Advisor Resource Council Portfolio Holdings by Sector
Advisor Resource Council
- $179 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY SPY RSP XLK EWJ IWM QQQ MOAT 38 stocks |
$143,566
80.11% of portfolio
|
  10  
|
  27  
|
  1  
|
- |
0
Calls
1
Puts
|
Consumer Electronics | Technology
AAPL AAPL 2 stocks |
$8,755
4.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT MSFT 2 stocks |
$7,886
4.4% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$3,447
1.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA INTC NVDA TXN 4 stocks |
$3,415
1.91% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
1
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,175
1.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,009
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$1,857
1.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,139
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
IRT 1 stocks |
$992
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$933
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$423
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
HAL PFIE 2 stocks |
$394
0.22% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
ELY 1 stocks |
$289
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$282
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$203
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
KGC EQX 2 stocks |
$149
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NRO IGR 2 stocks |
$105
0.06% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
ESOA 1 stocks |
$90
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Airlines | Industrials
SAVE 1 stocks |
$69
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Precious Metals & Mining | Basic Materials
NEWP 1 stocks |
$29
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|