Advisor Resource Council New Holdings in Q1 2025

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
106K
New
$206.38 - $242.18 $22M - $25.8M
106K $22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
732K
New
$24.73 - $25.62 $18.1M - $18.8M
732K $18.7M
MSFT
Microsoft Corp

Technology
47.4K
New
$375.39 - $447.2 $17.8M - $21.2M
47.4K $17.8M
VIG
Vanguard Dividend Appreciation

ETFs
97.3K
New
N/A
97.3K $17.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
177K
New
$91.45 - $91.75 $16.1M - $16.2M
177K $16.2M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
505K
New
$28.27 - $29.28 $14.3M - $14.8M
505K $14.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
187K
New
$63.07 - $73.5 $11.8M - $13.8M
187K $13.2M
SPMD
Spdr Portfolio

ETFs
244K
New
$50.21 - $57.73 $12.2M - $14.1M
244K $12.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
188K
New
$64.88 - $72.1 $12.2M - $13.5M
188K $12.3M
XLE
Energy Sector Spdr

ETFs
122K
New
$85.7 - $93.96 $10.5M - $11.5M
122K $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.9K
New
$507.05 - $563.67 $10.6M - $11.8M
20.9K $10.7M
META
Meta Platforms, Inc.

Communication Services
16.2K
New
$576.36 - $736.67 $9.31M - $11.9M
16.2K $9.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
176K
New
$51.45 - $58.51 $9.07M - $10.3M
176K $9.13M
JPM
Jpmorgan Chase & CO

Financial Services
35.1K
New
$225.19 - $279.95 $7.9M - $9.83M
35.1K $8.61M
GOOGL
Alphabet Inc.

Communication Services
54.8K
New
$154.33 - $206.19 $8.46M - $11.3M
54.8K $8.48M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
94.2K
New
$79.96 - $87.71 $7.53M - $8.26M
94.2K $7.74M
GLDM
World Gold Trust

ETFs
124K
New
$52.19 - $61.89 $6.46M - $7.66M
124K $7.66M
MLPX
Global X Mlp & Energy Infrastr

ETFs
116K
New
$59.6 - $67.2 $6.9M - $7.77M
116K $7.38M
SPSB
Spdr Portfolio Short Term Corp

ETFs
245K
New
$29.82 - $30.1 $7.3M - $7.37M
245K $7.37M
XYLD
Global X Fds S&P 500 Covered C

ETFs
186K
New
$39.02 - $42.89 $7.27M - $7.99M
186K $7.35M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
91.6K
New
$78.0 - $84.37 $7.15M - $7.73M
91.6K $7.32M
XLC
Select Sector Spdr Tr Communic

ETFs
75.7K
New
$94.84 - $105.31 $7.18M - $7.97M
75.7K $7.3M
CTA
Simplify Exch Traded Fds Simpl

ETFs
237K
New
$27.81 - $30.21 $6.59M - $7.16M
237K $7.02M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
274K
New
$24.88 - $26.85 $6.81M - $7.35M
274K $6.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
52.8K
New
$126.11 - $135.06 $6.66M - $7.13M
52.8K $6.81M
FLRN
Spdr Bloomberg Investment Grad

ETFs
216K
New
$30.71 - $30.87 $6.65M - $6.68M
216K $6.67M
IGV
Ishares Expanded Tech Software

ETFs
73.6K
New
$88.3 - $107.83 $6.49M - $7.93M
73.6K $6.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
52.3K
New
$120.29 - $134.6 $6.3M - $7.05M
52.3K $6.39M
VV
Vanguard Large Cap ETF

ETFs
24.7K
New
$253.32 - $282.66 $6.24M - $6.97M
24.7K $6.34M
XLY
Select Sector Spdr Consumer Di

ETFs
31.9K
New
$192.6 - $233.2 $6.15M - $7.45M
31.9K $6.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14.7K
New
$408.78 - $448.82 $5.99M - $6.58M
14.7K $6.15M
COST
Costco Wholesale Corp

Consumer Defensive
6.47K
New
$890.62 - $1076.86 $5.76M - $6.96M
6.47K $6.12M
XLI
Industrial Sector Spdr

ETFs
45.1K
New
$128.78 - $141.67 $5.81M - $6.39M
45.1K $5.91M
SPTL
Spdr Portfolio Long Term Treas

ETFs
216K
New
$25.54 - $27.64 $5.51M - $5.96M
216K $5.88M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29.3K
New
$192.82 - $222.1 $5.65M - $6.51M
29.3K $5.66M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
137K
New
$40.03 - $46.81 $5.5M - $6.43M
137K $5.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
58.8K
New
$92.45 - $106.69 $5.44M - $6.28M
58.8K $5.46M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
107K
New
$50.48 - $51.04 $5.39M - $5.45M
107K $5.41M
XLP
Consumer Staples Sector Spdr

ETFs
70.9K
New
N/A
70.9K $5.39M
MSTR
Microstrategy Inc

Technology
18.7K
New
$239.27 - $396.5 $4.47M - $7.41M
18.7K $5.39M
MCK
Mckesson Corp

Healthcare
7.65K
New
$566.21 - $672.99 $4.33M - $5.15M
7.65K $5.15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
98.4K
New
$50.39 - $50.66 $4.96M - $4.98M
98.4K $4.98M
PG
Procter & Gamble CO

Consumer Defensive
28.9K
New
$158.56 - $176.26 $4.58M - $5.09M
28.9K $4.92M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
127K
New
$38.36 - $41.43 $4.86M - $5.25M
127K $4.9M
IBM
International Business Machines Corp

Technology
19.6K
New
$217.4 - $264.74 $4.26M - $5.18M
19.6K $4.87M
SCHO
Schwab Short Term Us Treasury

ETFs
197K
New
$24.1 - $24.34 $4.76M - $4.8M
197K $4.8M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
77.9K
New
$56.44 - $64.13 $4.4M - $4.99M
77.9K $4.79M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
62.3K
New
$68.32 - $75.06 $4.25M - $4.67M
62.3K $4.65M
VCIT
Vanguard Intermediate Term Cor

ETFs
55.9K
New
$79.17 - $82.04 $4.43M - $4.59M
55.9K $4.57M
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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