Advisor Resource Council Purchases and Sells in Q4 2024

Advisor Resource Council

$137 Million
Q4 2024

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	49.3K + 153.97%	$567.81 - $607.81 $28M - $29.9M	81.3K $47.6M
RSP	150K + 2343.94%	$174.22 - $187.62 $26.1M - $28.1M	156K $27.3M
GLD	9.54K + 142.76%	$236.59 - $257.5 $2.26M - $2.46M	16.2K $3.93M
VTI	2.78K + 103.34%	$280.04 - $302.45 $779K - $841K	5.47K $1.59M
VEA	9.48K + 103.86%	$47.57 - $52.44 $451K - $497K	18.6K $889K
SPYG	3.74K + 51.08%	$81.74 - $91.38 $306K - $342K	11.1K $972K

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EWJ	120K New	$66.18 - $71.84 $7.93M - $8.6M	120K $8.04M
MOAT	84.9K New	N/A	84.9K $7.29M
PTLC	61.4K New	$52.0 - $55.66 $3.2M - $3.42M	61.4K $3.28M
PTNQ	34.5K New	$72.62 - $77.83 $2.5M - $2.68M	34.5K $2.55M
IWB	7.18K New	$311.11 - $335.64 $2.23M - $2.41M	7.18K $2.31M
USMV	25.4K New	$88.59 - $94.57 $2.25M - $2.4M	25.4K $2.26M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-37.7K - 84.78%	$221.69 - $259.02 $8.35M - $9.75M	6.76K $1.69M
IVV	-10.3K - 85.62%	$570.51 - $610.59 $5.85M - $6.27M	1.72K $1.01M
AMZN	-19.5K - 95.12%	$180.88 - $232.93 $3.53M - $4.54M	1K $219K
IWM	-15.9K - 62.79%	$216.13 - $242.4 $3.43M - $3.85M	9.41K $2.08M
BRK-B	-7.38K - 82.93%	$442.29 - $483.08 $3.27M - $3.57M	1.52K $688K
QQQ	-5.3K - 86.22%	$481.22 - $538.17 $2.55M - $2.85M	848 $433K

Activity Summary All Purchases 56 New Holdings 47 Increased Positions 9 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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