Advisor Resource Council

Latest statistics and disclosures from Advisor Resource Council's latest quarterly 13F-HR filing:

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Positions held by Advisor Resource Council consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Advisor Resource Council

Advisor Resource Council holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 33.0 $102M +2% 157k 650.34
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.2 $13M -15% 67k 191.92
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Apple (AAPL) 2.3 $7.3M +3% 29k 253.79
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Ishares Tr Russell 2000 Etf (IWM) 1.8 $5.5M +99% 22k 248.01
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JPMorgan Chase & Co. (JPM) 1.7 $5.2M -4% 18k 294.17
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.7 $5.1M -7% 152k 33.77
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NVIDIA Corporation (NVDA) 1.6 $4.9M +11% 28k 174.40
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Spdr Gold Tr Gold Shs (GLD) 1.4 $4.5M -5% 10k 430.27
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Select Sector Spdr Tr State Street Tec (XLK) 1.3 $4.1M +4% 31k 132.90
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Spdr Series Trust State Street Spd (BILS) 1.3 $3.9M +36% 40k 99.44
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Select Sector Spdr Tr State Street Fin (XLF) 1.2 $3.6M 74k 49.37
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Ishares Msci Japan Etf (EWJ) 1.2 $3.6M -20% 43k 84.44
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Microsoft Corporation (MSFT) 1.0 $3.0M +12% 8.0k 370.20
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Amazon (AMZN) 0.8 $2.5M 12k 208.27
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Select Sector Spdr Tr State Street Con (XLY) 0.8 $2.5M -2% 23k 108.98
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Spdr Series Trust State Street Spd (SPTS) 0.8 $2.4M -6% 84k 29.18
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Select Sector Spdr Tr State Street Con (XLP) 0.8 $2.4M -7% 29k 81.98
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.3M +4% 7.9k 287.56
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.7 $2.2M +2% 30k 73.94
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.2M +3% 4.5k 479.20
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Wisdomtree Tr Wisdomtree Us Va (WTV) 0.7 $2.1M +2% 22k 94.73
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Sempra Energy (SRE) 0.7 $2.1M -10% 21k 97.17
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Lumentum Hldgs (LITE) 0.6 $1.9M -2% 2.6k 702.76
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $1.6M +3% 4.9k 337.95
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Spdr Series Trust State Street Spd (SPMD) 0.5 $1.6M 28k 59.22
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.6M -58% 4.5k 356.56
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.6M +3% 14k 110.47
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Micron Technology (MU) 0.5 $1.6M +3% 4.6k 337.84
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Global X Fds Us Infr Dev Etf (PAVE) 0.5 $1.5M +5% 30k 50.81
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Broadcom (AVGO) 0.5 $1.5M -6% 4.9k 309.51
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Select Sector Spdr Tr State Street Com (XLC) 0.5 $1.5M -3% 13k 110.86
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Select Sector Spdr Tr State Street Ene (XLE) 0.4 $1.3M +37% 22k 61.26
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Spdr Series Trust State Street Spd (SPAB) 0.4 $1.3M +14% 51k 25.62
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Wal-Mart Stores (WMT) 0.4 $1.3M -4% 11k 124.28
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Spdr Series Trust State Street Spd (SPYM) 0.4 $1.3M -22% 17k 76.54
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Tesla Motors (TSLA) 0.4 $1.3M +4% 3.5k 371.75
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Global X Fds Adaptive Us (AUSF) 0.4 $1.3M +2% 27k 48.35
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Select Sector Spdr Tr State Street Hea (XLV) 0.4 $1.2M -17% 8.3k 146.61
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M NEW 18k 64.08
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $1.2M NEW 68k 17.32
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $1.2M -9% 2.5k 463.25
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World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.1M -21% 12k 92.69
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Spdr Series Trust State Street Spd (SPBO) 0.4 $1.1M +17% 38k 29.03
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Visa Com Cl A (V) 0.4 $1.1M 3.6k 302.24
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Quanta Services (PWR) 0.3 $1.1M +5% 2.0k 549.04
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $1.1M -22% 20k 52.46
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.0M +66% 10k 103.43
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.0M 4.8k 215.06
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Enterprise Products Partners (EPD) 0.3 $1.0M 27k 37.84
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Target Corporation (TGT) 0.3 $1.0M 8.4k 121.20
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Spdr Series Trust State Street Spd (BIL) 0.3 $1.0M +148% 11k 91.64
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PNC Financial Services (PNC) 0.3 $1.0M 4.8k 208.09
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Prologis (PLD) 0.3 $998k 7.5k 132.18
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Pepsi (PEP) 0.3 $992k 6.4k 155.29
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Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $983k 10k 97.23
