Advisor Resource Council New Holdings in Q3 2024

Advisor Resource Council

  • $298 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12K
New
$520.18 - $576.82 $6.23M - $6.91M
12K $6.91M
JPM
Jpmorgan Chase & CO

Financial Services
21K
New
$194.9 - $224.8 $4.09M - $4.72M
21K $4.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.9K
New
$405.19 - $478.57 $3.61M - $4.26M
8.9K $4.1M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
83.8K
New
$36.82 - $39.74 $3.08M - $3.33M
83.8K $3.33M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
7.27K
New
$386.81 - $423.12 $2.81M - $3.08M
7.27K $3.08M
DRSK
ETF Ser Solutions Aptus Define

ETFs
73.9K
New
$26.97 - $28.55 $1.99M - $2.11M
73.9K $2.09M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.9K
New
$332.02 - $382.76 $1.63M - $1.87M
4.9K $1.84M
GOOGL
Alphabet Inc.

Communication Services
10.5K
New
$148.65 - $191.18 $1.56M - $2.01M
10.5K $1.74M
AVGO
Broadcom Inc.

Technology
9.66K
New
$136.27 - $1745.86 $1.32M - $16.9M
9.66K $1.67M
META
Meta Platforms, Inc.

Communication Services
2.82K
New
$453.41 - $572.44 $1.28M - $1.62M
2.82K $1.62M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
38.6K
New
$33.74 - $37.96 $1.3M - $1.47M
38.6K $1.45M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
28.2K
New
$42.55 - $46.2 $1.2M - $1.3M
28.2K $1.3M
OSCV
Opus Small Cap Value ETF

ETFs
33.1K
New
$33.99 - $37.93 $1.13M - $1.26M
33.1K $1.24M
PG
Procter & Gamble CO

Consumer Defensive
7.14K
New
$160.76 - $177.82 $1.15M - $1.27M
7.14K $1.24M
QCOM
Qualcomm Inc

Technology
7.25K
New
$156.12 - $209.64 $1.13M - $1.52M
7.25K $1.23M
XLV
Select Sector Spdr Fund Health

ETFs
7.92K
New
$143.3 - $157.24 $1.13M - $1.25M
7.92K $1.22M
ITA
Ishares Tr

ETFs
8.02K
New
$131.58 - $149.64 $1.06M - $1.2M
8.02K $1.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5.91K
New
$178.94 - $207.0 $1.06M - $1.22M
5.91K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
4.41K
New
$191.76 - $263.26 $846K - $1.16M
4.41K $1.15M
V
Visa Inc.

Financial Services
4.1K
New
$253.74 - $291.56 $1.04M - $1.19M
4.1K $1.13M
CRM
Salesforce, Inc.

Technology
4.03K
New
$238.42 - $276.53 $962K - $1.12M
4.03K $1.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.11K
New
$125.95 - $142.04 $896K - $1.01M
7.11K $1.01M
PWR
Quanta Services, Inc.

Industrials
3.3K
New
$239.58 - $298.23 $790K - $984K
3.3K $982K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
9.59K
New
$98.97 - $99.59 $949K - $955K
9.59K $954K
CLH
Clean Harbors Inc

Industrials
3.83K
New
$219.55 - $249.19 $842K - $955K
3.83K $926K
SPSB
Spdr Portfolio Short Term Corp

ETFs
29.4K
New
$29.58 - $30.31 $870K - $891K
29.4K $890K
LLY
Eli Lilly & CO

Healthcare
998
New
$772.14 - $960.02 $771K - $958K
998 $884K
PANW
Palo Alto Networks Inc

Technology
2.57K
New
$294.18 - $368.01 $755K - $944K
2.57K $876K
COST
Costco Wholesale Corp

Consumer Defensive
984
New
$801.83 - $917.05 $789K - $902K
984 $872K
WMT
Walmart Inc.

Consumer Defensive
10.7K
New
$66.91 - $81.4 $719K - $875K
10.7K $867K
VB
Vanguard Small Cap ETF

ETFs
3.61K
New
$214.77 - $237.72 $774K - $857K
3.61K $855K
IBM
International Business Machines Corp

Technology
3.78K
New
$175.1 - $223.38 $662K - $845K
3.78K $836K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
11.6K
New
$64.57 - $71.76 $750K - $833K
11.6K $833K
XLRE
Select Sector Spdr Tr Real Est

ETFs
18.4K
New
$38.04 - $45.36 $701K - $836K
18.4K $823K
AXP
American Express CO

Financial Services
3.01K
New
$225.92 - $271.17 $679K - $815K
3.01K $815K
KO
Coca Cola CO

Consumer Defensive
10.7K
New
$62.69 - $73.01 $671K - $781K
10.7K $768K
SCHO
Schwab Short Term Us Treasury

ETFs
15.5K
New
$47.93 - $49.06 $742K - $760K
15.5K $758K
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.8K
New
$139.03 - $157.34 $668K - $756K
4.8K $755K
XLP
Consumer Staples Sector Spdr

ETFs
9.89K
New
$76.04 - $76.04 $752K - $752K
9.89K $751K
AMD
Advanced Micro Devices Inc

Technology
4.53K
New
$128.67 - $183.96 $582K - $833K
4.53K $742K
ABBV
Abb Vie Inc.

Healthcare
3.72K
New
$163.84 - $199.33 $610K - $742K
3.72K $735K
XLY
Select Sector Spdr Consumer Di

ETFs
3.66K
New
$170.05 - $200.86 $622K - $735K
3.66K $733K
VOX
Vanguard Communication Service

ETFs
4.96K
New
$129.82 - $145.39 $644K - $721K
4.96K $720K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.9K
New
$36.02 - $41.68 $608K - $704K
16.9K $697K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
17.1K
New
$40.28 - $40.8 $687K - $696K
17.1K $695K
MCK
Mckesson Corp

Healthcare
1.41K
New
$479.06 - $630.38 $673K - $886K
1.41K $694K
GLDM
World Gold Trust

ETFs
13.2K
New
$46.2 - $53.01 $612K - $702K
13.2K $690K
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.79K
New
$98.71 - $117.61 $572K - $681K
5.79K $681K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
6.37K
New
$91.43 - $117.51 $582K - $749K
6.37K $675K
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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