MondegarAI
Atlanta Consulting Group Advisors, LLC

Q2 2025 · 13F-HR

Atlanta Consulting Group Advisors, LLCholdings as filed

Filed 2025-08-08 · accession 0001420506-25-001779

$365.3M
Reported value
131
Positions
2025-06-30
Period end
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The Brief · Atlanta Consulting Group Advisors, LLC · Q2 2025

AI · grounded in 13F

Atlanta Consulting Group Advisors, LLC established a new position in IVV valued at $48.7M. The fund also initiated new stakes in RSP for $46.3M and IJR for $43.9M. Additional new positions include ARLP at $30.3M and IJH at $17.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$48.7M13.3%78,470CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$46.3M12.7%255,025CommonNONE
464287804IJRISHARES TR$43.9M12.0%401,487CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$30.3M8.31%1,160,740CommonNONE
464287507IJHISHARES TR$17.7M4.85%285,378CommonNONE
88339Y102EAGL2023 ETF SERIES TRUST$17.3M4.75%574,844CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$13.7M3.75%47,240CommonNONE
594918104MSFTMICROSOFT CORP$10.4M2.84%20,890CommonNONE
922908363VOOVANGUARD INDEX FDS$9.1M2.50%16,052CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$8.3M2.26%90,707CommonNONE
46434G103IEMGISHARES INC$5.9M1.62%98,573CommonNONE
171484108CHDNCHURCHILL DOWNS INC$5.0M1.36%49,212CommonNONE
191216100KOCOCA COLA CO$5.0M1.36%69,538CommonNONE
46432F842IEFAISHARES TR$4.3M1.18%51,743CommonNONE
09260D107BXBLACKSTONE INC$4.2M1.14%27,827CommonNONE
037833100AAPLAPPLE INC$3.7M1.00%17,870CommonNONE
92826C839VVISA INC$3.7M1.00%10,284CommonNONE
464288513HYGISHARES TR$3.2M0.87%39,386CommonNONE
166764100CVXCHEVRON CORP NEW$3.0M0.82%20,954CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.8M0.76%17,478CommonNONE
30231G102XOMEXXON MOBIL CORP$2.7M0.74%24,966CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M0.72%16,539CommonNONE
11135F101AVGOBROADCOM INC$2.3M0.63%8,310CommonNONE
922908629VOVANGUARD INDEX FDS$2.2M0.60%7,772CommonNONE
023135106AMZNAMAZON COM INC$2.1M0.58%9,695CommonNONE
02079K107GOOGALPHABET INC$1.9M0.53%10,989CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1.9M0.51%13,933CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.9M0.51%2,992CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.7M0.48%42,225CommonNONE
931142103WMTWALMART INC$1.7M0.48%17,879CommonNONE
060505104BACBANK AMERICA CORP$1.7M0.46%35,245CommonNONE
33734K109FEXFIRST TR EXCHANGE-TRADED ALP$1.7M0.45%15,049CommonNONE
478160104JNJJOHNSON & JOHNSON$1.6M0.45%10,783CommonNONE
574599106MASMASCO CORP$1.6M0.44%24,785CommonNONE
126408103CSXCSX CORP$1.4M0.37%41,638CommonNONE
907818108UNPUNION PAC CORP$1.3M0.37%5,824CommonNONE
56585A102MPCMARATHON PETE CORP$1.3M0.37%8,060CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$1.3M0.36%12,173CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.3M0.35%12,645CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$1.1M0.31%13,229CommonNONE
570535104MKLMARKEL GROUP INC$1.1M0.31%558CommonNONE
369604301GEGE AEROSPACE$1.1M0.30%4,285CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.1M0.29%3,318CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$1.0M0.29%15,924CommonNONE
464288653TLHISHARES TR$1.0M0.28%9,932CommonNONE
02079K305GOOGLALPHABET INC$983,0110.27%5,578CommonNONE
437076102HDHOME DEPOT INC$971,1770.27%2,649CommonNONE
149123101CATCATERPILLAR INC$910,3520.25%2,345CommonNONE
756158101UTGREAVES UTIL INCOME FD$887,6480.24%24,534CommonNONE
890930209TNGYTORTOISE CAPITAL SERIES TRUS$880,7230.24%96,000CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$863,4280.24%7,317CommonNONE
89055F103BLDTOPBUILD CORP$861,1480.24%2,660CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$844,5030.23%2,707CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$803,2960.22%1,135CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$801,7930.22%18,530CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$787,8770.22%1,869CommonNONE
G29183103ETNEATON CORP PLC$784,3070.21%2,197CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$748,6410.20%13,340CommonNONE
020002101ALLALLSTATE CORP$729,3280.20%3,605CommonNONE
