ACG Wealth

SEC CIK
0001569071

Holdings, Q3 2022

Positions as of Sep 30, 2022, filed Nov 3, 2022.SEC

Positions
246
−859 vs. Q2 2022
Total value
$437.36M
−$52.43M (−10.7%) vs. Q2 2022

Compare with Q2 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q2 2022.

ACG Wealth holdings in Q3 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock205,069$28.34M6.48%−4,437−2.1%ReducedView
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF316,803$15.36M3.51%+5,011+1.6%Added–
PACER US CASH COWS 100 ETF69374H881ETF309,974$12.72M2.91%+27,865+9.9%Added–
AMERICAN CENTY ETF TR025072307US QUALITY GROW228,560$12.56M2.87%+5,880+2.6%Added–
MSFTMICROSOFT CORP COMStock46,341$10.79M2.47%−2,862−5.8%ReducedView
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833ETF104,516$10.33M2.36%+2,111+2.1%Added–
SSGA ACTIVE ETF TR78467V848ST STR TOTAL ETF250,205$10.05M2.30%+8,737+3.6%Added–
PECOPHILLIPS EDISON & CO INCCOMMON STOCK329,486$9.24M2.11%−909−0.3%ReducedView
FIRST TR EXCHANGE TRAD FD VI33740Y101ALT ABSLT STRG239,809$7.45M1.70%+683+0.3%Added–
AMZNAMAZON COM INC COMStock64,348$7.27M1.66%−2,825−4.2%ReducedView
HDHOME DEPOT INC COMStock24,722$6.82M1.56%−624−2.5%ReducedView
ISHARES TR464287234MSCI EMG MKT ETF194,935$6.8M1.55%+11,499+6.3%Added–
BMYBRISTOL-MYERS SQUIBB CO COMStock94,513$6.72M1.54%−2,781−2.9%ReducedView
ISHARES TR464288646ISHS 1-5YR INVS126,763$6.25M1.43%+7,097+5.9%Added–
GPCGENUINE PARTS CO COMStock41,690$6.23M1.42%−842−2.0%ReducedView
FIRST TR EXCHANGE-TRADED FD33733E872LUNT US FACTOR220,609$5.77M1.32%+14,240+6.9%Added–
ALBALBEMARLE CORP COMStock17,572$4.65M1.06%−883−4.8%ReducedView
LISTED FD TR53656F573ETP217,616$4.57M1.05%−7,468−3.3%Reduced–
JNJJOHNSON & JOHNSON COMStock27,636$4.52M1.03%−609−2.2%ReducedView
FIRST TR EXCHANGE-TRADED FD33739Q200FST LOW OPPT EFT94,601$4.48M1.02%−2,712−2.8%Reduced–
QCOMQUALCOMM INC COMStock39,384$4.45M1.02%+186+0.5%AddedView
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF69374H873ETF189,450$4.38M1.00%+10,372+5.8%Added–
PACER FDS TR69374H865EMRG MKT CASH252,821$4.15M0.95%+23,884+10.4%Added–
PANWPALO ALTO NETWORKS INC COMStock25,294$4.14M0.95%+16,661+193.0%AddedView
URIUNITED RENTALS INCCOM14,980$4.05M0.93%+143+1.0%AddedView
FDXFEDEX CORP COMStock26,233$3.9M0.89%+870+3.4%AddedView
WISDOMTREE TR97717W570US MIDCAP FUND86,665$3.81M0.87%+3,370+4.0%Added–
ISHARES TR464288307MRGSTR MD CP GRW73,944$3.73M0.85%+3,430+4.9%Added–
SCHWCHARLES SCHWAB CORP (THE) COMStock50,987$3.66M0.84%+628+1.2%AddedView
