Advisory Resource Group Purchases and Sells in Q4 2024

Advisory Resource Group

$399 Million
Q4 2024

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	48.5K + 47.38%	$49.51 - $49.79 $2.4M - $2.41M	151K $7.48M
PTRB	61K + 49.37%	$40.84 - $42.74 $2.49M - $2.61M	184K $7.55M
NFLT	40.7K + 28.92%	$22.43 - $23.09 $912K - $939K	181K $4.07M
JEPQ	10.1K + 15.99%	$53.94 - $58.15 $542K - $585K	72.9K $4.11M
TSLA	108 + 2.54%	$213.65 - $479.86 $23.1K - $51.8K	4.37K $1.76M
AAPL	131 + 0.54%	$221.69 - $259.02 $29K - $33.9K	24.6K $6.16M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	418K New	$24.94 - $26.14 $10.4M - $10.9M	418K $10.4M
IUSB	126K New	$45.07 - $47.1 $5.69M - $5.95M	126K $5.71M
GD	17.9K New	$260.28 - $314.03 $4.67M - $5.63M	17.9K $4.72M
SHOP	9.91K New	$78.14 - $119.49 $774K - $1.18M	9.91K $1.05M
IBN	34.6K New	$28.69 - $31.9 $992K - $1.1M	34.6K $1.03M
BUFQ	18.7K New	$30.04 - $32.01 $562K - $599K	18.7K $588K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	-27.7K - 78.55%	$183.23 - $199.79 $5.08M - $5.54M	7.58K $1.4M
PSX	-1.5K - 0.62%	$110.35 - $138.93 $166K - $208K	240K $27.3M
JEPI	-33.1K - 17.19%	$57.53 - $60.83 $1.91M - $2.02M	160K $9.18M
COP	-1.29K - 0.59%	$95.12 - $114.72 $122K - $148K	217K $21.6M
HERD	-24.7K - 11.2%	$37.83 - $40.57 $933K - $1M	195K $7.41M
HYDB	-17.1K - 10.05%	$46.68 - $47.95 $797K - $819K	153K $7.19M

Activity Summary All Purchases 95 New Holdings 18 Increased Positions 77 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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