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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Atlanta Consulting Group Advisors, LLC

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001420506-25-001779

Total Value
$365.3M
Positions
131
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (131)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720078,470$48.7M13.34%
2INVESCO EXCHANGE TRADED FD TIVZ255,025$46.3M12.69%
3ISHARES TR464287804401,487$43.9M12.01%
4ALLIANCE RESOURCE PARTNERS LARLP1,160,740$30.3M8.31%
5ISHARES TR464287507285,378$17.7M4.85%
62023 ETF SERIES TRUST88339Y102574,844$17.3M4.75%
7JPMORGAN CHASE & CO.VYLD47,240$13.7M3.75%
8MICROSOFT CORPMSFT20,890$10.4M2.84%
9VANGUARD INDEX FDS92290836316,052$9.1M2.50%
10AMERICAN CENTY ETF TR02507287790,707$8.3M2.26%
11ISHARES INC46434G10398,573$5.9M1.62%
12CHURCHILL DOWNS INCCHDN49,212$5.0M1.36%
13COCA COLA COKO69,538$5.0M1.36%
14ISHARES TR46432F84251,743$4.3M1.18%
15BLACKSTONE INCBX27,827$4.2M1.14%
16APPLE INCAAPL17,870$3.7M1.00%
17VISA INCV10,284$3.7M1.00%
18ISHARES TR46428851339,386$3.2M0.87%
19CHEVRON CORP NEWCVX20,954$3.0M0.82%
20PROCTER AND GAMBLE CO74271810917,478$2.8M0.76%
21EXXON MOBIL CORPXOM24,966$2.7M0.74%
22NVIDIA CORPORATIONNVDA16,539$2.6M0.72%
23BROADCOM INCAVGO8,310$2.3M0.63%
24VANGUARD INDEX FDS9229086297,772$2.2M0.60%
25AMAZON COM INCAMZN9,695$2.1M0.58%
26ALPHABET INCGOOG10,989$1.9M0.53%
27VANGUARD INTL EQUITY INDEX F92204271813,933$1.9M0.51%
28SPDR S&P 500 ETF TRSPY2,992$1.9M0.51%
29SELECT SECTOR SPDR TR81369Y86042,225$1.7M0.48%
30WALMART INCWMT17,879$1.7M0.48%
31BANK AMERICA CORP06050510435,245$1.7M0.46%
32FIRST TR EXCHANGE-TRADED ALP33734K10915,049$1.7M0.45%
33JOHNSON & JOHNSONJNJ10,783$1.6M0.45%
34MASCO CORPMAS24,785$1.6M0.44%
35CSX CORPCSX41,638$1.4M0.37%
36UNION PAC CORPUNP5,824$1.3M0.37%
37MARATHON PETE CORPMARA8,060$1.3M0.37%
38VANGUARD SCOTTSDALE FDS92206C68012,173$1.3M0.36%
39UNITED PARCEL SERVICE INCUPS12,645$1.3M0.35%
40VANGUARD SCOTTSDALE FDS92206C71413,229$1.1M0.31%
41MARKEL GROUP INCMKL558$1.1M0.31%
42GE AEROSPACE3696043014,285$1.1M0.30%
43AMERICAN EXPRESS COAXP3,318$1.1M0.29%
44J P MORGAN EXCHANGE TRADED F46641Q16715,924$1.0M0.29%
45ISHARES TR4642886539,932$1.0M0.28%
46ALPHABET INCGOOG5,578$983,0110.27%
47HOME DEPOT INCHD2,649$971,1770.27%
48CATERPILLAR INCCAT2,345$910,3520.25%
49REAVES UTIL INCOME FD75615810124,534$887,6480.24%
50TORTOISE CAPITAL SERIES TRUS89093020996,000$880,7230.24%
51DUKE ENERGY CORP NEWDUKB7,317$863,4280.24%
52TOPBUILD CORPBLD2,660$861,1480.24%
53UNITEDHEALTH GROUP INCUNH2,707$844,5030.23%
54GOLDMAN SACHS GROUP INCGSCE1,135$803,2960.22%
55VERIZON COMMUNICATIONS INCVZ18,530$801,7930.22%
56MOTOROLA SOLUTIONS INCMSI1,869$787,8770.22%
57EATON CORP PLCETN2,197$784,3070.21%
58VANGUARD SCOTTSDALE FDS92206C84713,340$748,6410.20%
59ALLSTATE CORPALL-PJ3,605$729,3280.20%
60PIMCO ETF TR72201R8336,885$692,1830.19%
61ENTERPRISE PRODS PARTNERS L29379210722,081$684,7320.19%
62BERKSHIRE HATHAWAY INC DELBRK-A1,379$669,8770.18%
63ROYCE SMALL CAP TRUST INCRVT43,745$658,3620.18%