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Merck & Co (MRK) 0.3 $982k +4% 8.2k 120.29
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Ishares Gold Tr Ishares New (IAU) 0.3 $968k 11k 88.16
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Meta Platforms Cl A (META) 0.3 $958k +6% 1.7k 572.13
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $946k -10% 10k 92.74
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Emerson Electric (EMR) 0.3 $923k 7.0k 131.02
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John Hancock Exchange Traded Multifactr Sml (JHSC) 0.3 $906k +74% 21k 42.89
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Charles Schwab Corporation (SCHW) 0.3 $896k 9.5k 93.98
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Exxon Mobil Corporation (XOM) 0.3 $889k -5% 5.2k 169.65
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Citigroup Com New (C) 0.3 $887k +12% 7.8k 113.41
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Spdr Series Trust State Street Spd (SPSB) 0.3 $876k +23% 29k 30.07
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Ishares Tr Expanded Tech (IGV) 0.3 $872k +6% 11k 80.05
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Alphabet Cap Stk Cl C (GOOG) 0.3 $871k -10% 3.0k 286.86
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Amgen (AMGN) 0.3 $868k 2.5k 351.85
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $860k 34k 25.64
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $854k -90% 1.5k 577.16
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Medtronic SHS (MDT) 0.3 $851k -2% 9.8k 86.65
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Eaton Corp SHS (ETN) 0.3 $849k 2.4k 357.67
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Spdr Series Trust State Street Spd (SPYG) 0.3 $848k +9% 8.7k 97.91
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Analog Devices (ADI) 0.3 $832k +4% 2.6k 318.14
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.3 $813k -22% 11k 72.96
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Nxp Semiconductors N V (NXPI) 0.3 $803k 4.1k 196.86
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Etfis Ser Tr I Virtus Biotech E (BBP) 0.3 $801k +6% 9.6k 83.06
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McKesson Corporation (MCK) 0.3 $794k +4% 917.00 865.44
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Innovator Etfs Trust Quity Managd Flr (SFLR) 0.3 $788k -68% 22k 35.41
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Abbvie (ABBV) 0.3 $787k 3.6k 217.49
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $772k +44% 15k 50.61
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Royalty Pharma Shs Class A (RPRX) 0.2 $763k +4% 16k 47.97
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Ishares Msci Gbl Etf New (PICK) 0.2 $742k +9% 13k 56.59
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Qualcomm (QCOM) 0.2 $739k 5.7k 128.78
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Wisdomtree Tr Futre Strat Fd (WTMF) 0.2 $735k +19% 19k 39.69
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.2 $732k +19% 8.9k 82.43
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First Tr Exchng Traded Fd Vi Multi Mgr Sml Cp (MMSC) 0.2 $707k +79% 30k 23.71
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Carpenter Technology Corporation (CRS) 0.2 $703k +4% 1.8k 394.23
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $699k +35% 1.8k 383.47
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Blackrock (BLK) 0.2 $694k 722.00 961.71
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.2 $688k +2% 5.5k 125.03
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Clean Harbors (CLH) 0.2 $684k +3% 2.4k 286.73
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International Business Machines (IBM) 0.2 $681k +7% 2.8k 242.39
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $660k -49% 9.7k 68.28
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Spdr Series Trust State Street Spd (SPSM) 0.2 $657k 14k 48.32
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Allegion Ord Shs (ALLE) 0.2 $638k 4.4k 145.29
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Procter & Gamble Company (PG) 0.2 $626k +6% 4.3k 144.44
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Simplify Exchange Traded Fun High Yield Etf (CDX) 0.2 $626k +6% 29k 21.34
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American Tower Reit (AMT) 0.2 $623k -3% 3.6k 172.58
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $621k +2% 8.5k 73.14
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Capital Group Core Balanced SHS (CGBL) 0.2 $619k -24% 18k 34.41
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Williams Companies (WMB) 0.2 $616k -3% 8.5k 72.78
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Gentex Corporation (GNTX) 0.2 $609k 28k 21.85
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Costco Wholesale Corporation (COST) 0.2 $608k +3% 610.00 996.59
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $605k +8% 3.1k 198.29
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $596k -22% 7.5k 79.12
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $590k +2% 19k 30.68
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $589k +25% 12k 50.34
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Spdr Series Trust State Street Spd (SPYD) 0.2 $581k +17% 13k 45.52
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Ishares Tr Mbs Etf (MBB) 0.2 $567k 6.0k 94.96
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Spdr Series Trust State Street Spd (FLRN) 0.2 $557k +18% 18k 30.78
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Uscf Etf Tr Summerhaven K1 (SDCI) 0.2 $551k +5% 20k 27.24
