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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91.6K
New
$49.25 - $50.66 $4.51M - $4.64M
91.6K $4.54M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
158K
New
$27.64 - $28.58 $4.37M - $4.51M
158K $4.51M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
83.8K
New
$51.3 - $56.76 $4.3M - $4.76M
83.8K $4.44M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
31.4K
New
$128.74 - $138.67 $4.04M - $4.35M
31.4K $4.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
64.2K
New
$65.27 - $71.18 $4.19M - $4.57M
64.2K $4.26M
VT
Vanguard Total World Stk Index

ETFs
36.7K
New
$115.08 - $123.97 $4.22M - $4.55M
36.7K $4.26M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
40.4K
New
$101.13 - $119.79 $4.08M - $4.84M
40.4K $4.17M
CRM
Salesforce, Inc.

Technology
14.3K
New
$268.36 - $359.95 $3.85M - $5.16M
14.3K $3.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
33.5K
New
$106.22 - $111.09 $3.56M - $3.73M
33.5K $3.73M
CGGR
Capital Group Growth ETF Shs C

ETFs
107K
New
$33.98 - $39.84 $3.65M - $4.28M
107K $3.68M
PANW
Palo Alto Networks Inc

Technology
20.9K
New
$167.82 - $208.28 $3.51M - $4.36M
20.9K $3.57M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
35.8K
New
$99.16 - $99.52 $3.55M - $3.56M
35.8K $3.56M
PLTR
Palantir Technologies Inc.

Technology
41.3K
New
$64.98 - $124.62 $2.68M - $5.14M
41.3K $3.48M
AVGO
Broadcom Inc.

Technology
20.8K
New
$167.43 - $244.7 $3.48M - $5.09M
20.8K $3.48M
ADI
Analog Devices Inc

Technology
17.1K
New
$201.56 - $243.82 $3.45M - $4.18M
17.1K $3.46M
FXI
Ishares Tr

ETFs
96.2K
New
$28.65 - $38.55 $2.75M - $3.71M
96.2K $3.45M
PAVE
Global X Fds Us Infrastructure

ETFs
90.2K
New
$37.31 - $43.82 $3.36M - $3.95M
90.2K $3.4M
DRSK
ETF Ser Solutions Aptus Define

ETFs
124K
New
$27.06 - $28.25 $3.36M - $3.51M
124K $3.38M
VNQ
Vanguard Specialized Funds Van

ETFs
37.1K
New
$85.55 - $94.34 $3.17M - $3.5M
37.1K $3.36M
XAR
Spdr S&P Aerospace & Defense E

ETFs
20.5K
New
$157.71 - $180.77 $3.23M - $3.7M
20.5K $3.29M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
39.2K
New
$80.73 - $94.96 $3.16M - $3.72M
39.2K $3.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
162K
New
$18.36 - $20.51 $2.98M - $3.33M
162K $3.21M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15.8K
New
$196.12 - $229.48 $3.09M - $3.62M
15.8K $3.19M
SHV
Ishares Tr

ETFs
28.7K
New
$110.11 - $110.51 $3.16M - $3.17M
28.7K $3.17M
GOOG
Alphabet Inc.

Communication Services
20K
New
$156.06 - $207.71 $3.12M - $4.15M
20K $3.12M
EEM
Ishares Msci Emerging Markets

ETFs
70.9K
New
$40.81 - $45.34 $2.89M - $3.21M
70.9K $3.1M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
49.2K
New
$60.05 - $72.21 $2.95M - $3.55M
49.2K $3.09M
XLU
Utilities Sector Spdr

ETFs
38.7K
New
$74.7 - $80.27 $2.89M - $3.11M
38.7K $3.06M
CLH
Clean Harbors Inc

Industrials
15.5K
New
$188.14 - $246.1 $2.91M - $3.81M
15.5K $3.05M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
74.3K
New
$40.24 - $40.65 $2.99M - $3.02M
74.3K $3.02M
TSLA
Tesla, Inc.

Consumer Cyclical
11.4K
New
$222.15 - $428.22 $2.53M - $4.87M
11.4K $2.95M
CVX
Chevron Corp

Energy
17.3K
New
$146.71 - $167.97 $2.54M - $2.91M
17.3K $2.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
8.15K
New
$308.86 - $455.36 $2.52M - $3.71M
8.15K $2.87M
RPRX
Royalty Pharma PLC

Healthcare
90.6K
New
$25.75 - $33.86 $2.33M - $3.07M
90.6K $2.82M
WMT
Walmart Inc.

Consumer Defensive
31.9K
New
$84.5 - $105.05 $2.7M - $3.35M
31.9K $2.8M
HD
Home Depot, Inc.

Consumer Cyclical
7.55K
New
$347.25 - $424.87 $2.62M - $3.21M
7.55K $2.77M
RECS
Columbia ETF Tr I

ETFs
82.9K
New
$32.64 - $36.08 $2.71M - $2.99M
82.9K $2.75M
MU
Micron Technology Inc

Technology
31.3K
New
$86.89 - $109.38 $2.72M - $3.43M
31.3K $2.72M
PWR
Quanta Services, Inc.

Industrials
10.6K
New
$236.71 - $358.03 $2.5M - $3.79M
10.6K $2.69M
GAA
Cambria Global Asset Allocatio

ETFs
91.1K
New
$28.12 - $29.51 $2.56M - $2.69M
91.1K $2.65M
FISV
Fiserv Inc

Technology
21.1K
New
N/A
21.1K $2.64M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
314K
New
$8.38 - $8.86 $2.63M - $2.78M
314K $2.63M
C
Citigroup Inc

Financial Services
36.4K
New
$67.23 - $84.63 $2.45M - $3.08M
36.4K $2.58M
VDE
Vanguard Energy ETF

ETFs
19.5K
New
$119.14 - $132.76 $2.32M - $2.59M
19.5K $2.53M
NFLX
Netflix Inc

Communication Services
2.63K
New
$828.4 - $1058.6 $2.18M - $2.78M
2.63K $2.45M
RF
Regions Financial Corp

Financial Services
111K
New
$20.84 - $24.77 $2.32M - $2.76M
111K $2.42M
ADT
Adt Inc.

Industrials
296K
New
$6.87 - $8.23 $2.04M - $2.44M
296K $2.41M
IVE
Ishares S&P 500 Value ETF

ETFs
12.5K
New
$185.78 - $198.58 $2.32M - $2.48M
12.5K $2.38M
TRGP
Targa Resources Corp.

Energy
11.8K
New
$178.44 - $217.22 $2.1M - $2.56M
11.8K $2.36M
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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