64SALESFORCE INCCRM2,388$652,2820.18%
65ISHARES TR4642874083,167$618,8950.17%
66ABBVIE INCABBV3,167$587,8590.16%
67GE VERNOVA INCGEV1,106$585,2400.16%
68ELI LILLY & COLLY737$574,5140.16%
69MCDONALDS CORPMCD1,950$569,7320.16%
70NIKE INCNKE7,390$527,9420.14%
71NETFLIX INCNFLX390$522,2610.14%
72COMCAST CORP NEWCCZ14,556$519,5040.14%
73CME GROUP INCCME1,879$517,9170.14%
74CUMMINS INCCMI1,519$497,4730.14%
75RAYMOND JAMES FINL INC7547301093,241$497,0470.14%
76INTERNATIONAL BUSINESS MACHSINTR1,636$482,2600.13%
77NEXTERA ENERGY INCNEE-PW6,599$458,1030.13%
78ANALOG DEVICES INCADI1,843$438,6710.12%
79PEPSICO INCPEP3,299$435,6220.12%
80MERCK & CO INCMRK5,366$429,1550.12%
81VANGUARD INTL EQUITY INDEX F9220428588,511$420,9540.12%
82ISHARES TR4642872264,190$415,6960.11%
83CHUBB LIMITEDCB1,394$405,2220.11%
84BOSTON SCIENTIFIC CORPBSX3,700$397,4170.11%
85MONDELEZ INTL INC6092071055,835$396,2550.11%
86NATIXIS ETF TRUST II63875W4069,342$390,8130.11%
87DARDEN RESTAURANTS INCDRI1,779$387,7690.11%
88ISHARES TR46435U85310,233$383,8400.11%
89VANGUARD INDEX FDS9229087442,086$370,6900.10%
90DISNEY WALT CO2546871062,945$366,6210.10%
91VANGUARD ADMIRAL FDS INC9219327943,185$365,2660.10%
92PALO ALTO NETWORKS INCPANW1,770$362,2130.10%
93LOWES COS INC5486611071,602$355,4360.10%
94MCCORMICK & CO INCMKC-V4,630$351,0340.10%
95ISHARES TR46435G3264,546$345,6780.09%
96META PLATFORMS INCMETA464$342,4740.09%
97PALANTIR TECHNOLOGIES INCPLTR2,500$340,8000.09%
98VANGUARD WORLD FD9219107094,981$335,2210.09%
99SHERWIN WILLIAMS COSHW935$321,0420.09%
100REALTY INCOME CORPO5,465$314,8390.09%
101BROOKFIELD CORP11271J1075,062$313,5400.09%
102PFIZER INCPFE12,817$310,6770.09%
103MICROSTRATEGY INCSTRK750$303,1730.08%
104ENSTAR GROUP LIMITEDG3075P101900$302,7240.08%
105MOODYS CORPMCO573$287,4110.08%
106FIDELITY NATL INFORMATION SV31620M1063,456$281,3530.08%
107VANGUARD INTL EQUITY INDEX F9220428663,246$266,7560.07%
108AMERICAN ELEC PWR CO INC0255371012,437$252,8750.07%
109CROWDSTRIKE HLDGS INCCRWD496$252,6180.07%
110ENBRIDGE INCENNPF5,570$252,4360.07%
111AIR PRODS & CHEMS INCAIIR892$251,5980.07%
112BOEING COBA-PA1,180$247,2450.07%
113PPL CORPPPLC7,200$245,9700.07%
114DTE ENERGY CODTK1,827$244,0060.07%
115GOLDMAN SACHS ETF TRNVGLF4,807$239,4370.07%
116AT&T INCT-PC7,924$229,3210.06%
117SELECT SECTOR SPDR TR81369Y803900$227,9070.06%
118AFFILIATED MANAGERS GROUP INMGRE1,150$226,2860.06%
119DRAFTKINGS INC NEWDKNG5,248$225,0870.06%
120PUBLIC SVC ENTERPRISE GRP IN7445731062,667$224,5080.06%
121SOUTHERN COSOMN2,379$218,4460.06%
122ISHARES GOLD TRIAU3,484$217,2620.06%
123STOCK YDS BANCORP INC8610251042,729$216,3820.06%
124SELECT SECTOR SPDR TR81369Y2091,596$215,1250.06%
125SELECT SECTOR SPDR TR81369Y8521,960$212,7190.06%
126MEDTRONIC PLCMDT2,419$212,5820.06%
127VANGUARD INTL EQUITY INDEX F9220427753,055$205,3570.06%
128VANGUARD INDEX FDS9229085532,271$202,2550.06%
129US BANCORP DELUSB-PS4,416$202,0320.06%
130INVESCO MUNICIPAL TRUSTVKQ12,000$109,8000.03%
131AMNEAL PHARMACEUTICALS INCAMRX10,000$80,9000.02%