Advisory Resource Group has filed its 13F form on May 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $396 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Metaurus Us Large with a value of $42M, Phillips 66 with a value of $38M, Conocophillips with a value of $28.6M, Ishares Tr Russell 2500 ETF with a value of $15.1M, and Pacer Fds Tr Cash Cows Fd Fds with a value of $11.9M.

Examining the 13F form we can see an increase of $29.7M in the current position value, from $366M to 396M.

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

Portfolio value $396 Million
ETFs: $157 Million
Energy: $79.4 Million
Technology: $35.3 Million
Financial Services: $26.3 Million
Industrials: $18.4 Million
Healthcare: $13.8 Million
Consumer Cyclical: $8.57 Million
Communication Services: $6.69 Million
Other: $4.54 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $396 Million
  • Prior Value $366 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 15 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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