Advisory Resource Group Portfolio Holdings
Advisory Resource Group
- $414 Million
- Q3 2024
Advisory Resource Group has filed its 13F form on November 20, 2024 for Q3 2024 where it was disclosed a total value porftolio of $414 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 $43M, Phillips 66 with a value of $31.7M, Conocophillips with a value of $23M, J P Morgan Exchange Traded Fd with a value of $15M, and J P Morgan Exchange Traded Fd with a value of $11.5M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $395M to 414M.
Below you can find more details about Advisory Resource Group portfolio as well as his latest detailed transactions.
Portfolio value
$414 Million
ETFs: $170 Million
Energy: $67.7 Million
Technology: $42.7 Million
Financial Services: $29.4 Million
Industrials: $20.4 Million
Healthcare: $16.2 Million
Communication Services: $8.85 Million
Consumer Cyclical: $7.87 Million
Other: $5.05 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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