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 Market Cap. of $10 Billions to $200 Billions
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