Autumn Glory Partners, LLC Top Holdings and 13F Report (2025) About Autumn Glory Partners, LLCInvestment ActivityAutumn Glory Partners, LLC has $203.73 million in total holdings as of December 31, 2024.Autumn Glory Partners, LLC owns shares of 172 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 30.97% of the portfolio was sold this quarter.This quarter, Autumn Glory Partners, LLC has purchased 197 new stocks and bought additional shares in 20 stocks.Autumn Glory Partners, LLC sold shares of 94 stocks and completely divested from 42 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $8,904,652ONEOK $8,083,834SPDR S&P 500 ETF Trust $7,855,791Microsoft $7,076,564iShares Core Dividend Growth ETF $6,556,899 Largest New Holdings this Quarter Vanguard Short-Term Treasury Index ETF $1,130,437 HoldingWestern Midstream Partners $651,773 HoldingZIM Integrated Shipping Services $590,425 HoldingEli Lilly and Company $533,452 HoldingPayPal $341,400 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 19,430 shares (about $1.13M)Western Midstream Partners 16,960 shares (about $651.77K)ZIM Integrated Shipping Services 27,500 shares (about $590.43K)Eli Lilly and Company 691 shares (about $533.45K)ASML 741 shares (about $513.57K) Largest Sales this Quarter Berkshire Hathaway 5,948 shares (about $2.70M)White Mountains Insurance Group 1,080 shares (about $2.10M)Williams Companies 37,113 shares (about $2.01M)Graham 2,171 shares (about $1.89M)SPDR S&P 500 ETF Trust 3,076 shares (about $1.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAutumn Glory Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$8,904,652$2,155 ▲0.0%16,5274.4%ETFOKEONEOK$8,083,834$151,705 ▼-1.8%80,5164.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$7,855,791$1,802,776 ▼-18.7%13,4043.9%FinanceMSFTMicrosoft$7,076,564$1,252,277 ▼-15.0%16,7893.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$6,556,899$61,279 ▼-0.9%106,8943.2%ETFBRK.BBerkshire Hathaway$5,719,940$2,696,109 ▼-32.0%12,6192.8%FinanceWMBWilliams Companies$4,794,172$2,008,558 ▼-29.5%88,5842.4%Oils/EnergyGOOGLAlphabet$4,056,888$2,461 ▼-0.1%21,4312.0%Computer and TechnologyDISWalt Disney$3,737,6850.0%33,5671.8%Consumer DiscretionaryULUnilever$3,674,444$738,461 ▼-16.7%64,8051.8%Consumer StaplesORCLOracle$3,498,273$550,245 ▼-13.6%20,9931.7%Computer and TechnologyAAPLApple$3,349,404$1,141,427 ▼-25.4%13,3751.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$3,300,4780.0%7,7571.6%FinanceJNJJohnson & Johnson$3,203,936$400,167 ▼-11.1%22,1541.6%MedicalRTXRTX$3,003,397$723,829 ▼-19.4%25,9541.5%AerospaceVTVVanguard Value ETF$2,873,190$54,176 ▲1.9%16,9711.4%ETFIWDiShares Russell 1000 Value ETF$2,694,1970.0%14,5531.3%ETFOGEOGE Energy$2,634,672$59,482 ▼-2.2%63,8711.3%UtilitiesNOBLProShares S&P 500 Aristocrats ETF$2,557,1270.0%25,6871.3%ETFHDHome Depot$2,512,876$834,773 ▼-24.9%6,4601.2%Retail/WholesaleMDTMedtronic$2,504,797$443,494 ▼-15.0%31,3571.2%MedicalIWFiShares Russell 1000 Growth ETF$2,291,8170.0%5,7071.1%ETFJPMJPMorgan Chase & Co.$2,263,061$722,713 ▼-24.2%9,4411.1%FinanceIJRiShares Core S&P Small-Cap ETF$2,223,6310.0%19,2991.1%ETFETEnergy Transfer$2,171,323$401,459 ▼-15.6%110,8381.1%Oils/EnergyVHTVanguard Health Care ETF$2,124,668$76,108 ▼-3.5%8,3751.0%ETFWTMWhite Mountains Insurance Group$2,100,665$2,100,665 ▼-50.0%1,0801.0%FinanceACNAccenture$2,073,099$676,844 ▼-24.6%5,8931.0%Computer and TechnologyFLOFlowers Foods$2,004,020$82,000 ▼-3.9%97,0001.0%Consumer StaplesVZVerizon Communications$1,980,185$377,106 ▼-16.0%49,5171.0%Computer and TechnologyXOMExxon Mobil$1,979,396$689,201 ▼-25.8%18,4011.0%Oils/EnergyGHCGraham$1,892,938$1,892,938 ▼-50.0%2,1710.9%Consumer DiscretionaryVVisa$1,837,663$410,511 ▼-18.3%5,8150.9%Business ServicesCVXChevron$1,750,826$725,648 ▼-29.3%12,0880.9%Oils/EnergyWMTWalmart$1,688,823$56,017 ▼-3.2%18,6920.8%Retail/WholesaleNKENIKE$1,677,9070.0%22,1740.8%Consumer DiscretionaryAMZNAmazon.com$1,645,644$1,018,189 ▼-38.2%7,5010.8%Retail/WholesaleABBVAbbVie$1,628,798$590,319 ▼-26.6%9,1660.8%MedicalVGTVanguard