84 is the total number of securities ATLANTA FINANCIAL ASSOCIATES LLC /ADV has owned. The longest ATLANTA FINANCIAL ASSOCIATES LLC /ADV has owned a single stock is 5 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SCHZ | SCHWAB STRATEGIC TR | 5 | 5 | 31.04% | 32.30% | 33.97% | Q1 2020 | Q1 2021 | 5 |
| IVV | ISHARES TR | 5 | 5 | 16.47% | 17.17% | 18.28% | Q1 2020 | Q1 2021 | 5 |
| SCHM | SCHWAB STRATEGIC TR | 5 | 5 | 11.15% | 13.01% | 14.40% | Q1 2020 | Q1 2021 | 5 |
| VGSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 9.10% | 9.62% | 10.42% | Q1 2020 | Q1 2021 | 5 |
| VIG | VANGUARD SPECIALIZED F... | 5 | 5 | 1.65% | 1.93% | 2.53% | Q1 2020 | Q1 2021 | 5 |
| AAPL | APPLE INC | 5 | 5 | 1.29% | 1.50% | 1.66% | Q1 2020 | Q1 2021 | 5 |
| HD | HOME DEPOT INC | 5 | 5 | 1.25% | 1.45% | 1.80% | Q1 2020 | Q1 2021 | 5 |
| VYM | VANGUARD WHITEHALL FDS | 5 | 5 | 1.04% | 1.35% | 2.08% | Q1 2020 | Q1 2021 | 5 |
| MSFT | MICROSOFT CORP | 5 | 5 | 1.09% | 1.16% | 1.27% | Q1 2020 | Q1 2021 | 5 |
| LLY | LILLY ELI & CO | 5 | 5 | 0.91% | 1.15% | 1.68% | Q1 2020 | Q1 2021 | 5 |
| SCHA | SCHWAB STRATEGIC TR | 5 | 5 | 0.91% | 1.00% | 1.10% | Q1 2020 | Q1 2021 | 5 |
| ACWI | ISHARES TR | 5 | 5 | 0.74% | 0.84% | 1.09% | Q1 2020 | Q1 2021 | 5 |
| ACWX | ISHARES TR | 5 | 5 | 0.54% | 0.68% | 1.16% | Q1 2020 | Q1 2021 | 5 |
| SCHD | SCHWAB STRATEGIC TR | 5 | 5 | 0.62% | 0.67% | 0.79% | Q1 2020 | Q1 2021 | 5 |
| VO | VANGUARD INDEX FDS | 5 | 5 | 0.45% | 0.67% | 0.78% | Q1 2020 | Q1 2021 | 5 |
| WPC | WP CAREY INC | 5 | 5 | 0.37% | 0.66% | 1.24% | Q1 2020 | Q1 2021 | 5 |
| QQQ | INVESCO QQQ TR | 5 | 5 | 0.46% | 0.48% | 0.50% | Q1 2020 | Q1 2021 | 5 |
| SCHG | SCHWAB STRATEGIC TR | 5 | 5 | 0.35% | 0.45% | 0.49% | Q1 2020 | Q1 2021 | 5 |
| SCHB | SCHWAB STRATEGIC TR | 5 | 5 | 0.38% | 0.40% | 0.46% | Q1 2020 | Q1 2021 | 5 |
| VIGI | VANGUARD WHITEHALL FDS | 5 | 5 | 0.35% | 0.40% | 0.52% | Q1 2020 | Q1 2021 | 5 |
| DIA | SPDR DOW JONES INDL AV... | 5 | 5 | 0.25% | 0.39% | 0.47% | Q1 2020 | Q1 2021 | 5 |
| BRKB | BERKSHIRE HATHAWAY INC... | 5 | 5 | 0.33% | 0.39% | 0.48% | Q1 2020 | Q1 2021 | 5 |
| KO | COCA COLA CO | 5 | 5 | 0.34% | 0.39% | 0.49% | Q1 2020 | Q1 2021 | 5 |
| DON | WISDOMTREE TR | 5 | 5 | 0.34% | 0.38% | 0.47% | Q1 2020 | Q1 2021 | 5 |
| CMG | CHIPOTLE MEXICAN GRILL... | 5 | 5 | 0.30% | 0.35% | 0.38% | Q1 2020 | Q1 2021 | 5 |
| VB | VANGUARD INDEX FDS | 5 | 5 | 0.26% | 0.34% | 0.40% | Q1 2020 | Q1 2021 | 5 |
| SCHH | SCHWAB STRATEGIC TR | 5 | 5 | 0.24% | 0.32% | 0.49% | Q1 2020 | Q1 2021 | 5 |
