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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.5K
New
$44.68 - $46.49 $739K - $769K
16.5K $765K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
11.6K
New
$62.43 - $84.12 $722K - $973K
11.6K $754K
VRSN
Verisign Inc

Technology
2.97K
New
$205.1 - $254.74 $609K - $756K
2.97K $753K
VRNT
Verint Systems Inc

Technology
22.9K
New
N/A
22.9K $748K
ENSG
Ensign Group, Inc

Healthcare
5.72K
New
$125.4 - $148.86 $717K - $851K
5.72K $740K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.4K
New
$32.42 - $36.13 $726K - $809K
22.4K $738K
ET
Energy Transfer LP

Energy
39.7K
New
$17.26 - $21.08 $686K - $837K
39.7K $738K
AXP
American Express CO

Financial Services
2.74K
New
$255.39 - $325.87 $700K - $893K
2.74K $737K
UNP
Union Pacific Corp

Industrials
3.1K
New
$225.21 - $254.42 $698K - $789K
3.1K $732K
ENB
Enbridge Inc

Energy
16.4K
New
$41.54 - $45.45 $681K - $745K
16.4K $726K
AIT
Applied Industrial Technologies Inc

Industrials
3.21K
New
$218.93 - $269.18 $703K - $864K
3.21K $723K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
61.2K
New
$10.9 - $12.02 $668K - $736K
61.2K $721K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
19.4K
New
$36.63 - $37.45 $711K - $727K
19.4K $714K
HON
Honeywell International Inc

Industrials
3.32K
New
$202.75 - $226.52 $672K - $751K
3.32K $702K
KMI
Kinder Morgan, Inc.

Energy
24.1K
New
$26.1 - $31.22 $628K - $751K
24.1K $686K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
42.1K
New
$16.3 - $17.47 $685K - $735K
42.1K $685K
VST
Vistra Corp.

Utilities
5.83K
New
$108.49 - $191.89 $632K - $1.12M
5.83K $684K
MGC
Vanguard Mega Cap ETF

ETFs
3.34K
New
$199.2 - $222.69 $665K - $743K
3.34K $671K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
6.59K
New
$96.88 - $148.78 $639K - $981K
6.59K $661K
OMF
One Main Holdings, Inc.

Financial Services
13.5K
New
$45.35 - $58.06 $614K - $786K
13.5K $661K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.91K
New
$165.25 - $224.62 $646K - $878K
3.91K $648K
DHI
Horton D R Inc

Consumer Cyclical
5.06K
New
$125.29 - $147.65 $634K - $747K
5.06K $643K
STGW
Stagwell Inc

Communication Services
105K
New
$5.93 - $6.75 $625K - $711K
105K $637K
HYGV
Flexshares Tr High Yield Value

ETFs
15.7K
New
$40.21 - $41.29 $629K - $646K
15.7K $632K
FDL
First Tr Morningstar Dividend

ETFs
14.5K
New
$39.69 - $43.83 $575K - $635K
14.5K $628K
RRC
Range Resources Corp

Energy
15.6K
New
$35.22 - $41.29 $549K - $644K
15.6K $622K
ABCB
Ameris Bancorp

Financial Services
10.7K
New
$55.56 - $68.47 $596K - $735K
10.7K $618K
TPR
Tapestry, Inc.

Consumer Cyclical
8.77K
New
$65.63 - $89.21 $576K - $782K
8.77K $617K
CMCSA
Comcast Corp

Communication Services
16.6K
New
$33.19 - $38.23 $550K - $634K
16.6K $611K
CTLP
Cantaloupe, Inc.

Technology
76.7K
New
$7.52 - $11.15 $576K - $855K
76.7K $603K
UMH
Umh Properties, Inc.

Real Estate
32.2K
New
$17.49 - $19.0 $563K - $611K
32.2K $601K
LMT
Lockheed Martin Corp

Industrials
1.35K
New
$423.19 - $506.29 $569K - $681K
1.35K $600K
MDT
Medtronic PLC

Healthcare
6.67K
New
$79.84 - $94.5 $533K - $631K
6.67K $599K
SLB
Schlumberger Limited

Energy
14K
New
$38.4 - $43.74 $538K - $613K
14K $585K
IRT
Independence Realty Trust, Inc.

Real Estate
27.4K
New
$18.23 - $21.8 $499K - $596K
27.4K $580K
IWN
Ishares Russell2000 Val ETF

ETFs
3.84K
New
$149.27 - $169.4 $573K - $651K
3.84K $580K
EW
Edwards Lifesciences Corp

Healthcare
7.99K
New
$67.95 - $76.19 $543K - $609K
7.99K $579K
BA
Boeing CO

Industrials
3.39K
New
$148.15 - $186.25 $503K - $632K
3.39K $578K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
11.3K
New
$45.62 - $51.12 $517K - $580K
11.3K $577K
TILT
Flexshares Tr

ETFs
2.79K
New
$202.06 - $225.8 $563K - $629K
2.79K $572K
JJSF
J&J Snack Foods Corp

Consumer Defensive
4.3K
New
$122.15 - $153.79 $525K - $661K
4.3K $565K
IYW
Ishares Dj Us Tech ETF

ETFs
4K
New
$140.44 - $166.79 $562K - $667K
4K $561K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.7K
New
$48.65 - $53.06 $521K - $569K
10.7K $556K
O
Realty Income Corp

Real Estate
9.57K
New
$51.67 - $58.49 $494K - $560K
9.57K $554K
GE
General Electric CO

Industrials
2.74K
New
$168.59 - $212.13 $462K - $582K
2.74K $549K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.73K
New
$58.01 - $64.46 $506K - $563K
8.73K $542K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.9K
New
$23.16 - $27.04 $531K - $620K
22.9K $537K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
11.2K
New
$47.33 - $47.92 $528K - $535K
11.2K $531K
FSK
Fs Kkr Capital Corp

Financial Services
25.3K
New
$20.47 - $24.06 $517K - $608K
25.3K $529K
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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