Advisor Resource Council Reduced Holdings in Q2 2025

Advisor Resource Council

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
-5.93K
- 64.91%
$133.12 - $171.03 $789K - $1.01M
3.21K $548K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-28.1K
- 75.1%
$24.32 - $27.87 $683K - $783K
9.31K $246K
RDVY
First Trust Rising Dividend Ac

ETFs
-13.4K
- 53.62%
$51.6 - $62.74 $694K - $844K
11.6K $729K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10K
- 47.04%
$72.96 - $90.39 $732K - $907K
11.3K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
-4.72K
- 22.53%
$174.82 - $215.79 $826K - $1.02M
16.2K $3.5M
MRK
Merck & Co., Inc.

Healthcare
-6.84K
- 69.15%
$73.47 - $87.12 $503K - $596K
3.05K $241K
WMB
Williams Companies, Inc.

Energy
-11K
- 75.03%
$54.33 - $62.87 $596K - $690K
3.65K $229K
SCHW
Schwab Charles Corp

Financial Services
-8.09K
- 66.55%
$69.06 - $91.24 $558K - $738K
4.06K $370K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.25K
- 33.03%
$272.36 - $339.57 $614K - $765K
4.57K $1.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.66K
- 29.83%
$85.42 - $94.39 $484K - $535K
13.3K $1.25M
PEP
Pepsico Inc

Consumer Defensive
-3.16K
- 57.85%
$128.02 - $151.37 $404K - $478K
2.3K $303K
ETN
Eaton Corp PLC

Industrials
-2.11K
- 69.41%
$246.52 - $356.99 $521K - $754K
931 $332K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.71K
- 69.63%
$273.67 - $366.17 $467K - $625K
745 $272K
VCR
Vanguard Consumer Discretionar

ETFs
-1.58K
- 55.74%
$290.42 - $364.35 $460K - $577K
1.26K $455K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.55K
- 42.35%
$320.42 - $424.58 $496K - $658K
2.11K $895K
MDT
Medtronic PLC

Healthcare
-3.45K
- 51.76%
$80.68 - $88.86 $279K - $307K
3.22K $280K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-6.63K
- 39.34%
$38.81 - $44.28 $257K - $294K
10.2K $433K
USFR
Wisdomtree Floating Rate Treas

ETFs
-5.12K
- 26.96%
$50.28 - $50.47 $257K - $258K
13.9K $697K
AVB
Avalonbay Communities Inc

Real Estate
-1.01K
- 41.44%
$187.23 - $215.61 $188K - $217K
1.42K $288K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-6.54K
- 35.0%
$34.58 - $34.88 $226K - $228K
12.1K $423K
CMCSA
Comcast Corp

Communication Services
-5.32K
- 32.1%
$32.84 - $36.72 $175K - $195K
11.3K $401K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.92K
- 49.23%
$141.37 - $228.57 $272K - $440K
1.98K $449K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.06K
- 23.23%
$74.88 - $91.97 $229K - $281K
10.1K $930K
MELI
Mercadolibre Inc

Consumer Cyclical
-126
- 50.6%
$1794.73 - $2613.63 $226K - $329K
123 $321K
AXP
American Express CO

Financial Services
-878
- 32.04%
$231.39 - $318.98 $203K - $280K
1.86K $593K
SRE
Sempra Energy

Utilities
-3.08K
- 11.59%
$63.78 - $78.91 $196K - $243K
23.5K $1.78M
IWN
Ishares Russell2000 Val ETF

ETFs
-805
- 20.95%
$131.84 - $157.76 $106K - $127K
3.04K $479K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.95K
- 10.55%
$50.1 - $51.02 $97.7K - $99.5K
16.5K $843K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.05K
- 7.09%
$51.14 - $57.0 $53.7K - $59.9K
13.8K $782K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-787
- 4.18%
$40.64 - $47.27 $32K - $37.2K
18K $839K
CCL
Carnival Corp

Consumer Cyclical
-6.24K
- 36.93%
$16.43 - $28.12 $103K - $176K
10.7K $299K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-310
- 2.78%
$47.02 - $47.83 $14.6K - $14.8K
10.9K $519K
Blackrock Inc
-284
- 49.56%
N/A
289 $0
Capital Group Core Balanced
-158K
- 96.04%
N/A
6.53K $0
Ishares Bitcoin Trust ETF
-12.3K
- 69.26%
N/A
5.48K $0
SFLR
Innovator Etfs Tr Equity Manag
-505
- 1.1%
N/A
45.5K $0
Amplify ETF Tr
-3.07K
- 22.96%
N/A
10.3K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-109K
- 83.52%
N/A
21.6K $0
Arista Networks Inc
-22.9K
- 89.4%
N/A
2.71K $0
EWJ
Ishares Msci Japan ETF

ETFs
-1.33K
- 2.35%
$61.32 - $75.28 $81.8K - $100K
55.3K $4.15M
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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