Advisory Resource Group has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $395 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Metaurus Us Large with a value of $42M, Phillips 66 with a value of $32.7M, Conocophillips with a value of $25.4M, Ishares Tr Russell 2500 ETF with a value of $15.4M, and J P Morgan Exchange Traded Fd with a value of $11M.

Examining the 13F form we can see an decrease of $1.09M in the current position value, from $396M to 395M.

Below you can find more details about Advisory Resource Group portfolio as well as his latest detailed transactions.

Portfolio value $395 Million
ETFs: $159 Million
Energy: $70.4 Million
Technology: $40.4 Million
Financial Services: $26.6 Million
Industrials: $18 Million
Healthcare: $14.8 Million
Communication Services: $8.01 Million
Consumer Cyclical: $7.88 Million
Other: $4.64 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $395 Million
  • Prior Value $396 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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