Advisor Resource Council Portfolio Holdings

Advisor Resource Council

  • $137 Million
  • Q4 2024

Advisor Resource Council has filed its 13F form on February 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 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 $47.6M, Invesco S&P 500 Equal Weight E with a value of $27.3M, Ishares Msci Japan ETF with a value of $8.04M, Vaneck Morningstar Wide Moat E with a value of $7.29M, and Spdr Gold Trust with a value of $3.93M.

Examining the 13F form we can see an decrease of $162M in the current position value, from $298M to 137M.

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

Portfolio value $137 Million
ETFs: $130 Million
Technology: $2.81 Million
Consumer Defensive: $1.11 Million
Consumer Cyclical: $1.04 Million
Financial Services: $688,000
Energy: $475,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $137 Million
  • Prior Value $298 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 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.

Choose your preferred platform and Sign Up 👇 Telegram Email