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
LGND
Ligand Pharmaceuticals Inc

Healthcare
22.4K
New
$105.14 - $122.23 $2.36M - $2.74M
22.4K $2.36M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
27.3K
New
$73.82 - $89.02 $2.02M - $2.43M
27.3K $2.35M
V
Visa Inc.

Financial Services
6.68K
New
$306.92 - $362.71 $2.05M - $2.42M
6.68K $2.34M
JNK
Spdr Bloomberg High Yield Bond

ETFs
24.3K
New
$94.86 - $97.12 $2.31M - $2.36M
24.3K $2.32M
EXPE
Expedia Group, Inc.

Consumer Cyclical
13.6K
New
$157.11 - $206.52 $2.14M - $2.82M
13.6K $2.29M
XCEM
Columbia ETF Tr Ii

ETFs
77.2K
New
$29.18 - $30.72 $2.25M - $2.37M
77.2K $2.28M
AXGN
Axogen, Inc.

Healthcare
121K
New
$14.56 - $20.11 $1.76M - $2.43M
121K $2.24M
TRMK
Trustmark Corp

Financial Services
64.5K
New
$32.92 - $38.83 $2.12M - $2.51M
64.5K $2.23M
HWM
Howmet Aerospace Inc.

Industrials
17.1K
New
$110.79 - $139.39 $1.89M - $2.38M
17.1K $2.21M
HIG
Hartford Financial Services Group, Inc.

Financial Services
17.8K
New
$106.31 - $123.73 $1.89M - $2.2M
17.8K $2.2M
VO
Vanguard Mid Cap ETF

ETFs
8.44K
New
$251.87 - $277.95 $2.13M - $2.35M
8.44K $2.18M
CPRT
Copart Inc

Consumer Cyclical
38.4K
New
$52.3 - $59.83 $2.01M - $2.3M
38.4K $2.17M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
372K
New
$5.28 - $5.77 $1.96M - $2.15M
372K $2.15M
BWXT
Bwx Technologies, Inc.

Industrials
21.6K
New
$96.59 - $128.46 $2.08M - $2.77M
21.6K $2.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
75.6K
New
$25.81 - $28.52 $1.95M - $2.16M
75.6K $2.08M
VGSH
Vanguard

ETFs
35.2K
New
$58.07 - $58.69 $2.05M - $2.07M
35.2K $2.07M
FIVN
Five9, Inc.

Technology
75.6K
New
$27.15 - $42.82 $2.05M - $3.24M
75.6K $2.05M
ALKS
Alkermes Plc.

Healthcare
61K
New
$28.08 - $36.0 $1.71M - $2.19M
61K $2.01M
FOX
Fox Corp Cl B (De)

Communication Services
37.8K
New
$45.64 - $54.23 $1.72M - $2.05M
37.8K $1.99M
IWP
Ishares Russell Mid Cap Growth

ETFs
16.7K
New
$114.9 - $139.6 $1.92M - $2.33M
16.7K $1.96M
ASUR
Asure Software Inc

Technology
205K
New
$9.16 - $12.62 $1.88M - $2.59M
205K $1.96M
SRLN
Ssga Active Trust

ETFs
47.2K
New
$41.02 - $41.99 $1.94M - $1.98M
47.2K $1.94M
SRE
Sempra Energy

Utilities
26.5K
New
$67.85 - $87.67 $1.8M - $2.33M
26.5K $1.89M
ABBV
Abb Vie Inc.

Healthcare
8.85K
New
$169.2 - $216.66 $1.5M - $1.92M
8.85K $1.85M
IXUS
Ishares Tr

ETFs
25.8K
New
$65.06 - $72.31 $1.68M - $1.86M
25.8K $1.8M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
40.2K
New
$43.95 - $48.5 $1.77M - $1.95M
40.2K $1.79M
SPTS
Spdr Portfolio Short Term Trea

ETFs
60.5K
New
$28.92 - $29.24 $1.75M - $1.77M
60.5K $1.77M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
36.8K
New
$46.18 - $47.84 $1.7M - $1.76M
36.8K $1.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
21.3K
New
$74.85 - $84.89 $1.6M - $1.81M
21.3K $1.74M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9.57K
New
$175.5 - $209.86 $1.68M - $2.01M
9.57K $1.74M
UAL
United Airlines Holdings, Inc.

Industrials
25.1K
New
$69.05 - $110.52 $1.73M - $2.78M
25.1K $1.73M
SNPS
Synopsys Inc

Technology
4.02K
New
$428.58 - $551.54 $1.72M - $2.22M
4.02K $1.73M
FTSD
Franklin ETF Tr Liberty Short

ETFs
18.7K
New
$90.09 - $90.89 $1.68M - $1.7M
18.7K $1.7M
OSCV
Opus Small Cap Value ETF

ETFs
48.1K
New
$34.16 - $38.45 $1.64M - $1.85M
48.1K $1.68M
IJS
Ishares S&P Smallcap 600 Value

ETFs
17.1K
New
$96.3 - $112.23 $1.64M - $1.92M
17.1K $1.66M
BIGZ
Black Rock Innovation & Growth Trust
252K
New
$6.4 - $8.25 $1.61M - $2.08M
252K $1.66M
PFE
Pfizer Inc

Healthcare
65.4K
New
$25.01 - $27.13 $1.64M - $1.77M
65.4K $1.66M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
35.5K
New
$45.66 - $48.85 $1.62M - $1.74M
35.5K $1.64M
QDEF
Flexshares Quality Div Defensi

ETFs
23.3K
New
$68.8 - $72.94 $1.6M - $1.7M
23.3K $1.63M
ESI
Element Solutions Inc

Basic Materials
71.7K
New
$22.61 - $27.55 $1.62M - $1.98M
71.7K $1.62M
T
At&T Inc.

Communication Services
57K
New
$21.56 - $28.28 $1.23M - $1.61M
57K $1.61M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
26.7K
New
$59.78 - $60.03 $1.6M - $1.6M
26.7K $1.6M
AXON
Axon Enterprise, Inc.

Industrials
3.02K
New
$496.65 - $710.01 $1.5M - $2.15M
3.02K $1.59M
ADBE
Adobe Inc.

Technology
4.04K
New
$377.84 - $464.11 $1.53M - $1.88M
4.04K $1.55M
ACIW
Aci Worldwide, Inc.

Technology
27.9K
New
$50.38 - $57.35 $1.4M - $1.6M
27.9K $1.53M
SCHP
Schwab Strategic Us Tips ETF

ETFs
56.5K
New
$25.69 - $26.89 $1.45M - $1.52M
56.5K $1.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
30.3K
New
$48.43 - $49.9 $1.47M - $1.51M
30.3K $1.51M
QCOM
Qualcomm Inc

Technology
9.8K
New
$151.94 - $175.86 $1.49M - $1.72M
9.8K $1.5M
BCAT
Black Rock Capital Allocation Trust

ETFs
103K
New
$14.35 - $15.88 $1.48M - $1.63M
103K $1.48M
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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