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Bwx Technologies (BWXT) 0.2 $547k +4% 2.7k 204.46
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New York Life Investments Et Nyli Merger Arbi (MNA) 0.2 $546k +7% 15k 36.35
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Lithia Motors (LAD) 0.2 $545k 2.2k 249.72
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Aptar (ATR) 0.2 $538k 4.3k 126.02
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Listed Fds Tr Roundhill Magnif (MAGS) 0.2 $534k +5% 9.2k 57.94
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First Tr Exchange-traded Utilities Alph (FXU) 0.2 $522k NEW 11k 49.59
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Element Solutions (ESI) 0.2 $520k +3% 15k 34.14
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Spdr Series Trust State Street Spd (SPTL) 0.2 $515k +10% 20k 26.30
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Arista Networks Com Shs (ANET) 0.2 $506k 4.1k 122.78
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Spdr Series Trust State Street Spd (SLYG) 0.2 $506k 5.2k 96.62
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $500k +36% 1.6k 320.76
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Ftai Aviation SHS (FTAI) 0.2 $498k +6% 2.0k 245.00
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Hartford Financial Services (HIG) 0.2 $495k +6% 3.7k 135.23
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Chart Industries (GTLS) 0.2 $494k +5% 2.4k 206.75
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $493k -9% 6.0k 82.75
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Expedia Group Com New (EXPE) 0.2 $491k -5% 2.1k 230.89
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Palo Alto Networks (PANW) 0.2 $490k +9% 3.1k 160.32
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Ishares Tr China Lg-cap Etf (FXI) 0.2 $482k -9% 13k 35.90
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $480k +20% 20k 24.27
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $475k -19% 8.6k 55.52
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Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $468k -59% 9.2k 51.18
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $463k -63% 9.4k 49.41
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $453k NEW 7.4k 61.64
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $442k +43% 4.4k 100.58
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At&t (T) 0.1 $441k 15k 28.99
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $439k -74% 8.1k 54.05
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Lpl Financial Holdings (LPLA) 0.1 $423k NEW 1.4k 300.91
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Semtech Corporation (SMTC) 0.1 $421k +2% 5.5k 76.89
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $420k 8.0k 52.80
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $411k 687.00 597.55
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Cognex Corporation (CGNX) 0.1 $409k +4% 8.4k 48.99
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Ishares Tr Latn Amer 40 Etf (ILF) 0.1 $405k +2% 11k 35.52
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salesforce (CRM) 0.1 $400k +6% 2.1k 186.67
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $395k +3% 9.8k 40.19
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Home Depot (HD) 0.1 $393k 1.2k 328.89
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Itt (ITT) 0.1 $387k +4% 2.0k 190.53
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Fs Specialty Lending Com Sh Ben Int (FSSL) 0.1 $373k 30k 12.51
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $372k -21% 14k 26.20
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Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.1 $364k 8.6k 42.20
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TJX Companies (TJX) 0.1 $363k +7% 2.3k 159.70
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Adt (ADT) 0.1 $357k +7% 54k 6.57
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Cullen/Frost Bankers (CFR) 0.1 $357k +5% 2.6k 137.08
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East West Ban (EWBC) 0.1 $356k +4% 3.3k 106.76
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Pimco Etf Tr Muni Income Opp (MINO) 0.1 $355k -16% 7.9k 45.17
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Eli Lilly & Co. (LLY) 0.1 $350k +2% 380.00 919.77
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $347k NEW 3.3k 106.50
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Omni (OMC) 0.1 $346k 4.6k 75.31
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Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $345k +4% 3.3k 106.21
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Coca-Cola Company (KO) 0.1 $345k -36% 4.5k 76.05
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Enbridge (ENB) 0.1 $338k 6.2k 54.14
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Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $331k +21% 11k 30.22
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $329k 5.8k 57.07
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $327k -3% 11k 30.15
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AutoNation (AN) 0.1 $326k +4% 1.7k 195.26
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $324k -64% 1.4k 237.59
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Goldman Sachs Physical Gold Unit (AAAU) 0.1 $321k 6.9k 46.19
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $319k -70% 2.8k 112.11
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $313k 6.7k 46.74
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $309k 14k 22.68
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Globant S A (GLOB) 0.1 $308k +14% 6.7k 46.11
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Ross Stores (ROST) 0.1 $304k +7% 1.4k 216.63
