ATLANTA CONSULTING GROUP ADVISORS LLC

Stock Holdings
Option Holdings
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Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
255,024+244,481+2,318.89%
Created with Highcharts 10.1.0
$177.0212.90%0.06%44,177,8502025-03-31
IVV
ISHARES CORE S&P 500 ETF
76,092+53+0.07%
Created with Highcharts 10.1.0
$526.3612.48%0.01%42,755,8582025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
398,913+211,771+113.16%
Created with Highcharts 10.1.0
$109.5412.18%0.05%41,714,3452025-03-31
ARLP
ALLIANCE RESOURCE PARTNERS LP
1,160,740+1,000+0.09%
Created with Highcharts 10.1.0
$24.109.24%0.90%31,664,9872025-03-31
EAGL
EAGLE CAPITAL SELECT EQUITY ETF
598,218+585,310+4,534.47%
Created with Highcharts 10.1.0
$28.494.89%0.00%16,756,0862025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
279,758+78,368+38.91%
Created with Highcharts 10.1.0
$75.794.77%0.02%16,323,8902025-03-31
JPM
JPMORGAN CHASE
50,701-676-1.32%
Created with Highcharts 10.1.0
$179.623.63%0.00%12,437,0262025-03-31
VOO
VANGUARD 500 INDEX FUND
15,903+12,885+426.94%
Created with Highcharts 10.1.0
$525.652.39%0.00%8,172,7112025-03-31
MSFT
MICROSOFT
21,328-26-0.12%
Created with Highcharts 10.1.0
$408.832.34%0.00%8,006,1462025-03-31
AVUV
AVANTIS US SMALL CAP VALUE ETF
90,117+7,763+9.43%
Created with Highcharts 10.1.0
$99.432.29%0.00%7,855,5212025-03-31
CHDN
CHURCHILL DOWNS
49,162+3,248+7.07%
Created with Highcharts 10.1.0
$121.261.59%0.07%5,460,4232025-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
98,748+22,985+30.34%
Created with Highcharts 10.1.0
$52.981.56%0.01%5,329,4302025-03-31
KO
COCA COLA
69,578+922+1.34%
Created with Highcharts 10.1.0
$60.891.47%0.00%5,018,8312025-03-31
AAPL
APPLE
17,925-596-3.22%
Created with Highcharts 10.1.0
$182.011.16%0.00%3,981,6872025-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
51,662-8,105-13.56%
Created with Highcharts 10.1.0
$73.311.14%0.00%3,908,2302025-03-31
BX
BLACKSTONE
27,827+516+1.89%
Created with Highcharts 10.1.0
$126.171.14%0.00%3,889,6842025-03-31
V
VISA
11,074+300+2.78%
Created with Highcharts 10.1.0
$275.261.13%0.00%3,880,9592025-03-31
CVX
CHEVRON
20,985-219-1.03%
Created with Highcharts 10.1.0
$150.371.02%0.00%3,510,5812025-03-31
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
39,375+4,572+13.14%
Created with Highcharts 10.1.0
$77.100.91%0.02%3,106,3312025-03-31
PG
PROCTER & GAMBLE
17,775-333-1.84%
Created with Highcharts 10.1.0
$156.390.88%0.00%3,029,2162025-03-31
XOM
EXXON MOBIL
24,994-1,458-5.51%
Created with Highcharts 10.1.0
$106.350.87%0.00%2,972,5362025-03-31
VO
VANGUARD MID-CAP INDEX FUND
7,883+2,722+52.74%
Created with Highcharts 10.1.0
$248.990.60%0.00%2,038,8202025-03-31
AMZN
AMAZON
9,982+520+5.50%
Created with Highcharts 10.1.0
$183.340.55%0.00%1,899,1752025-03-31
NVDA
NVIDIA
17,057+1,352+8.61%
Created with Highcharts 10.1.0
