Advisory Resource Group Incresed Positions in Q3 2025

Advisory Resource Group

  • $433 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
245K
+ 116.71%
$41.18 - $42.48 $10.1M - $10.4M
455K $19.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
48.3K
+ 55.93%
$53.81 - $57.52 $2.6M - $2.78M
135K $7.74M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.78K
+ 13.7%
$108.08 - $121.73 $733K - $825K
56.3K $6.78M
DIS
Walt Disney CO

Communication Services
11.3K
+ 372.34%
$112.25 - $124.0 $1.26M - $1.4M
14.3K $1.64M
AVDE
American Centy ETF Tr Avantis

ETFs
4.02K
+ 2.79%
$73.24 - $79.04 $294K - $317K
148K $11.7M
ELV
Elevance Health, Inc.

Healthcare
5.69K
+ 43.03%
$274.66 - $395.76 $1.56M - $2.25M
18.9K $6.12M
PULS
Pgim ETF Tr

ETFs
18K
+ 14.01%
$49.58 - $49.83 $893K - $897K
147K $7.3M
IXUS
Ishares Tr

ETFs
7.92K
+ 18.79%
$76.35 - $82.58 $605K - $654K
50.1K $4.13M
AFL
Aflac Inc

Financial Services
4.09K
+ 8.23%
$98.09 - $111.7 $401K - $457K
53.8K $6.01M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.04%
$293.94 - $444.72 $588 - $889
4.88K $2.17M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.6K
+ 91.72%
$31.79 - $33.42 $465K - $489K
30.6K $1.02M
XOM
Exxon Mobil Corp

Energy
1.77K
+ 3.27%
$105.83 - $117.22 $187K - $207K
55.7K $6.28M
AIG
American International Group, Inc.

Financial Services
11K
+ 18.16%
$76.34 - $85.87 $843K - $949K
71.9K $5.65M
IWF
Ishares Russell 1000 Gr ETF

ETFs
571
+ 17.45%
$420.11 - $472.68 $240K - $270K
3.84K $1.8M
PHYL
Pgim ETF Tr

ETFs
9.83K
+ 8.0%
$35.14 - $35.8 $345K - $352K
133K $4.74M
CSL
Carlisle Companies Inc

Industrials
2.98K
+ 21.61%
$327.52 - $435.11 $976K - $1.3M
16.8K $5.51M
XLF
Financial Sector Spdr

ETFs
3.68K
+ 3.49%
$51.37 - $54.25 $189K - $200K
109K $5.87M
CTSH
Cognizant Technology Solutions Corp

Technology
14.6K
+ 22.3%
$66.67 - $80.98 $974K - $1.18M
80.1K $5.37M
XLY
Select Sector Spdr Consumer Di

ETFs
154
+ 1.84%
$216.09 - $242.18 $33.3K - $37.3K
8.51K $2.04M
NVO
Novo Nordisk A S

Healthcare
7.36K
+ 48.58%
$45.38 - $71.7 $334K - $528K
22.5K $1.25M
UBER
Uber Technologies, Inc

Technology
1.38K
+ 9.52%
$86.91 - $99.57 $120K - $137K
15.8K $1.55M
XLV
Select Sector Spdr Fund Health

ETFs
981
+ 7.09%
$129.01 - $139.72 $127K - $137K
14.8K $2.06M
SONY
Sony Group Corp

Technology
2.62K
+ 6.09%
$23.92 - $30.07 $62.6K - $78.7K
45.6K $1.31M
CB
Chubb LTD

Financial Services
764
+ 19.8%
$265.99 - $289.59 $203K - $221K
4.62K $1.3M
DOV
Dover Corp

Industrials
3.83K
+ 13.34%
$165.59 - $190.9 $635K - $732K
32.6K $5.43M
BX
Blackstone Inc.

Financial Services
23
+ 0.3%
$152.77 - $188.68 $3.51K - $4.34K
7.65K $1.31M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.12K
+ 24.49%
$118.3 - $142.16 $250K - $301K
10.8K $1.31M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
3.63K
+ 3.29%
$35.44 - $37.64 $129K - $137K
114K $4.24M
INMU
Blackrock ETF Tr Ii Intermedia
4.28K
+ 3.94%
$23.29 - $23.97 $99.8K - $103K
113K $2.71M
RY
Royal Bank Of Canada

Financial Services
75
+ 0.83%
$128.46 - $148.6 $9.63K - $11.1K
9.11K $1.34M
CAT
Caterpillar Inc

Industrials
2
+ 0.12%
$390.92 - $477.15 $782 - $954
1.62K $772K
NVS
Novartis Ag

Healthcare
520
+ 4.81%
$113.5 - $129.73 $59K - $67.5K
11.3K $1.45M
MA
Mastercard Inc

Financial Services
218
+ 9.48%
$550.18 - $598.96 $120K - $131K
2.52K $1.43M
PANW
Palo Alto Networks Inc

Technology
669
+ 10.2%
$167.06 - $208.19 $112K - $139K
7.23K $1.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
345
+ 12.4%
$412.46 - $514.1 $142K - $177K
3.13K $1.53M
TT
Trane Technologies PLC

Industrials
363
+ 13.21%
$398.96 - $472.54 $145K - $172K
3.11K $1.31M
MFC
Manulife Financial Corp

Financial Services
4.46K
+ 12.63%
$29.9 - $32.34 $133K - $144K
39.8K $1.24M
MUB
Ishares National Muni Bond ETF

ETFs
943
+ 37.07%
$103.24 - $106.68 $97.4K - $101K
3.49K $371K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.88%
$184.85 - $231.54 $3.14K - $3.94K
1.95K $450K
CSCO
Cisco Systems, Inc.

Technology
2.37K
+ 2.65%
$66.2 - $71.79 $157K - $170K
91.6K $6.27M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2.61K
+ 2.09%
$19.85 - $20.2 $51.7K - $52.6K
128K $2.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.05%
$459.11 - $506.91 $918 - $1.01K
4.04K $2.03M
XLB
Select Sector Spdr Fd Material

ETFs
505
+ 3.85%
$86.72 - $92.61 $43.8K - $46.8K
13.6K $1.22M
SPOT
Spotify Technology S.A.

Communication Services
259
+ 15.04%
$620.01 - $738.53 $161K - $191K
1.98K $1.38M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.69K
+ 2.31%
$24.39 - $24.93 $41.2K - $42.1K
74.8K $1.85M
CVX
Chevron Corp

Energy
5
+ 0.12%
$145.57 - $161.83 $728 - $809
4.17K $647K
BAC
Bank Of America Corp

Financial Services
155
+ 1.6%
$44.92 - $52.42 $6.96K - $8.13K
9.84K $507K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.1%
$94.4 - $104.27 $850 - $938
8.65K $891K
SLF
Sun Life Financial Inc

Financial Services
2.67K
+ 13.77%
$56.54 - $66.41 $151K - $177K
22.1K $1.33M
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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