Advisor Resource Council has filed its 13F form on February 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Million distributed in 69 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 $47.6M, Invesco S&P 500 Equal Weight E with a value of $27.3M, Ishares Msci Japan ETF with a value of $8.04M, Vaneck Morningstar Wide Moat E with a value of $7.29M, and Spdr Gold Trust with a value of $3.93M.

Examining the 13F form we can see an decrease of $162M in the current position value, from $298M to 137M.

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

Portfolio value $137 Million
ETFs: $130 Million
Technology: $2.81 Million
Consumer Defensive: $1.11 Million
Consumer Cyclical: $1.04 Million
Financial Services: $688,000
Energy: $475,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $137 Million
  • Prior Value $298 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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