Advisor Resource Council Purchases in Q1 2025

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEO
Neogenomics Inc

Healthcare
96.3K
New
$9.09 - $18.61 $876K - $1.79M
96.3K $914K
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.1K
New
$43.53 - $45.42 $876K - $914K
20.1K $909K
IEF
Ishares Barclays

ETFs
9.34K
New
$91.17 - $95.39 $851K - $891K
9.34K $890K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.32K
New
$203.38 - $274.79 $879K - $1.19M
4.32K $887K
MRK
Merck & Co., Inc.

Healthcare
9.89K
New
$83.01 - $101.02 $821K - $999K
9.89K $887K
BAC
Bank Of America Corp

Financial Services
21.2K
New
$39.61 - $47.74 $840K - $1.01M
21.2K $884K
MBIN
Merchants Bancorp

Financial Services
23.9K
New
$34.75 - $43.49 $830K - $1.04M
23.9K $883K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
18.8K
New
$46.12 - $52.9 $868K - $995K
18.8K $874K
WMB
Williams Companies, Inc.

Energy
14.6K
New
$54.02 - $61.09 $790K - $893K
14.6K $873K
GLNG
Golar Lng LTD

Energy
23K
New
$31.34 - $43.84 $720K - $1.01M
23K $872K
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.8K
New
$56.17 - $59.71 $833K - $885K
14.8K $846K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
63.9K
New
$13.1 - $13.52 $837K - $864K
63.9K $841K
ETN
Eaton Corp PLC

Industrials
3.04K
New
$271.83 - $371.23 $827K - $1.13M
3.04K $827K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
32.1K
New
$23.43 - $25.55 $751K - $819K
32.1K $819K
PEP
Pepsico Inc

Consumer Defensive
5.46K
New
$142.64 - $156.42 $779K - $854K
5.46K $818K
DGRO
Ishares Core Dividend Growth E

ETFs
13.2K
New
$60.46 - $64.42 $797K - $849K
13.2K $814K
ITB
Ishares Tr

ETFs
8.56K
New
$93.86 - $111.45 $803K - $954K
8.56K $814K
ROBO
Robo Global Robotics And Autom

ETFs
15.8K
New
$51.5 - $60.89 $815K - $964K
15.8K $814K
MINO
Pimco ETF Tr Municipal Income

ETFs
18.1K
New
$44.44 - $45.83 $804K - $829K
18.1K $809K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
New
$77.7 - $78.94 $796K - $809K
10.2K $808K
SO
Southern CO

Utilities
8.74K
New
$80.96 - $92.96 $708K - $813K
8.74K $804K
YUM
Yum Brands Inc

Consumer Cyclical
5.1K
New
$123.25 - $162.53 $629K - $829K
5.1K $803K
PR
Permian Resources Corporation

Energy
57.8K
New
$12.33 - $16.0 $713K - $926K
57.8K $801K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
KO
Coca Cola CO

Consumer Defensive
11.1K
New
$60.81 - $72.32 $677K - $806K
11.1K $797K
MCD
Mcdonalds Corp

Consumer Cyclical
2.52K
New
$279.74 - $321.29 $706K - $811K
2.52K $788K
PRIM
Primoris Services Corp

Industrials
13.6K
New
$57.27 - $89.03 $782K - $1.22M
13.6K $783K
UBER
Uber Technologies, Inc

Technology
10.6K
New
$63.17 - $81.49 $669K - $863K
10.6K $771K
CAT
Caterpillar Inc

Industrials
2.34K
New
$326.75 - $407.63 $764K - $953K
2.34K $771K
BAX
Baxter International Inc

Healthcare
22.5K
New
$29.26 - $36.57 $659K - $823K
22.5K $770K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.5K
New
$44.68 - $46.49 $739K - $769K
16.5K $765K
RLY
Ssga Active ETF Tr

ETFs
26.8K
New
$27.21 - $28.6 $730K - $768K
26.8K $765K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
11.6K
New
$62.43 - $84.12 $722K - $973K
11.6K $754K
VRSN
Verisign Inc

Technology
2.97K
New
$205.1 - $254.74 $609K - $756K
2.97K $753K
VRNT
Verint Systems Inc

Technology
22.9K
New
N/A
22.9K $748K
ENSG
Ensign Group, Inc

Healthcare
5.72K
New
$125.4 - $148.86 $717K - $851K
5.72K $740K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.4K
New
$32.42 - $36.13 $726K - $809K
22.4K $738K
ET
Energy Transfer LP

Energy
39.7K
New
$17.26 - $21.08 $686K - $837K
39.7K $738K
AXP
American Express CO

Financial Services
2.74K
New
$255.39 - $325.87 $700K - $893K
2.74K $737K
UNP
Union Pacific Corp

Industrials
3.1K
New
$225.21 - $254.42 $698K - $789K
3.1K $732K
ENB
Enbridge Inc

Energy
16.4K
New
$41.54 - $45.45 $681K - $745K
16.4K $726K
AIT
Applied Industrial Technologies Inc

Industrials
3.21K
New
$218.93 - $269.18 $703K - $864K
3.21K $723K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
38.7K
New
$18.55 - $18.81 $718K - $728K
38.7K $723K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
61.2K
New
$10.9 - $12.02 $668K - $736K
61.2K $721K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.4K
New
$36.63 - $37.45 $711K - $727K
19.4K $714K
HON
Honeywell International Inc

Industrials
3.32K
New
$202.75 - $226.52 $672K - $751K
3.32K $702K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.04K
+ 148.3%
$102.49 - $119.96 $722K - $845K
11.8K $1.23M
KMI
Kinder Morgan, Inc.

Energy
24.1K
New
$26.1 - $31.22 $628K - $751K
24.1K $686K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
42.1K
New
$16.3 - $17.47 $685K - $735K
42.1K $685K
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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