Advisory Resource Group Purchases in Q4 2024

Advisory Resource Group

  • $399 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
255
+ 7.32%
$271.57 - $301.89 $69.3K - $77K
3.74K $1.03M
AVMU
American Centy ETF Travantis C

ETFs
1.24K
+ 2.63%
$45.75 - $46.94 $56.7K - $58.2K
48.5K $2.24M
XOM
Exxon Mobil Corp

Energy
4.09K
+ 9.36%
$105.51 - $125.37 $432K - $513K
47.8K $5.14M
XLB
Select Sector Spdr Fd Material

ETFs
3.2K
+ 15.42%
$83.8 - $97.58 $268K - $312K
24K $2.02M
SONY
Sony Group Corp

Technology
39.2K
+ 361.74%
$17.53 - $96.8 $687K - $3.8M
50.1K $1.06M
VB
Vanguard Small Cap ETF

ETFs
24
+ 0.99%
$233.76 - $261.58 $5.61K - $6.28K
2.46K $590K
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.93%
$280.04 - $302.45 $3.36K - $3.63K
1.3K $376K
IBM
International Business Machines Corp

Technology
18
+ 1.21%
$204.9 - $238.04 $3.69K - $4.28K
1.51K $331K
FITB
Fifth Third Bancorp

Financial Services
1.56K
+ 1.35%
$41.76 - $48.44 $65.1K - $75.5K
117K $4.95M
Virtus ETF Tr Ii
7.28K
+ 7.13%
N/A
109K $0
Virtus ETF Tr Ii
44.9K
New
N/A
44.9K $0
Morgan Stanley ETF Trust
814
+ 1.39%
N/A
59.4K $0
First Tr Exchng Traded Fd Vi
36.6K
New
N/A
36.6K $0
First Tr Exchng Traded Fd Vi
25.6K
New
N/A
25.6K $0
Fidelity Covington Trust
154K
New
N/A
154K $0
Ab Active Etfs Inc
2.97K
+ 3.43%
N/A
89.8K $0
Janus Detroit Str Tr
11.4K
+ 5.1%
N/A
235K $0
Lam Research Corp
6.54K
New
N/A
6.54K $0
First Tr Exchng Traded Fd Vi
116K
New
N/A
116K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
53
+ 1.36%
$442.29 - $483.08 $23.4K - $25.6K
3.94K $1.79M
RY
Royal Bank Of Canada

Financial Services
257
+ 3.15%
$119.72 - $128.02 $30.8K - $32.9K
8.4K $1.01M
CVX
Chevron Corp

Energy
43
+ 1.01%
$141.15 - $162.53 $6.07K - $6.99K
4.31K $624K
FMB
First Tr Exchange Traded Fd Ii

ETFs
22
+ 0.27%
$50.62 - $52.07 $1.11K - $1.15K
8.15K $415K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 1.2%
$385.02 - $431.37 $3.08K - $3.45K
672 $261K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
51
+ 0.29%
$23.42 - $24.25 $1.19K - $1.24K
17.6K $415K
WM
Waste Management Inc

Industrials
1
+ 0.06%
$201.79 - $228.46 $202 - $228
1.69K $341K
RVNU
Xtrackers Municipal Infrastruc

ETFs
2.18K
+ 2.68%
$25.17 - $26.23 $55K - $57.3K
83.7K $2.11M
UNH
Unitedhealth Group Inc

Healthcare
17
+ 4.02%
$485.52 - $625.25 $8.25K - $10.6K
440 $222K
ABBV
Abb Vie Inc.

Healthcare
56
+ 3.03%
$164.99 - $203.87 $9.24K - $11.4K
1.9K $338K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.7K
+ 203.38%
$26.93 - $84.95 $907K - $2.86M
50.2K $1.37M
LLY
Eli Lilly & CO

Healthcare
207
+ 12.29%
$727.2 - $932.06 $151K - $193K
1.89K $1.46M
UBER
Uber Technologies, Inc

Technology
2.84K
+ 20.27%
$59.93 - $86.34 $170K - $245K
16.8K $1.02M
AFL
Aflac Inc

Financial Services
3.06K
+ 7.16%
$100.37 - $115.27 $307K - $352K
45.8K $4.73M
XLV
Select Sector Spdr Fund Health

ETFs
1.03K
+ 9.21%
$136.28 - $154.74 $141K - $160K
12.2K $1.68M
INTC
Intel Corp

Technology
415
+ 2.5%
$19.07 - $26.23 $7.91K - $10.9K
17K $340K
CPNG
Coupang, Inc.

Consumer Cyclical
2.26K
+ 5.12%
$21.98 - $26.89 $49.6K - $60.7K
46.4K $1.02M
MELI
Mercadolibre Inc

Consumer Cyclical
70
+ 13.18%
$1666.0 - $2117.3 $117K - $148K
601 $1.02M
VLO
Valero Energy Corp

Energy
44
+ 0.49%
$118.59 - $144.02 $5.22K - $6.34K
8.98K $1.1M
AMD
Advanced Micro Devices Inc

Technology
1.78K
+ 22.49%
$118.88 - $172.8 $212K - $308K
9.7K $1.17M
IXUS
Ishares Tr

ETFs
1.46K
+ 3.75%
$65.95 - $72.56 $96.3K - $106K
40.4K $2.67M
RIO
Rio Tinto PLC

Basic Materials
667
+ 3.97%
$58.59 - $71.15 $39.1K - $47.5K
17.5K $1.03M
CSL
Carlisle Companies Inc

Industrials
1.81K
+ 17.13%
$368.67 - $480.91 $669K - $872K
12.4K $4.58M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
25.1K
+ 16.31%
$34.66 - $42.95 $870K - $1.08M
179K $6.32M
AMAT
Applied Materials Inc

Technology
3.02K
+ 12.13%
$161.44 - $213.89 $487K - $645K
27.9K $4.53M
Activity Summary
Buys All Purchases 95 New Holdings 18 Increased Positions 77 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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