Advisor Resource Council has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Million distributed in 69 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 $30.6M, Invesco S&P 500 Equal Weight E with a value of $12.4M, Apple Inc. with a value of $8.55M, Microsoft Corp with a value of $6.99M, and Technology Sector Spdr with a value of $4.48M.

Examining the 13F form we can see an decrease of $163M in the current position value, from $342M to 179M.

Below you can find more details about Advisor Resource Council portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $147 Million
Technology: $20.1 Million
Consumer Cyclical: $3.67 Million
Communication Services: $3.45 Million
Utilities: $1.86 Million
Energy: $1.53 Million
Real Estate: $992,000
Financial Services: $528,000
Other: $619,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $179 Million
  • Prior Value $342 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 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.