Autumn Glory Partners, LLC Top Holdings and 13F Report (2025) About Autumn Glory Partners, LLCInvestment ActivityAutumn Glory Partners, LLC has $243.55 million in total holdings as of September 30, 2025.Autumn Glory Partners, LLC owns shares of 193 different stocks, but just 79 companies or ETFs make up 80% of its holdings.Approximately 11.17% of the portfolio was purchased this quarter.About 4.02% of the portfolio was sold this quarter.This quarter, Autumn Glory Partners, LLC has purchased 187 new stocks and bought additional shares in 74 stocks.Autumn Glory Partners, LLC sold shares of 23 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $13,751,944Microsoft $9,283,736SPDR S&P 500 ETF Trust $8,659,772iShares Core Dividend Growth ETF $7,427,366ONEOK $6,066,150 Largest New Holdings this Quarter 78468R606 - SPDR Portfolio High Yield Bond ETF $1,999,995 Holding72201R585 - PIMCO Multi Sector Bond Active ETF $1,997,379 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $1,349,454 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $1,065,685 Holding47103U845 - Janus Henderson AAA CLO ETF $1,020,932 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,051 shares (about $2.48M)iShares Flexible Income Active ETF 42,458 shares (about $2.26M)SPDR Portfolio High Yield Bond ETF 83,542 shares (about $2.00M)PIMCO Multi Sector Bond Active ETF 74,418 shares (about $2.00M)JPMorgan Core Plus Bond ETF 41,726 shares (about $1.98M) Largest Sales this Quarter Oracle 3,432 shares (about $965.22K)Walt Disney 5,745 shares (about $657.80K)GE VERNOVA INC 735 shares (about $451.95K)NIKE 6,025 shares (about $420.12K)RTX 1,523 shares (about $254.84K) 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$13,751,944$2,480,702 ▲22.0%22,4575.6%ETFMSFTMicrosoft$9,283,736$6,215 ▲0.1%17,9243.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,659,772$139,233 ▲1.6%12,9993.6%FinanceDGROiShares Core Dividend Growth ETF$7,427,366$455,386 ▲6.5%109,0983.0%ETFOKEONEOK$6,066,150$151,559 ▲2.6%83,1322.5%EnergyBRK.BBerkshire Hathaway$5,784,526$454,477 ▲8.5%11,5062.4%FinanceGOOGLAlphabet$5,368,620$258,901 ▲5.1%22,0842.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,290,170$1,797,739 ▲51.5%16,1202.2%ETFJNJJohnson & Johnson$4,407,565$11,867 ▼-0.3%23,7711.8%MedicalULUnilever$3,824,509$3,142 ▲0.1%64,5161.6%Consumer StaplesORCLOracle$3,717,711$965,216 ▼-20.6%13,2191.5%Computer and TechnologyMDTMedtronic$3,656,739$539,344 ▲17.3%38,3951.5%MedicalWMBWilliams Companies$3,631,223$190,050 ▼-5.0%57,3201.5%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$3,521,099$6,028 ▼-0.2%7,5931.4%FinanceVTVVanguard Value ETF$3,251,267$373,726 ▲13.0%17,4341.3%ETFJPMJPMorgan Chase & Co.$3,082,971$50,784 ▲1.7%9,7741.3%FinanceAAPLApple$3,009,254$148,960 ▲5.2%11,8181.2%Computer and TechnologyDISWalt Disney$2,968,298$657,803 ▼-18.1%25,9241.2%Consumer DiscretionaryOGEOGE Energy$2,955,3040.0%63,8711.2%UtilitiesIWDiShares Russell 1000 Value ETF$2,902,990$6,311 ▲0.2%14,2591.2%ETFBINCiShares Flexible Income Active ETF$2,899,983$2,260,464 ▲353.5%54,4701.2%ETFVZVerizon Communications$2,737,0750.0%62,2771.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,673,216$18,268 ▲0.7%5,7071.1%ETFNVONovo Nordisk A/S$2,668,070$456,572 ▲20.6%48,0821.1%MedicalHDHome Depot$2,620,364$64,020 ▲2.5%6,4671.1%Retail/WholesaleGHCGraham$2,555,9400.0%2,1711.0%Consumer DiscretionaryCVXChevron$2,483,242$10,560 ▼-0.4%15,9911.0%EnergyJCPBJPMorgan Core Plus Bond ETF$2,438,507$1,984,072 ▲436.6%51,2831.0%ETFABBVAbbVie$2,221,136$104,423 ▲4.9%9,5930.9%MedicalVHTVanguard Health Care ETF$2,174,1640.0%8,3750.9%ETFNVDANVIDIA$2,164,1410.0%11,5990.9%Computer and TechnologyGLWCorning$2,145,333$82 ▲0.0%26,1530.9%Computer and TechnologyASMLASML$2,126,8940.0%2,1970.9%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$1,999,995$1,999,995 ▲New Holding83,5420.