Fund HoldingsAutumn Glory Partners, LLC

Total Portfolio Value
$163.74M
Total Bought
$36.08M
Total Sold
$9.51M
Net Transaction
+$26.57M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ONEOK INC NEW(OKE)27,76180,753+52,9921,7135,1223.13%+3,409
DEVON ENERGY CORP NEW(DVN)7,39558,763+51,3683572,8031.71%+2,446
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
033,210+33,21001,9131.17%+1,913
BP PLC(BP)035,951+35,95101,3920.85%+1,392
GOLDMAN SACHS BDC INC(GSBD)091,443+91,44301,3310.81%+1,331
VANGUARD INDEX FDS25,66215,924-9,7384,9576,2533.82%+1,296
EXXON MOBIL CORP4,95015,235+10,2855311,7911.09%+1,260
SPDR GOLD TR(GLD)08,049+8,04901,3800.84%+1,380
AT&T INC(T)074,774+74,77401,1230.69%+1,123
ADOBE INC(ADBE)2,8134,678+1,8651,3762,3851.46%+1,010
ISHARES TR
CORE DIV GRWTH
92,108114,989+22,8814,7465,6953.48%+949
WILLIAMS COS INC(WMB)84,030107,609+23,5792,7423,6252.21%+883
3M CO(MMM)09,172+9,17208590.52%+859
OGE ENERGY CORP(OGE)33,21860,679+27,4611,1932,0221.24%+830
CORNING INC(GLW)023,650+23,65007210.44%+721
LAZARD LTD021,071+21,07106530.40%+653
AMAZON COM INC(AMZN)7,83612,912+5,0761,0221,6411.00%+620
SUPER MICRO COMPUTER INC(SMCI)03,000+3,00008230.50%+823
NOVO-NORDISK A S(NVO)7,99420,028+12,0341,2941,8211.11%+528
VERIZON COMMUNICATIONS INC(VZ)014,735+14,73504780.29%+478
VANGUARD INDEX FDS14,47918,236+3,7572,0572,5151.54%+458
NVIDIA CORPORATION(NVDA)01,710+1,71007440.45%+744
SPDR DOW JONES INDL AVERAGE(DIA)6,7748,223+1,4492,3292,7541.68%+425
BLACK STONE MINERALS L P(BSM)024,600+24,60004240.26%+424
VANECK ETF TRUST
MRNGSTR WDE MOAT
3,9889,468+5,4803187180.44%+400
INTERNATIONAL BUSINESS MACHS(IBM)02,700+2,70003790.23%+379
BECTON DICKINSON & CO(BDX)2,6874,143+1,4567091,0710.65%+362
MORGAN STANLEY(MS)04,005+4,00503270.20%+327
TRIPADVISOR INC(TRIP)019,535+19,53503240.20%+324
PIONEER NAT RES CO02,363+2,36305420.33%+542
VANGUARD INDEX FDS1,9843,485+1,5014377400.45%+303
NIKE INC(NKE)10,56015,296+4,7361,1661,4630.89%+297
INVESCO QQQ TR0795+79502850.17%+285
PROSHARES TR
S&P 500 DV ARIST
22,01426,598+4,5842,0752,3551.44%+280
MICROSOFT CORP(MSFT)15,89918,018+2,1195,4145,6893.47%+275
ISHARES TR05,485+5,48502730.17%+273
ALLIANCE RESOURCE PARTNERS L(ARLP)012,000+12,00002700.17%+270
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
14,75920,221+5,4628171,0830.66%+266
ISHARES TR011,813+11,81302650.16%+265
INVESCO EXCH TRADED FD TR II024,193+24,19302650.16%+265
ISHARES TR012,066+12,06602640.16%+264
ISHARES TR011,986+11,98602580.16%+258
JOHNSON OUTDOORS INC04,665+4,66502550.16%+255
ISHARES TR
MSCI USA MIN ETF
03,503+3,50302540.15%+254
CHEVRON CORP NEW(CVX)11,00711,747+7401,7321,9811.21%+249
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
04,416+4,41602350.14%+235
FLEXSHARES TR
MORNSTAR UPSTR
05,704+5,70402310.14%+231
