Advisor Resource Council Portfolio Holdings

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025

Advisor Resource Council has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 596 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 $94.4M, Apple Inc. with a value of $31.3M, Invesco Qqq Trust, Series 1 with a value of $25.5M, Technology Sector Spdr with a value of $22M, and Spdr Gold Trust with a value of $19.4M.

Examining the 13F form we can see an increase of $1.21B in the current position value, from $137M to 1.34B.

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

Portfolio value $1.34 Billion
ETFs: $930 Million
Technology: $129 Million
Financial Services: $65.7 Million
Consumer Cyclical: $41.8 Million
Industrials: $37.2 Million
Healthcare: $35.5 Million
Communication Services: $31.1 Million
Energy: $27.8 Million
Other: $41.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.25 Million 0.24% of portfolio
39,196
Q1 2025 New
$0
$3.19 Million 0.24% of portfolio
15,770
Q1 2025 New
$0
$3.29 Million 0.24% of portfolio
20,469
Q1 2025 New
$0
$3.21 Million 0.24% of portfolio
162,267
Q1 2025 New
$0
$3.1 Million 0.23% of portfolio
70,879
Q1 2025 New
$0
$3.09 Million 0.23% of portfolio
49,208
Q1 2025 New
$12.2B
$3.05 Million 0.23% of portfolio
15,477
Q1 2025 New
$1.1T
$3.12 Million 0.23% of portfolio
19,980
Q1 2025 New
$0
$3.06 Million 0.23% of portfolio
38,745
Q1 2025 New
$1.03T
$2.95 Million 0.22% of portfolio
11,376
Q1 2025 New
$0
$3.02 Million 0.22% of portfolio
74,259
Q1 2025 New
$281B
$2.9 Million 0.22% of portfolio
17,319
Q1 2025 New
$377B
$2.77 Million 0.21% of portfolio
7,548
Q1 2025 New
$53.2B
$2.81 Million 0.21% of portfolio
47,662
Q1 2025 Added 750.5%
$100B
$2.87 Million 0.21% of portfolio
8,154
Q1 2025 New
$14.7B
$2.82 Million 0.21% of portfolio
90,577
Q1 2025 New
$0
$2.65 Million 0.2% of portfolio
91,121
Q1 2025 New
$0
$2.73 Million 0.2% of portfolio
26,377
Q1 2025 Added 566.76%
$79.5B
$2.64 Million 0.2% of portfolio
21,104
Q1 2025 New
$0
$2.63 Million 0.2% of portfolio
313,954
Q1 2025 New
$49.9B
$2.69 Million 0.2% of portfolio
10,574
Q1 2025 New
$0
$2.75 Million 0.2% of portfolio
82,875
Q1 2025 New
$124B
$2.72 Million 0.2% of portfolio
31,322
Q1 2025 New
$151B
$2.58 Million 0.19% of portfolio
36,392
Q1 2025 New
$0
$2.53 Million 0.19% of portfolio
19,476
Q1 2025 New
$20.9B
$2.42 Million 0.18% of portfolio
111,380
Q1 2025 New
$7.08B
$2.41 Million 0.18% of portfolio
296,295
Q1 2025 New
$37.4B
$2.36 Million 0.18% of portfolio
11,774
Q1 2025 New
$1.85B
$2.36 Million 0.18% of portfolio
22,425
Q1 2025 New
$536B
$2.45 Million 0.18% of portfolio
2,629
Q1 2025 New
$0
$2.38 Million 0.18% of portfolio
12,505
Q1 2025 New
$606B
$2.34 Million 0.17% of portfolio
6,675
Q1 2025 New
$462M
$2.24 Million 0.17% of portfolio
121,030
Q1 2025 New
$4.26B
$2.35 Million 0.17% of portfolio
27,337
Q1 2025 New
$26.5B
$2.29 Million 0.17% of portfolio
13,639
Q1 2025 New
$0
$2.28 Million 0.17% of portfolio
77,169
Q1 2025 New
$2.14B
$2.23 Million 0.17% of portfolio
64,512
Q1 2025 New
$0
$2.32 Million 0.17% of portfolio
24,306
Q1 2025 New
$0
$2.13 Million 0.16% of portfolio
30,049
Q1 2025 Reduced 12.85%
$39.7B
$2.2 Million 0.16% of portfolio
17,764
Q1 2025 New
$0
$2.18 Million 0.16% of portfolio
8,443
Q1 2025 New
$70B
$2.21 Million 0.16% of portfolio
17,070
Q1 2025 New
$0
$2.15 Million 0.16% of portfolio
371,938
Q1 2025 New
$0
$2.19 Million 0.16% of portfolio
99,404
Q1 2025 New
$12.1B
$2.13 Million 0.16% of portfolio
21,582
Q1 2025 New
$12B
$2.17 Million 0.16% of portfolio
38,421
Q1 2025 New
$0
$2.09 Million 0.16% of portfolio
6,822
Q1 2025 Reduced 4.96%
$2.05B
$2.05 Million 0.15% of portfolio
75,615
Q1 2025 New
$5.11B
$2.01 Million 0.15% of portfolio
60,952
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 596
  • Current Value $1.34 Billion
  • Prior Value $137 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 525 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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