Advisory Resource Group Incresed Positions in Q1 2025

Advisory Resource Group

  • $410 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
39.4K
+ 438.5%
$121.76 - $142.99 $4.79M - $5.63M
48.3K $6.38M
UNH
Unitedhealth Group Inc

Healthcare
9.4K
+ 2136.36%
$461.52 - $548.18 $4.34M - $5.15M
9.84K $5.15M
PSX
Phillips 66

Energy
16.3K
+ 6.79%
$113.93 - $131.55 $1.86M - $2.14M
256K $31.7M
AVDE
American Centy ETF Tr Avantis

ETFs
33.5K
+ 41.3%
$60.63 - $68.55 $2.03M - $2.3M
115K $7.6M
COP
Conocophillips

Energy
12.2K
+ 5.6%
$88.6 - $105.85 $1.08M - $1.29M
230K $24.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
44.8K
+ 10.71%
$24.73 - $25.62 $1.11M - $1.15M
463K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.2K
+ 8.27%
$56.17 - $59.71 $741K - $788K
173K $9.87M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
12.8K
+ 6.93%
$40.5 - $42.02 $517K - $537K
197K $8.23M
XOM
Exxon Mobil Corp

Energy
899
+ 1.88%
$105.44 - $118.93 $94.8K - $107K
48.7K $5.79M
PULS
Pgim ETF Tr

ETFs
12.3K
+ 8.18%
$49.56 - $49.78 $612K - $614K
163K $8.12M
AFL
Aflac Inc

Financial Services
1.11K
+ 2.43%
$100.99 - $111.19 $112K - $124K
46.9K $5.21M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.75K
+ 6.13%
$44.72 - $46.25 $346K - $358K
134K $6.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.29K
+ 15.96%
$468.34 - $539.52 $1.07M - $1.23M
16.6K $7.79M
EMB
Ishares Tr

ETFs
4.63K
+ 126.3%
$88.64 - $92.03 $410K - $426K
8.29K $751K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11.2K
+ 6.2%
$22.31 - $22.79 $251K - $256K
192K $4.34M
MUB
Ishares National Muni Bond ETF

ETFs
2.76K
+ 12.55%
$104.71 - $107.69 $289K - $297K
24.7K $2.61M
IXUS
Ishares Tr

ETFs
1.47K
+ 3.63%
$65.06 - $72.31 $95.6K - $106K
41.9K $2.92M
CSCO
Cisco Systems, Inc.

Technology
385
+ 0.43%
$58.74 - $64.87 $22.6K - $25K
89.1K $5.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.74K
+ 13.42%
$27.01 - $28.54 $182K - $192K
57K $1.59M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.81K
+ 41.74%
$29.68 - $32.59 $232K - $255K
26.5K $791K
XLF
Financial Sector Spdr

ETFs
846
+ 0.81%
$47.32 - $52.19 $40K - $44.2K
105K $5.24M
XLV
Select Sector Spdr Fund Health

ETFs
567
+ 4.63%
$137.61 - $149.68 $78K - $84.9K
12.8K $1.87M
XLB
Select Sector Spdr Fd Material

ETFs
1.55K
+ 6.46%
$83.19 - $90.99 $129K - $141K
25.5K $2.19M
AMAT
Applied Materials Inc

Technology
4.54K
+ 16.28%
$145.06 - $195.51 $658K - $887K
32.4K $4.71M
CSL
Carlisle Companies Inc

Industrials
1.52K
+ 12.22%
$326.43 - $408.24 $495K - $619K
13.9K $4.74M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.65K
+ 7.97%
$47.47 - $48.84 $173K - $178K
49.4K $2.36M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.06K
+ 43.65%
$29.34 - $31.31 $148K - $158K
16.6K $494K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
6.86K
+ 6.08%
$19.8 - $19.97 $136K - $137K
120K $2.38M
LLY
Eli Lilly & CO

Healthcare
41
+ 2.17%
$725.72 - $929.72 $29.8K - $38.1K
1.93K $1.6M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
5.07K
+ 7.78%
$24.07 - $24.5 $122K - $124K
70.2K $1.7M
CB
Chubb LTD

Financial Services
20
+ 0.53%
$257.71 - $301.99 $5.15K - $6.04K
3.76K $1.14M
AVMU
American Centy ETF Travantis C

ETFs
2.69K
+ 5.56%
$45.11 - $46.66 $122K - $126K
51.2K $2.33M
RVNU
Xtrackers Municipal Infrastruc

ETFs
5.74K
+ 6.86%
$24.5 - $25.39 $141K - $146K
89.4K $2.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.45K
+ 7.53%
$39.18 - $43.52 $56.6K - $62.9K
20.6K $863K
IBN
Icici Bank LTD

Financial Services
791
+ 2.29%
$27.55 - $31.67 $21.8K - $25.1K
35.4K $1.11M
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 1.68%
$890.62 - $1076.86 $24.9K - $30.2K
1.69K $1.6M
INTC
Intel Corp

Technology
1.2K
+ 7.07%
$19.1 - $27.39 $23K - $32.9K
18.2K $413K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
198
+ 16.65%
$507.05 - $563.67 $100K - $112K
1.39K $712K
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.53K
+ 18.75%
$50.17 - $51.45 $76.7K - $78.6K
9.68K $487K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.3K
+ 18.77%
$22.83 - $23.75 $75.3K - $78.4K
20.9K $481K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.63%
$169.2 - $216.66 $2.03K - $2.6K
1.92K $401K
CRWD
Crowd Strike Holdings, Inc.

Technology
49
+ 1.52%
$308.86 - $455.36 $15.1K - $22.3K
3.28K $1.16M
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
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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