KINDER MORGAN INC DEL(KMI)013,623+13,62302260.14%+226
AMGEN INC(AMGN)0836+83602250.14%+225
VANGUARD WORLD FDS
CONSUM STP ETF
01,212+1,21202210.14%+221
CONSTELLATION ENERGY CORP(CEG)02,025+2,02502210.13%+221
LIBERTY GLOBAL PLC(LBTYA)012,550+12,55002150.13%+215
CAMBRIA ETF TR03,469+3,46902150.13%+215
PACER FDS TR
US CASH COWS 100
8,83012,798+3,9684236330.39%+210
EMERSON ELEC CO(EMR)02,156+2,15602080.13%+208
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,616+1,61602080.13%+208
LIBERTY BROADBAND CORP(LBRDA)02,264+2,26402070.13%+207
UNILEVER PLC(UL)52,70659,518+6,8122,7482,9401.80%+193
ALPHABET INC(GOOG)16,22616,295+691,9422,1321.30%+190
APPLIED MATLS INC03,475+3,47504810.29%+481
ISHARES TR
IBONDS DEC2026
15,24521,656+6,4113585050.31%+148
PEPSICO INC(PEP)4,2055,463+1,2587799260.57%+147
ISHARES TR
IBONDS 27 ETF
15,23021,644+6,4143585010.31%+143
AGNC INVT CORP(AGNC)026,200+26,20002470.15%+247
ZIM INTEGRATED SHIPPING SERV
SHS
012,500+12,50001310.08%+131
ABBVIE INC(ABBV)9,9439,860-831,3401,4700.90%+130
BERKSHIRE HATHAWAY INC DEL12,55712,590+334,2824,4102.69%+128
ISHARES TR
IBDS DEC28 ETF
14,58520,162+5,5773574840.30%+127
ORACLE CORP(ORCL)15,54618,644+3,0981,8511,9751.21%+123
KKR REAL ESTATE FIN TR INC010,000+10,00001190.07%+119
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,2126,329+1,1177808970.55%+117
WHITE MTNS INS GROUP LTD
COM
1,0801,08001,5001,6150.99%+115
ISHARES TR016,492+16,49203610.22%+361
VANGUARD WORLD FDS
INF TECH ETF
2,1832,553+3709651,0590.65%+94
ICL GROUP LTD(ICL)012,000+12,0000670.04%+67
PHILLIPS 66(PSX)5,0414,541-5004815460.33%+65
ALBEMARLE CORP(ALB)2,0003,000+1,0004465100.31%+64
ENERGY TRANSFER L P(ET)145,032135,545-9,4871,8421,9021.16%+60
ISHARES TR3,4493,975+5266467030.43%+57
CABLE ONE INC0530+53003260.20%+326
BANK AMERICA CORP14,85615,722+8664264790.29%+52
ALPHABET INC(GOOG)4,4654,46505405890.36%+49
OMEGA HEALTHCARE INVS INC(OHI)18,67818,67805736190.38%+46
SCHLUMBERGER LTD(SLB)04,895+4,89502850.17%+285
BLACKSTONE INC(BX)03,145+3,14503370.21%+337
ABBOTT LABS03,480+3,48003370.21%+337
GENERAL DYNAMICS CORP(GD)5,2005,246+461,1191,1590.71%+40
GRAHAM HLDGS CO(GHC)2,1712,17101,2411,2660.77%+25
JPMORGAN CHASE & CO(JPM)12,05812,254+1961,7541,7771.09%+23
ISHARES TR4,2394,527+2883443670.22%+23
LOEWS CORP(L)04,908+4,90803110.19%+311
COMCAST CORP NEW(CCZ)06,786+6,78603010.18%+301
UNITEDHEALTH GROUP INC(UNH)68568503293450.21%+16
LIBERTY GLOBAL PLC(LBTYA)19,73019,73003513660.22%+16
BERKSHIRE HATHAWAY INC DEL1105185310.32%+14
DANAHER CORPORATION(DHR)1,5251,52503663780.23%+12
DISNEY WALT CO(DIS)27,447876-26,5712,4502,4611.50%+11
PAYCHEX INC(PAYX)02,035+2,03502350.14%+235
PROCTER AND GAMBLE CO(PG)7,58632,100+24,5141,1511,1530.70%+2
GARMIN LTD(GRMN)02,428+2,42802550.16%+255
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