72201R833MINTPIMCO ETF TR$692,1830.19%6,885CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$684,7320.19%22,081CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$669,8770.18%1,379CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$658,3620.18%43,745CommonNONE
79466L302CRMSALESFORCE INC$652,2820.18%2,388CommonNONE
464287408IVEISHARES TR$618,8950.17%3,167CommonNONE
00287Y109ABBVABBVIE INC$587,8590.16%3,167CommonNONE
36828A101GEVGE VERNOVA INC$585,2400.16%1,106CommonNONE
532457108LLYELI LILLY & CO$574,5140.16%737CommonNONE
580135101MCDMCDONALDS CORP$569,7320.16%1,950CommonNONE
654106103NKENIKE INC$527,9420.14%7,390CommonNONE
64110L106NFLXNETFLIX INC$522,2610.14%390CommonNONE
20030N101CMCSACOMCAST CORP NEW$519,5040.14%14,556CommonNONE
12572Q105CMECME GROUP INC$517,9170.14%1,879CommonNONE
231021106CMICUMMINS INC$497,4730.14%1,519CommonNONE
754730109RJFRAYMOND JAMES FINL INC$497,0470.14%3,241CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$482,2600.13%1,636CommonNONE
65339F101NEENEXTERA ENERGY INC$458,1030.13%6,599CommonNONE
032654105ADIANALOG DEVICES INC$438,6710.12%1,843CommonNONE
713448108PEPPEPSICO INC$435,6220.12%3,299CommonNONE
58933Y105MRKMERCK & CO INC$429,1550.12%5,366CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$420,9540.12%8,511CommonNONE
464287226AGGISHARES TR$415,6960.11%4,190CommonNONE
H1467J104CBCHUBB LIMITED$405,2220.11%1,394CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$397,4170.11%3,700CommonNONE
609207105MDLZMONDELEZ INTL INC$396,2550.11%5,835CommonNONE
63875W406LSGRNATIXIS ETF TRUST II$390,8130.11%9,342CommonNONE
237194105DRIDARDEN RESTAURANTS INC$387,7690.11%1,779CommonNONE
46435U853USHYISHARES TR$383,8400.11%10,233CommonNONE
922908744VTVVANGUARD INDEX FDS$370,6900.10%2,086CommonNONE
254687106DISDISNEY WALT CO$366,6210.10%2,945CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$365,2660.10%3,185CommonNONE
697435105PANWPALO ALTO NETWORKS INC$362,2130.10%1,770CommonNONE
548661107LOWLOWES COS INC$355,4360.10%1,602CommonNONE
579780206MKCMCCORMICK & CO INC$351,0340.10%4,630CommonNONE
46435G326IDEVISHARES TR$345,6780.09%4,546CommonNONE
30303M102METAMETA PLATFORMS INC$342,4740.09%464CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$340,8000.09%2,500CommonNONE
921910709EDVVANGUARD WORLD FD$335,2210.09%4,981CommonNONE
824348106SHWSHERWIN WILLIAMS CO$321,0420.09%935CommonNONE
756109104OREALTY INCOME CORP$314,8390.09%5,465CommonNONE
11271J107BNBROOKFIELD CORP$313,5400.09%5,062CommonNONE
717081103PFEPFIZER INC$310,6770.09%12,817CommonNONE
594972408MSTRMICROSTRATEGY INC$303,1730.08%750CommonNONE
G3075P101ESGRUSDENSTAR GROUP LIMITED$302,7240.08%900CommonNONE
615369105MCOMOODYS CORP$287,4110.08%573CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$281,3530.08%3,456CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$266,7560.07%3,246CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$252,8750.07%2,437CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$252,6180.07%496CommonNONE
29250N105ENBENBRIDGE INC$252,4360.07%5,570CommonNONE
009158106APDAIR PRODS & CHEMS INC$251,5980.07%892CommonNONE
097023105BABOEING CO$247,2450.07%1,180CommonNONE
69351T106PPLPPL CORP$245,9700.07%7,200CommonNONE
233331107DTEDTE ENERGY CO$244,0060.07%1,827CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$239,4370.07%4,807CommonNONE
00206R102TAT&T INC$229,3210.06%7,924CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$227,9070.06%900CommonNONE
008252108AMGAFFILIATED MANAGERS GROUP IN$226,2860.06%1,150CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$225,0870.06%5,248CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$224,5080.06%2,667CommonNONE
842587107SOSOUTHERN CO$218,4460.06%2,379CommonNONE
464285204IAUISHARES GOLD TR$217,2620.06%3,484CommonNONE
861025104SYBTSTOCK YDS BANCORP INC$216,3820.06%2,729CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$215,1250.06%1,596CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$212,7190.06%1,960CommonNONE
G5960L103MDTMEDTRONIC PLC$212,5820.06%2,419CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$205,3570.06%3,055CommonNONE
922908553VNQVANGUARD INDEX FDS$202,2550.06%2,271CommonNONE
902973304USBUS BANCORP DEL$202,0320.06%4,416CommonNONE
46131J103VKQINVESCO MUNICIPAL TRUST$109,8000.03%12,000CommonNONE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$80,9000.02%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.