$117.690.54%0.00%1,848,8262025-03-31
JNJ
JOHNSON & JOHNSON
10,886-275-2.46%
Created with Highcharts 10.1.0
$158.950.53%0.00%1,805,3842025-03-31
GOOG
ALPHABET
11,117+128+1.16%
Created with Highcharts 10.1.0
$150.510.51%0.00%1,736,8092025-03-31
MAS
MASCO
24,78500.00%
Created with Highcharts 10.1.0
$72.440.50%0.01%1,723,5492025-03-31
SPY
SPDR S&P 500 ETF
2,991+470+18.64%
Created with Highcharts 10.1.0
$522.410.49%0.00%1,678,2072025-03-31
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
39,355+5,129+14.99%
Created with Highcharts 10.1.0
$38.730.48%0.02%1,647,0072025-03-31
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
13,93300.00%
Created with Highcharts 10.1.0
$117.700.47%0.02%1,610,6552025-03-31
WMT
WALMART
17,789-1,041-5.53%
Created with Highcharts 10.1.0
$57.430.46%0.00%1,565,8772025-03-31
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
15,04900.00%
Created with Highcharts 10.1.0
$92.900.45%0.00%1,541,9212025-03-31
BAC
BANK OF AMERICA
35,455+18,580+110.10%
Created with Highcharts 10.1.0
$42.340.43%0.00%1,479,5372025-03-31
UNH
UNITEDHEALTH GROUP
2,707+24+0.89%
Created with Highcharts 10.1.0
$521.420.41%0.00%1,417,7912025-03-31
UPS
UNITED PARCEL SERVICE
12,852+15+0.12%
Created with Highcharts 10.1.0
$146.660.41%0.00%1,413,5912025-03-31
AVGO
BROADCOM
8,331-630-7.03%
Created with Highcharts 10.1.0
$125.190.41%0.00%1,394,8592025-03-31
UNP
UNION PACIFIC
5,824-123-2.07%
Created with Highcharts 10.1.0
$245.400.40%0.00%1,375,8622025-03-31
CSX
CSX
43,16800.00%
Created with Highcharts 10.1.0
$36.440.37%0.00%1,270,4342025-03-31
MPC
MARATHON PETROLEUM
8,060-157-1.91%
Created with Highcharts 10.1.0
$170.610.34%0.00%1,174,2612025-03-31
VONG
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
12,173+786+6.90%
Created with Highcharts 10.1.0
$85.880.33%0.01%1,129,5332025-03-31
VONV
VANGUARD RUSSELL 1000 VALUE INDEX FUND
13,229+870+7.04%
Created with Highcharts 10.1.0
$76.780.32%0.01%1,091,9222025-03-31
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
10,234+1,579+18.24%
Created with Highcharts 10.1.0
$104.630.31%0.01%1,061,7782025-03-31
MKL
MARKEL
55800.00%
Created with Highcharts 10.1.0
$1,458.430.30%0.00%1,043,2422025-03-31
HD
HOME DEPOT
2,649-84-3.07%
Created with Highcharts 10.1.0
$365.060.28%0.00%970,7802025-03-31
JAVA
JPMORGAN ACTIVE VALUE ETF
14,270+6,268+78.33%
Created with Highcharts 10.1.0
$60.350.26%0.03%906,7162025-03-31
DUK
DUKE ENERGY
7,340+714+10.78%
Created with Highcharts 10.1.0
$111.990.26%0.00%895,2522025-03-31
AXP
AMERICAN EXPRESS
3,31800.00%
Created with Highcharts 10.1.0
$206.200.26%0.00%892,8302025-03-31
GOOGL
ALPHABET
5,761-86-1.47%
Created with Highcharts 10.1.0
$166.410.26%0.00%890,8812025-03-31
GE
GENERAL ELECTRIC
4,30000.00%
Created with Highcharts 10.1.0
$123.180.25%0.00%862,1932025-03-31
VZ
VERIZON COMMUNICATIONS
18,647-67-0.36%
Created with Highcharts 10.1.0
$41.780.25%0.00%845,8282025-03-31