PACER US SMALL CAP CASH COWS ETF69374H857ETF111,599$3.63M0.83%+8,683+8.4%Added–
SHELSHELL PLC SPON ADSADR71,193$3.54M0.81%+711+1.0%AddedView
CRMSALESFORCE INC COMStock23,698$3.41M0.78%+1,684+7.6%AddedView
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF35,179$3.34M0.76%−180−0.5%Reduced–
PYPLPAYPAL HLDGS INC COMStock38,596$3.32M0.76%+393+1.0%AddedView
JANUS DETROIT STR TR47103U100HENDERSN CAP ETF70,485$3.13M0.72%+7,141+11.3%Added–
COSTCOSTCO WHOLESALE CORPORATION COMStock6,594$3.11M0.71%−489−6.9%ReducedView
NVDANVIDIA CORPORATION COMStock25,129$3.05M0.70%+61+0.2%AddedView
PTCPTC INC COMStock29,156$3.05M0.70%+595+2.1%AddedView
AMERICAN CENTY ETF TR025072406QUALITY DIVRSFED87,294$3.04M0.69%+9,451+12.1%Added–
BIIBBIOGEN INCCOM11,213$2.99M0.68%−1,615−12.6%ReducedView
VMWARE INC928563402CL A COM28,121$2.99M0.68%−606−2.1%Reduced–
OBDCBLUE OWL CAPITAL CORPORATIONCOM283,416$2.94M0.67%−14,043−4.7%ReducedView
ISHARES TR464287721U.S. TECH ETF39,816$2.92M0.67%−360−0.9%Reduced–
GOOGLALPHABET INC CAP STK CL AStock30,469$2.91M0.67%+28,943+1,896.7%AddedView
CVSCVS HEALTH CORP COMStock28,894$2.76M0.63%+568+2.0%AddedView
KOCOCA COLA CO COMStock48,317$2.71M0.62%−129−0.3%ReducedView
VVISA INC COM CL AStock15,041$2.67M0.61%−638−4.1%ReducedView
JPMJPMORGAN CHASE & CO COMStock25,355$2.65M0.61%−249−1.0%ReducedView
VMCVULCAN MATLS COCOM16,806$2.65M0.61%+13+0.1%AddedView
COPCONOCOPHILLIPS COMStock25,373$2.6M0.59%+1,831+7.8%AddedView
CATALENT INC148806102COM35,806$2.59M0.59%+2,201+6.5%Added–
TMOTHERMO FISHER SCIENTIFIC INC COMStock5,013$2.54M0.58%−1,844−26.9%ReducedView
VANGUARD MALVERN FDS922020805STRM INFPROIDX50,817$2.45M0.56%−157−0.3%Reduced–
GNRCGENERAC HLDGS INC COMStock13,471$2.4M0.55%+4,544+50.9%AddedView
ADBEADOBE INC COMStock8,600$2.37M0.54%+1,059+14.0%AddedView
CSCOCISCO SYS INC COMStock59,039$2.36M0.54%−3,092−5.0%ReducedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock8,605$2.3M0.53%+678+8.6%AddedView
TAPMOLSON COORS BEVERAGE COCL B47,745$2.29M0.52%+127+0.3%AddedView
WISDOMTREE TR97717Y527FLOATNG RAT TREA45,390$2.28M0.52%+60.0%Added–
WESTROCK CO96145D105COM73,856$2.28M0.52%+13,572+22.5%Added–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF12,521$2.25M0.51%+1,929+18.2%Added–
PACER FDS TR69374H725LUNT MDCAP MLT78,878$2.2M0.50%+6,281+8.7%Added–
TAT&T INC COMStock136,213$2.09M0.48%+11,981+9.6%AddedView
DGXQUEST DIAGNOSTICS INCCOM16,754$2.06M0.47%+171+1.0%AddedView
ILMNILLUMINA INCCOM10,655$2.03M0.46%+168+1.6%AddedView