Information Technology ETF$1,567,056$20,521 ▼-1.3%2,5200.8%ETFDMLPDorchester Minerals$1,549,8450.0%46,5000.8%Oils/EnergyGDGeneral Dynamics$1,421,2650.0%5,3940.7%AerospaceNVONovo Nordisk A/S$1,394,212$555,947 ▼-28.5%16,2080.7%MedicalVTIVanguard Total Stock Market ETF$1,392,694$169,812 ▲13.9%4,8060.7%ETFARLPAlliance Resource Partners$1,374,9670.0%52,3000.7%Oils/EnergyBPBP$1,363,3370.0%46,1210.7%Oils/EnergyGLWCorning$1,337,720$403,630 ▼-23.2%28,1510.7%Computer and TechnologyKOCoca-Cola$1,289,243$531,275 ▼-29.2%20,7070.6%Consumer StaplesPEPPepsiCo$1,248,700$263,364 ▼-17.4%8,2120.6%Consumer StaplesPGProcter & Gamble$1,238,263$478,641 ▼-27.9%7,3860.6%Consumer StaplesDEODiageo$1,238,2460.0%9,7400.6%Consumer StaplesGLDSPDR Gold Shares$1,204,5970.0%4,9750.6%FinanceJEPIJPMorgan Equity Premium Income ETF$1,179,135$504,883 ▼-30.0%20,4960.6%ETFGSBDGoldman Sachs BDC$1,173,0100.0%96,9430.6%FinanceSNASnap-on$1,150,837$10,184 ▼-0.9%3,3900.6%Consumer DiscretionaryAVGOBroadcom$1,134,857$613,681 ▼-35.1%4,8950.6%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,130,437$1,130,437 ▲New Holding19,4300.6%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,106,426$130,928 ▼-10.6%27,3800.5%ETFLAZARD INC$1,084,7350.0%21,0710.5%COMMSMorgan Stanley$1,053,156$570,140 ▼-35.1%8,3770.5%FinancePFEPfizer$1,045,193$237,790 ▲29.5%39,1590.5%MedicalSBUXStarbucks$1,028,2050.0%11,2680.5%Retail/WholesaleCHRWC.H. Robinson Worldwide$1,026,1740.0%9,9320.5%TransportationRSPInvesco S&P 500 Equal Weight ETF$977,608$38,551 ▲4.1%5,5790.5%ETFTXNTexas Instruments$960,817$405,403 ▼-29.7%5,1240.5%Computer and TechnologyNVDANVIDIA$953,459$1,305,299 ▼-57.8%7,1000.5%Computer and TechnologyIVViShares Core S&P 500 ETF$906,5670.0%1,5400.4%ETFBINCiShares Flexible Income Active ETF$905,356$83,232 ▲10.1%17,4040.4%ETFXLKTechnology Select Sector SPDR Fund$877,065$12,789 ▼-1.4%3,7720.4%ETFADBEAdobe$842,6690.0%1,8950.4%Computer and TechnologyMRKMerck & Co., Inc.$809,909$174,497 ▼-17.7%8,1410.4%MedicalIBMInternational Business Machines$802,975$580,305 ▼-42.0%3,6530.4%Computer and TechnologyASMLASML$794,963$513,572 ▲182.5%1,1470.4%Computer and TechnologyCSCOCisco Systems$790,320$1,078,210 ▼-57.7%13,3500.4%Computer and TechnologyIWMiShares Russell 2000 ETF$783,303$87,058 ▼-10.0%3,5450.4%FinanceCOWZPacer US Cash Cows 100 ETF$770,365$22,817 ▼-2.9%13,6400.4%ETFBACBank of America$753,918$62,936 ▲9.1%17,1540.4%FinanceMOATVanEck Morningstar Wide Moat ETF$753,030$19,473 ▲2.7%8,1210.4%ETFDVNDevon Energy$699,375$983,864 ▼-58.5%21,3680.3%Oils/EnergyTAT&T$683,1000.0%30,0000.3%Computer and TechnologyBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceSOSouthern$673,789$726,309 ▼-51.9%8,1850.3%UtilitiesMMM3M$658,7620.0%5,1030.3%Multi-Sector ConglomeratesWESWestern Midstream Partners$651,773$651,773 ▲New Holding16,9600.3%Oils/EnergyKMIKinder Morgan$641,7900.0%23,4230.3%Oils/EnergyIBDTiShares iBonds Dec 2028 Term Corporate ETF$617,196$2,042 ▼-0.3%24,7870.3%ETFGOOGAlphabet$605,599$713,578 ▼-54.1%3,1800.3%Computer and TechnologyMCDMcDonald's$600,3620.0%2,0710.3%Retail/WholesaleIBDRiShares iBonds Dec 2026 Term Corporate ETF$597,201$38,055 ▼-6.0%24,8110.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$594,448$37,857 ▼-6.0%24,8100.3%ETFZIMZIM Integrated Shipping Services$590,425$590,425 ▲New Holding27,5000.3%TransportationIEMGiShares Core MSCI Emerging Markets ETF$567,893$567,893 ▼-50.0%10,8750.3%ETFVIGVanguard Dividend Appreciation ETF$547,149$3,917 ▲0.7%2,7940.3%ETFPSXPhillips 66$534,332$119,627 ▼-18.3%4,6900.3%Oils/EnergyLLYEli Lilly and Company$533,452$533,452 ▲New Holding6910.3%MedicalAMATApplied Materials$511,471$298,426 ▼-36.8%3,1450.3%Computer and TechnologyGRMNGarmin$500,7990.0%2,4280.2%Computer and TechnologyRNRRenaissanceRe$497,620$248,810 ▲100.0%2,0000.2%FinanceLMTLockheed Martin$495,659$853,797 ▼-63.3%1,0200.2%AerospaceGISGeneral Mills$494,281$249,341 ▼-33.5%7,7510.2%Consumer StaplesCLColgate-Palmolive$483,5500.0%5,3190.2%Consumer StaplesShowing largest 100 holdings. 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