| MTUM | ISHARES TR | 5 | 5 | 0.22% | 0.31% | 0.46% | Q1 2020 | Q1 2021 | 5 |
| VTI | VANGUARD INDEX FDS | 5 | 5 | 0.28% | 0.31% | 0.32% | Q1 2020 | Q1 2021 | 5 |
| NFLX | NETFLIX INC | 5 | 5 | 0.26% | 0.27% | 0.30% | Q1 2020 | Q1 2021 | 5 |
| GAL | SSGA ACTIVE ETF TR | 5 | 5 | 0.12% | 0.27% | 0.78% | Q1 2020 | Q1 2021 | 5 |
| SPTM | SPDR SER TR | 5 | 5 | 0.15% | 0.25% | 0.37% | Q1 2020 | Q1 2021 | 5 |
| SCHO | SCHWAB STRATEGIC TR | 5 | 5 | 0.17% | 0.24% | 0.28% | Q1 2020 | Q1 2021 | 5 |
| DIS | DISNEY WALT CO | 5 | 5 | 0.18% | 0.23% | 0.27% | Q1 2020 | Q1 2021 | 5 |
| DGRW | WISDOMTREE TR | 5 | 5 | 0.19% | 0.23% | 0.38% | Q1 2020 | Q1 2021 | 5 |
| COST | COSTCO WHSL CORP NEW | 5 | 5 | 0.20% | 0.23% | 0.28% | Q1 2020 | Q1 2021 | 5 |
| SCHV | SCHWAB STRATEGIC TR | 5 | 5 | 0.18% | 0.21% | 0.24% | Q1 2020 | Q1 2021 | 5 |
| IWV | ISHARES TR | 5 | 5 | 0.20% | 0.21% | 0.24% | Q1 2020 | Q1 2021 | 5 |
| PEP | PEPSICO INC | 5 | 5 | 0.18% | 0.20% | 0.25% | Q1 2020 | Q1 2021 | 5 |
| SPY | SPDR S&P 500 ETF TR | 5 | 5 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q1 2021 | 5 |
| IWM | ISHARES TR | 5 | 5 | 0.15% | 0.17% | 0.18% | Q1 2020 | Q1 2021 | 5 |
| GOOG | ALPHABET INC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q1 2020 | Q1 2021 | 5 |
| IWN | ISHARES TR | 5 | 5 | 0.12% | 0.16% | 0.26% | Q1 2020 | Q1 2021 | 5 |
| BAC | BK OF AMERICA CORP | 5 | 5 | 0.14% | 0.15% | 0.17% | Q1 2020 | Q1 2021 | 5 |
| JNJ | JOHNSON & JOHNSON | 5 | 5 | 0.13% | 0.15% | 0.20% | Q1 2020 | Q1 2021 | 5 |
| JPM | JPMORGAN CHASE & CO | 5 | 5 | 0.12% | 0.14% | 0.17% | Q1 2020 | Q1 2021 | 5 |
| VZ | VERIZON COMMUNICATIONS... | 5 | 5 | 0.12% | 0.14% | 0.20% | Q1 2020 | Q1 2021 | 5 |
| GOOGL | ALPHABET INC | 5 | 5 | 0.11% | 0.14% | 0.19% | Q1 2020 | Q1 2021 | 5 |
| VEA | VANGUARD TAX-MANAGED I... | 5 | 5 | 0.11% | 0.14% | 0.22% | Q1 2020 | Q1 2021 | 5 |
| CSPI | CSP INC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q1 2020 | Q1 2021 | 5 |
| GE | GENERAL ELECTRIC CO | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q1 2021 | 5 |
| SCHX | SCHWAB STRATEGIC TR | 4 | 4 | 3.10% | 3.27% | 3.39% | Q2 2020 | Q1 2021 | 4 |
| TSLA | TESLA INC | 4 | 4 | 0.13% | 0.49% | 0.72% | Q2 2020 | Q1 2021 | 4 |
| VUG | VANGUARD INDEX FDS | 3 | 1 | 0.17% | 0.32% | 0.42% | Q1 2020 | Q1 2021 | 4 |
| AGG | ISHARES TR | 4 | 4 | 0.26% | 0.27% | 0.29% | Q2 2020 | Q1 2021 | 4 |
| SCHF | SCHWAB STRATEGIC TR | 4 | 4 | 0.15% | 0.22% | 0.25% | Q2 2020 | Q1 2021 | 4 |
| FSKR | FS KKR CAP CORP II | 4 | 4 | 0.14% | 0.19% | 0.32% | Q2 2020 | Q1 2021 | 4 |
| AMZN | AMAZON COM INC | 4 | 4 | 0.12% | 0.19% | 0.22% | Q2 2020 | Q1 2021 | 4 |
