Advisory Resource Group Purchases in Q2 2025

Advisory Resource Group

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TZA
Direxion Shs ETF Tr Direxion D

ETFs
10.1K
New
$11.86 - $24.41 $120K - $248K
10.1K $120K
NVS
Novartis Ag

Healthcare
150
+ 1.41%
$101.96 - $121.01 $15.3K - $18.2K
10.8K $1.31M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.19K
+ 4.33%
$19.58 - $19.93 $102K - $103K
125K $2.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 3.68%
$456.74 - $568.03 $23.3K - $29K
1.44K $816K
WMT
Walmart Inc.

Consumer Defensive
68
+ 0.79%
$81.79 - $99.98 $5.56K - $6.8K
8.64K $845K
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 31.25%
$496.48 - $617.85 $57.1K - $71.1K
483 $298K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.96K
+ 4.21%
$23.32 - $24.45 $69K - $72.3K
73.1K $1.79M
IBN
Icici Bank LTD

Financial Services
209
+ 0.59%
$30.16 - $34.39 $6.3K - $7.19K
35.6K $1.2M
EMB
Ishares Tr

ETFs
617
+ 7.44%
$86.54 - $92.62 $53.4K - $57.1K
8.91K $825K
SONY
Sony Group Corp

Technology
1.22K
+ 2.91%
$21.24 - $26.88 $25.8K - $32.7K
43K $1.12M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.45K
+ 7.04%
$37.08 - $42.26 $53.9K - $61.4K
22.1K $915K
VTI
Vanguard Total Stock Market Et

ETFs
34
+ 2.39%
$243.75 - $303.93 $8.29K - $10.3K
1.46K $442K
XLK
Technology Sector Spdr

ETFs
2
+ 0.19%
$179.73 - $253.23 $359 - $506
1.04K $263K
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.19%
$193.73 - $237.37 $969 - $1.19K
2.69K $636K
NVO
Novo Nordisk A S

Healthcare
651
+ 4.49%
$58.08 - $81.05 $37.8K - $52.8K
15.2K $1.05M
AFL
Aflac Inc

Financial Services
2.88K
+ 6.14%
$99.77 - $112.45 $287K - $324K
49.7K $5.25M
RIO
Rio Tinto PLC

Basic Materials
1.06K
+ 6.1%
$52.32 - $62.75 $55.6K - $66.6K
18.5K $1.08M
ACN
Accenture PLC

Technology
239
+ 7.26%
$279.23 - $323.21 $66.7K - $77.2K
3.53K $1.06M
XOM
Exxon Mobil Corp

Energy
5.27K
+ 10.83%
$99.93 - $119.04 $527K - $628K
54K $5.82M
FMB
First Tr Exchange Traded Fd Ii

ETFs
177
+ 1.83%
$49.12 - $50.93 $8.69K - $9.01K
9.85K $490K
Bitwise Bitcoin ETF Tr
3.52K
New
N/A
3.52K $0
Fidelity Covington Trust
11.8K
+ 8.0%
N/A
159K $0
Alps ETF Tr
296K
+ 54.23%
N/A
841K $0
Ab Active Etfs Inc
116K
New
N/A
116K $0
Virtus ETF Tr Ii
10.3K
+ 8.69%
N/A
129K $0
Ab Active Etfs Inc
73.1K
New
N/A
73.1K $0
CRH.L
Crh PLC

Basic Materials
795
+ 6.99%
N/A
12.2K $0
Lam Research Corp
23
+ 0.35%
N/A
6.56K $0
First Tr Exchng Traded Fd Vi
25.1K
New
N/A
25.1K $0
Morgan Stanley ETF Trust
2.47K
+ 3.77%
N/A
68K $0
First Tr Exchng Traded Fd Vi
46
+ 0.04%
N/A
116K $0
Pacer Fds Tr
252K
+ 135.56%
N/A
438K $0
Palmer Square Funds Trust
8.17K
+ 0.98%
N/A
840K $0
Fidelity Covington Trust
131K
New
N/A
131K $0
Janus Detroit Str Tr
10.1K
+ 3.97%
N/A
264K $0
Ge Vernova Inc
431
New
N/A
431 $0
WM
Waste Management Inc

Industrials
1
+ 0.06%
$216.47 - $242.1 $216 - $242
1.69K $387K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
431
+ 2.06%
$22.18 - $23.36 $9.56K - $10.1K
21.3K $477K
XLV
Select Sector Spdr Fund Health

ETFs
1.02K
+ 7.93%
$128.77 - $144.3 $131K - $147K
13.8K $1.86M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.45K
+ 1400.0%
$87.84 - $1441.89 $215K - $3.53M
2.63K $236K
CB
Chubb LTD

Financial Services
100
+ 2.66%
$274.32 - $302.46 $27.4K - $30.2K
3.86K $1.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.52K
+ 4.42%
$24.32 - $27.87 $61.3K - $70.2K
59.5K $1.58M
XLE
Energy Sector Spdr

ETFs
6
+ 0.21%
$76.44 - $94.13 $459 - $565
2.85K $241K
LLY
Eli Lilly & CO

Healthcare
82
+ 4.24%
$713.71 - $898.95 $58.5K - $73.7K
2.01K $1.57M
AIG
American International Group, Inc.

Financial Services
466
+ 0.77%
$77.56 - $87.72 $36.1K - $40.9K
60.8K $5.21M
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.63%
$170.16 - $206.27 $2.04K - $2.48K
1.93K $357K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 2.41%
$483.48 - $539.8 $45.9K - $51.3K
4.04K $1.96M
AAPL
Apple Inc.

Technology
560
+ 2.25%
$172.42 - $223.89 $96.6K - $125K
25.4K $5.22M
PSX
Phillips 66

Energy
2.57K
+ 1.0%
$92.87 - $125.73 $239K - $323K
259K $30.9M
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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