Advisor Resource Council Purchases in Q1 2025

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
3.36K
New
$105.04 - $122.33 $353K - $411K
3.36K $375K
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.7K
New
$21.75 - $24.28 $364K - $406K
16.7K $369K
URI
United Rentals, Inc.

Industrials
589
New
$594.17 - $789.56 $350K - $465K
589 $369K
ITW
Illinois Tool Works Inc

Industrials
1.49K
New
$244.9 - $274.48 $364K - $408K
1.49K $368K
VECO
Veeco Instruments Inc

Technology
18.2K
New
$20.08 - $28.72 $365K - $522K
18.2K $365K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
253
New
$1187.71 - $1432.58 $300K - $362K
253 $362K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.08K
New
$173.56 - $210.67 $361K - $438K
2.08K $360K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.42K
New
$247.97 - $296.33 $352K - $421K
1.42K $357K
ABT
Abbott Laboratories

Healthcare
2.68K
New
$111.1 - $140.22 $298K - $376K
2.68K $356K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
24.5K
New
$14.19 - $15.67 $347K - $383K
24.5K $354K
CB
Chubb LTD

Financial Services
1.17K
New
$257.71 - $301.99 $302K - $354K
1.17K $353K
DFS
Discover Financial Services

Financial Services
2.07K
New
$152.99 - $203.25 $317K - $421K
2.07K $353K
MSI
Motorola Solutions, Inc.

Technology
805
New
$411.73 - $482.1 $331K - $388K
805 $352K
OBNK
Origin Bancorp, Inc.

Financial Services
10.9K
New
N/A
10.9K $351K
STWD
Starwood Property Trust, Inc.

Real Estate
17.8K
New
$18.41 - $20.53 $327K - $365K
17.8K $351K
RPV
Invesco Exchange Traded Fd Tr

ETFs
3.75K
New
$89.33 - $95.17 $335K - $357K
3.75K $346K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
63.7K
New
$5.39 - $8.43 $343K - $537K
63.7K $345K
JXN
Jackson Financial Inc.

Financial Services
4.04K
New
$79.36 - $97.88 $321K - $396K
4.04K $338K
ORCL
Oracle Corp

Technology
2.41K
New
$139.81 - $186.47 $336K - $448K
2.41K $336K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
4.99K
New
$60.44 - $69.57 $302K - $347K
4.99K $332K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
26K
New
$12.61 - $13.36 $328K - $347K
26K $330K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.59K
New
$180.02 - $208.56 $287K - $332K
1.59K $330K
ABC
Amerisourcebergen Corp

Healthcare
1.78K
New
N/A
1.78K $328K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
26.6K
New
N/A
26.6K $327K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3K
New
$105.1 - $109.61 $315K - $329K
3K $326K
WFC
Wells Fargo & Company

Financial Services
4.54K
New
$66.78 - $81.42 $303K - $369K
4.54K $325K
CBSH
Commerce Bancshares Inc

Financial Services
5.21K
New
$58.85 - $68.59 $306K - $357K
5.21K $323K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.44K
New
$93.32 - $95.35 $321K - $328K
3.44K $322K
FNF
Fidelity National Financial, Inc.

Financial Services
4.96K
New
$54.25 - $65.27 $269K - $324K
4.96K $322K
CTAS
Cintas Corp

Industrials
1.53K
New
$182.09 - $208.14 $279K - $319K
1.53K $315K
SYK
Stryker Corp

Healthcare
848
New
$355.18 - $399.9 $301K - $339K
848 $315K
CADE
Cadence Bank

Financial Services
10.3K
New
$29.1 - $35.93 $301K - $372K
10.3K $314K
CL
Colgate Palmolive CO

Consumer Defensive
3.34K
New
$85.68 - $97.5 $286K - $326K
3.34K $313K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
33.8K
New
$9.16 - $9.5 $310K - $321K
33.8K $311K
TFLO
Ishares Treasury Floating Rate

ETFs
6.06K
+ 36.5%
$50.48 - $50.68 $306K - $307K
22.6K $1.15M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
37.2K
New
$8.24 - $8.68 $307K - $323K
37.2K $307K
AMAT
Applied Materials Inc

Technology
2.07K
New
$145.06 - $195.51 $301K - $405K
2.07K $300K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
35.7K
New
$8.4 - $10.21 $300K - $364K
35.7K $300K
AGOX
Starboard Invt Tr

ETFs
12.3K
New
$24.2 - $29.41 $296K - $360K
12.3K $299K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.23K
New
$89.27 - $92.9 $288K - $300K
3.23K $298K
BSX
Boston Scientific Corp

Healthcare
2.96K
New
$89.38 - $106.18 $265K - $315K
2.96K $298K
EIX
Edison International

Utilities
5.03K
New
$50.06 - $80.01 $252K - $403K
5.03K $296K
AEP
American Electric Power CO Inc

Utilities
2.71K
New
$90.32 - $109.27 $244K - $296K
2.71K $295K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
27K
New
$10.81 - $11.29 $292K - $305K
27K $294K
IRM
Iron Mountain Inc

Real Estate
3.42K
New
$82.79 - $111.31 $283K - $381K
3.42K $294K
PAA
Plains All American Pipeline LP

Energy
14.6K
New
$17.32 - $20.96 $252K - $305K
14.6K $291K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
34.8K
New
$8.34 - $8.69 $291K - $303K
34.8K $290K
GS
Goldman Sachs Group Inc

Financial Services
532
New
$524.81 - $672.19 $279K - $358K
532 $290K
EQT
Eqt Corp

Energy
5.39K
New
$46.16 - $54.25 $249K - $292K
5.39K $287K
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
Track This Portfolio

Track Advisor Resource Council Portfolio

Follow Advisor Resource Council and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email