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
NEE
Nextera Energy Inc

Utilities
5.78K
New
$66.96 - $76.16 $387K - $440K
5.78K $409K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
11K
New
$33.63 - $37.64 $371K - $415K
11K $408K
ONTO
Onto Innovation Inc.

Technology
3.36K
New
$121.34 - $224.5 $408K - $755K
3.36K $407K
PMM
Putnam Managed Municipal Income Trust

Financial Services
66.3K
New
$5.99 - $6.38 $397K - $423K
66.3K $406K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.2K
New
$161.05 - $222.93 $355K - $491K
2.2K $404K
AWR
American States Water CO

Utilities
5.1K
New
$70.84 - $80.98 $361K - $413K
5.1K $401K
AMP
Ameriprise Financial Inc

Financial Services
824
New
$472.29 - $575.13 $389K - $474K
824 $398K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
65.5K
New
$5.93 - $6.2 $388K - $406K
65.5K $394K
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
13.3K
New
$29.07 - $31.16 $387K - $415K
13.3K $392K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.78K
New
$56.12 - $68.15 $325K - $394K
5.78K $392K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.97K
New
$47.25 - $67.02 $377K - $534K
7.97K $379K
INTC
Intel Corp

Technology
16.6K
New
$19.1 - $27.39 $317K - $455K
16.6K $376K
PRU
Prudential Financial Inc

Financial Services
3.36K
New
$105.04 - $122.33 $353K - $411K
3.36K $375K
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.7K
New
$21.75 - $24.28 $364K - $406K
16.7K $369K
URI
United Rentals, Inc.

Industrials
589
New
$594.17 - $789.56 $350K - $465K
589 $369K
ITW
Illinois Tool Works Inc

Industrials
1.49K
New
$244.9 - $274.48 $364K - $408K
1.49K $368K
VECO
Veeco Instruments Inc

Technology
18.2K
New
$20.08 - $28.72 $365K - $522K
18.2K $365K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
253
New
$1187.71 - $1432.58 $300K - $362K
253 $362K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.08K
New
$173.56 - $210.67 $361K - $438K
2.08K $360K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.42K
New
$247.97 - $296.33 $352K - $421K
1.42K $357K
ABT
Abbott Laboratories

Healthcare
2.68K
New
$111.1 - $140.22 $298K - $376K
2.68K $356K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
24.5K
New
$14.19 - $15.67 $347K - $383K
24.5K $354K
DUK
Duke Energy Corp

Utilities
2.91K
New
$105.87 - $121.97 $308K - $354K
2.91K $354K
CB
Chubb LTD

Financial Services
1.17K
New
$257.71 - $301.99 $302K - $354K
1.17K $353K
DFS
Discover Financial Services

Financial Services
2.07K
New
$152.99 - $203.25 $317K - $421K
2.07K $353K
MSI
Motorola Solutions, Inc.

Technology
805
New
$411.73 - $482.1 $331K - $388K
805 $352K
STWD
Starwood Property Trust, Inc.

Real Estate
17.8K
New
$18.41 - $20.53 $327K - $365K
17.8K $351K
OBNK
Origin Bancorp, Inc.

Financial Services
10.9K
New
N/A
10.9K $351K
RPV
Invesco Exchange Traded Fd Tr

ETFs
3.75K
New
$89.33 - $95.17 $335K - $357K
3.75K $346K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
63.7K
New
$5.39 - $8.43 $343K - $537K
63.7K $345K
JXN
Jackson Financial Inc.

Financial Services
4.04K
New
$79.36 - $97.88 $321K - $396K
4.04K $338K
ORCL
Oracle Corp

Technology
2.41K
New
$139.81 - $186.47 $336K - $448K
2.41K $336K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
4.99K
New
$60.44 - $69.57 $302K - $347K
4.99K $332K
HIPS
Graniteshares ETF Tr Hips Us H

ETFs
26K
New
$12.61 - $13.36 $328K - $347K
26K $330K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.59K
New
$180.02 - $208.56 $287K - $332K
1.59K $330K
ABC
Amerisourcebergen Corp

Healthcare
1.78K
New
N/A
1.78K $328K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
26.6K
New
N/A
26.6K $327K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3K
New
$105.1 - $109.61 $315K - $329K
3K $326K
WFC
Wells Fargo & Company

Financial Services
4.54K
New
$66.78 - $81.42 $303K - $369K
4.54K $325K
CBSH
Commerce Bancshares Inc

Financial Services
5.21K
New
$58.85 - $68.59 $306K - $357K
5.21K $323K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.44K
New
$93.32 - $95.35 $321K - $328K
3.44K $322K
FNF
Fidelity National Financial, Inc.

Financial Services
4.96K
New
$54.25 - $65.27 $269K - $324K
4.96K $322K
CTAS
Cintas Corp

Industrials
1.53K
New
$182.09 - $208.14 $279K - $319K
1.53K $315K
SYK
Stryker Corp

Healthcare
848
New
$355.18 - $399.9 $301K - $339K
848 $315K
CADE
Cadence Bank

Financial Services
10.3K
New
$29.1 - $35.93 $301K - $372K
10.3K $314K
CL
Colgate Palmolive CO

Consumer Defensive
3.34K
New
$85.68 - $97.5 $286K - $326K
3.34K $313K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
33.8K
New
$9.16 - $9.5 $310K - $321K
33.8K $311K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
37.2K
New
$8.24 - $8.68 $307K - $323K
37.2K $307K
AMAT
Applied Materials Inc

Technology
2.07K
New
$145.06 - $195.51 $301K - $405K
2.07K $300K
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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