Fund HoldingsAutumn Glory Partners, LLC

Total Portfolio Value
$175.52M
Total Bought
$19.60M
Total Sold
$10.99M
Net Transaction
+$8.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)18,01818,215+1975,6896,9653.97%+1,276
VANGUARD INDEX FDS15,92416,693+7696,2537,2874.15%+1,034
DIAGEO PLC(DEO)05,966+5,96608690.49%+869
ISHARES TR
CORE MSCI EAFE
012,230+12,23008410.48%+841
SPDR S&P 500 ETF TR(SPY)013,380+13,38006,3553.62%+6,355
RTX CORPORATION(RTX)035,460+35,46002,9841.70%+2,984
DORCHESTER MINERALS LP(DMLP)040,000+40,00001,2730.73%+1,273
ONEOK INC NEW(OKE)80,75382,724+1,9715,1225,7613.28%+639
ALLIANCE RESOURCE PARTNERS L(ARLP)12,00039,800+27,8002708430.48%+573
ISHARES TR
CORE DIV GRWTH
114,989115,999+1,0105,6956,2183.54%+522
HOME DEPOT INC(HD)09,292+9,29203,2621.86%+3,262
ISHARES INC
CORE MSCI EMKT
09,765+9,76504710.27%+471
LIBERTY GLOBAL LTD(LBTYA)019,730+19,73003940.22%+394
DISNEY WALT CO(DIS)87631,364+30,4882,4612,8331.61%+372
VANGUARD INDEX FDS01,785+1,78503670.21%+367
AMAZON COM INC(AMZN)12,91212,91201,6411,9771.13%+336
BLACK STONE MINERALS L P(BSM)24,60044,600+20,0004247120.41%+288
ISHARES TR02,903+2,90302870.16%+287
INTUITIVE SURGICAL INC0750+75002720.15%+272
STRYKER CORPORATION(SYK)0850+85002670.15%+267
APPLE INC(AAPL)013,538+13,53802,5621.46%+2,562
CROWDSTRIKE HLDGS INC(CRWD)01,000+1,00002550.15%+255
GRAHAM HLDGS CO(GHC)2,1712,17101,2661,5200.87%+254
ARES CAPITAL CORP(ARCC)012,535+12,53502530.14%+253
SPDR SER TR
ST STR DOW REIT
02,640+2,64002490.14%+249
BROOKFIELD CORP(BN)06,310+6,31002460.14%+246
GENERAL DYNAMICS CORP(GD)5,2465,394+1481,1591,4000.80%+241
LIBERTY GLOBAL LTD(LBTYA)012,550+12,55002370.14%+237
ARISTA NETWORKS INC01,000+1,00002360.13%+236
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,625+4,62502340.13%+234
VISA INC(V)06,353+6,35301,6590.94%+1,659
NIKE INC(NKE)15,29615,583+2871,4631,6910.96%+228
ISHARES TR05,707+5,70701,7410.99%+1,741
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,783+5,78302160.12%+216
SOUTHERN COPPER CORP(SCCO)02,630+2,63002100.12%+210
VERIZON COMMUNICATIONS INC(VZ)14,73517,457+2,7224786860.39%+208
BROADCOM INC(AVGO)0724+72408080.46%+808
UBER TECHNOLOGIES INC(UBER)03,230+3,23002060.12%+206
ISHARES TR08,199+8,19902030.12%+203
PROSHARES TR
S&P 500 DV ARIST
26,59827,147+5492,3552,5581.46%+202
CAMECO CORP(CCJ)04,130+4,13002020.12%+202
ISHARES TR08,634+8,63402010.11%+201
ISHARES TR019,517+19,51702,0181.15%+2,018
VANGUARD INDEX FDS18,23618,23602,5152,7081.54%+192
OGE ENERGY CORP(OGE)60,67965,313+4,6342,0222,2021.25%+180
VANGUARD WORLD FDS
INF TECH ETF
2,5532,55301,0591,2320.70%+172
BERKSHIRE HATHAWAY INC DEL12,59012,763+1734,4104,5792.61%+168
MEDTRONIC PLC(MDT)021,968+21,96801,8111.03%+1,811
