Advisory Resource Group Portfolio Holdings
Advisory Resource Group
- $417 Million
- Q2 2025
Advisory Resource Group has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $417 Million distributed in 167 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 $38.8M, Phillips 66 with a value of $30.9M, Conocophillips with a value of $20.9M, J P Morgan Exchange Traded Fd with a value of $17M, and Spdr Portfolio Aggregate Bond with a value of $12.8M.
Examining the 13F form we can see an increase of $6.04M in the current position value, from $410M to 417M.
Below you can find more details about Advisory Resource Group portfolio as well as his latest detailed transactions.
Portfolio value
$417 Million
ETFs: $156 Million
Energy: $66 Million
Technology: $48.6 Million
Financial Services: $35.1 Million
Industrials: $26.7 Million
Healthcare: $11 Million
Communication Services: $10.8 Million
Consumer Cyclical: $9.54 Million
Other: $5.65 Million