COFCAPITAL ONE FINL CORP COMStock21,767$2.01M0.46%+666+3.2%AddedView
DISDISNEY WALT CO COMStock20,554$1.94M0.44%−1,491−6.8%ReducedView
AMATAPPLIED MATLS INC COMStock22,865$1.87M0.43%−886−3.7%ReducedView
FSKFS KKR CAP CORPCOM108,445$1.84M0.42%+1,050+1.0%AddedView
CVXCHEVRON CORPORATION COMStock12,339$1.77M0.41%+110+0.9%AddedView
PGPROCTER & GAMBLE CO COMStock13,773$1.74M0.40%−132−0.9%ReducedView
PWRQUANTA SVCS INCCOM13,406$1.71M0.39%−4,938−26.9%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF4,672$1.68M0.38%+10+0.2%Added–
EQNREQUINOR ASASPONSORED ADR49,578$1.64M0.38%−2,235−4.3%ReducedView
UPSUNITED PARCEL SVCS INC CL BStock10,145$1.64M0.37%−293−2.8%ReducedView
INVESCO EXCH TRADED FD TR II46138G870VAR RATE PFD69,971$1.53M0.35%−734−1.0%Reduced–
SPYSTATE STREET SPDR S&P 500 ETFETF4,286$1.53M0.35%−54−1.2%ReducedView
ABNBAIRBNB INC COM CL AStock13,965$1.47M0.34%−259−1.8%ReducedView
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF7,767$1.46M0.33%−224−2.8%Reduced–
ISHARES SELECT DIVIDEND ETF464287168ETF13,361$1.43M0.33%+60.0%Added–
RTXRTX CORPORATION COMStock17,478$1.43M0.33%−961−5.2%ReducedView
NFLXNETFLIX INC. COMStock5,930$1.4M0.32%−288−4.6%ReducedView
METAMETA PLATFORMS INC CL AStock10,212$1.39M0.32%−763−7.0%ReducedView
ISHARES TIPS BOND ETF464287176ETF12,761$1.34M0.31%−846−6.2%Reduced–
INTCINTEL CORP COMStock51,317$1.32M0.30%+702+1.4%AddedView
MDUMDU RES GROUP INC COMStock47,791$1.31M0.30%−1,775−3.6%ReducedView
INVESCO QQQ TRUST SERIES I46090E103ETF4,772$1.28M0.29%−502−9.5%Reduced–
AXPAMERICAN EXPRESS CO COMStock9,310$1.26M0.29%−235−2.5%ReducedView
ANETARISTA NETWORKS INCCOM11,082$1.25M0.29%−290−2.6%ReducedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF5,760$1.23M0.28%+667+13.1%Added–
ISHARES TR464287150CORE S&P TTL STK15,341$1.22M0.28%+1,964+14.7%Added–
PFEPFIZER INC COMStock27,727$1.21M0.28%+843+3.1%AddedView
FIDELITY MERRIMACK STR TR316188408LOW DURTIN ETF24,315$1.2M0.27%−1,300−5.1%Reduced–
VANGUARD S&P 500 ETF922908363ETF3,607$1.18M0.27%00.0%Unchanged–
VANGUARD UTILITIES ETF92204A876ETF8,312$1.18M0.27%00.0%Unchanged–
INNOVATOR ETFS TRUST45782C805US EQT ULTRA BF47,950$1.16M0.27%00.0%Unchanged–
TSLATESLA INC COMStock4,354$1.16M0.26%+2,729+167.9%AddedView
MRKMERCK & CO INC COMStock13,364$1.15M0.26%+19+0.1%AddedView
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF6,671$1.14M0.26%−300−4.3%Reduced–
SIRISIRIUS XM HOLDINGS INCCOM198,664$1.13M0.26%−11,914−5.7%ReducedView

