Advisor Resource Council Purchases in Q1 2025

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
2.33K
New
$461.52 - $548.18 $1.07M - $1.28M
2.33K $1.22M
DVAX
Dynavax Technologies Corp

Healthcare
93.8K
New
$12.39 - $14.4 $1.16M - $1.35M
93.8K $1.22M
WCC
Wesco International Inc

Industrials
7.76K
New
$155.3 - $199.95 $1.21M - $1.55M
7.76K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
7.36K
New
$117.15 - $158.79 $862K - $1.17M
7.36K $1.17M
RDVY
First Trust Rising Dividend Ac

ETFs
20K
+ 394.6%
$57.22 - $63.39 $1.14M - $1.27M
25.1K $1.47M
CVS
Cvs Health Corp

Healthcare
17.2K
New
$44.22 - $68.64 $762K - $1.18M
17.2K $1.17M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
45K
New
$25.27 - $28.3 $1.14M - $1.27M
45K $1.17M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
86.9K
New
$12.52 - $13.63 $1.09M - $1.18M
86.9K $1.17M
UGI
Ugi Corp

Utilities
35.2K
New
$28.0 - $34.16 $985K - $1.2M
35.2K $1.16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.6K
+ 135.13%
$53.6 - $58.97 $1.16M - $1.28M
37.6K $2.06M
EPD
Enterprise Products Partners L.P.

Energy
33.3K
New
$31.75 - $34.14 $1.06M - $1.14M
33.3K $1.14M
PULS
Pgim ETF Tr

ETFs
22.8K
New
$49.56 - $49.78 $1.13M - $1.13M
22.8K $1.13M
MPC
Marathon Petroleum Corp

Energy
7.63K
New
$134.72 - $159.03 $1.03M - $1.21M
7.63K $1.11M
CHK
Chesapeake Energy Corp

Energy
12.9K
New
N/A
12.9K $1.11M
NMIH
Nmi Holdings, Inc.

Financial Services
30.7K
New
$34.46 - $39.13 $1.06M - $1.2M
30.7K $1.11M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
9.97K
New
$108.02 - $120.45 $1.08M - $1.2M
9.97K $1.1M
MP
Mp Materials Corp.

Basic Materials
44.9K
New
$16.39 - $26.93 $736K - $1.21M
44.9K $1.1M
CRS
Carpenter Technology Corp

Industrials
6.02K
New
$172.39 - $212.53 $1.04M - $1.28M
6.02K $1.09M
FHN
First Horizon Corp

Financial Services
54.7K
New
$17.7 - $22.43 $968K - $1.23M
54.7K $1.06M
CGUS
Capital Group Core Equity ETF
31.7K
New
$33.08 - $36.62 $1.05M - $1.16M
31.7K $1.06M
FCFS
First Cash Holdings, Inc.

Financial Services
8.75K
New
$102.59 - $120.32 $897K - $1.05M
8.75K $1.05M
MO
Altria Group, Inc.

Consumer Defensive
17.5K
New
$50.81 - $60.02 $890K - $1.05M
17.5K $1.05M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
35.8K
New
$26.47 - $29.92 $948K - $1.07M
35.8K $1.05M
MMM
3 M CO

Industrials
7.14K
New
$129.7 - $155.12 $926K - $1.11M
7.14K $1.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.4K
New
$27.01 - $28.54 $1.01M - $1.07M
37.4K $1.05M
IGF
Ishares Global Infrastructure

ETFs
19K
New
$51.96 - $54.84 $989K - $1.04M
19K $1.04M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
128K
New
$8.11 - $8.58 $1.04M - $1.1M
128K $1.04M
BRT
Brt Apartments Corp.

Real Estate
61.2K
New
$16.94 - $18.87 $1.04M - $1.15M
61.2K $1.04M
RTX
Raytheon Technologies Corp

Industrials
7.82K
New
$114.1 - $135.66 $892K - $1.06M
7.82K $1.04M
HURN
Huron Consulting Group Inc.

Industrials
7.19K
New
$121.09 - $152.46 $871K - $1.1M
7.19K $1.03M
GILD
Gilead Sciences, Inc.

Healthcare
9.2K
New
$89.14 - $117.41 $820K - $1.08M
9.2K $1.03M
VUG
Vanguard Growth ETF

ETFs
2.93K
+ 202.7%
$369.1 - $427.61 $1.08M - $1.25M
4.37K $1.62M
MA
Mastercard Inc

Financial Services
1.88K
New
$504.67 - $576.31 $947K - $1.08M
1.88K $1.03M
CSCO
Cisco Systems, Inc.

Technology
16.4K
New
$58.74 - $64.87 $964K - $1.06M
16.4K $1.01M
VZ
Verizon Communications Inc

Communication Services
22.2K
New
$37.81 - $46.49 $841K - $1.03M
22.2K $1.01M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
44.8K
New
$21.79 - $23.09 $975K - $1.03M
44.8K $980K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.3K
+ 150.65%
$57.21 - $65.8 $992K - $1.14M
28.8K $1.68M
KRE
Spdr S&P Regional Banking ETF

ETFs
16.9K
New
$55.11 - $65.5 $933K - $1.11M
16.9K $962K
USFR
Wisdomtree Floating Rate Treas

ETFs
19K
New
$50.29 - $50.5 $955K - $959K
19K $955K
XT
Ishares Tr Exponential Technol

ETFs
16.6K
New
$57.56 - $64.0 $953K - $1.06M
16.6K $953K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
19K
New
$47.79 - $59.89 $907K - $1.14M
19K $952K
SCHW
Schwab Charles Corp

Financial Services
12.1K
New
$71.24 - $83.64 $865K - $1.02M
12.1K $951K
KMB
Kimberly Clark Corp

Consumer Defensive
6.69K
New
$124.46 - $147.4 $833K - $987K
6.69K $951K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.5K
New
$50.87 - $51.09 $940K - $944K
18.5K $943K
MTDR
Matador Resources CO

Energy
18.3K
New
$44.79 - $63.77 $819K - $1.17M
18.3K $933K
VCR
Vanguard Consumer Discretionar

ETFs
2.84K
New
$318.51 - $391.75 $905K - $1.11M
2.84K $924K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.6K
New
$67.03 - $74.61 $911K - $1.01M
13.6K $923K
GTLS
Chart Industries Inc

Industrials
6.39K
New
$141.99 - $218.35 $908K - $1.4M
6.39K $922K
MUSI
American Centy ETF Tr Multisec

ETFs
21.1K
New
$42.96 - $44.13 $905K - $929K
21.1K $920K
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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