NOVO-NORDISK A S(NVO)20,02819,208-8201,8211,9871.13%+166
SPDR DOW JONES INDL AVERAGE(DIA)8,2237,803-4202,7542,9181.66%+163
ISHARES TR014,553+14,55302,3711.35%+2,371
ALPHABET INC(GOOG)16,29516,410+1152,1322,2931.31%+160
INTERNATIONAL BUSINESS MACHS(IBM)2,7003,215+5153795370.31%+158
ORACLE CORP(ORCL)18,64420,186+1,5421,9752,1301.21%+155
ARBOR REALTY TRUST INC010,000+10,00001520.09%+152
NVIDIA CORPORATION(NVDA)1,7101,71007448960.51%+152
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,794+3,79407310.42%+731
3M CO(MMM)9,1729,311+1398591,0090.58%+151
SOFI TECHNOLOGIES INC(SOFI)015,000+15,00001490.09%+149
VANECK ETF TRUST
MRNGSTR WDE MOAT
9,46810,172+7047188510.48%+133
VANGUARD INDEX FDS3,4853,695+2107408720.50%+132
INTERNATIONAL FLAVORS&FRAGRA(IFF)09,119+9,11907380.42%+738
ABBVIE INC(ABBV)9,8609,910+501,4701,5870.90%+117
PACER FDS TR
US CASH COWS 100
12,79814,556+1,7586337490.43%+117
BLACKROCK INC(BLK)0465+46503680.21%+368
SNAP ON INC(SNA)03,420+3,42009760.56%+976
SIMON PPTY GROUP INC NEW(SPG)02,710+2,71003940.22%+394
ACCENTURE PLC IRELAND
SHS CLASS A
06,300+6,30002,2171.26%+2,217
ISHARES TR3,9754,070+957037840.45%+81
STARBUCKS CORP(SBUX)011,164+11,16401,0710.61%+1,071
WHITE MTNS INS GROUP LTD
COM
1,0801,08001,6151,6930.96%+78
INVESCO QQQ TR795880+852853600.21%+76
RIO TINTO PLC(RIO)04,175+4,17502880.16%+288
PHILLIPS 66(PSX)4,5414,740+1995466170.35%+72
ALBEMARLE CORP(ALB)3,0004,000+1,0005105780.33%+68
ABBOTT LABS3,4803,530+503374010.23%+64
MORGAN STANLEY(MS)4,0054,535+5303273900.22%+63
APPLIED MATLS INC3,4753,47504815430.31%+62
TRIPADVISOR INC(TRIP)19,53519,53503243810.22%+57
MCDONALDS CORP(MCD)01,874+1,87405500.31%+550
COLGATE PALMOLIVE CO(CL)05,319+5,31904240.24%+424
MERCK & CO INC(MRK)09,939+9,93901,1460.65%+1,146
ALPHABET INC(GOOG)4,4654,46505896430.37%+55
GENERAL MLS INC(GIS)016,269+16,26901,0240.58%+1,024
KKR REAL ESTATE FIN TR INC10,00013,000+3,0001191720.10%+53
LOCKHEED MARTIN CORP(LMT)01,020+1,02004670.27%+467
VERTEX PHARMACEUTICALS INC(VRTX)0800+80003260.19%+326
GARMIN LTD(GRMN)2,4282,42802553000.17%+45
PROCTER AND GAMBLE CO(PG)32,1008,061-24,0391,1531,1940.68%+40
VANGUARD SPECIALIZED FUNDS02,780+2,78004720.27%+472
SOUTHERN CO(SO)06,995+6,99504920.28%+492
REPUBLIC SVCS INC(RSG)01,655+1,65502740.16%+274
LOEWS CORP(L)4,9084,90803113490.20%+38
CADENCE DESIGN SYSTEM INC(CDNS)01,000+1,00002720.16%+272
TEXAS INSTRS INC(TXN)06,224+6,22401,0280.59%+1,028
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,880+1,88003320.19%+332
ISHARES TR
IBDS DEC28 ETF
20,16220,843+6814845220.30%+37
COCA COLA CO(KO)020,869+20,86901,2450.71%+1,245
BLACKSTONE INC(BX)3,1453,14503373720.21%+35
ISHARES TR16,49217,234+7423613960.23%+35
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