Advisor Resource Council Portfolio Holdings by Sector
Advisor Resource Council
- $137 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY RSP EWJ MOAT GLD PTLC PTNQ IWB 56 stocks |
$128,801
94.36% of portfolio
|
  48  
|
  8  
|
  41  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,692
1.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,585
1.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$1,116
0.82% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
CCL NCLH 2 stocks |
$818
0.6% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$799
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$688
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$475
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
HRL 1 stocks |
$313
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$219
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|