Advisor Resource Council Portfolio Holdings
Advisor Resource Council
- $298 Million
- Q3 2024
Advisor Resource Council has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $298 Million distributed in 244 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 $18.4M, Apple Inc. with a value of $10.3M, Microsoft Corp with a value of $8.28M, Ishares Core S&P 500 ETF with a value of $6.91M, and Ishares Russell 2000 ETF with a value of $5.59M.
Examining the 13F form we can see an increase of $119M in the current position value, from $179M to 298M.
Below you can find more details about Advisor Resource Council portfolio as well as his latest detailed transactions.
Portfolio value
$298 Million
ETFs: $201 Million
Technology: $36.5 Million
Financial Services: $14.4 Million
Consumer Cyclical: $10.3 Million
Communication Services: $7.92 Million
Industrials: $6.94 Million
Healthcare: $6.19 Million
Consumer Defensive: $4.2 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 244
- Current Value $298 Million
- Prior Value $179 Million
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 189 stocks
- Additional Purchases 28 stocks
- Sold out of 0 stocks
- Reduced holdings in 16 stocks