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Atlanta Consulting Group Advisors Llc

Portfolio Manager
Atlanta Consulting Group Advisors LLC
Performance
-1.38% (2026 Q1)
AUM (13F)
$465.29M
# of Holdings
143
Performance Rank
Allocation (Top 20)
75.41%

Atlanta Consulting Group Advisors Llc Holdings Map

Top 50 Atlanta Consulting Group Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJR
ISHARES TR
12.25%458.7K$57.0M
+9.42%(+39.49K)
2025-Q1: 398.9K shares2025-Q2: 401.5K shares2025-Q3: 410.4K shares2025-Q4: 419.2K shares2026-Q1: 458.7K shares
$110.80(+20.87%)
2026-03-31
IVV
ISHARES TR
11.82%84.2K$55.0M
+2.33%(+1.92K)
2025-Q1: 76.1K shares2025-Q2: 78.5K shares2025-Q3: 79.1K shares2025-Q4: 82.3K shares2026-Q1: 84.2K shares
$531.60(+39.66%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
9.04%219.2K$42.1M
+0.21%(+449)
2025-Q1: 255.0K shares2025-Q2: 255.0K shares2025-Q3: 218.5K shares2025-Q4: 218.8K shares2026-Q1: 219.2K shares
$173.92(+15.89%)
2026-03-31
ARLP
ALLIANCE RESOURCE PARTNERS L
7.01%1.18M$32.6M
+1.62%(+18.85K)
2025-Q1: 1.16M shares2025-Q2: 1.16M shares2025-Q3: 1.16M shares2025-Q4: 1.16M shares2026-Q1: 1.18M shares
$20.70(+21.40%)
2026-03-31
IJH
ISHARES TR
6.2%427.3K$28.9M
+40.64%(+123.46K)
2025-Q1: 279.8K shares2025-Q2: 285.4K shares2025-Q3: 290.2K shares2025-Q4: 303.8K shares2026-Q1: 427.3K shares
$61.73(+16.99%)
2026-03-31
IEMG
ISHARES INC
4.71%314.2K$21.9M
+193.47%(+207.11K)
2025-Q1: 98.7K shares2025-Q2: 98.6K shares2025-Q3: 99.6K shares2025-Q4: 107.0K shares2026-Q1: 314.2K shares
$63.35(+25.48%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.78%29.5K$17.6M
+2.66%(+763)
2025-Q1: 15.9K shares2025-Q2: 16.1K shares2025-Q3: 29.0K shares2025-Q4: 28.7K shares2026-Q1: 29.5K shares
$551.53(+23.19%)
2026-03-31
EAGL
2023 ETF SERIES TRUST
3.77%576.4K$17.5M
+0.99%(+5.63K)
2025-Q1: 598.2K shares2025-Q2: 574.8K shares2025-Q3: 576.7K shares2025-Q4: 570.8K shares2026-Q1: 576.4K shares
$27.93(+15.97%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.84%45.0K$13.2M
-7.19%(-3.48K)
2025-Q1: 50.7K shares2025-Q2: 47.2K shares2025-Q3: 47.5K shares2025-Q4: 48.5K shares2026-Q1: 45.0K shares
$188.72(+57.81%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
2.16%90.9K$10.0M
+1.21%(+1.09K)
2025-Q1: 90.1K shares2025-Q2: 90.7K shares2025-Q3: 92.2K shares2025-Q4: 89.8K shares2026-Q1: 90.9K shares
$95.93(+22.22%)
2026-03-31

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