Advisor Resource Council Purchases in Q3 2024

Advisor Resource Council

  • $298 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
2.03K
New
$200.56 - $243.33 $407K - $493K
2.03K $466K
VGT
Vanguard Information Technolog

ETFs
775
New
$514.43 - $606.85 $399K - $470K
775 $454K
PEP
Pepsico Inc

Consumer Defensive
2.68K
New
$161.9 - $179.3 $433K - $480K
2.68K $454K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
9.45K
New
$43.21 - $46.51 $408K - $439K
9.45K $439K
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.2K
+ 107.99%
$30.55 - $30.85 $434K - $438K
27.3K $843K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.7K
New
$24.86 - $26.33 $416K - $441K
16.7K $437K
GNTX
Gentex Corp

Consumer Cyclical
14.7K
New
$28.39 - $35.19 $419K - $519K
14.7K $437K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
828
New
$475.2 - $527.7 $393K - $437K
828 $436K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
8.67K
New
$46.5 - $49.42 $403K - $429K
8.67K $426K
FISV
Fiserv Inc

Technology
3.38K
New
N/A
3.38K $423K
MRK
Merck & Co., Inc.

Healthcare
3.7K
New
$111.15 - $128.97 $411K - $477K
3.7K $419K
SKX
Skechers Usa Inc

Consumer Cyclical
6.27K
New
$59.45 - $70.15 $373K - $440K
6.27K $419K
EBAY
Ebay Inc

Consumer Cyclical
6.39K
New
$52.61 - $65.44 $336K - $418K
6.39K $416K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.43K
New
$85.03 - $94.56 $377K - $419K
4.43K $412K
IVE
Ishares S&P 500 Value ETF

ETFs
2.08K
New
$181.06 - $197.17 $377K - $410K
2.08K $410K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.95K
New
$94.31 - $103.26 $373K - $408K
3.95K $405K
XLU
Utilities Sector Spdr

ETFs
5.02K
New
$67.67 - $80.78 $340K - $406K
5.02K $405K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.4K
New
$91.42 - $91.82 $402K - $404K
4.4K $403K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.63K
New
$49.82 - $52.8 $380K - $403K
7.63K $401K
DGS
Wisdomtree Emerging Markets Sm

ETFs
7.34K
New
$48.46 - $54.37 $356K - $399K
7.34K $394K
ESI
Element Solutions Inc

Basic Materials
14.4K
New
$24.24 - $28.58 $348K - $411K
14.4K $390K
ETN
Eaton Corp PLC

Industrials
1.18K
New
$272.52 - $333.02 $322K - $393K
1.18K $390K
AES
Aes Corp

Utilities
18.6K
New
$16.18 - $20.07 $301K - $373K
18.6K $373K
GILD
Gilead Sciences, Inc.

Healthcare
4.44K
New
$66.59 - $83.99 $296K - $373K
4.44K $372K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.06K
New
$110.22 - $120.89 $337K - $370K
3.06K $368K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.57K
New
$96.25 - $101.98 $343K - $364K
3.57K $361K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.54K
New
$71.19 - $76.59 $323K - $348K
4.54K $347K
BLK
Black Rock Inc.

Financial Services
365
New
$782.27 - $949.51 $286K - $347K
365 $346K
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.51K
New
$86.85 - $98.91 $305K - $347K
3.51K $346K
BKNG
Booking Holdings Inc.

Consumer Cyclical
82
New
$3305.62 - $4268.05 $271K - $350K
82 $345K
NFLX
Netflix Inc

Communication Services
485
New
$598.55 - $722.26 $290K - $350K
485 $343K
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.53K
+ 44.21%
$50.37 - $55.21 $278K - $305K
18K $981K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
6K
New
$55.75 - $55.75 $335K - $335K
6K $334K
IWN
Ishares Russell2000 Val ETF

ETFs
1.97K
New
$150.05 - $171.34 $295K - $337K
1.97K $328K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
11.1K
New
$25.27 - $30.5 $280K - $338K
11.1K $327K
CRS
Carpenter Technology Corp

Industrials
2.04K
New
$104.79 - $161.78 $214K - $330K
2.04K $326K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.75K
New
$111.59 - $129.08 $307K - $355K
2.75K $326K
BALL
Ball Corp

Consumer Cyclical
4.77K
New
$58.86 - $67.91 $281K - $324K
4.77K $323K
ELY
Callaway Golf CO

Consumer Cyclical
17.2K
+ 111.27%
N/A
32.6K $612K
WMB
Williams Companies, Inc.

Energy
7.01K
New
$41.24 - $46.22 $289K - $324K
7.01K $320K
AVY
Avery Dennison Corp

Industrials
1.44K
New
$202.27 - $224.18 $290K - $322K
1.44K $317K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.68K
New
$50.64 - $55.7 $288K - $316K
5.68K $316K
SCHW
Schwab Charles Corp

Financial Services
4.82K
New
$61.74 - $76.08 $298K - $367K
4.82K $312K
UNH
Unitedhealth Group Inc

Healthcare
527
New
$488.01 - $604.18 $257K - $318K
527 $308K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.9K
+ 39.88%
$46.13 - $52.38 $226K - $257K
17.2K $885K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
10.3K
New
$28.45 - $30.18 $292K - $309K
10.3K $307K
LMT
Lockheed Martin Corp

Industrials
521
New
$460.3 - $584.56 $240K - $305K
521 $304K
T
At&T Inc.

Communication Services
13.8K
New
$18.21 - $22.28 $250K - $306K
13.8K $302K
CTAS
Cintas Corp

Industrials
1.47K
New
$201.38 - $819.83 $296K - $1.21M
1.47K $302K
Activity Summary
Buys All Purchases 217 New Holdings 189 Increased Positions 28 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 6 Puts 3
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