Advisory Resource Group Purchases in Q1 2025

Advisory Resource Group

  • $410 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
2
+ 0.12%
$200.54 - $233.78 $401 - $468
1.69K $391K
MFC
Manulife Financial Corp

Financial Services
981
+ 2.81%
$28.41 - $31.82 $27.9K - $31.2K
35.9K $1.12M
CPNG
Coupang, Inc.

Consumer Cyclical
1.88K
+ 4.05%
$21.34 - $25.52 $40.1K - $48K
48.2K $1.06M
XLE
Energy Sector Spdr

ETFs
6
+ 0.21%
$85.7 - $93.96 $514 - $564
2.84K $265K
IWP
Ishares Russell Mid Cap Growth

ETFs
388
+ 13.83%
$114.9 - $139.6 $44.6K - $54.2K
3.19K $375K
VTI
Vanguard Total Stock Market Et

ETFs
125
+ 9.63%
$271.18 - $303.12 $33.9K - $37.9K
1.42K $391K
IWR
Ishares Russell Mid Cap ETF

ETFs
414
+ 6.71%
$82.81 - $92.93 $34.3K - $38.5K
6.58K $559K
CNI
Canadian National Railway CO

Industrials
466
+ 4.65%
$95.46 - $106.79 $44.5K - $49.8K
10.5K $1.02M
SLF
Sun Life Financial Inc

Financial Services
760
+ 3.98%
$54.05 - $59.19 $41.1K - $45K
19.8K $1.14M
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.38%
$112.81 - $126.16 $1.13K - $1.26K
2.62K $319K
F
Ford Motor CO

Consumer Cyclical
95
+ 0.54%
$9.12 - $10.43 $866 - $991
17.6K $176K
UTES
Virtus Reaves Utilities ETF
39.5K
New
N/A
39.5K $0
CRH.L
Crh PLC

Basic Materials
423
+ 3.86%
N/A
11.4K $0
Palmer Square Funds Trust
33.8K
+ 4.24%
N/A
832K $0
Pacer Fds Tr
186K
New
N/A
186K $0
Virtus ETF Tr Ii
9.57K
+ 8.74%
N/A
119K $0
Morgan Stanley ETF Trust
6.14K
+ 10.34%
N/A
65.5K $0
First Tr Exchng Traded Fd Vi
46K
+ 179.83%
N/A
71.5K $0
Janus Detroit Str Tr
18.9K
+ 8.06%
N/A
254K $0
Ab Active Etfs Inc
7.09K
+ 7.9%
N/A
96.9K $0
HPI
John Hancock Preferred Income Fund

Financial Services
18
+ 0.02%
$16.4 - $17.73 $295 - $319
106K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.82%
$551.42 - $612.93 $1.65K - $1.84K
368 $205K
PANW
Palo Alto Networks Inc

Technology
350
+ 5.75%
$167.82 - $208.28 $58.7K - $72.9K
6.44K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.49%
$347.25 - $424.87 $3.47K - $4.25K
682 $249K
RY
Royal Bank Of Canada

Financial Services
446
+ 5.31%
$108.81 - $123.4 $48.5K - $55K
8.85K $997K
AXON
Axon Enterprise, Inc.

Industrials
185
+ 10.89%
$496.65 - $710.01 $91.9K - $131K
1.88K $990K
ACN
Accenture PLC

Technology
308
+ 10.32%
$300.91 - $398.25 $92.7K - $123K
3.29K $1.03M
NVO
Novo Nordisk A S

Healthcare
2.52K
+ 21.01%
$69.3 - $90.95 $174K - $229K
14.5K $1.01M
META
Meta Platforms, Inc.

Communication Services
35
+ 1.06%
$576.36 - $736.67 $20.2K - $25.8K
3.32K $1.92M
ABNB
Airbnb, Inc.

Consumer Cyclical
541
+ 6.97%
$119.38 - $161.42 $64.6K - $87.3K
8.31K $992K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.91K
+ 8.11%
$51.45 - $58.51 $304K - $346K
78.8K $4.08M
INFY
Infosys LTD

Technology
8.24K
+ 16.3%
$18.06 - $22.89 $149K - $189K
58.8K $1.07M
ASML
Asml Holding Nv

Technology
15
+ 1.0%
$662.63 - $776.99 $9.94K - $11.7K
1.52K $1.01M
DIS
Walt Disney CO

Communication Services
8
+ 0.26%
$96.87 - $114.0 $775 - $912
3.14K $310K
TT
Trane Technologies PLC

Industrials
137
+ 4.92%
$332.0 - $400.86 $45.5K - $54.9K
2.92K $983K
XLY
Select Sector Spdr Consumer Di

ETFs
507
+ 9.29%
$192.6 - $233.2 $97.6K - $118K
5.96K $1.18M
SHOP
Shopify Inc.

Technology
512
+ 5.17%
$90.59 - $129.31 $46.4K - $66.2K
10.4K $994K
VGT
Vanguard Information Technolog

ETFs
43
+ 4.08%
$542.38 - $646.34 $23.3K - $27.8K
1.1K $594K
CDNS
Cadence Design Systems Inc

Technology
403
+ 11.28%
$233.96 - $324.52 $94.3K - $131K
3.98K $1.01M
AVGO
Broadcom Inc.

Technology
1.42K
+ 30.15%
$167.43 - $244.7 $238K - $348K
6.14K $1.03M
TTD
Trade Desk, Inc.

Technology
9.2K
+ 100.36%
$53.59 - $126.58 $493K - $1.16M
18.4K $1.01M
NOW
Service Now, Inc.

Technology
178
+ 17.66%
$783.83 - $1170.39 $140K - $208K
1.19K $944K
DOV
Dover Corp

Industrials
982
+ 3.82%
$174.65 - $206.43 $172K - $203K
26.7K $4.69M
FITB
Fifth Third Bancorp

Financial Services
5.68K
+ 4.85%
$37.48 - $44.96 $213K - $255K
123K $4.81M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
530
+ 7.35%
$165.25 - $224.62 $87.6K - $119K
7.74K $1.29M
ETN
Eaton Corp PLC

Industrials
383
+ 9.4%
$271.83 - $371.23 $104K - $142K
4.46K $1.21M
GOOG
Alphabet Inc.

Communication Services
630
+ 8.34%
$156.06 - $207.71 $98.3K - $131K
8.19K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
366
+ 3.42%
$190.26 - $242.06 $69.6K - $88.6K
11.1K $2.11M
NVDA
Nvidia Corp

Technology
1.58K
+ 9.49%
$106.98 - $149.43 $169K - $237K
18.3K $1.98M
Activity Summary
Buys All Purchases 105 New Holdings 9 Increased Positions 96 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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