Autumn Glory Partners, LLC Top Holdings and 13F Report (2025) About Autumn Glory Partners, LLCInvestment ActivityAutumn Glory Partners, LLC has $213.83 million in total holdings as of June 30, 2025.Autumn Glory Partners, LLC owns shares of 187 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 6.61% of the portfolio was purchased this quarter.About 7.03% of the portfolio was sold this quarter.This quarter, Autumn Glory Partners, LLC has purchased 174 new stocks and bought additional shares in 34 stocks.Autumn Glory Partners, LLC sold shares of 61 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $10,455,027Microsoft $8,909,608SPDR S&P 500 ETF Trust $7,902,357ONEOK $6,616,489iShares Core Dividend Growth ETF $6,548,033 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $970,880 Holding98978V103 - Zoetis $733,589 Holding78463X509 - SPDR Portfolio Emerging Markets ETF $609,259 Holding780287108 - Royal Gold $586,872 Holding962879102 - Wheaton Precious Metals $484,920 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 1,776 shares (about $1.10M)Vanguard FTSE Developed Markets ETF 17,030 shares (about $970.88K)Zoetis 4,704 shares (about $733.59K)Chevron 4,971 shares (about $711.80K)SPDR Portfolio Emerging Markets ETF 14,255 shares (about $609.26K) Largest Sales this Quarter Vanguard Short-Term Treasury ETF 23,380 shares (about $1.37M)Berkshire Hathaway 2,122 shares (about $1.03M)Oracle 3,443 shares (about $752.74K)NIKE 9,598 shares (about $681.84K)RTX 3,895 shares (about $568.75K) 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$10,455,027$247,090 ▼-2.3%18,4064.9%ETFMSFTMicrosoft$8,909,608$88,539 ▼-1.0%17,9124.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7,902,357$1,097,309 ▲16.1%12,7903.7%FinanceOKEONEOK$6,616,489$150,117 ▲2.3%81,0553.1%EnergyDGROiShares Core Dividend Growth ETF$6,548,033$291,822 ▼-4.3%102,4093.1%ETFBRK.BBerkshire Hathaway$5,150,134$1,030,804 ▼-16.7%10,6022.4%FinanceULUnilever$3,943,202$84,048 ▼-2.1%64,4631.8%Consumer StaplesDISWalt Disney$3,927,273$314,985 ▼-7.4%31,6691.8%Consumer DiscretionaryWMBWilliams Companies$3,788,707$263,803 ▼-6.5%60,3201.8%EnergyGOOGLAlphabet$3,704,179$155,435 ▲4.4%21,0191.7%Computer and TechnologyJNJJohnson & Johnson$3,640,794$236,457 ▲6.9%23,8351.7%MedicalORCLOracle$3,640,408$752,743 ▼-17.1%16,6511.7%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$3,351,492$66,536 ▼-1.9%7,6061.6%FinanceVTIVanguard Total Stock Market ETF$3,234,284$219,732 ▲7.3%10,6421.5%ETFMDTMedtronic$2,853,248$49,687 ▼-1.7%32,7321.3%MedicalOGEOGE Energy$2,834,5880.0%63,8711.3%UtilitiesJPMJPMorgan Chase & Co.$2,786,892$49,864 ▲1.8%9,6131.3%FinanceIWDiShares Russell 1000 Value ETF$2,763,504$6,021 ▼-0.2%14,2281.3%ETFNVONovo Nordisk A/S$2,750,723$257,030 ▲10.3%39,8541.3%MedicalVTVVanguard Value ETF$2,727,098$235,594 ▼-8.0%15,4301.3%ETFVZVerizon Communications$2,694,7250.0%62,2771.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,406,519$16,559 ▼-0.7%5,6681.1%ETFHDHome Depot$2,313,132$24,198 ▼-1.0%6,3091.1%Retail/WholesaleAAPLApple$2,304,704$24,416 ▼-1.0%11,2331.1%Computer and TechnologyCVXChevron$2,299,488$711,797 ▲44.8%16,0591.1%EnergyVHTVanguard Health Care ETF$2,079,8610.0%8,3751.0%ETFIJRiShares Core S&P Small-Cap ETF$2,077,931$31,257 ▼-1.5%19,0131.0%ETFGHCGraham$2,054,1350.0%2,1711.0%Consumer DiscretionaryWTMWhite Mountains Insurance Group$1,939,3780.0%1,0800.9%FinanceRTXRTX$1,926,588$568,748 ▼-22.8%13,1940.9%AerospaceVVisa$1,834,458$251,009 ▼-12.0%5,1670.9%Business ServicesNVDANVIDIA$1,832,526$16,273 ▼-0.9%11,5990.9%Computer and TechnologyASMLASML$1,760,654$36,864 ▼-2.1%2,1970.8%Computer and TechnologyABBVAbbVie$1,696,939$4,455 ▼-0.3%9,1420.8%MedicalVGTVanguard Information Technology ETF$1,686,186$14,593 ▲0.9%2,5420.8%ETFACNAccenture$1,677,072$23,313 ▼-1.4%5,6110.8%Computer and TechnologyAMZNAmazon.com$1,641,256$4,388 ▼-0.3%7,4810.8%Retail/WholesaleETEnergy Transfer$1,581,397$29,244 ▼-1.8%87,2250.7%EnergyNOBLProShares