Filer Name: AUTUMN GLORY PARTNERS, LLC
CIK: 1911621
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 172
Portfolio Value: $0.20B

Autumn Glory Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 16,527 $9M 4.37% 0.0% -
OKE US ONEOK INC 80,516 $8M 3.97% -1.8% -
SPY US SPDR S&P 500 ETF TRUST 13,404 $8M 3.86% -18.7% -
MSFT US MICROSOFT CORP 16,789 $7M 3.47% -15.0% -
DGRO US ISHARES CORE DIVIDEND GROWTH 106,894 $7M 3.22% -0.9% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 12,619 $6M 2.81% -32.0% -
WMB US WILLIAMS COS INC 88,584 $5M 2.35% -29.5% -
GOOGL US ALPHABET INC-CL A 21,431 $4M 1.99% -0.1% -
DIS US WALT DISNEY CO/THE 33,567 $4M 1.83% - -
UL US UNILEVER PLC-SPONSORED ADR 64,805 $4M 1.80% -16.7% -
ORCL US ORACLE CORP 20,993 $3M 1.72% -13.6% -
AAPL US APPLE INC 13,375 $3M 1.64% -25.4% -
DIA US SPDR DJIA TRUST 7,757 $3M 1.62% - -
JNJ US JOHNSON & JOHNSON 22,154 $3M 1.57% -11.1% -
RTX US RTX CORP 25,954 $3M 1.47% -19.4% -
VTV US VANGUARD VALUE ETF 16,971 $3M 1.41% 1.9% -
IWD US ISHARES RUSSELL 1000 VALUE E 14,553 $3M 1.32% - -
OGE US OGE ENERGY CORP 63,871 $3M 1.29% -2.2% -
NOBL US PROSHARES S&P 500 DIVIDEND A 25,687 $3M 1.26% - -
HD US HOME DEPOT INC 6,460 $3M 1.23% -24.9% -
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