.0% | -0.17% | – |
| SEDG | Exit | SOLAREDGE TECHNOLOGIES INC | $0 | – | -1,000 | -100.0% | -0.20% | – |
| PFE | Exit | PFIZER INC | $0 | – | -8,760 | -100.0% | -0.24% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,775 | -100.0% | -0.26% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,000 | -100.0% | -0.32% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -10,110 | -100.0% | -0.36% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -8,833 | -100.0% | -0.42% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -12,870 | -100.0% | -0.64% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Saratoga Research & Investment Management #1
- Capital Advisors, Inc. #2
- Wallace Capital Management, Inc. #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.9% |
| ONEOK INC NEW | 8 | Q3 2023 | 4.6% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.0% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 2.7% |
| WILLIAMS COS INC | 8 | Q3 2023 | 2.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.1% |
| FLOWERS FOODS INC | 8 | Q3 2023 | 2.4% |
View Autumn Glory Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-16 |
View Autumn Glory Partners, LLC'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.