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Spdr Series Trust State Street Spd (SPTI) 0.1 $304k +8% 11k 28.66
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $302k -2% 4.5k 67.07
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $300k -31% 4.8k 62.56
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Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $299k -47% 4.4k 68.12
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $290k -8% 5.3k 54.93
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Pegasystems (PEGA) 0.1 $289k +17% 6.8k 42.56
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Synopsys (SNPS) 0.1 $288k +8% 727.00 396.48
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Ssga Active Etf Tr State Street Ult (ULST) 0.1 $288k NEW 7.1k 40.50
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Crocs (CROX) 0.1 $287k +5% 3.5k 83.02
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $286k 1.8k 158.54
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Palantir Technologies Cl A (PLTR) 0.1 $285k +2% 2.0k 146.28
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Netflix (NFLX) 0.1 $285k -9% 3.0k 96.15
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Southern Copper Corporation (SCCO) 0.1 $278k +2% 1.6k 172.06
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Select Sector Spdr Tr State Street Mat (XLB) 0.1 $274k NEW 5.5k 49.97
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Spdr Series Trust State Street Spd (SJNK) 0.1 $266k +16% 11k 24.98
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Mastercard Incorporated Cl A (MA) 0.1 $263k -3% 526.00 499.66
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $260k +10% 1.1k 229.00
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Cleveland-cliffs (CLF) 0.1 $258k +8% 31k 8.45
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Axogen (AXGN) 0.1 $251k +7% 7.6k 33.13
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Kla Corp Com New (KLAC) 0.1 $250k 170.00 1472.41
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $248k -28% 4.4k 56.68
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $243k +18% 2.1k 116.29
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Axon Enterprise (AXON) 0.1 $243k +21% 571.00 424.69
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Vistra Energy (VST) 0.1 $235k +2% 1.6k 150.33
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $235k 12k 19.30
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $233k -18% 7.0k 33.37
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Spdr Series Trust State Street Spd (SPYV) 0.1 $233k +7% 4.1k 56.58
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Spdr Series Trust State Street Spd (SPTM) 0.1 $232k -3% 2.9k 79.06
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Targa Res Corp (TRGP) 0.1 $230k NEW 917.00 250.73
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Capital Group Global Equity SHS (CGGE) 0.1 $230k -50% 7.5k 30.50
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Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $229k -8% 25k 9.21
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Ge Vernova (GEV) 0.1 $228k NEW 261.00 872.90
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Spdr Series Trust State Street Spd (SPHY) 0.1 $225k 9.7k 23.32
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $225k NEW 2.4k 92.74
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Riot Blockchain (RIOT) 0.1 $223k 18k 12.36
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British Amern Tob Sponsored Adr (BTI) 0.1 $222k 3.8k 58.47
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Ishares Msci Sth Kor Etf (EWY) 0.1 $221k -16% 1.8k 123.01
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Applied Materials (AMAT) 0.1 $219k NEW 641.00 341.79
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Listed Fds Tr Swan Hedged Eqty (HEGD) 0.1 $218k -38% 8.8k 24.70
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $217k 4.3k 50.62
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Chevron Corporation (CVX) 0.1 $216k NEW 1.0k 206.90
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Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $212k -15% 8.6k 24.79
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Altria (MO) 0.1 $212k NEW 3.2k 65.99
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Lam Research Corp Com New (LRCX) 0.1 $211k 986.00 213.66
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $210k NEW 8.7k 24.28
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Newmont Mining Corporation (NEM) 0.1 $210k NEW 1.9k 108.25
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First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.1 $210k -53% 2.2k 96.98
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Vanguard World Comm Srvc Etf (VOX) 0.1 $210k +3% 1.2k 179.84
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $209k NEW 2.1k 100.17
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Western Midstream Partners L Com Unit Lp Int (WES) 0.1 $208k 5.1k 41.17
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Kinder Morgan (KMI) 0.1 $207k NEW 6.2k 33.53
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Apa Corporation (APA) 0.1 $205k NEW 4.8k 42.44
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Ligand Pharmaceuticals Com New (LGND) 0.1 $202k NEW 1.0k 199.65
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Teradyne (TER) 0.1 $200k -40% 676.00 296.46
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Bgc Group Cl A (BGC) 0.0 $114k +11% 12k 9.78
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Past Filings by Advisor Resource Council

SEC 13F filings are viewable for Advisor Resource Council going back to 2021

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