Advisor Resource Council Purchases in Q1 2025

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
6.47K
New
$890.62 - $1076.86 $5.76M - $6.96M
6.47K $6.12M
XLI
Industrial Sector Spdr

ETFs
45.1K
New
$128.78 - $141.67 $5.81M - $6.39M
45.1K $5.91M
SPTL
Spdr Portfolio Long Term Treas

ETFs
216K
New
$25.54 - $27.64 $5.51M - $5.96M
216K $5.88M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
192K
+ 1615.03%
$29.34 - $31.31 $5.63M - $6.01M
204K $6.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29.3K
New
$192.82 - $222.1 $5.65M - $6.51M
29.3K $5.66M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
137K
New
$40.03 - $46.81 $5.5M - $6.43M
137K $5.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
58.8K
New
$92.45 - $106.69 $5.44M - $6.28M
58.8K $5.46M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
107K
New
$50.48 - $51.04 $5.39M - $5.45M
107K $5.41M
XLP
Consumer Staples Sector Spdr

ETFs
70.9K
New
N/A
70.9K $5.39M
MSTR
Microstrategy Inc

Technology
18.7K
New
$239.27 - $396.5 $4.47M - $7.41M
18.7K $5.39M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
98.4K
New
$50.39 - $50.66 $4.96M - $4.98M
98.4K $4.98M
PG
Procter & Gamble CO

Consumer Defensive
28.9K
New
$158.56 - $176.26 $4.58M - $5.09M
28.9K $4.92M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
127K
New
$38.36 - $41.43 $4.86M - $5.25M
127K $4.9M
IBM
International Business Machines Corp

Technology
19.6K
New
$217.4 - $264.74 $4.26M - $5.18M
19.6K $4.87M
SCHO
Schwab Short Term Us Treasury

ETFs
197K
New
$24.1 - $24.34 $4.76M - $4.8M
197K $4.8M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
77.9K
New
$56.44 - $64.13 $4.4M - $4.99M
77.9K $4.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
78.5K
+ 1583.08%
$56.51 - $62.98 $4.44M - $4.94M
83.4K $5.06M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
62.3K
New
$68.32 - $75.06 $4.25M - $4.67M
62.3K $4.65M
VCIT
Vanguard Intermediate Term Cor

ETFs
55.9K
New
$79.17 - $82.04 $4.43M - $4.59M
55.9K $4.57M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91.6K
New
$49.25 - $50.66 $4.51M - $4.64M
91.6K $4.54M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
158K
New
$27.64 - $28.58 $4.37M - $4.51M
158K $4.51M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
83.8K
New
$51.3 - $56.76 $4.3M - $4.76M
83.8K $4.44M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
31.4K
New
$128.74 - $138.67 $4.04M - $4.35M
31.4K $4.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
64.2K
New
$65.27 - $71.18 $4.19M - $4.57M
64.2K $4.26M
VT
Vanguard Total World Stk Index

ETFs
36.7K
New
$115.08 - $123.97 $4.22M - $4.55M
36.7K $4.26M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
40.4K
New
$101.13 - $119.79 $4.08M - $4.84M
40.4K $4.17M
CRM
Salesforce, Inc.

Technology
14.3K
New
$268.36 - $359.95 $3.85M - $5.16M
14.3K $3.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
33.5K
New
$106.22 - $111.09 $3.56M - $3.73M
33.5K $3.73M
CGGR
Capital Group Growth ETF Shs C

ETFs
107K
New
$33.98 - $39.84 $3.65M - $4.28M
107K $3.68M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
91.3K
+ 1324.53%
$37.07 - $40.63 $3.38M - $3.71M
98.2K $3.87M
VGT
Vanguard Information Technolog

ETFs
6.6K
New
$542.38 - $646.34 $3.58M - $4.26M
6.6K $3.58M
PANW
Palo Alto Networks Inc

Technology
20.9K
New
$167.82 - $208.28 $3.51M - $4.36M
20.9K $3.57M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
35.8K
New
$99.16 - $99.52 $3.55M - $3.56M
35.8K $3.56M
CGGO
Capital Group Global Growth Eq

ETFs
125K
+ 1378.22%
$28.33 - $30.84 $3.53M - $3.84M
134K $3.79M
PLTR
Palantir Technologies Inc.

Technology
41.3K
New
$64.98 - $124.62 $2.68M - $5.14M
41.3K $3.48M
AVGO
Broadcom Inc.

Technology
20.8K
New
$167.43 - $244.7 $3.48M - $5.09M
20.8K $3.48M
ADI
Analog Devices Inc

Technology
17.1K
New
$201.56 - $243.82 $3.45M - $4.18M
17.1K $3.46M
FXI
Ishares Tr

ETFs
96.2K
New
$28.65 - $38.55 $2.75M - $3.71M
96.2K $3.45M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
68.8K
+ 111.95%
$50.25 - $55.9 $3.46M - $3.85M
130K $6.7M
PAVE
Global X Fds Us Infrastructure

ETFs
90.2K
New
$37.31 - $43.82 $3.36M - $3.95M
90.2K $3.4M
DRSK
ETF Ser Solutions Aptus Define

ETFs
124K
New
$27.06 - $28.25 $3.36M - $3.51M
124K $3.38M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34K
+ 735.41%
$95.85 - $99.25 $3.26M - $3.37M
38.6K $3.82M
VNQ
Vanguard Specialized Funds Van

ETFs
37.1K
New
$85.55 - $94.34 $3.17M - $3.5M
37.1K $3.36M
XAR
Spdr S&P Aerospace & Defense E

ETFs
20.5K
New
$157.71 - $180.77 $3.23M - $3.7M
20.5K $3.29M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
39.2K
New
$80.73 - $94.96 $3.16M - $3.72M
39.2K $3.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
162K
New
$18.36 - $20.51 $2.98M - $3.33M
162K $3.21M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
38.7K
+ 721.33%
$81.83 - $82.73 $3.17M - $3.2M
44.1K $3.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15.8K
New
$196.12 - $229.48 $3.09M - $3.62M
15.8K $3.19M
SHV
Ishares Tr

ETFs
28.7K
New
$110.11 - $110.51 $3.16M - $3.17M
28.7K $3.17M
Activity Summary
Buys All Purchases 566 New Holdings 525 Increased Positions 41 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 8 Puts 6
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