Advisor Resource Council Portfolio Holdings

Advisor Resource Council

  • $251 Million
  • Q2 2025

Advisor Resource Council has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $251 Million distributed in 190 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 $49.8M, Invesco S&P 500 Equal Weight E with a value of $15.2M, Ishares Core S&P 500 ETF with a value of $6.15M, Apple Inc. with a value of $6.09M, and Microsoft Corp with a value of $5.21M.

Examining the 13F form we can see an decrease of $1.09B in the current position value, from $1.34B to 251M.

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

Portfolio value $251 Million
ETFs: $199 Million
Technology: $22.5 Million
Financial Services: $7.2 Million
Communication Services: $4.71 Million
Consumer Cyclical: $3.98 Million
Industrials: $3.38 Million
Consumer Defensive: $2.71 Million
Real Estate: $2.26 Million
Other: $5.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.8 Million 19.83% of portfolio
80,590
Q2 2025 Reduced 52.25%
$0
$15.2 Million 6.07% of portfolio
83,826
Q2 2025 Reduced 18.23%
$0
$6.15 Million 2.45% of portfolio
9,900
Q2 2025 Reduced 55.23%
$3.84T
$6.09 Million 2.43% of portfolio
29,702
Q2 2025 Reduced 78.92%
$3.8T
$5.21 Million 2.07% of portfolio
10,465
Q2 2025 Reduced 77.93%
$0
$4.15 Million 1.65% of portfolio
55,318
Q2 2025 Reduced 2.35%
$116B
$3.75 Million 1.5% of portfolio
12,318
Q2 2025 Reduced 81.72%
$0
$3.5 Million 1.4% of portfolio
16,239
Q2 2025 Reduced 22.53%
$0
$3.19 Million 1.27% of portfolio
12,597
Q2 2025 Reduced 88.17%
$644B
$3.11 Million 1.24% of portfolio
6,409
Q2 2025 Reduced 73.04%
$0
$3.05 Million 1.21% of portfolio
95,905
Q2 2025 Reduced 52.93%
$424B
$2.95 Million 1.18% of portfolio
18,676
Q2 2025 Reduced 88.7%
$0
$2.67 Million 1.07% of portfolio
51,072
Q2 2025 Reduced 77.26%
$0
$2.36 Million 0.94% of portfolio
4,286
Q2 2025 Reduced 92.11%
$0
$2.31 Million 0.92% of portfolio
5,235
Q2 2025 Reduced 64.28%
$0
$2.09 Million 0.83% of portfolio
9,613
Q2 2025 Reduced 69.89%
$0
$2.03 Million 0.81% of portfolio
7,278
Q2 2025 New
$26B
$1.78 Million 0.71% of portfolio
23,470
Q2 2025 Reduced 11.59%
$1.52T
$1.7 Million 0.68% of portfolio
9,559
Q2 2025 Reduced 52.16%
$10.7B
$1.65 Million 0.66% of portfolio
25,169
Q2 2025 Reduced 79.67%
$0
$1.61 Million 0.64% of portfolio
21,237
Q2 2025 Reduced 70.05%
$0
$1.58 Million 0.63% of portfolio
18,238
Q2 2025 Reduced 80.63%
$0
$1.55 Million 0.62% of portfolio
4,569
Q2 2025 Reduced 33.03%
$0
$1.56 Million 0.62% of portfolio
30,667
Q2 2025 Reduced 76.45%
$2.36T
$1.48 Million 0.59% of portfolio
6,735
Q2 2025 Reduced 92.04%
$0
$1.46 Million 0.58% of portfolio
7,991
Q2 2025 Reduced 91.79%
$0
$1.41 Million 0.56% of portfolio
22,493
Q2 2025 Reduced 80.56%
$140B
$1.31 Million 0.52% of portfolio
4,770
Q2 2025 Reduced 77.05%
$0
$1.29 Million 0.51% of portfolio
29,142
Q1 2025 New
$0
$1.25 Million 0.5% of portfolio
11,563
Q2 2025 Reduced 84.72%
$0
$1.25 Million 0.5% of portfolio
6,602
Q2 2025 New
$0
$1.25 Million 0.5% of portfolio
13,324
Q2 2025 Reduced 29.83%
$0
$1.24 Million 0.49% of portfolio
17,368
Q2 2025 Reduced 42.2%
$914B
$1.24 Million 0.49% of portfolio
4,280
Q2 2025 Reduced 87.81%
$0
$1.01 Million 0.4% of portfolio
4,469
Q2 2025 Reduced 84.76%
$0
$1.01 Million 0.4% of portfolio
11,297
Q2 2025 Reduced 47.04%
$0
$975,000 0.39% of portfolio
3,210
Q2 2025 Reduced 90.64%
$0
$930,000 0.37% of portfolio
10,112
Q2 2025 Reduced 23.23%
$0
$895,000 0.36% of portfolio
2,109
Q2 2025 Reduced 42.35%
$0
$890,000 0.35% of portfolio
24,221
Q2 2025 Reduced 74.81%
$0
$843,000 0.34% of portfolio
16,532
Q2 2025 Reduced 10.55%
$0
$851,000 0.34% of portfolio
11,712
Q2 2025 Reduced 93.76%
$0
$830,000 0.33% of portfolio
28,854
Q2 2025 Reduced 81.74%
$0
$833,000 0.33% of portfolio
8,379
Q2 2025 Reduced 76.6%
$1.34T
$822,000 0.33% of portfolio
2,589
Q2 2025 Reduced 77.24%
$480B
$819,000 0.33% of portfolio
7,603
Q2 2025 Reduced 88.99%
$0
$839,000 0.33% of portfolio
18,025
Q2 2025 Reduced 4.18%
$0
$794,000 0.32% of portfolio
19,180
Q2 2025 Reduced 84.86%
$0
$782,000 0.31% of portfolio
13,771
Q2 2025 Reduced 7.09%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $251 Million
  • Prior Value $1.34 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 141 stocks
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