Advisory Resource Group Purchases and Sells in Q3 2025

Advisory Resource Group

$433 Million
Q3 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PTRB	245K + 116.71%	$41.18 - $42.48 $10.1M - $10.4M	455K $19.2M
JEPQ	48.3K + 55.93%	$53.81 - $57.52 $2.6M - $2.78M	135K $7.74M
VONG	6.78K + 13.7%	$108.08 - $121.73 $733K - $825K	56.3K $6.78M
DIS	11.3K + 372.34%	$112.25 - $124.0 $1.26M - $1.4M	14.3K $1.64M
AVDE	4.02K + 2.79%	$73.24 - $79.04 $294K - $317K	148K $11.7M
ELV	5.69K + 43.03%	$274.66 - $395.76 $1.56M - $2.25M	18.9K $6.12M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VALE	132K New	$9.53 - $10.95 $1.26M - $1.45M	132K $1.43M
CEG	4.05K New	$298.82 - $354.89 $1.21M - $1.44M	4.05K $1.33M
SAP	4.93K New	$252.42 - $311.93 $1.24M - $1.54M	4.93K $1.32M
VRTX	3.28K New	$366.54 - $479.53 $1.2M - $1.57M	3.28K $1.29M
GOOGL	941 New	$174.36 - $254.72 $164K - $240K	941 $228K
GLTR	1.37K New	$138.31 - $165.45 $190K - $227K	1.37K $226K

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-178K - 95.02%	$55.61 - $57.37 $9.88M - $10.2M	9.31K $531K
HYDB	-34K - 45.94%	$47.03 - $47.97 $1.6M - $1.63M	40.1K $1.92M
JMEE	-43.3K - 15.09%	$59.19 - $64.47 $2.56M - $2.79M	243K $15.4M
SPAB	-51.8K - 10.36%	$25.21 - $25.99 $1.31M - $1.35M	448K $11.6M
QQQ	-3.14K - 22.16%	$546.99 - $602.2 $1.72M - $1.89M	11K $6.63M
LLY	-1.4K - 69.56%	$625.65 - $812.69 $877K - $1.14M	613 $467K

Activity Summary All Purchases 93 New Holdings 13 Increased Positions 80 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisory Resource Group, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Resource Group with notifications on news.