S&P 500 Aristocrats ETF$1,570,704$264,335 ▼-14.4%15,5980.7%ETFPGProcter & Gamble$1,569,621$403,717 ▲34.6%9,8520.7%Consumer StaplesGDGeneral Dynamics$1,551,923$33,833 ▼-2.1%5,3210.7%AerospaceGLDSPDR Gold Shares$1,500,678$15,851 ▼-1.0%4,9230.7%FinanceXOMExxon Mobil$1,487,101$496,527 ▼-25.0%13,7950.7%EnergyBPBP$1,380,4020.0%46,1210.6%EnergyGLWCorning$1,375,358$105,182 ▼-7.1%26,1520.6%Computer and TechnologyARLPAlliance Resource Partners$1,359,280$7,842 ▼-0.6%52,0000.6%EnergyDVNDevon Energy$1,316,242$318 ▲0.0%41,3780.6%EnergyAVGOBroadcom$1,305,399$91,235 ▲7.5%4,7360.6%Computer and TechnologyKOCocaCola$1,261,962$98,767 ▲8.5%17,8370.6%Consumer StaplesXLFFinancial Select Sector SPDR Fund$1,172,041$52,370 ▲4.7%22,3800.5%ETFJEPIJPMorgan Equity Premium Income ETF$1,096,409$139,282 ▼-11.3%19,2860.5%ETFWMTWalmart$1,096,211$259,801 ▼-19.2%11,2110.5%Retail/WholesaleGSBDGoldman Sachs BDC$1,090,6090.0%96,9430.5%FinanceSNASnap-On$1,054,9000.0%3,3900.5%Consumer DiscretionarySBUXStarbucks$1,044,490$16,768 ▼-1.6%11,3990.5%Retail/WholesaleHONHoneywell International$1,040,042$93,618 ▲9.9%4,4660.5%Multi-Sector ConglomeratesTXNTexas Instruments$1,017,376$55,229 ▲5.7%4,9000.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,013,9270.0%5,5790.5%ETFLAZARD INC$1,010,9870.0%21,0710.5%COMDEODiageo$982,182$19,059 ▼-1.9%9,7400.5%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$970,880$970,880 ▲New Holding17,0300.5%ETFIVViShares Core S&P 500 ETF$956,1860.0%1,5400.4%ETFCHRWC.H. Robinson Worldwide$945,491$26,674 ▼-2.7%9,8540.4%TransportationXLKTechnology Select Sector SPDR Fund$938,335$16,969 ▼-1.8%3,7050.4%ETFCSCOCisco Systems$926,2230.0%13,3500.4%Computer and TechnologyNKENIKE$925,438$681,842 ▼-42.4%13,0270.4%Consumer DiscretionaryPFEPfizer$918,0900.0%37,8750.4%MedicalIBMInternational Business Machines$883,6640.0%2,9980.4%Computer and TechnologyTAT&T$868,200$5,788 ▲0.7%30,0000.4%Computer and TechnologyPEPPepsiCo$833,965$8,186 ▼-1.0%6,3160.4%Consumer StaplesLLYEli Lilly and Company$813,829$265,820 ▲48.5%1,0440.4%MedicalWESWestern Midstream Partners$812,7000.0%21,0000.4%EnergyBACBank of America$811,7270.0%17,1540.4%FinanceCLColgate-Palmolive$793,466$15,998 ▼-2.0%8,7290.4%Consumer StaplesMMM3M$777,0550.0%5,1040.4%Multi-Sector ConglomeratesIWMiShares Russell 2000 ETF$764,9760.0%3,5450.4%FinanceSOSouthern$751,6290.0%8,1850.4%UtilitiesFLOFlowers Foods$745,0200.0%46,6220.3%Consumer StaplesZTSZoetis$733,589$733,589 ▲New Holding4,7040.3%MedicalADBEAdobe$731,203$16,636 ▼-2.2%1,8900.3%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$718,172$25,333 ▲3.7%18,2000.3%ETFKMIKinder Morgan$688,6360.0%23,4230.3%EnergyIBDTiShares iBonds Dec 2028 Term Corporate ETF$681,723$788 ▲0.1%26,8180.3%ETFAMATApplied Materials$672,783$239,822 ▲55.4%3,6750.3%Computer and TechnologyGE VERNOVA INC$658,792$264,575 ▲67.1%1,2450.3%COMPAVEGlobal X U.S. Infrastructure Development ETF$656,010$537,211 ▼-45.0%15,0530.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$644,370$6,310 ▼-1.0%26,5500.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$643,838$6,329 ▼-1.0%26,5500.3%ETFMSMorgan Stanley$638,8000.0%4,5350.3%FinanceBINCiShares Flexible Income Active ETF$634,714$284,913 ▼-31.0%12,0120.3%ETFQQQInvesco QQQ$631,249$360,871 ▼-36.4%1,1440.3%FinanceVGSHVanguard Short-Term Treasury ETF$618,366$1,374,277 ▼-69.0%10,5200.3%ETFGOOGAlphabet$614,656$50,556 ▲9.0%3,4650.3%Computer and TechnologyMRKMerck & Co., Inc.$612,416$32,062 ▼-5.0%7,7360.3%MedicalSPEMSPDR Portfolio Emerging Markets ETF$609,259$609,259 ▲New Holding14,2550.3%ETFDFACDimensional U.S. Core Equity 2 ETF$605,588$100,890 ▲20.0%16,8970.3%ETFMCDMcDonald's$597,488$7,596 ▼-1.3%2,0450.3%Retail/WholesaleFMSFresenius Medical Care AG & Co. KGaA$590,627$105,488 ▲21.7%11,1980.3%MedicalRGLDRoyal Gold$586,872$586,872 ▲New Holding3,3000.3%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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