Advisor Resource Council Reduced Holdings in Q1 2024

Advisor Resource Council

  • $342 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-93.4K
- 76.25%
$184.12 - $211.02 $17.2M - $19.7M
29.1K $6.06M
VIG
Vanguard Dividend Appreciation

ETFs
-103K
- 90.32%
$168.47 - $182.98 $17.3M - $18.8M
11K $2.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-170K
- 91.19%
$91.4 - $91.8 $15.6M - $15.6M
16.5K $1.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35.2K
- 78.94%
$396.28 - $446.38 $13.9M - $15.7M
9.39K $4.17M
AAPL
Apple Inc.

Technology
-58.3K
- 52.82%
$169.0 - $195.18 $9.85M - $11.4M
52.1K $8.93M
XLE
Energy Sector Spdr

ETFs
-148K
- 85.62%
$79.91 - $94.41 $11.8M - $14M
24.9K $2.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26.8K
- 96.97%
$429.43 - $481.35 $11.5M - $12.9M
836 $401K
XLV
Select Sector Spdr Fund Health

ETFs
-81.1K
- 84.02%
$138.48 - $147.86 $11.2M - $12M
15.4K $2.28M
SPMD
Spdr Portfolio

ETFs
-196K
- 94.69%
$47.16 - $53.34 $9.26M - $10.5M
11K $587K
VB
Vanguard Small Cap ETF

ETFs
-42K
- 88.58%
$204.0 - $228.59 $8.57M - $9.6M
5.42K $1.24M
XLF
Financial Sector Spdr

ETFs
-228K
- 85.03%
$37.27 - $42.12 $8.51M - $9.62M
40.2K $1.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-23.5K
- 28.37%
$467.28 - $523.17 $11M - $12.3M
59.2K $31M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-260K
- 88.95%
$30.59 - $30.83 $7.96M - $8.02M
32.3K $996K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-189K
- 90.45%
$40.35 - $40.62 $7.64M - $7.7M
20K $809K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-264K
- 91.81%
$27.94 - $28.64 $7.39M - $7.57M
23.6K $665K
SPYG
Spdr Portfolio

ETFs
-116K
- 95.96%
$63.12 - $73.73 $7.33M - $8.56M
4.89K $357K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-101K
- 96.41%
$69.56 - $76.3 $7.04M - $7.73M
3.77K $287K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-264K
- 84.27%
$24.99 - $25.67 $6.61M - $6.79M
49.3K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
-28.8K
- 88.88%
$232.77 - $260.14 $6.7M - $7.49M
3.6K $936K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-120K
- 85.67%
$54.97 - $61.53 $6.59M - $7.37M
20K $1.23M
XLY
Select Sector Spdr Consumer Di

ETFs
-36K
- 91.84%
$170.9 - $185.02 $6.16M - $6.67M
3.2K $588K
XLI
Industrial Sector Spdr

ETFs
-54.2K
- 82.06%
$110.23 - $125.96 $5.98M - $6.83M
11.9K $1.49M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-204K
- 89.47%
$27.25 - $28.98 $5.56M - $5.92M
24K $671K
XOM
Exxon Mobil Corp

Energy
-59.5K
- 82.8%
$96.8 - $116.24 $5.76M - $6.92M
12.4K $1.44M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-189K
- 86.87%
$28.68 - $29.47 $5.41M - $5.56M
28.5K $829K
XLC
Select Sector Spdr Tr Communic

ETFs
-75.4K
- 91.26%
$71.74 - $81.82 $5.41M - $6.17M
7.22K $589K
VGT
Vanguard Information Technolog

ETFs
-9.95K
- 86.64%
$462.18 - $530.16 $4.6M - $5.27M
1.53K $804K
MBB
Ishares Tr

ETFs
-50.2K
- 85.39%
$91.2 - $93.98 $4.57M - $4.71M
8.58K $793K
META
Meta Platforms, Inc.

Communication Services
-14.2K
- 84.96%
$344.47 - $512.19 $4.88M - $7.26M
2.51K $1.22M
GLD
Spdr Gold Trust

ETFs
-25.2K
- 64.83%
$184.42 - $205.72 $4.66M - $5.19M
13.7K $2.82M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-54.7K
- 94.63%
$81.49 - $82.34 $4.46M - $4.5M
3.1K $253K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-131K
- 82.71%
$32.85 - $35.9 $4.32M - $4.72M
27.5K $984K
GOOGL
Alphabet Inc.

Communication Services
-32.4K
- 74.43%
$131.4 - $153.51 $4.26M - $4.98M
11.1K $1.68M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-88.4K
- 89.65%
$46.83 - $48.13 $4.14M - $4.25M
10.2K $484K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-32.9K
- 92.26%
$122.28 - $131.24 $4.02M - $4.32M
2.76K $361K
PAVE
Global X Fds Us Infrastructure

ETFs
-122K
- 81.27%
$33.2 - $39.81 $4.05M - $4.85M
28.1K $1.12M
SCHO
Schwab Short Term Us Treasury

ETFs
-81.1K
- 89.14%
$48.05 - $48.63 $3.9M - $3.94M
9.88K $476K
VEA
Vanguard Ftse Developed Market

ETFs
-79.5K
- 87.91%
$46.21 - $50.27 $3.67M - $4M
10.9K $548K
IWM
Ishares Russell 2000 ETF

ETFs
-19.2K
- 41.84%
$189.48 - $210.3 $3.64M - $4.04M
26.7K $5.62M
NVDA
Nvidia Corp

Technology
-9.67K
- 74.96%
$475.69 - $950.02 $4.6M - $9.18M
3.23K $2.92M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-23.6K
- 90.56%
$144.62 - $165.44 $3.41M - $3.9M
2.46K $403K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-177K
- 75.39%
$19.32 - $20.73 $3.43M - $3.68M
57.9K $1.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-35.9K
- 69.49%
$94.23 - $106.49 $3.38M - $3.82M
15.8K $1.68M
XLP
Consumer Staples Sector Spdr

ETFs
-47.3K
- 90.53%
$71.59 - $76.36 $3.38M - $3.61M
4.95K $377K
FDL
First Tr Morningstar Dividend

ETFs
-89.5K
- 77.04%
$35.29 - $38.48 $3.16M - $3.44M
26.7K $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
-4.58K
- 79.83%
$644.69 - $785.59 $2.95M - $3.6M
1.16K $847K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-21.2K
- 90.92%
$127.46 - $141.87 $2.71M - $3.01M
2.12K $297K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-52.5K
- 73.4%
$50.5 - $53.71 $2.65M - $2.82M
19K $1.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-25.3K
- 89.19%
$98.36 - $99.47 $2.49M - $2.52M
3.07K $305K
Activity Summary
Buys All Purchases 81 New Holdings 60 Increased Positions 21 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 4 Puts 3
Track This Portfolio

Track Advisor Resource Council Portfolio

Follow Advisor Resource Council and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email