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
RMT
Royce Micro Cap Trust, Inc.

Financial Services
35.7K
New
$8.4 - $10.21 $300K - $364K
35.7K $300K
AGOX
Starboard Invt Tr

ETFs
12.3K
New
$24.2 - $29.41 $296K - $360K
12.3K $299K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.23K
New
$89.27 - $92.9 $288K - $300K
3.23K $298K
BSX
Boston Scientific Corp

Healthcare
2.96K
New
$89.38 - $106.18 $265K - $315K
2.96K $298K
EIX
Edison International

Utilities
5.03K
New
$50.06 - $80.01 $252K - $403K
5.03K $296K
AEP
American Electric Power CO Inc

Utilities
2.71K
New
$90.32 - $109.27 $244K - $296K
2.71K $295K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
27K
New
$10.81 - $11.29 $292K - $305K
27K $294K
IRM
Iron Mountain Inc

Real Estate
3.42K
New
$82.79 - $111.31 $283K - $381K
3.42K $294K
PAA
Plains All American Pipeline LP

Energy
14.6K
New
$17.32 - $20.96 $252K - $305K
14.6K $291K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
34.8K
New
$8.34 - $8.69 $291K - $303K
34.8K $290K
EQT
Eqt Corp

Energy
5.39K
New
$46.16 - $54.25 $249K - $292K
5.39K $287K
AFL
Aflac Inc

Financial Services
2.58K
New
$100.99 - $111.19 $260K - $287K
2.58K $286K
SHW
Sherwin Williams CO

Basic Materials
815
New
$330.16 - $365.55 $269K - $298K
815 $284K
DWLD
Davis Fundamental ETF Tr

ETFs
7.52K
New
$35.32 - $39.55 $266K - $297K
7.52K $283K
DJD
Invesco Exchange Traded Fd Tr

ETFs
5.35K
New
$50.21 - $54.3 $269K - $291K
5.35K $282K
WEN
Wendy'S CO

Consumer Cyclical
19.1K
New
$14.17 - $16.17 $271K - $309K
19.1K $279K
DOCU
Docusign, Inc.

Technology
3.42K
New
$74.7 - $97.7 $255K - $334K
3.42K $278K
LPLA
Lpl Financial Holdings Inc.

Financial Services
852
New
$308.87 - $383.33 $263K - $327K
852 $278K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.96K
New
$54.9 - $62.36 $273K - $310K
4.96K $276K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
5.48K
New
$49.54 - $55.15 $272K - $302K
5.48K $276K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
15.5K
New
$17.74 - $22.07 $276K - $343K
15.5K $275K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
25.3K
New
$10.66 - $11.28 $269K - $285K
25.3K $273K
SGOL
Abrdn Gold ETF Trust

ETFs
9.17K
New
$25.14 - $29.82 $230K - $273K
9.17K $273K
CDC
Victory Portfolios Ii Shs Inco

ETFs
4.15K
New
$61.46 - $66.32 $255K - $275K
4.15K $273K
WELL
Welltower Inc.

Real Estate
1.79K
New
$124.05 - $156.86 $222K - $280K
1.79K $273K
DE
Deere & CO

Industrials
576
New
$408.57 - $509.27 $235K - $293K
576 $270K
LHX
L3 Harris Technologies, Inc.

Industrials
1.29K
New
$194.65 - $222.86 $251K - $287K
1.29K $269K
CME
Cme Group Inc.

Financial Services
1.01K
New
$225.82 - $266.54 $227K - $268K
1.01K $266K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.61K
New
$56.63 - $59.39 $261K - $274K
4.61K $265K
FTNT
Fortinet, Inc.

Technology
2.75K
New
$92.49 - $114.57 $254K - $314K
2.75K $264K
RL
Ralph Lauren Corp

Consumer Cyclical
1.18K
New
$215.68 - $286.74 $255K - $339K
1.18K $261K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.4K
New
$179.71 - $192.06 $252K - $269K
1.4K $258K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.95K
New
$81.78 - $131.92 $160K - $258K
1.95K $257K
RODM
Hartford Multifactor Developed

ETFs
8.28K
New
$28.07 - $31.56 $233K - $261K
8.28K $256K
IBB
Ishares Biotechnology ETF

ETFs
2.01K
New
$127.9 - $140.56 $257K - $282K
2.01K $256K
OXY
Occidental Petroleum Corp

Energy
5.18K
New
$45.45 - $52.7 $236K - $273K
5.18K $255K
BKNG
Booking Holdings Inc.

Consumer Cyclical
55
New
$4295.4 - $5141.88 $236K - $283K
55 $253K
DVN
Devon Energy Corp

Energy
6.76K
New
$33.15 - $38.55 $224K - $261K
6.76K $252K
F
Ford Motor CO

Consumer Cyclical
25K
New
$9.12 - $10.43 $228K - $260K
25K $250K
USA
Liberty All Star Equity Fund

Financial Services
38.3K
New
$6.41 - $7.32 $246K - $280K
38.3K $250K
BMY
Bristol Myers Squibb CO

Healthcare
4.1K
New
$53.9 - $63.11 $221K - $258K
4.1K $249K
SYY
Sysco Corp

Consumer Defensive
3.31K
New
$70.0 - $77.13 $232K - $255K
3.31K $248K
MFM
Mfs Municipal Income Trust

Financial Services
46.8K
New
$5.3 - $5.59 $248K - $262K
46.8K $248K
TSCO
Tractor Supply CO

Consumer Cyclical
4.44K
New
$51.66 - $57.94 $229K - $257K
4.44K $244K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
23.2K
New
$10.44 - $10.89 $242K - $253K
23.2K $244K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.52K
New
$161.27 - $192.3 $244K - $291K
1.52K $244K
TRV
Travelers Companies, Inc.

Financial Services
925
New
$232.43 - $265.13 $215K - $245K
925 $244K
IYR
Ishares Tr

ETFs
2.5K
New
$89.49 - $98.98 $224K - $247K
2.5K $239K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
40.6K
New
$5.87 - $6.26 $238K - $254K
40.6K $239K
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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