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,997,379$1,997,379 ▲New Holding74,4180.8%ETFRTXRTX$1,952,908$254,844 ▼-11.5%11,6710.8%AerospaceVGTVanguard Information Technology ETF$1,917,490$19,414 ▲1.0%2,5680.8%ETFGDGeneral Dynamics$1,819,917$5,456 ▲0.3%5,3370.7%AerospaceWTMWhite Mountains Insurance Group$1,805,2420.0%1,0800.7%FinanceGLDSPDR Gold Shares$1,779,838$29,859 ▲1.7%5,0070.7%FinanceVVisa$1,763,8660.0%5,1670.7%Business ServicesSBUXStarbucks$1,731,424$767,068 ▲79.5%20,4660.7%Retail/WholesaleAMZNAmazon.com$1,646,994$4,391 ▲0.3%7,5010.7%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$1,629,728$22,057 ▲1.4%15,8120.7%ETFBPBP$1,589,3300.0%46,1210.7%EnergyXOMExxon Mobil$1,561,779$6,427 ▲0.4%13,8520.6%EnergyPGProcter & Gamble$1,528,203$14,443 ▲1.0%9,9460.6%Consumer StaplesETEnergy Transfer$1,498,171$1,390 ▲0.1%87,3060.6%EnergyDVNDevon Energy$1,451,053$351 ▲0.0%41,3880.6%EnergyAVGOBroadcom$1,394,302$168,266 ▼-10.8%4,2260.6%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,349,454$1,349,454 ▲New Holding25,4470.6%ManufacturingARLPAlliance Resource Partners$1,314,8200.0%52,0000.5%EnergyLLYEli Lilly and Company$1,280,314$483,742 ▲60.7%1,6780.5%MedicalFNVFranco-Nevada$1,252,040$670,736 ▲115.4%56,0000.5%Basic MaterialsJEPIJPMorgan Equity Premium Income ETF$1,241,126$139,895 ▲12.7%21,7360.5%ETFHONHoneywell International$1,236,688$296,595 ▲31.5%5,8750.5%Multi-Sector ConglomeratesACNAccenture$1,214,011$169,661 ▼-12.3%4,9230.5%Computer and TechnologyCHRWC.H. Robinson Worldwide$1,189,614$115,056 ▼-8.8%8,9850.5%TransportationKOCocaCola$1,187,497$4,576 ▲0.4%17,9060.5%Consumer StaplesSNASnap-On$1,174,7370.0%3,3900.5%Consumer DiscretionaryWMTWalmart$1,155,4060.0%11,2110.5%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$1,151,741$53,870 ▼-4.5%21,3800.5%ETFXLKTechnology Select Sector SPDR Fund$1,117,475$73,277 ▲7.0%3,9650.5%ETFLAZARD INC$1,112,1270.0%21,0710.5%COMQQQInvesco QQQ$1,079,698$392,727 ▲57.2%1,7980.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,065,685$1,065,685 ▲New Holding21,0070.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,058,3360.0%5,5790.4%ETFIVViShares Core S&P 500 ETF$1,030,7220.0%1,5400.4%ETFJAAAJanus Henderson AAA CLO ETF$1,020,932$1,020,932 ▲New Holding20,1050.4%ETFVEAVanguard FTSE Developed Markets ETF$1,020,4380.0%17,0300.4%ETFGSBDGoldman Sachs BDC$985,9100.0%96,9430.4%FinancePFEPfizer$965,0550.0%37,8750.4%MedicalDEODiageo$931,874$2,386 ▲0.3%9,7650.4%Consumer StaplesCSCOCisco Systems$913,4070.0%13,3500.4%Computer and TechnologyTXNTexas Instruments$900,468$184 ▲0.0%4,9010.4%Computer and TechnologyPEPPepsiCo$894,603$7,584 ▲0.9%6,3700.4%Consumer StaplesGDXVanEck Gold Miners ETF$859,5000.0%11,2500.4%ETFIWMiShares Russell 2000 ETF$857,7480.0%3,5450.4%FinanceTAT&T$847,2000.0%30,0000.3%Computer and TechnologyIBMInternational Business Machines$845,8340.0%2,9980.3%Computer and TechnologyGOOGAlphabet$843,9010.0%3,4650.3%Computer and TechnologyWESWestern Midstream Partners$825,0900.0%21,0000.3%EnergyAMATApplied Materials$805,652$53,232 ▲7.1%3,9350.3%Computer and TechnologyMMM3M$792,137$155 ▲0.0%5,1050.3%Multi-Sector ConglomeratesQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$788,809$26,229 ▲3.4%18,8260.3%ETFSOSouthern$775,6920.0%8,1850.3%UtilitiesBRK.ABerkshire Hathaway$754,2000.0%10.3%FinanceZTSZoetis$744,330$56,041 ▲8.1%5,0870.3%MedicalPAVEGlobal X U.S. Infrastructure Development ETF$732,600$15,623 ▲2.2%15,3810.3%ETFCOWZPacer US Cash Cows 100 ETF$724,793$185,049 ▲34.3%12,6120.3%ETFMSMorgan Stanley$720,8840.0%4,5350.3%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$700,578$16,180 ▲2.4%27,4520.3%ETFCLColgate-Palmolive$700,434$2,638 ▲0.4%8,7620.3%Consumer StaplesDFACDimensional U.S. Core Equity 2 ETF$678,215$26,498 ▲4.1%17,5840.3%ETFSPGSimon Property Group$672,7970.0%3,5850.3%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$669,436$23,220 ▲3.6%27,5040.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$668,354$23,182 ▲3.6%27,5040.3%ETFBACBank of America$668,039$216,936 ▼-24.5%12,9490.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$667,2770.0%14,2550.3%ETFADBEAdobe$666,6980.0%1,8900.3%Computer and TechnologyShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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