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 Market Cap. of $10 Billions to $200 Billions
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