Sold out since Q2 2022 (862)

Positions held at the end of Q2 2022 that are no longer in this filing.

Showing the largest 100 of 862 by value.

ACG Wealth positions sold out since Q2 2022
SecurityClassShares, Q2 2022Value, Q2 2022% of portfolio, Q2 2022
FIRST TR EXCHANGE TRAD FD VI33739H101FST TR GLB FD54,319$1.45M0.30%
DJPBARCLAYS BANK PLCDJUBS CMDT ETN3631,355$1.09M0.22%
GSGISHARES S&P GSCI COMMODITY-UNIT BEN INT41,801$966K0.20%
HUBBHUBBELL INCCOM4,602$822K0.17%
BLUE APRON HLDGS INC09523Q200CL A NEW92,868$338K0.07%
MERIDIAN BIOSCIENCE INC589584101COM10,120$308K0.06%
ISHARES RUSSELL 2000 GROWTH ETF464287648ETF1,358$280K0.06%
BXBLACKSTONE INCCOM3,021$276K0.06%
FOOT LOCKER INC344849104COM10,508$265K0.05%
STARBOARD INVT TR85521B742ADAPTIVE ALPHA12,080$243K0.05%
ISHARES TR464288174GL TIMB FORE ETF3,025$225K0.05%
VANGUARD INDEX FDS922908652EXTEND MKT ETF1,680$220K0.04%
IVTINVENTRUST PPTYS CORPCOM NEW8,472$218K0.04%
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W853ETF5,286$216K0.04%
GPNGLOBAL PMTS INC COMStock1,832$203K0.04%
MASMASCO CORPCOM4,002$203K0.04%
ISHARES RUSSELL 2000 ETF464287655ETF1,186$201K0.04%
FIRST TR EXCHANGE-TRADED FD33737K205INDXX NEXTG ETF3,109$200K0.04%
NOCNORTHROP GRUMMAN CORP COMStock409$196K0.04%
ISHARES TR4642874571 3 YR TREAS BD2,362$196K0.04%
TOWNEBANK PORTSMOUTH VA89214P109COM7,068$192K0.04%
NVAXNOVAVAX INCCOM NEW3,700$190K0.04%
ISHARES S&P 500 VALUE ETF464287408ETF1,362$187K0.04%
ISHARES TR464287580US CONSUM DISCRE3,268$185K0.04%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF1,411$179K0.04%
IRTINDEPENDENCE RLTY TR INCCOM8,645$179K0.04%
STAGSTAG INDUSTRIAL INCCOM5,793$179K0.04%
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF431$178K0.04%
WISDOMTREE TR97717W315EMER MKT HIGH FD4,742$176K0.04%
NKENIKE INC CL BStock1,713$175K0.04%
ISHARES CORE MSCI EAFE ETF46432F842ETF2,961$174K0.04%
SYNASYNAPTICS INC COMStock1,450$171K0.03%
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF2,013$168K0.03%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF2,399$168K0.03%
ISHARES CORE S&P US VALUE ETF464287663ETF2,495$167K0.03%
VANGUARD WORLD FD921910816MEGA GRWTH IND910$165K0.03%
CITHE CIGNA GROUP COMStock620$163K0.03%
VANGUARD REAL ESTATE ETF922908553ETF1,749$159K0.03%
FIDELITY COVINGTON TRUST316092873MSCI COMMNTN SVC4,474$159K0.03%
MRNAMODERNA INC COMStock1,089$156K0.03%
AVGOBROADCOM INC COMStock319$155K0.03%
KEYKEYCORPCOM9,008$155K0.03%
MAMASTERCARD INCORPORATED CL AStock486$153K0.03%
WMBWILLIAMS COS INCCOM4,873$152K0.03%
VERINT SYS INC92343X100COM3,585$152K0.03%
GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855ETF2,037$148K0.03%
VANGUARD STAR FDS921909768VG TL INTL STK F2,868$148K0.03%
DALDELTA AIR LINES INCCOM NEW5,092$148K0.03%
NEMNEWMONT CORP COMStock2,407$144K0.03%
WSOWATSCO INCCOM603$144K0.03%
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF2,257$143K0.03%
