Advisor Resource Council Portfolio Holdings

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025

Advisor Resource Council has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 596 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 $94.4M, Apple Inc. with a value of $31.3M, Invesco Qqq Trust, Series 1 with a value of $25.5M, Technology Sector Spdr with a value of $22M, and Spdr Gold Trust with a value of $19.4M.

Examining the 13F form we can see an increase of $1.21B in the current position value, from $137M to 1.34B.

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

Portfolio value $1.34 Billion
ETFs: $930 Million
Technology: $129 Million
Financial Services: $65.7 Million
Consumer Cyclical: $41.8 Million
Industrials: $37.2 Million
Healthcare: $35.5 Million
Communication Services: $31.1 Million
Energy: $27.8 Million
Other: $41.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$31.3 Million 2.33% of portfolio
140,904
Q1 2025 Added 1,985.0%
$433B
$17.9 Million 1.33% of portfolio
165,247
Q1 2025 Added 2,982.97%
$3.81T
$17.8 Million 1.32% of portfolio
47,411
Q1 2025 New
$2.37T
$16.1 Million 1.2% of portfolio
84,615
Q1 2025 Added 8,361.5%
$622B
$12.7 Million 0.94% of portfolio
23,774
Q1 2025 Added 1,464.08%
$1.6T
$9.31 Million 0.69% of portfolio
16,160
Q1 2025 New
$870B
$8.61 Million 0.64% of portfolio
35,103
Q1 2025 New
$1.15T
$8.48 Million 0.63% of portfolio
54,831
Q1 2025 New
$462B
$8.21 Million 0.61% of portfolio
69,062
Q1 2025 Added 1,463.9%
$413B
$6.12 Million 0.45% of portfolio
6,466
Q1 2025 New
$3.88B
$5.39 Million 0.4% of portfolio
18,689
Q1 2025 New
$102B
$5.15 Million 0.38% of portfolio
7,652
Q1 2025 New
$376B
$4.92 Million 0.37% of portfolio
28,898
Q1 2025 New
$234B
$4.87 Million 0.36% of portfolio
19,574
Q1 2025 New
$268B
$3.85 Million 0.29% of portfolio
14,343
Q1 2025 New
$60.2B
$3.57 Million 0.27% of portfolio
20,923
Q1 2025 New
$116B
$3.46 Million 0.26% of portfolio
17,137
Q1 2025 New
$117B
$3.48 Million 0.26% of portfolio
20,783
Q1 2025 New
$12.5B
$3.05 Million 0.23% of portfolio
15,477
Q1 2025 New
$1.18T
$3.12 Million 0.23% of portfolio
19,980
Q1 2025 New
$964B
$2.95 Million 0.22% of portfolio
11,376
Q1 2025 New
$305B
$2.9 Million 0.22% of portfolio
17,319
Q1 2025 New
$382B
$2.77 Million 0.21% of portfolio
7,548
Q1 2025 New
$99.3B
$2.87 Million 0.21% of portfolio
8,154
Q1 2025 New
$16B
$2.82 Million 0.21% of portfolio
90,577
Q1 2025 New
$262B
$2.8 Million 0.21% of portfolio
31,914
Q1 2025 New
$79.5B
$2.64 Million 0.2% of portfolio
21,104
Q1 2025 New
$0
$2.63 Million 0.2% of portfolio
313,954
Q1 2025 New
$58.2B
$2.69 Million 0.2% of portfolio
10,574
Q1 2025 New
$121B
$2.72 Million 0.2% of portfolio
31,322
Q1 2025 New
$185B
$2.58 Million 0.19% of portfolio
36,392
Q1 2025 New
$24.6B
$2.42 Million 0.18% of portfolio
111,380
Q1 2025 New
$7.45B
$2.41 Million 0.18% of portfolio
296,295
Q1 2025 New
$37.5B
$2.36 Million 0.18% of portfolio
11,774
Q1 2025 New
$2.24B
$2.36 Million 0.18% of portfolio
22,425
Q1 2025 New
$525B
$2.45 Million 0.18% of portfolio
2,629
Q1 2025 New
$579B
$2.34 Million 0.17% of portfolio
6,675
Q1 2025 New
$559M
$2.24 Million 0.17% of portfolio
121,030
Q1 2025 New
$3.8B
$2.35 Million 0.17% of portfolio
27,337
Q1 2025 New
$29B
$2.29 Million 0.17% of portfolio
13,639
Q1 2025 New
$2.36B
$2.23 Million 0.17% of portfolio
64,512
Q1 2025 New
$39.1B
$2.2 Million 0.16% of portfolio
17,764
Q1 2025 New
$77.6B
$2.21 Million 0.16% of portfolio
17,070
Q1 2025 New
$0
$2.15 Million 0.16% of portfolio
371,938
Q1 2025 New
$13.1B
$2.13 Million 0.16% of portfolio
21,582
Q1 2025 New
$11B
$2.17 Million 0.16% of portfolio
38,421
Q1 2025 New
$2.01B
$2.05 Million 0.15% of portfolio
75,615
Q1 2025 New
$4.36B
$2.01 Million 0.15% of portfolio
60,952
Q1 2025 New
$12.4B
$1.99 Million 0.15% of portfolio
37,776
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $1.34 Billion
  • Prior Value $137 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 525 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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