ATLANTA FINANCIAL ASSOCIATES LLC /ADV

13F Filings History

Latest 13F report: Q1 2021 - May 19, 2021
Value $: $213M
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 $213M as of Q1 2021. Top holdings included SCHZ, IVV, SCHM, VGSH, and SCHX.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2021	78	$213M	+$138K	-$507K	-$368K	SCHZ, IVV, SCHM, VGSH, SCHX	13F-HR	5/19/2021, 12:31 PM
Q4 2020	78	$214M	+$6.17M	-$2.76M	+$3.42M	SCHZ, IVV, SCHM, VGSH, SCHX	13F-HR	1/21/2021, 10:17 AM
Q3 2020	66	$195M	+$14.8M	-$4.66M	+$10.2M	SCHZ, IVV, SCHM, VGSH, SCHX	13F-HR	11/6/2020, 08:46 AM
Q2 2020	66	$180M	+$42.7M	-$5.89M	+$36.8M	SCHZ, IVV, SCHM, VGSH, SCHX	13F-HR	8/11/2020, 01:51 PM
Q1 2020	58	$127M	$0	$0		SCHZ, IVV, SCHM, VGSH, VIG	13F-HR	5/5/2020, 01:45 PM