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
SBUX
Starbucks Corp

Consumer Cyclical
5.37K
New
$91.75 - $115.81 $493K - $622K
5.37K $526K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.56K
New
$333.37 - $384.99 $521K - $602K
1.56K $523K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.13K
New
$237.72 - $276.98 $507K - $591K
2.13K $522K
CROX
Crocs, Inc.

Consumer Cyclical
4.9K
New
$88.83 - $112.59 $435K - $552K
4.9K $520K
AVB
Avalonbay Communities Inc

Real Estate
2.43K
New
$207.86 - $228.08 $504K - $553K
2.43K $520K
LNT
Alliant Energy Corp

Utilities
8.05K
New
$56.66 - $66.04 $456K - $532K
8.05K $518K
VXF
Vanguard Extended Market ETF

ETFs
3K
New
$170.36 - $201.04 $512K - $604K
3K $517K
VGIT
Vanguard Intermediate Term Tre

ETFs
8.67K
New
$57.44 - $59.4 $498K - $515K
8.67K $515K
OKE
Oneok Inc

Energy
5.15K
New
$89.57 - $109.85 $461K - $566K
5.15K $510K
PSX
Phillips 66

Energy
4.12K
New
$113.93 - $131.55 $470K - $542K
4.12K $508K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.17K
New
$113.59 - $123.29 $474K - $514K
4.17K $486K
BLOK
Amplify ETF Tr Trnsformational

ETFs
13.2K
New
$36.88 - $49.3 $485K - $649K
13.2K $485K
MELI
Mercadolibre Inc

Consumer Cyclical
249
New
$1739.0 - $2260.0 $433K - $563K
249 $485K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
2.2K
New
$218.17 - $305.86 $479K - $672K
2.2K $484K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
4.01K
New
$119.84 - $136.1 $480K - $546K
4.01K $484K
OMFL
Invesco Exchange Traded Self I

ETFs
9.05K
New
$52.19 - $57.45 $472K - $520K
9.05K $482K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
11.7K
New
$38.5 - $43.78 $450K - $512K
11.7K $481K
XLG
Invesco Exchange Traded Fd Tr

ETFs
10.3K
New
$45.72 - $51.73 $471K - $533K
10.3K $473K
TMUS
T Mobile Us, Inc.

Communication Services
1.77K
New
$211.3 - $272.83 $374K - $483K
1.77K $472K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.93K
New
$76.77 - $82.22 $455K - $487K
5.93K $470K
BP
Bp PLC

Energy
13.9K
New
$29.93 - $35.31 $416K - $491K
13.9K $469K
MNST
Monster Beverage Corp

Consumer Defensive
8.01K
New
$46.16 - $58.58 $370K - $469K
8.01K $468K
AMD
Advanced Micro Devices Inc

Technology
4.49K
New
$96.63 - $129.55 $434K - $582K
4.49K $461K
DIS
Walt Disney CO

Communication Services
4.68K
New
$96.87 - $114.0 $453K - $533K
4.68K $461K
PAGP
Plains Gp Holdings LP

Energy
21.5K
New
$18.52 - $22.13 $398K - $476K
21.5K $459K
FVD
First Tr Value Line Divid Inde

ETFs
10.3K
New
$42.61 - $45.51 $439K - $469K
10.3K $459K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.53K
New
$100.32 - $100.76 $455K - $457K
4.53K $456K
SPSC
Sps Commerce Inc

Technology
3.44K
New
$123.05 - $197.4 $423K - $679K
3.44K $456K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.01K
New
$49.22 - $51.73 $444K - $466K
9.01K $455K
MS
Morgan Stanley

Financial Services
3.9K
New
$111.68 - $141.08 $435K - $550K
3.9K $454K
PGR
Progressive Corp

Financial Services
1.6K
New
$235.61 - $291.22 $377K - $467K
1.6K $453K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.4K
New
$182.82 - $196.21 $439K - $472K
2.4K $452K
LUV
Southwest Airlines CO

Industrials
13.4K
New
$28.18 - $34.84 $376K - $465K
13.4K $448K
FCAL
First Tr Iii Calif Mun High In

ETFs
9.23K
New
$48.53 - $49.76 $448K - $459K
9.23K $448K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
10.4K
New
$39.65 - $43.35 $414K - $452K
10.4K $438K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
4.39K
New
$96.88 - $111.25 $425K - $488K
4.39K $437K
UPS
United Parcel Service Inc

Industrials
3.97K
New
$109.66 - $136.26 $435K - $541K
3.97K $436K
SLV
I Shares Silver Trust

ETFs
14K
New
$26.93 - $31.32 $377K - $439K
14K $433K
RVT
Royce Value Trust, Inc.

Financial Services
30.4K
New
$14.07 - $16.68 $428K - $508K
30.4K $433K
AOA
Ishares Tr Core Aggressive All

ETFs
5.64K
New
$75.7 - $80.01 $427K - $451K
5.64K $431K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
10.2K
New
$40.77 - $42.27 $414K - $429K
10.2K $427K
LOW
Lowes Companies Inc

Consumer Cyclical
1.83K
New
$222.66 - $268.42 $408K - $491K
1.83K $427K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.55K
New
$55.41 - $60.74 $418K - $459K
7.55K $426K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.22K
New
$81.1 - $94.7 $423K - $494K
5.22K $423K
HAIN
Hain Celestial Group Inc

Consumer Defensive
102K
New
$3.58 - $6.19 $364K - $630K
102K $422K
INTU
Intuit Inc

Technology
680
New
$555.63 - $630.23 $378K - $429K
680 $417K
CUZ
Cousins Properties Inc

Real Estate
14.2K
New
$28.06 - $31.21 $397K - $442K
14.2K $417K
BAR
Granite Shares Gold Trust

ETFs
13.5K
New
$26.01 - $30.84 $350K - $415K
13.5K $415K
SCSC
Scansource, Inc.

Technology
12.1K
New
$34.01 - $51.68 $413K - $627K
12.1K $412K
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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