Advisory Resource Group Sells in Q3 2025

Advisory Resource Group

  • $433 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-178K
- 95.02%
$55.61 - $57.37 $9.88M - $10.2M
9.31K $531K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-34K
- 45.94%
$47.03 - $47.97 $1.6M - $1.63M
40.1K $1.92M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-43.3K
- 15.09%
$59.19 - $64.47 $2.56M - $2.79M
243K $15.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-51.8K
- 10.36%
$25.21 - $25.99 $1.31M - $1.35M
448K $11.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.14K
- 22.16%
$546.99 - $602.2 $1.72M - $1.89M
11K $6.63M
LLY
Eli Lilly & CO

Healthcare
-1.4K
- 69.56%
$625.65 - $812.69 $877K - $1.14M
613 $467K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.8K
- 24.57%
$42.67 - $46.91 $631K - $693K
45.4K $2.12M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-18K
- 11.49%
$39.89 - $42.76 $717K - $768K
138K $5.86M
FLIN
Franklin Templeton ETF Tr

ETFs
-2.52K
- 5.74%
$37.28 - $39.98 $93.9K - $101K
41.4K $1.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.45K
- 14.19%
$26.38 - $27.95 $223K - $236K
51.1K $1.39M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.63K
- 11.9%
$40.94 - $42.85 $108K - $113K
19.5K $819K
META
Meta Platforms, Inc.

Communication Services
-68
- 2.08%
$695.21 - $791.73 $47.3K - $53.8K
3.21K $2.36M
SPY
Spdr S&P 500 ETF Trust

ETFs
-107
- 22.15%
$617.65 - $666.84 $66.1K - $71.4K
376 $250K
NTES
Net Ease, Inc.

Communication Services
-1.37K
- 14.06%
$127.31 - $159.34 $175K - $218K
8.38K $1.27M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-404
- 4.1%
$49.32 - $50.93 $19.9K - $20.6K
9.45K $479K
ETN
Eaton Corp PLC

Industrials
-236
- 5.27%
$342.99 - $392.76 $80.9K - $92.7K
4.24K $1.59M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-881
- 4.13%
$21.89 - $23.17 $19.3K - $20.4K
20.4K $471K
XLK
Technology Sector Spdr

ETFs
-109
- 10.46%
$250.97 - $282.66 $27.4K - $30.8K
933 $262K
Ge Vernova Inc
-13
- 3.02%
N/A
418 $0
Healthcare Rlty Tr
-1.22K
- 2.71%
N/A
43.9K $0
Pgim ETF Tr
-6.88K
- 12.15%
N/A
49.8K $0
Lam Research Corp
-96
- 1.46%
N/A
6.46K $0
Virtus ETF Tr Ii
-1.89K
- 5.34%
N/A
33.6K $0
Fidelity Covington Trust
-3.13K
- 2.38%
N/A
128K $0
CRH.L
Crh PLC

Basic Materials
-125
- 1.03%
N/A
12.1K $0
American Healthcare Reit Inc
-169
- 0.9%
N/A
18.6K $0
UTES
Virtus Reaves Utilities ETF
-1.5K
- 3.87%
N/A
37.3K $0
Alps ETF Tr
-364K
- 43.28%
N/A
477K $0
IWP
Ishares Russell Mid Cap Growth

ETFs
-67
- 2.12%
$137.51 - $145.26 $9.21K - $9.73K
3.09K $439K
F
Ford Motor CO

Consumer Cyclical
-911
- 5.37%
$10.82 - $12.09 $9.86K - $11K
16.1K $192K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 1.62%
$357.4 - $423.42 $3.93K - $4.66K
668 $270K
NET
Cloudflare, Inc.

Technology
-467
- 6.74%
$181.39 - $228.28 $84.7K - $107K
6.47K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 0.69%
$303.93 - $329.86 $3.04K - $3.3K
1.45K $474K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
-11
- 0.1%
$83.41 - $89.78 $918 - $988
11.3K $1.01M
XLC
Select Sector Spdr Tr Communic

ETFs
-780
- 5.73%
$105.99 - $119.41 $82.7K - $93.1K
12.8K $1.52M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.69%
$215.01 - $273.02 $2.37K - $3K
1.58K $397K
VB
Vanguard Small Cap ETF

ETFs
-8
- 0.3%
$237.58 - $259.17 $1.9K - $2.07K
2.68K $680K
AVGO
Broadcom Inc.

Technology
-657
- 13.58%
$264.74 - $369.57 $174K - $243K
4.18K $1.38M
GE
General Electric CO

Industrials
-21
- 1.37%
$244.75 - $305.63 $5.14K - $6.42K
1.51K $455K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.21%
$567.77 - $614.76 $1.7K - $1.84K
1.44K $878K
DASH
Door Dash, Inc.

Communication Services
-293
- 5.07%
$234.5 - $272.5 $68.7K - $79.8K
5.48K $1.49M
CPNG
Coupang, Inc.

Consumer Cyclical
-829
- 1.88%
$27.67 - $33.53 $22.9K - $27.8K
43.2K $1.39M
SHOP
Shopify Inc.

Technology
-1.9K
- 17.41%
$112.11 - $157.12 $213K - $299K
9.02K $1.34M
CDNS
Cadence Design Systems Inc

Technology
-267
- 6.51%
$309.46 - $373.37 $82.6K - $99.7K
3.84K $1.35M
VGT
Vanguard Information Technolog

ETFs
-3
- 0.27%
$656.44 - $753.15 $1.97K - $2.26K
1.1K $819K
C
Citigroup Inc

Financial Services
-10K
- 14.34%
$85.57 - $103.49 $856K - $1.04M
59.8K $6.07M
HPI
John Hancock Preferred Income Fund

Financial Services
-559
- 0.54%
$15.81 - $17.35 $8.84K - $9.7K
104K $1.8M
MSFT
Microsoft Corp

Technology
-21
- 0.28%
$491.09 - $535.64 $10.3K - $11.2K
7.54K $3.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-847
- 11.07%
$224.68 - $282.71 $190K - $239K
6.8K $1.9M
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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