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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.41 Million 0.4% of portfolio
106,754
Q1 2025 New
$0
$5.06 Million 0.38% of portfolio
83,447
Q1 2025 Added 1,583.08%
$0
$4.98 Million 0.37% of portfolio
98,382
Q1 2025 New
$0
$4.8 Million 0.36% of portfolio
197,327
Q1 2025 New
$0
$4.9 Million 0.36% of portfolio
126,665
Q1 2025 New
$0
$4.79 Million 0.36% of portfolio
77,886
Q1 2025 New
$0
$4.65 Million 0.35% of portfolio
62,255
Q1 2025 New
$0
$4.51 Million 0.34% of portfolio
157,977
Q1 2025 New
$0
$4.57 Million 0.34% of portfolio
55,915
Q1 2025 New
$0
$4.54 Million 0.34% of portfolio
91,570
Q1 2025 New
$0
$4.44 Million 0.33% of portfolio
83,788
Q1 2025 New
$0
$4.26 Million 0.32% of portfolio
36,709
Q1 2025 New
$0
$4.26 Million 0.32% of portfolio
64,178
Q1 2025 New
$0
$4.26 Million 0.32% of portfolio
31,394
Q1 2025 New
$0
$4.18 Million 0.31% of portfolio
20,961
Q1 2025 Added 122.68%
$0
$4.17 Million 0.31% of portfolio
40,372
Q1 2025 New
$0
$3.88 Million 0.29% of portfolio
56,652
Q1 2025 Reduced 52.69%
$0
$3.82 Million 0.28% of portfolio
38,596
Q1 2025 Added 735.41%
$0
$3.78 Million 0.28% of portfolio
44,085
Q1 2025 Reduced 48.06%
$0
$3.73 Million 0.28% of portfolio
33,547
Q1 2025 New
$0
$3.79 Million 0.28% of portfolio
133,631
Q1 2025 Added 1,378.22%
$0
$3.58 Million 0.27% of portfolio
6,595
Q1 2025 New
$0
$3.64 Million 0.27% of portfolio
44,056
Q1 2025 Added 721.33%
$0
$3.68 Million 0.27% of portfolio
107,306
Q1 2025 New
$0
$3.56 Million 0.27% of portfolio
35,805
Q1 2025 New
$0
$3.45 Million 0.26% of portfolio
96,156
Q1 2025 New
$0
$3.36 Million 0.25% of portfolio
37,102
Q1 2025 New
$0
$3.4 Million 0.25% of portfolio
90,166
Q1 2025 New
$0
$3.38 Million 0.25% of portfolio
124,091
Q1 2025 New
$0
$3.17 Million 0.24% of portfolio
28,702
Q1 2025 New
$0
$3.25 Million 0.24% of portfolio
39,196
Q1 2025 New
$0
$3.19 Million 0.24% of portfolio
15,770
Q1 2025 New
$0
$3.29 Million 0.24% of portfolio
20,469
Q1 2025 New
$0
$3.21 Million 0.24% of portfolio
162,267
Q1 2025 New
$0
$3.1 Million 0.23% of portfolio
70,879
Q1 2025 New
$0
$3.09 Million 0.23% of portfolio
49,208
Q1 2025 New
$0
$3.06 Million 0.23% of portfolio
38,745
Q1 2025 New
$0
$3.02 Million 0.22% of portfolio
74,259
Q1 2025 New
$53.2B
$2.81 Million 0.21% of portfolio
47,662
Q1 2025 Added 750.5%
$0
$2.65 Million 0.2% of portfolio
91,121
Q1 2025 New
$0
$2.73 Million 0.2% of portfolio
26,377
Q1 2025 Added 566.76%
$0
$2.75 Million 0.2% of portfolio
82,875
Q1 2025 New
$0
$2.53 Million 0.19% of portfolio
19,476
Q1 2025 New
$0
$2.38 Million 0.18% of portfolio
12,505
Q1 2025 New
$0
$2.28 Million 0.17% of portfolio
77,169
Q1 2025 New
$0
$2.32 Million 0.17% of portfolio
24,306
Q1 2025 New
$0
$2.13 Million 0.16% of portfolio
30,049
Q1 2025 Reduced 12.85%
$0
$2.18 Million 0.16% of portfolio
8,443
Q1 2025 New
$0
$2.19 Million 0.16% of portfolio
99,404
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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