13F Filings History of ATLANTA FINANCIAL ASSOCIATES LLC /ADV

Latest 13F report
Q1 2021 - 19 May 2021
Value $
$213,192,000
Signature - Title
Jim Cullen - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by ATLANTA FINANCIAL ASSOCIATES LLC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ATLANTA FINANCIAL ASSOCIATES LLC /ADV reported 78 stock holdings with total value $213,192,000 as of Q1 2021. Top holdings included SCHZ, IVV, SCHM, VGSH, and SCHX.

Notify me when ATLANTA FINANCIAL ASSOCIATES LLC /ADV files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2021 78 $213,192,000 +$138,305 -$506,585 -$368,280 SCHZ, IVV, SCHM, VGSH, SCHX 13F-HR 19 May 2021, 12:31
Q4 2020 78 $214,079,000 +$6,174,451 -$2,757,931 +$3,416,520 SCHZ, IVV, SCHM, VGSH, SCHX 13F-HR 21 Jan 2021, 10:17
Q3 2020 66 $194,684,000 +$14,823,357 -$4,655,366 +$10,167,991 SCHZ, IVV, SCHM, VGSH, SCHX 13F-HR 06 Nov 2020, 08:46
Q2 2020 66 $179,786,000 +$42,700,635 -$5,893,947 +$36,806,688 SCHZ, IVV, SCHM, VGSH, SCHX 13F-HR 11 Aug 2020, 13:51
Q1 2020 58 $126,504,000 $0 $0 $0 SCHZ, IVV, SCHM, VGSH, VIG 13F-HR 05 May 2020, 13:45