Advisor Resource Council Portfolio Holdings

Advisor Resource Council

  • $251 Million
  • Q2 2025

Advisor Resource Council has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $251 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $49.8M, Invesco S&P 500 Equal Weight E with a value of $15.2M, Ishares Core S&P 500 ETF with a value of $6.15M, Apple Inc. with a value of $6.09M, and Microsoft Corp with a value of $5.21M.

Examining the 13F form we can see an decrease of $1.09B in the current position value, from $1.34B to 251M.

Below you can find more details about Advisor Resource Council portfolio as well as his latest detailed transactions.

Portfolio value $251 Million
ETFs: $199 Million
Technology: $22.5 Million
Financial Services: $7.2 Million
Communication Services: $4.71 Million
Consumer Cyclical: $3.98 Million
Industrials: $3.38 Million
Consumer Defensive: $2.71 Million
Real Estate: $2.26 Million
Other: $5.04 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$6.09 Million 2.43% of portfolio
29,702
Q2 2025 Reduced 78.92%
$3.8T
$5.21 Million 2.07% of portfolio
10,465
Q2 2025 Reduced 77.93%
$644B
$3.11 Million 1.24% of portfolio
6,409
Q2 2025 Reduced 73.04%
$424B
$2.95 Million 1.18% of portfolio
18,676
Q2 2025 Reduced 88.7%
$26B
$1.78 Million 0.71% of portfolio
23,470
Q2 2025 Reduced 11.59%
$1.52T
$1.7 Million 0.68% of portfolio
9,559
Q2 2025 Reduced 52.16%
$2.36T
$1.48 Million 0.59% of portfolio
6,735
Q2 2025 Reduced 92.04%
$140B
$1.31 Million 0.52% of portfolio
4,770
Q2 2025 Reduced 77.05%
$914B
$1.24 Million 0.49% of portfolio
4,280
Q2 2025 Reduced 87.81%
$1.34T
$822,000 0.33% of portfolio
2,589
Q2 2025 Reduced 77.24%
$480B
$819,000 0.33% of portfolio
7,603
Q2 2025 Reduced 88.99%
$1.5T
$669,000 0.27% of portfolio
3,798
Q2 2025 Reduced 93.07%
$0
$658,000 0.26% of portfolio
14,008
Q2 2025 Added 18.88%
$283B
$622,000 0.25% of portfolio
6,365
Q2 2025 Reduced 80.06%
$251B
$593,000 0.24% of portfolio
1,862
Q2 2025 Reduced 32.04%
$53.4B
$574,000 0.23% of portfolio
694
Q2 2025 Reduced 77.04%
$242B
$546,000 0.22% of portfolio
2,003
Q2 2025 Reduced 86.03%
$566B
$549,000 0.22% of portfolio
1,547
Q2 2025 Reduced 76.82%
$1.75T
$506,000 0.2% of portfolio
686
Q2 2025 Reduced 95.75%
$99.5B
$489,000 0.19% of portfolio
668
Q2 2025 Reduced 91.27%
$3.79B
$483,000 0.19% of portfolio
27,358
Q1 2025 New
$53.8B
$469,000 0.19% of portfolio
1,241
Q2 2025 Reduced 88.26%
$60.8B
$488,000 0.19% of portfolio
2,385
Q2 2025 Reduced 88.6%
$380B
$488,000 0.19% of portfolio
3,068
Q2 2025 Reduced 89.38%
$1.36T
$449,000 0.18% of portfolio
1,984
Q2 2025 Reduced 49.23%
$232B
$410,000 0.16% of portfolio
1,394
Q2 2025 Reduced 92.88%
$174B
$403,000 0.16% of portfolio
3,277
Q2 2025 Reduced 89.54%
$143B
$401,000 0.16% of portfolio
11,259
Q2 2025 Reduced 32.1%
$12.8B
$374,000 0.15% of portfolio
1,620
Q2 2025 Reduced 89.53%
$426B
$366,000 0.15% of portfolio
370
Q2 2025 Reduced 94.28%
$167B
$370,000 0.15% of portfolio
4,064
Q2 2025 Reduced 66.55%
$91.8B
$339,000 0.14% of portfolio
1,537
Q2 2025 New
$49.4B
$348,000 0.14% of portfolio
4,685
Q2 2025 New
$145B
$332,000 0.13% of portfolio
931
Q2 2025 Reduced 69.41%
$123B
$321,000 0.13% of portfolio
123
Q2 2025 Reduced 50.6%
$77.5B
$331,000 0.13% of portfolio
2,488
Q2 2025 New
$34.7B
$299,000 0.12% of portfolio
10,665
Q2 2025 Reduced 36.93%
$195B
$303,000 0.12% of portfolio
2,301
Q2 2025 Reduced 57.85%
$127B
$313,000 0.12% of portfolio
1,319
Q2 2025 Reduced 92.3%
$15.4B
$287,000 0.11% of portfolio
1,996
Q2 2025 Reduced 90.75%
$126B
$280,000 0.11% of portfolio
3,219
Q2 2025 Reduced 51.76%
$290B
$275,000 0.11% of portfolio
3,898
Q2 2025 Reduced 65.01%
$58.3B
$265,000 0.11% of portfolio
1,215
Q2 2025 New
$26.9B
$288,000 0.11% of portfolio
1,420
Q2 2025 Reduced 41.44%
$331B
$285,000 0.11% of portfolio
2,094
Q2 2025 Reduced 94.92%
$82.3B
$286,000 0.11% of portfolio
1,535
Q2 2025 New
$147B
$274,000 0.11% of portfolio
984
Q2 2025 Reduced 76.97%
$390B
$251,000 0.1% of portfolio
1,356
Q2 2025 Reduced 84.67%
$41.6B
$244,000 0.1% of portfolio
1,928
Q2 2025 Reduced 89.15%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $251 Million
  • Prior Value $1.34 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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