| V | VISA INC | 4 | 4 | 0.15% | 0.16% | 0.16% | Q2 2020 | Q1 2021 | 4 |
| UPS | UNITED PARCEL SERVICE INC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q2 2020 | Q1 2021 | 4 |
| PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.13% | 0.14% | 0.14% | Q2 2020 | Q1 2021 | 4 |
| IWF | ISHARES TR | 2 | 1 | 0.14% | 0.17% | 0.22% | Q1 2020 | Q1 2021 | 3 |
| SO | SOUTHERN CO | 2 | 1 | 0.12% | 0.13% | 0.16% | Q1 2020 | Q1 2021 | 3 |
| VNQ | VANGUARD INDEX FDS | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2020 | Q1 2021 | 3 |
| FB | FACEBOOK INC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q3 2020 | Q1 2021 | 3 |
| CSX | CSX CORP | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q1 2021 | 3 |
| PFE | PFIZER INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q1 2021 | 3 |
| CVX | CHEVRON CORP NEW | 2 | 1 | 0.10% | 0.10% | 0.12% | Q2 2020 | Q1 2021 | 3 |
| DHR | DANAHER CORPORATION | 3 | 3 | 0.10% | 0.10% | 0.11% | Q3 2020 | Q1 2021 | 3 |
| ACWV | ISHARES INC | 2 | 2 | 0.67% | 0.76% | 0.86% | Q1 2020 | Q2 2020 | 2 |
| SDY | SPDR SER TR | 2 | 2 | 0.22% | 0.26% | 0.29% | Q1 2020 | Q2 2020 | 2 |
| EES | WISDOMTREE TR | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q2 2020 | 2 |
| VTV | VANGUARD INDEX FDS | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q1 2021 | 2 |
| HON | HONEYWELL INTL INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
| T | AT&T INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
| VWO | VANGUARD INTL EQUITY I... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
| TGT | TARGET CORP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
| BL | BLACKLINE INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
| SPYG | SPDR SER TR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
| QCOM | QUALCOMM INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
| IVW | ISHARES TR | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
| SPGI | S&P GLOBAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
| AYX | ALTERYX INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
| XOM | EXXON MOBIL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including SCHWAB STRATEGIC TR, ISHARES TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of ATLANTA FINANCIAL ASSOCIATES LLC /ADV.
The conviction is calculated by counting the number of quarters a security has been reported by ATLANTA FINANCIAL ASSOCIATES LLC /ADV. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ATLANTA FINANCIAL ASSOCIATES LLC /ADV owns currently or has owned in the past.