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
$53.7B
$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
Track This Portfolio

Track Advisor Resource Council Portfolio

Follow Advisor Resource Council and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email