Advisory Resource Group has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $399 Million distributed in 158 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 $42.7M, Phillips 66 with a value of $27.3M, Conocophillips with a value of $21.6M, J P Morgan Exchange Traded Fd with a value of $15.4M, and Spdr Portfolio Aggregate Bond with a value of $10.4M.
Examining the 13F form we can see an decrease of $15.7M in the current position value, from $414M to 399M.
Below you can find more details about Advisory Resource Group portfolio as well as his latest detailed transactions.
Portfolio value
$399 Million
ETFs: $167 Million
Energy: $57.3 Million
Technology: $43.7 Million
Financial Services: $29.7 Million
Industrials: $24.6 Million
Healthcare: $10.4 Million
Consumer Cyclical: $8.74 Million
Communication Services: $6.78 Million
Other: $5.01 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
