AUTUMN GLORY PARTNERS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VOO | VANGUARD 500 INDEX FUND | 18,841 | +2,314 | +14.00% | $402.97 | 4.81% | 0.00% | 9,682,510 | 2025-03-31 | ||||||
| OKE | ONEOK | 79,216 | -1,300 | -1.61% | $63.10 | 3.90% | 0.01% | 7,859,839 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 12,724 | +105 | +0.83% | $0.00 | 3.31% | 0.00% | 6,653,836 | 2025-03-31 | ||||||
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 106,973 | +79 | +0.07% | $52.43 | 3.28% | 0.02% | 6,608,811 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 11,014 | -2,390 | -17.83% | $456.12 | 3.06% | 0.00% | 6,161,135 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 18,090 | +1,301 | +7.75% | $311.55 | 2.66% | 0.00% | 5,352,135 | 2025-03-31 | ||||||
| WMB | WILLIAMS COMPANIES | 64,520 | -24,064 | -27.17% | $36.31 | 1.92% | 0.01% | 3,855,722 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 11,702 | +4,602 | +64.82% | $74.06 | 1.63% | 0.00% | 3,271,873 | 2025-03-31 | ||||||
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 7,757 | 0 | 0.00% | $351.33 | 1.62% | 0.01% | 3,256,907 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 33,302 | +1,945 | +6.20% | $85.56 | 1.62% | 0.00% | 3,256,113 | 2025-03-31 | ||||||
| DIS | WALT DISNEY | 34,209 | +642 | +1.91% | $89.35 | 1.58% | 0.00% | 3,172,681 | 2025-03-31 | ||||||
| OGE | OGE ENERGY | 63,871 | 0 | 0.00% | $35.27 | 1.46% | 0.03% | 2,935,504 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 16,763 | -208 | -1.23% | $142.38 | 1.44% | 0.00% | 2,895,641 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 7,318 | -68 | -0.92% | $154.11 | 1.42% | 0.00% | 2,863,708 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 62,277 | +12,760 | +25.77% | $40.23 | 1.40% | 0.00% | 2,824,884 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 9,919 | +5,113 | +106.39% | $255.80 | 1.35% | 0.00% | 2,726,195 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 14,259 | -294 | -2.02% | $163.08 | 1.33% | 0.00% | 2,682,973 | 2025-03-31 | ||||||
| HON | HONEYWELL INTERNATIONAL | 4,064 | +2,624 | +182.22% | $209.47 | 1.33% | 0.00% | 2,678,573 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 703 | +12 | +1.74% | $812.65 | 1.28% | 0.00% | 2,580,591 | 2025-03-31 | ||||||
| AAPL | APPLE | 11,352 | -2,023 | -15.13% | $178.77 | 1.25% | 0.00% | 2,521,651 | 2025-03-31 | ||||||
| NVO | NOVO NORDISK A S | 36,130 | +19,922 | +122.91% | $88.45 | 1.18% | 0.00% | 2,365,804 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 9,441 | 0 | 0.00% | $142.24 | 1.15% | 0.00% | 2,315,836 | 2025-03-31 | ||||||
| VHT | VANGUARD HEALTH CARE INDEX FUND | 8,375 | 0 | 0.00% | $242.03 | 1.10% | 0.01% | 2,217,128 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 18,401 | 0 | 0.00% | $107.46 | 1.09% | 0.00% | 2,188,431 | 2025-03-31 | ||||||
| GHC | GRAHAM HOLDINGS | 2,171 | 0 | 0.00% | $685.18 | 1.04% | 0.23% | 2,086,027 | 2025-03-31 | ||||||
| WTM | WHITE MOUNTAINS INSURANCE GROUP | 1,080 | 0 | 0.00% | $1,553.15 | 1.03% | 0.04% | 2,079,875 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 5,707 | 0 | 0.00% | $296.04 | 1.02% | 0.00% | 2,060,741 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 19,299 | 0 | 0.00% | $112.44 | 1.00% | 0.00% | 2,018,096 | 2025-03-31 | ||||||
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 33,900 | +14,470 | +74.47% | $58.38 | 0.99% | 0.01% | 1,989,591 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 6,375 | -85 | -1.32% | $326.83 | 0.97% | 0.00% | 1,943,342 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 9,166 | 0 | 0.00% | $155.34 | 0.95% | 0.00% | 1,920,460 | 2025-03-31 | ||||||
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 18,223 | -7,464 | -29.06% | $90.68 | 0.93% | 0.00% | 1,862,011 | 2025-03-31 | ||||||
| CVX | CHEVRON | 11,088 | -1,000 | -8.27% | $159.61 | 0.92% | 0.00% | 1,854,912 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 22,287 | +133 | +0.60% | $162.73 | 0.91% | 0.00% | 1,824,334 | 2025-03-31 | ||||||
| ACN | ACCENTURE | 5,689 | -204 | -3.46% | $298.25 | 0.88% | 0.00% | 1,773,922 | 2025-03-31 | ||||||
| SBUX | STARBUCKS | 11,582 | +314 | +2.79% | $103.18 | 0.86% | 0.00% | 1,734,949 | 2025-03-31 | ||||||
| UL | UNILEVER | 65,837 | +1,032 | +1.59% | $51.13 | 0.84% | 0.00% | 1,688,990 | 2025-03-31 | ||||||
| GD | GENERAL DYNAMICS | 5,437 | +43 | +0.80% | $216.74 | 0.84% | 0.00% | 1,680,920 | 2025-03-31 | ||||||
| ET | ENERGY TRANSFER LP | 88,838 | -22,000 | -19.85% | $8.97 | 0.82% | 0.00% | 1,651,505 | 2025-03-31 | ||||||
| BP | BP | 46,121 | 0 | 0.00% | $36.49 | 0.77% | 0.00% | 1,558,429 | 2025-03-31 | ||||||
| DVN | DEVON ENERGY | 41,368 | +20,000 | +93.60% | $45.71 | 0.77% | 0.01% | 1,547,163 | 2025-03-31 | ||||||
| ASML | ASML HOLDING NV | 2,243 | +1,096 | +95.55% | $749.88 | 0.76% | 0.00% | 1,535,629 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 4,975 | 0 | 0.00% | $189.11 | 0.71% | 0.00% | 1,433,497 | 2025-03-31 | ||||||
| AMZN | AMAZON | 7,501 | 0 | 0.00% | $136.57 | 0.71% | 0.00% | 1,427,140 | 2025-03-31 | ||||||
| ARLP | ALLIANCE RESOURCE PARTNERS LP | 52,300 | 0 | 0.00% | $21.28 | 0.71% | 0.04% | 1,426,744 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 17,089 | -8,865 | -34.16% | $92.19 | 0.68% | 0.00% | 1,374,358 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 2,520 | 0 | 0.00% | $436.75 | 0.68% | 0.00% | 1,366,902 | 2025-03-31 | ||||||
| GLW | CORNING | 28,152 | +1 | 0.00% | $34.95 | 0.64% | 0.00% | 1,288,781 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 20,137 | -1,294 | -6.04% | $118.77 | 0.63% | 0.00% | 1,272,453 | 2025-03-31 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 21,736 | +1,240 | +6.05% | $55.77 | 0.62% | 0.00% | 1,241,995 | 2025-03-31 | ||||||