Autumn Glory Partners, LLC Top Holdings and 13F Report (2025) About Autumn Glory Partners, LLCInvestment ActivityAutumn Glory Partners, LLC has $201.49 million in total holdings as of March 31, 2025.Autumn Glory Partners, LLC owns shares of 174 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 11.03% of the portfolio was purchased this quarter.About 8.02% of the portfolio was sold this quarter.This quarter, Autumn Glory Partners, LLC has purchased 172 new stocks and bought additional shares in 50 stocks.Autumn Glory Partners, LLC sold shares of 35 stocks and completely divested from 19 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $9,682,510ONEOK $7,859,839Berkshire Hathaway $6,653,836iShares Core Dividend Growth ETF $6,608,811SPDR S&P 500 ETF Trust $6,161,135 Largest New Holdings this Quarter 46432F842 - iShares Core MSCI EAFE ETF $945,625 Holding69374H436 - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $641,218 Holding911312106 - United Parcel Service $549,950 Holding92189F106 - VanEck Gold Miners ETF $517,163 Holding25434V708 - Dimensional U.S. Core Equity 2 ETF $464,565 Holding Largest Purchases this Quarter Honeywell International 2,624 shares (about $1.73M)Vanguard Total Stock Market ETF 5,113 shares (about $1.41M)Novo Nordisk A/S 19,922 shares (about $1.30M)NVIDIA 4,602 shares (about $1.29M)Vanguard S&P 500 ETF 2,314 shares (about $1.19M) Largest Sales this Quarter Williams Companies 24,064 shares (about $1.44M)SPDR S&P 500 ETF Trust 2,390 shares (about $1.34M)Flowers Foods 50,378 shares (about $957.69K)ProShares S&P 500 Aristocrats ETF 7,464 shares (about $762.67K)RTX 8,865 shares (about $712.95K) 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$9,682,510$1,189,179 ▲14.0%18,8414.8%ETFOKEONEOK$7,859,839$128,986 ▼-1.6%79,2163.9%EnergyBRK.BBerkshire Hathaway$6,653,836$54,908 ▲0.8%12,7243.3%FinanceDGROiShares Core Dividend Growth ETF$6,608,811$4,881 ▲0.1%106,9733.3%ETFSPYSPDR S&P 500 ETF Trust$6,161,135$1,336,945 ▼-17.8%11,0143.1%FinanceMSFTMicrosoft$5,352,135$384,916 ▲7.7%18,0902.7%Computer and TechnologyWMBWilliams Companies$3,855,722$1,438,067 ▼-27.2%64,5201.9%EnergyNVDANVIDIA$3,271,873$1,286,717 ▲64.8%11,7021.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$3,256,9070.0%7,7571.6%FinanceMDTMedtronic$3,256,113$190,173 ▲6.2%33,3021.6%MedicalDISWalt Disney$3,172,681$59,542 ▲1.9%34,2091.6%Consumer DiscretionaryOGEOGE Energy$2,935,5040.0%63,8711.5%UtilitiesVTVVanguard Value ETF$2,895,641$35,930 ▼-1.2%16,7631.4%ETFPGProcter & Gamble$2,863,708$26,610 ▼-0.9%7,3181.4%Consumer StaplesVZVerizon Communications$2,824,884$578,793 ▲25.8%62,2771.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,726,195$1,405,286 ▲106.4%9,9191.4%ETFIWDiShares Russell 1000 Value ETF$2,682,973$55,319 ▼-2.0%14,2591.3%ETFHONHoneywell International$2,678,573$1,729,472 ▲182.2%4,0641.3%Multi-Sector ConglomeratesLLYEli Lilly and Company$2,580,591$44,050 ▲1.7%7031.3%MedicalAAPLApple$2,521,651$449,375 ▼-15.1%11,3521.3%Computer and TechnologyNVONovo Nordisk A/S$2,365,804$1,304,499 ▲122.9%36,1301.2%MedicalJPMJPMorgan Chase & Co.$2,315,8360.0%9,4411.1%FinanceVHTVanguard Health Care ETF$2,217,1280.0%8,3751.1%ETFXOMExxon Mobil$2,188,4310.0%18,4011.1%EnergyGHCGraham$2,086,0270.0%2,1711.0%Consumer DiscretionaryWTMWhite Mountains Insurance Group$2,079,8750.0%1,0801.0%FinanceIWFiShares Russell 1000 Growth ETF$2,060,7410.0%5,7071.0%ETFIJRiShares Core S&P Small-Cap ETF$2,018,0960.0%19,2991.0%ETFVGSHVanguard Short-Term Treasury Index ETF$1,989,591$849,244 ▲74.5%33,9001.0%ETFHDHome Depot$1,943,342$25,911 ▼-1.3%6,3751.0%Retail/WholesaleABBVAbbVie$1,920,4600.0%9,1661.0%MedicalNOBLProShares S&P 500 Aristocrats ETF$1,862,011$762,665 ▼-29.1%18,2230.9%ETFCVXChevron$1,854,912$167,290 ▼-8.3%11,0880.9%EnergyJNJJohnson & Johnson$1,824,334$10,887 ▲0.6%22,2870.9%MedicalACNAccenture$1,773,922$63,610 ▼-3.5%5,6890.9%Computer and TechnologySBUXStarbucks$1,734,949$47,036 ▲2.8%11,5820.9%Retail/WholesaleULUnilever$1,688,990$26,475 ▲1.6%65,8370.8%Consumer StaplesGDGeneral Dynamics$1,680,920$13,294 ▲0.8%5,4370.8%AerospaceETEnergy Transfer$1,651,505$408,982 ▼-19.8%88,8380.8%EnergyBPBP$1,558,4290.0%46,1210.8%EnergyDVNDevon Energy$1,547,163$748,000 ▲93.6%41,3680.8%EnergyASMLASML$1,535,629$750,356 ▲95.6%2,2430.8%Computer and TechnologyGLDSPDR Gold Shares$1,433,4970.0%4,9750.7%FinanceAMZNAmazon.com$1,427,1400.0%7,5010.7%Retail/WholesaleARLPAlliance Resource Partners$1,426,7440.0%52,3000.7%EnergyRTXRTX$1,374,358$712,955 ▼-34.2%17,0890.7%AerospaceVGTVanguard Information Technology ETF$1,366,9020.0%2,5200.7%ETFGLWCorning$1,288,781$46 ▲0.0%28,1520.6%Computer and TechnologyGOOGLAlphabet$1,272,453$81,768 ▼-6.0%20,1370.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,241,995$70,854 ▲6.0%21,7360.6%ETFDEODiageo$1,232,977$23,470 ▲1.9%9,9290.6%Consumer StaplesWMTWalmart$1,217,472$423,499 ▼-25.8%13,8680.6%Retail/WholesaleKOCoca-Cola$1,177,535$305,539 ▼-20.6%16,4410.6%Consumer StaplesSNASnap-on$1,142,4640.0%3,3900.6%Consumer DiscretionaryPEPPepsiCo$1,140,880$328,061 ▼-22.3%6,3780.6%Consumer StaplesGSBDGoldman Sachs BDC$1,127,4470.0%96,9430.6%FinanceXLFFinancial Select Sector SPDR Fund$1,064,938$731,311 ▲219.2%21,3800.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,033,0470.0%27,3800.5%ETFCHRWC.H. Robinson Worldwide$1,011,864$19,974 ▲2.0%10,1320.5%TransportationRSPInvesco S&P 500 Equal Weight ETF$966,4500.0%5,5790.5%ETFPFEPfizer$959,753$32,537 ▼-3.3%37,8750.5%MedicalORCLOracle$958,587$42,887 ▼-4.3%20,0940.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$945,625$945,625 ▲New Holding12,5000.5%ETFLAZARD INC$912,3740.0%21,0710.5%COMBINCiShares Flexible Income Active ETF$911,6220.0%17,4040.5%ETFFLOFlowers Foods$886,284$957,686 ▼-51.9%46,6220.4%Consumer StaplesIVViShares Core S&P 500 ETF$865,3260.0%1,5400.4%ETFWESWestern Midstream Partners$860,160$165,478 ▲23.8%21,0000.4%EnergyCLColgate-Palmolive$850,605$342,534 ▲67.4%8,9050.4%Consumer StaplesQQQInvesco QQQ$843,216$457,719 ▲118.7%1,7980.4%FinanceTAT&T$842,744$5,656 ▼-0.7%29,8000.4%Computer and TechnologyTXNTexas Instruments$832,785$88,059 ▼-9.6%4,6340.4%Computer and TechnologyCSCOCisco Systems$823,8280.0%13,3500.4%Computer and TechnologyBRK.ABerkshire Hathaway$798,4420.0%10.4%FinanceSBRASabra Health Care REIT$796,632$621,932 ▲356.0%45,6000.4%FinanceXLKTechnology Select Sector SPDR Fund$778,8430.0%3,7720.4%ETFADBEAdobe$758,387$14,909 ▲2.0%1,9330.4%Computer and TechnologySOSouthern$752,6110.0%8,1850.4%UtilitiesMMM3M$749,520$147 ▲0.0%5,1040.4%Multi-Sector ConglomeratesCOWZPacer US Cash Cows 100 ETF$746,9130.0%13,6400.4%ETFIBMInternational Business Machines$745,410$162,856 ▼-17.9%2,9980.4%Computer and TechnologyAVGOBroadcom$737,530$82,041 ▼-10.0%4,4050.4%Computer and TechnologyMRKMerck & Co., Inc.$730,7750.0%8,1410.4%MedicalBACBank of America$715,8360.0%17,1540.4%FinanceMOATVanEck Morningstar Wide Moat ETF$714,6580.0%8,1210.4%ETFIWMiShares Russell 2000 ETF$707,1920.0%3,5450.4%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$676,640$50,520 ▲8.1%26,7870.3%ETFKMIKinder Morgan$668,2580.0%23,4230.3%EnergyVIGVanguard Dividend Appreciation ETF$653,746$111,738 ▲20.6%3,3700.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$649,094$48,420 ▲8.1%26,8110.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$648,266$48,360 ▲8.1%26,8100.3%ETFMCDMcDonald's$646,9180.0%2,0710.3%Retail/WholesaleQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$641,218$641,218 ▲New Holding17,5580.3%ETFVVisa$630,022$6,328 ▲1.0%5,8740.3%Business ServicesSPGSimon Property Group$595,397$145,320 ▲32.3%3,5850.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$589,083$2,159 ▲0.4%10,9150.3%ETFCSWCCapital Southwest$580,320$133,920 ▲30.0%26,0000.3%FinanceHTGCHercules Capital$557,090$163,285 ▲41.5%29,0000.3%FinancePSXPhillips 66$554,549$24,573 ▼-4.2%4,4910.3%EnergyINFLHorizon Kinetics Inflation Beneficiaries ETF$553,775$207,722 ▲60.0%13,6230.3%ETFShowing largest 100 holdings. 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