Advisor Resource Council Reduced Holdings in Q2 2025

Advisor Resource Council

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-88.2K
- 52.25%
$496.48 - $617.85 $43.8M - $54.5M
80.6K $49.8M
AAPL
Apple Inc.

Technology
-111K
- 78.92%
$172.42 - $223.89 $19.2M - $24.9M
29.7K $6.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50K
- 92.11%
$416.06 - $551.64 $20.8M - $27.6M
4.29K $2.36M
XLK
Technology Sector Spdr

ETFs
-93.8K
- 88.17%
$179.73 - $253.23 $16.9M - $23.8M
12.6K $3.19M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-714K
- 97.46%
$24.98 - $25.66 $17.8M - $18.3M
18.6K $475K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-371K
- 98.7%
$39.89 - $49.46 $14.8M - $18.3M
4.86K $240K
VIG
Vanguard Dividend Appreciation

ETFs
-89.3K
- 91.79%
N/A
7.99K $1.46M
GLD
Spdr Gold Trust

ETFs
-55.1K
- 81.72%
$273.71 - $316.29 $15.1M - $17.4M
12.3K $3.75M
NVDA
Nvidia Corp

Technology
-147K
- 88.7%
$94.31 - $157.99 $13.8M - $23.2M
18.7K $2.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-77.9K
- 92.04%
$167.32 - $223.3 $13M - $17.4M
6.74K $1.48M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-182K
- 96.92%
$62.73 - $78.42 $11.4M - $14.2M
5.77K $447K
MSFT
Microsoft Corp

Technology
-36.9K
- 77.93%
$354.56 - $497.45 $13.1M - $18.4M
10.5K $5.21M
SPMD
Spdr Portfolio

ETFs
-238K
- 97.72%
$44.89 - $54.38 $10.7M - $13M
5.55K $301K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-176K
- 93.76%
$58.41 - $72.69 $10.3M - $12.8M
11.7K $851K
XLE
Energy Sector Spdr

ETFs
-118K
- 96.46%
$76.44 - $94.13 $9.02M - $11.1M
4.34K $367K
VB
Vanguard Small Cap ETF

ETFs
-47.5K
- 94.89%
$193.73 - $237.37 $9.2M - $11.3M
2.56K $606K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17.4K
- 73.04%
$483.48 - $539.8 $8.4M - $9.37M
6.41K $3.11M
XLV
Select Sector Spdr Fund Health

ETFs
-64.7K
- 94.25%
$128.77 - $144.3 $8.34M - $9.34M
3.95K $532K
META
Meta Platforms, Inc.

Communication Services
-15.5K
- 95.75%
$484.66 - $738.09 $7.5M - $11.4M
686 $506K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-167K
- 94.92%
$45.88 - $54.4 $7.68M - $9.1M
8.95K $486K
XLF
Financial Sector Spdr

ETFs
-173K
- 77.26%
$43.92 - $52.37 $7.62M - $9.09M
51.1K $2.67M
VTI
Vanguard Total Stock Market Et

ETFs
-31.1K
- 90.64%
$243.75 - $303.93 $7.57M - $9.44M
3.21K $975K
VEA
Vanguard Ftse Developed Market

ETFs
-162K
- 96.57%
$45.65 - $57.01 $7.38M - $9.22M
5.75K $327K
GOOGL
Alphabet Inc.

Communication Services
-51K
- 93.07%
$144.7 - $178.6 $7.38M - $9.11M
3.8K $669K
XOM
Exxon Mobil Corp

Energy
-61.5K
- 88.99%
$99.93 - $119.04 $6.14M - $7.32M
7.6K $819K
JPM
Jpmorgan Chase & CO

Financial Services
-30.8K
- 87.81%
$210.28 - $289.91 $6.48M - $8.94M
4.28K $1.24M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-237K
- 96.69%
$29.82 - $30.19 $7.06M - $7.15M
8.1K $244K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-230K
- 96.82%
$26.61 - $29.9 $6.11M - $6.86M
7.54K $201K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-265K
- 96.69%
$24.61 - $25.89 $6.52M - $6.86M
9.05K $232K
MBB
Ishares Tr

ETFs
-68.5K
- 96.82%
$91.41 - $94.22 $6.26M - $6.45M
2.25K $211K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-207K
- 95.48%
$30.29 - $30.83 $6.26M - $6.37M
9.77K $301K
IVV
Ishares Core S&P 500 ETF

ETFs
-12.2K
- 55.23%
$498.8 - $620.9 $6.09M - $7.58M
9.9K $6.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-173K
- 94.37%
$32.66 - $40.75 $5.65M - $7.05M
10.3K $417K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-75.9K
- 80.63%
$72.32 - $86.4 $5.49M - $6.56M
18.2K $1.58M
XLC
Select Sector Spdr Tr Communic

ETFs
-64.1K
- 84.72%
$86.13 - $108.53 $5.52M - $6.96M
11.6K $1.25M
GLDM
World Gold Trust

ETFs
-98.6K
- 79.67%
$58.96 - $67.97 $5.81M - $6.7M
25.2K $1.65M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-93.2K
- 80.56%
$55.32 - $65.02 $5.16M - $6.06M
22.5K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
-6.1K
- 94.28%
$908.13 - $1056.85 $5.54M - $6.44M
370 $366K
XLI
Industrial Sector Spdr

ETFs
-41.9K
- 93.01%
$116.42 - $147.52 $4.88M - $6.19M
3.15K $465K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-102K
- 95.72%
$49.79 - $50.75 $5.09M - $5.19M
4.57K $231K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-99.6K
- 76.45%
$47.42 - $51.67 $4.72M - $5.14M
30.7K $1.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-37.6K
- 71.15%
$114.78 - $133.31 $4.31M - $5.01M
15.2K $2.03M
MCK
Mckesson Corp

Healthcare
-6.98K
- 91.27%
$652.83 - $732.78 $4.56M - $5.12M
668 $489K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-24.8K
- 84.76%
$171.4 - $227.1 $4.26M - $5.64M
4.47K $1.01M
SCHO
Schwab Short Term Us Treasury

ETFs
-188K
- 95.37%
$24.19 - $24.45 $4.55M - $4.6M
9.13K $222K
IBM
International Business Machines Corp

Technology
-18.2K
- 92.88%
$221.03 - $294.78 $4.02M - $5.36M
1.39K $410K
PG
Procter & Gamble CO

Consumer Defensive
-25.8K
- 89.38%
$157.66 - $172.39 $4.07M - $4.45M
3.07K $488K
VCIT
Vanguard Intermediate Term Cor

ETFs
-53.5K
- 95.6%
$79.56 - $82.92 $4.25M - $4.43M
2.46K $203K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-56.9K
- 91.44%
$68.13 - $74.77 $3.88M - $4.26M
5.33K $387K
Activity Summary
Buys All Purchases 29 New Holdings 25 Increased Positions 4 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 3 Puts 0
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