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
HURN
Huron Consulting Group Inc.

Industrials
7.19K
New
$121.09 - $152.46 $871K - $1.1M
7.19K $1.03M
GILD
Gilead Sciences, Inc.

Healthcare
9.2K
New
$89.14 - $117.41 $820K - $1.08M
9.2K $1.03M
MA
Mastercard Inc

Financial Services
1.88K
New
$504.67 - $576.31 $947K - $1.08M
1.88K $1.03M
CSCO
Cisco Systems, Inc.

Technology
16.4K
New
$58.74 - $64.87 $964K - $1.06M
16.4K $1.01M
VZ
Verizon Communications Inc

Communication Services
22.2K
New
$37.81 - $46.49 $841K - $1.03M
22.2K $1.01M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
44.8K
New
$21.79 - $23.09 $975K - $1.03M
44.8K $980K
KRE
Spdr S&P Regional Banking ETF

ETFs
16.9K
New
$55.11 - $65.5 $933K - $1.11M
16.9K $962K
USFR
Wisdomtree Floating Rate Treas

ETFs
19K
New
$50.29 - $50.5 $955K - $959K
19K $955K
XT
Ishares Tr Exponential Technol

ETFs
16.6K
New
$57.56 - $64.0 $953K - $1.06M
16.6K $953K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
19K
New
$47.79 - $59.89 $907K - $1.14M
19K $952K
KMB
Kimberly Clark Corp

Consumer Defensive
6.69K
New
$124.46 - $147.4 $833K - $987K
6.69K $951K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.5K
New
$50.87 - $51.09 $940K - $944K
18.5K $943K
MTDR
Matador Resources CO

Energy
18.3K
New
$44.79 - $63.77 $819K - $1.17M
18.3K $933K
VCR
Vanguard Consumer Discretionar

ETFs
2.84K
New
$318.51 - $391.75 $905K - $1.11M
2.84K $924K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.6K
New
$67.03 - $74.61 $911K - $1.01M
13.6K $923K
GTLS
Chart Industries Inc

Industrials
6.39K
New
$141.99 - $218.35 $908K - $1.4M
6.39K $922K
MUSI
American Centy ETF Tr Multisec

ETFs
21.1K
New
$42.96 - $44.13 $905K - $929K
21.1K $920K
NEO
Neogenomics Inc

Healthcare
96.3K
New
$9.09 - $18.61 $876K - $1.79M
96.3K $914K
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.1K
New
$43.53 - $45.42 $876K - $914K
20.1K $909K
IEF
Ishares Barclays

ETFs
9.34K
New
$91.17 - $95.39 $851K - $891K
9.34K $890K
MRK
Merck & Co., Inc.

Healthcare
9.89K
New
$83.01 - $101.02 $821K - $999K
9.89K $887K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.32K
New
$203.38 - $274.79 $879K - $1.19M
4.32K $887K
BAC
Bank Of America Corp

Financial Services
21.2K
New
$39.61 - $47.74 $840K - $1.01M
21.2K $884K
MBIN
Merchants Bancorp

Financial Services
23.9K
New
$34.75 - $43.49 $830K - $1.04M
23.9K $883K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
18.8K
New
$46.12 - $52.9 $868K - $995K
18.8K $874K
WMB
Williams Companies, Inc.

Energy
14.6K
New
$54.02 - $61.09 $790K - $893K
14.6K $873K
GLNG
Golar Lng LTD

Energy
23K
New
$31.34 - $43.84 $720K - $1.01M
23K $872K
ALL
Allstate Corp

Financial Services
4.15K
New
$180.99 - $210.18 $752K - $873K
4.15K $859K
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.8K
New
$56.17 - $59.71 $833K - $885K
14.8K $846K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
63.9K
New
$13.1 - $13.52 $837K - $864K
63.9K $841K
ETN
Eaton Corp PLC

Industrials
3.04K
New
$271.83 - $371.23 $827K - $1.13M
3.04K $827K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
32.1K
New
$23.43 - $25.55 $751K - $819K
32.1K $819K
PEP
Pepsico Inc

Consumer Defensive
5.46K
New
$142.64 - $156.42 $779K - $854K
5.46K $818K
DGRO
Ishares Core Dividend Growth E

ETFs
13.2K
New
$60.46 - $64.42 $797K - $849K
13.2K $814K
ITB
Ishares Tr

ETFs
8.56K
New
$93.86 - $111.45 $803K - $954K
8.56K $814K
ROBO
Robo Global Robotics And Autom

ETFs
15.8K
New
$51.5 - $60.89 $815K - $964K
15.8K $814K
MINO
Pimco ETF Tr Municipal Income

ETFs
18.1K
New
$44.44 - $45.83 $804K - $829K
18.1K $809K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.2K
New
$77.7 - $78.94 $796K - $809K
10.2K $808K
SO
Southern CO

Utilities
8.74K
New
$80.96 - $92.96 $708K - $813K
8.74K $804K
YUM
Yum Brands Inc

Consumer Cyclical
5.1K
New
$123.25 - $162.53 $629K - $829K
5.1K $803K
PR
Permian Resources Corporation

Energy
57.8K
New
$12.33 - $16.0 $713K - $926K
57.8K $801K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
KO
Coca Cola CO

Consumer Defensive
11.1K
New
$60.81 - $72.32 $677K - $806K
11.1K $797K
MCD
Mcdonalds Corp

Consumer Cyclical
2.52K
New
$279.74 - $321.29 $706K - $811K
2.52K $788K
PRIM
Primoris Services Corp

Industrials
13.6K
New
$57.27 - $89.03 $782K - $1.22M
13.6K $783K
UBER
Uber Technologies, Inc

Technology
10.6K
New
$63.17 - $81.49 $669K - $863K
10.6K $771K
CAT
Caterpillar Inc

Industrials
2.34K
New
$326.75 - $407.63 $764K - $953K
2.34K $771K
BAX
Baxter International Inc

Healthcare
22.5K
New
$29.26 - $36.57 $659K - $823K
22.5K $770K
RLY
Ssga Active ETF Tr

ETFs
26.8K
New
$27.21 - $28.6 $730K - $768K
26.8K $765K
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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