MOALTRIA GROUP INC COMStock3,418$143K0.03%
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL2,305$143K0.03%
INVESCO EXCH TRD SLF IDX FD46138J882BULSHS 2022 CB6,700$142K0.03%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704ETF1,604$140K0.03%
ISHARES TR464287812US CONSM STAPLES719$140K0.03%
GSGOLDMAN SACHS GROUP INC COMStock459$136K0.03%
GLOBAL X FDS37954Y624AUTONMOUS EV ETF6,345$136K0.03%
FIRST TR EXCHANGE-TRADED ALP33735K108COM SHS1,530$135K0.03%
CLXCLOROX CO DEL COMStock933$132K0.03%
DVNDEVON ENERGY CORP NEW COMStock2,403$132K0.03%
VANGUARD HEALTH CARE ETF92204A504ETF556$131K0.03%
FIDELITY COVINGTON TRUST316092709MSCI INDL INDX2,880$130K0.03%
PAYXPAYCHEX INC COMStock1,121$128K0.03%
MELIMERCADOLIBRE INCCOM201$128K0.03%
AEPAMERICAN ELEC PWR CO INC COMStock1,325$127K0.03%
IRMIRON MTN INC DELCOM2,602$127K0.03%
SNYSANOFI SASPONSORED ADR2,531$127K0.03%
PSXPHILLIPS 66 COMStock1,498$123K0.03%
LGNDLIGAND PHARMACEUTICALS INCCOM NEW1,373$122K0.02%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF81369Y860ETF2,959$121K0.02%
AMTAMERICAN TOWER CORP COMREIT469$120K0.02%
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF5,106$119K0.02%
TTTRANE TECHNOLOGIES PLCSHS913$119K0.02%
CARRCARRIER GLOBAL CORPORATION COMStock3,284$117K0.02%
MCHPMICROCHIP TECHNOLOGY INC. COMStock2,014$117K0.02%
SCHWAB US DIVIDEND EQUITY ETF808524797ETF1,607$115K0.02%
INVESCO EXCHANGE TRADED FD T46137V464S&P MDCP MOMNTUM1,618$115K0.02%
FIDELITY MSCI UTILITIES INDEX ETF316092865ETF2,481$112K0.02%
EOGEOG RES INC COMStock998$110K0.02%
WALGREENS BOOTS ALLIANCE INC931427108COM2,902$110K0.02%
FFORD MTR CO COMStock9,681$108K0.02%
RSGREPUBLIC SVCS INCCOM823$108K0.02%
LHLABORATORY CORP AMER HLDGSCOM NEW460$108K0.02%
VANGUARD SHORT-TERM BOND ETF921937827ETF1,397$107K0.02%
ABBNYABB LTDSPONSORED ADR3,996$107K0.02%
TMUST-MOBILE US INC COMStock789$106K0.02%
AMCRAMCOR PLCORD8,496$106K0.02%
NVSNOVARTIS AG SPONSORED ADRADR1,246$105K0.02%
PMPHILIP MORRIS INTL INC COMStock1,052$104K0.02%
VANGUARD ADMIRAL FDS INC921932844MIDCP 400 VAL714$103K0.02%
APOAPOLLO GLOBAL MGMT INCCOM2,126$103K0.02%
ISHARES TR46429B655FLTG RATE NT ETF2,061$103K0.02%
ZTSZOETIS INC CL AStock596$102K0.02%
ZBHZIMMER BIOMET HOLDINGS INC COMStock968$102K0.02%
LMTLOCKHEED MARTIN CORP COMStock237$102K0.02%
DOVDOVER CORPCOM843$102K0.02%
TILEINTERFACE INCCOM8,039$101K0.02%
SWKSSKYWORKS SOLUTIONS INC COMStock1,076$100K0.02%
J P MORGAN EXCHANGE TRADED F46641Q332EQUITY PREMIUM1,798$100K0.02%

13F filings by quarter

ACG Wealth 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q3 2022Nov 3, 2022246$437.36Mvs. Q2 2022SEC
Q2 2022Jul 13, 20221,105$489.79Mvs. Q1 2022SEC
Q1 2022Apr 7, 2022271$529.01Mvs. Q4 2021SEC
Q4 2021Jan 18, 2022319$703.5Mvs. Q3 2021SEC
Q3 2021Nov 1, 2021299$760.69Mvs. Q2 2021SEC
Q2 2021Aug 6, 2021306$788.09Mvs. Q1 2021SEC
Q1 2021May 3, 2021306$753.6M–SEC