Advisory Resource Group Purchases in Q2 2025

Advisory Resource Group

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
13.2K
New
$372.27 - $452.69 $4.93M - $5.99M
13.2K $5.15M
JMEE
J P Morgan Exchange Traded Fd

ETFs
50.6K
+ 21.46%
$49.07 - $59.23 $2.49M - $3M
287K $17M
HYMU
Blackrock ETF Tr Ii High Yield
139K
New
N/A
139K $3.18M
AVDE
American Centy ETF Tr Avantis

ETFs
28.9K
+ 25.23%
$59.32 - $74.36 $1.72M - $2.15M
144K $10.6M
INMU
Blackrock ETF Tr Ii Intermedia
109K
New
$22.95 - $23.7 $2.5M - $2.58M
109K $2.55M
NTES
Net Ease, Inc.

Communication Services
9.75K
New
$91.37 - $134.58 $891K - $1.31M
9.75K $1.31M
AMAT
Applied Materials Inc

Technology
317
+ 0.98%
$126.95 - $183.52 $40.2K - $58.2K
32.7K $5.99M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.44K
+ 9.87%
$82.51 - $109.2 $367K - $485K
49.5K $5.4M
C
Citigroup Inc

Financial Services
2.78K
+ 4.14%
$58.13 - $85.12 $161K - $236K
69.8K $5.94M
BX
Blackstone Inc.

Financial Services
7.63K
New
$120.07 - $151.11 $916K - $1.15M
7.63K $1.14M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37.4K
+ 8.09%
$24.98 - $25.66 $935K - $960K
500K $12.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.2K
+ 8.2%
$51.14 - $57.0 $725K - $808K
187K $10.6M
FITB
Fifth Third Bancorp

Financial Services
11.9K
+ 9.69%
$33.32 - $41.51 $396K - $493K
135K $5.53M
CSCO
Cisco Systems, Inc.

Technology
93
+ 0.1%
$53.19 - $69.38 $4.95K - $6.45K
89.2K $6.19M
XLY
Select Sector Spdr Consumer Di

ETFs
2.4K
+ 40.17%
$176.34 - $218.59 $422K - $524K
8.36K $1.82M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.45K
+ 9.45%
$45.88 - $54.4 $342K - $405K
86.3K $4.69M
DOV
Dover Corp

Industrials
2.05K
+ 7.67%
$151.14 - $186.7 $309K - $382K
28.7K $5.26M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
12.9K
+ 6.52%
$40.66 - $41.98 $523K - $540K
210K $8.79M
CMI
Cummins Inc

Industrials
1.02K
+ 6.97%
$267.12 - $336.65 $273K - $344K
15.7K $5.14M
BAC
Bank Of America Corp

Financial Services
9.69K
New
$34.39 - $47.46 $333K - $460K
9.69K $458K
AMZN
Amazon Com Inc

Consumer Cyclical
574
+ 5.19%
$167.32 - $223.3 $96K - $128K
11.6K $2.55M
GD
General Dynamics Corp

Industrials
239
+ 1.24%
$247.68 - $291.66 $59.2K - $69.7K
19.4K $5.67M
ETN
Eaton Corp PLC

Industrials
20
+ 0.45%
$246.52 - $356.99 $4.93K - $7.14K
4.48K $1.6M
DASH
Door Dash, Inc.

Communication Services
48
+ 0.84%
$163.16 - $246.51 $7.83K - $11.8K
5.77K $1.42M
IXUS
Ishares Tr

ETFs
251
+ 0.6%
$62.37 - $77.63 $15.7K - $19.5K
42.1K $3.26M
PHYL
Pgim ETF Tr

ETFs
7.14K
+ 6.17%
$33.41 - $35.49 $238K - $253K
123K $4.36M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.92K
+ 8.68%
$44.64 - $47.48 $264K - $281K
74.1K $3.52M
UBER
Uber Technologies, Inc

Technology
156
+ 1.09%
$64.62 - $93.3 $10.1K - $14.6K
14.4K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 1.56%
$221.86 - $362.89 $16.6K - $27.2K
4.88K $1.55M
NOW
Service Now, Inc.

Technology
23
+ 1.94%
$721.65 - $1040.18 $16.6K - $23.9K
1.21K $1.24M
VLO
Valero Energy Corp

Energy
1.37K
+ 2.83%
$104.69 - $141.77 $143K - $194K
49.7K $6.68M
CTSH
Cognizant Technology Solutions Corp

Technology
2.55K
+ 4.05%
$66.47 - $81.81 $169K - $208K
65.5K $5.11M
BB
Blackberry LTD

Technology
63.3K
New
$2.87 - $4.87 $182K - $308K
63.3K $289K
XLF
Financial Sector Spdr

ETFs
56
+ 0.05%
$43.92 - $52.37 $2.46K - $2.93K
105K $5.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
New
$17.76 - $22.1 $214K - $267K
12.1K $266K
SHOP
Shopify Inc.

Technology
502
+ 4.82%
$76.89 - $115.35 $38.6K - $57.9K
10.9K $1.26M
GOOG
Alphabet Inc.

Communication Services
456
+ 5.57%
$146.58 - $180.01 $66.8K - $82.1K
8.64K $1.53M
CDNS
Cadence Design Systems Inc

Technology
125
+ 3.14%
$231.64 - $323.08 $29K - $40.4K
4.1K $1.26M
PANW
Palo Alto Networks Inc

Technology
120
+ 1.86%
$152.44 - $204.64 $18.3K - $24.6K
6.56K $1.34M
ASML
Asml Holding Nv

Technology
21
+ 1.38%
$595.37 - $815.24 $12.5K - $17.1K
1.54K $1.23M
MCO
Moodys Corp

Financial Services
400
New
$396.7 - $501.59 $159K - $201K
400 $200K
RY
Royal Bank Of Canada

Financial Services
186
+ 2.1%
$108.36 - $131.55 $20.2K - $24.5K
9.04K $1.19M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
5.62K
+ 2.92%
$22.03 - $22.83 $124K - $128K
198K $4.52M
INFY
Infosys LTD

Technology
8.22K
+ 13.97%
$16.14 - $18.75 $133K - $154K
67K $1.24M
ABNB
Airbnb, Inc.

Consumer Cyclical
339
+ 4.08%
$105.69 - $140.64 $35.8K - $47.7K
8.64K $1.14M
ISRG
Intuitive Surgical Inc

Healthcare
103
+ 5.29%
$451.58 - $565.94 $46.5K - $58.3K
2.05K $1.11M
IWD
Ishares Russell 1000 Val ETF

ETFs
515
+ 7.06%
$166.82 - $194.23 $85.9K - $100K
7.81K $1.52M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.27%
$470.37 - $663.28 $1.41K - $1.99K
1.1K $729K
FLIN
Franklin Templeton ETF Tr

ETFs
116
+ 0.26%
$35.01 - $39.98 $4.06K - $4.64K
43.9K $1.75M
Activity Summary
Buys All Purchases 101 New Holdings 17 Increased Positions 84 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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