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
ETR
Entergy Corp

Utilities
2.76K
New
$75.26 - $87.89 $208K - $243K
2.76K $236K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
15.8K
New
$14.93 - $15.83 $235K - $249K
15.8K $235K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
20.3K
New
$11.4 - $11.96 $231K - $243K
20.3K $233K
ENPH
Enphase Energy, Inc.

Technology
3.68K
New
$52.87 - $73.51 $195K - $271K
3.68K $228K
PRA
Proassurance Corp

Financial Services
9.62K
New
$13.99 - $23.35 $135K - $225K
9.62K $224K
SOXX
Ishares Semiconductor ETF

ETFs
1.14K
New
$188.17 - $235.81 $214K - $269K
1.14K $214K
MAR
Marriott International Inc

Consumer Cyclical
901
New
$237.01 - $304.45 $214K - $274K
901 $214K
ICF
Ishares Tr

ETFs
3.49K
New
$57.98 - $63.8 $202K - $223K
3.49K $214K
QDF
Flexshares Quality Dividend In

ETFs
3.1K
New
$67.19 - $73.37 $208K - $227K
3.1K $211K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.38K
New
$45.22 - $52.17 $198K - $228K
4.38K $210K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.8K
New
$72.7 - $84.32 $204K - $236K
2.8K $209K
CGDV
Capital Group Divid Value ETF

ETFs
5.82K
New
$34.95 - $37.36 $203K - $217K
5.82K $207K
BX
Blackstone Inc.

Financial Services
1.47K
New
$136.53 - $186.74 $201K - $274K
1.47K $205K
JHMM
John Hancock Multifactor Mid C

ETFs
3.57K
New
$55.69 - $63.12 $199K - $226K
3.57K $204K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.8K
New
$29.68 - $32.59 $202K - $222K
6.8K $203K
DFAX
Dimensional ETF Tr
7.73K
New
$24.45 - $27.2 $189K - $210K
7.73K $202K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4K
New
$50.17 - $51.45 $201K - $206K
4K $201K
GD
General Dynamics Corp

Industrials
737
New
$241.94 - $272.58 $178K - $201K
737 $200K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
12.2K
New
$15.0 - $15.91 $183K - $194K
12.2K $189K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
16.3K
New
$9.62 - $10.03 $156K - $163K
16.3K $160K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
17.5K
New
$8.58 - $8.9 $150K - $155K
17.5K $153K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
14K
New
$10.81 - $11.42 $151K - $160K
14K $151K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.1K
New
$11.13 - $11.61 $146K - $152K
13.1K $146K
ZTR
Virtus Total Return Fund Inc.

Financial
21.2K
New
$5.67 - $6.1 $120K - $129K
21.2K $126K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
24.3K
New
$4.81 - $5.25 $117K - $127K
24.3K $120K
COMM
Comm Scope Holding Company, Inc.

Technology
22.2K
New
$4.63 - $6.35 $103K - $141K
22.2K $117K
CXDO
Crexendo, Inc.

Communication Services
21.7K
New
$4.87 - $7.16 $106K - $155K
21.7K $105K
QBTS
D Wave Quantum Inc.

Technology
13.6K
New
$3.83 - $11.18 $52.2K - $152K
13.6K $103K
NU
Nu Holdings Ltd.

Financial Services
10K
New
$10.12 - $13.95 $101K - $140K
10K $102K
AUR
Aurora Innovation, Inc.

Technology
13.4K
New
$6.1 - $10.19 $81.9K - $137K
13.4K $90K
VVR
Invesco Senior Income Trust

Financial Services
18.2K
New
$3.55 - $4.15 $64.6K - $75.5K
18.2K $68K
CHW
Calamos Global Dynamic Income Fund

Financial Services
10.2K
New
$6.39 - $7.05 $65.4K - $72.1K
10.2K $65K
LYG
Lloyds Banking Group PLC

Financial Services
10.4K
New
$2.58 - $3.9 $26.9K - $40.7K
10.4K $39K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
2.34K
New
$14.0 - $132.02 $32.8K - $309K
2.34K $32K
FNGR
Finger Motion, Inc.

Communication Services
15K
New
$1.12 - $1.66 $16.8K - $24.9K
15K $20K
CLSD
Clearside Biomedical, Inc.

Healthcare
15K
New
$0.79 - $1.13 $11.9K - $17K
15K $13K
IDME
ETF Ser Solutions Intl Drawdow

ETFs
131K
New
N/A
131K $0
JUCY
ETF Ser Solutions Aptus Enhanc
84.1K
New
N/A
84.1K $0
Invesco Exchange Traded Fd T
8.26K
New
N/A
8.26K $0
Genelux Corporation
12.7K
New
N/A
12.7K $0
Priority Technology Hldgs In
50.1K
New
N/A
50.1K $0
T Rowe Price ETF Inc
19.5K
New
N/A
19.5K $0
Calumet Inc
12.1K
New
N/A
12.1K $0
Ishares Bitcoin Trust ETF
17.8K
New
N/A
17.8K $0
Aegon LTD
10.1K
New
N/A
10.1K $0
Graniteshares ETF Tr
8.38K
New
N/A
8.38K $0
Pimco ETF Tr
12.1K
New
N/A
12.1K $0
Lam Research Corp
13.4K
New
N/A
13.4K $0
WOOD
Ishares Global Timber & Forest
9.92K
New
N/A
9.92K $0
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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