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Advisor Resource Council

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

Top 5 stock holdings are SPY, RSP, EWJ, MOAT, GLD, and represent 68.05% of Advisor Resource Council's stock portfolio.
Added to shares of these 10 stocks: RSP (+$26M), EWJ (+$8.0M), MOAT (+$7.9M), PTLC, PTNQ, IWB, GLD, USMV, IWR, SFLR.
Started 47 new stock positions in GOVT, CCL, BUFF, VUG, PAAA, EWJ, FV, CGGO, SCHG, MOAT.
Reduced shares in these 10 stocks: SPY (-$53M), AAPL (-$9.7M), MSFT (-$9.1M), IVV (-$6.0M), , , AMZN, BRK.B, IWM, SMH.
Sold out of its positions in AES, T, ABBV, AOD, ADBE, AMD, ARE, GOOG, GOOGL, AXP.
Advisor Resource Council was a net seller of stock by $-168M.
Advisor Resource Council has $139M in assets under management (AUM), dropping by -54.12%.
Central Index Key (CIK): 0001820879

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Portfolio Holdings for Advisor Resource Council

Advisor Resource Council holds 69 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	34.2	$48M	-52%	81k	586.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	19.6	$27M	+2343%	156k	175.23	View chart
Ishares Msci Jpn Etf New (EWJ)	5.8	$8.0M	NEW	120k	67.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.7	$7.9M	NEW	85k	92.72	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$3.9M	+142%	16k	242.13	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	2.4	$3.3M	NEW	61k	53.44	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	1.8	$2.6M	NEW	35k	74.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$2.3M	NEW	7.2k	322.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.6	$2.3M	NEW	25k	88.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$2.1M	-62%	9.4k	220.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.4	$2.0M	NEW	22k	88.40	View chart
Apple (AAPL)	1.2	$1.7M	-85%	6.8k	250.42	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.2	$1.7M	NEW	52k	32.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.6M	+103%	5.5k	289.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.0M	-85%	1.7k	588.68	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$972k	+51%	11k	87.90	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.7	$936k	NEW	25k	36.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$904k	NEW	16k	56.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$890k	+103%	19k	47.82	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.6	$837k	NEW	17k	50.47	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.6	$799k	NEW	18k	44.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$773k	NEW	34k	22.98	View chart
NVIDIA Corporation (NVDA)	0.5	$720k	-80%	5.4k	134.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$717k	NEW	12k	62.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$689k	-83%	1.5k	453.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$593k	NEW	1.4k	410.44	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$582k	NEW	11k	51.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$548k	-58%	16k	34.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$547k	NEW	4.7k	115.22	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.4	$541k	NEW	22k	24.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$526k	NEW	3.1k	169.30	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$509k	-18%	5.5k	91.68	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.4	$507k	NEW	9.9k	51.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$502k	NEW	2.8k	178.08	View chart
Exxon Mobil Corporation (XOM)	0.3	$475k	-66%	4.4k	107.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$451k	NEW	4.5k	100.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$448k	+29%	4.6k	96.90	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$440k	NEW	5.4k	81.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$434k	-86%	848.00	511.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$398k	NEW	4.0k	100.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$397k	NEW	5.6k	70.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$384k	NEW	5.3k	71.91	View chart
Texas Instruments Incorporated (TXN)	0.3	$383k	+85%	2.0k	187.42	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$367k	NEW	14k	26.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$363k	NEW	14k	25.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$362k	NEW	12k	30.47	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.2	$348k	NEW	5.9k	59.06	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$341k	NEW	10k	32.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$325k	-62%	1.4k	240.28	View chart
Hormel Foods Corporation (HRL)	0.2	$314k	NEW	10k	31.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$308k	NEW	6.8k	45.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$303k	+39%	6.9k	44.04	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$300k	NEW	5.1k	59.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$285k	NEW	5.0k	57.41	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.2	$279k	NEW	11k	25.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$278k	NEW	5.6k	49.51	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$268k	NEW	11k	25.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$265k	-59%	6.9k	38.37	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$264k	NEW	9.0k	29.22	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$248k	NEW	2.8k	87.82	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$247k	NEW	5.0k	49.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$231k	NEW	673.00	343.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$229k	-79%	1.7k	137.57	View chart
Amazon (AMZN)	0.2	$219k	-95%	1.0k	219.39	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$217k	NEW	6.7k	32.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$205k	NEW	7.3k	27.87	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$204k	NEW	3.9k	52.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$204k	NEW	2.6k	77.27	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$203k	NEW	4.7k	43.24	View chart

Past Filings by Advisor Resource Council

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

Advisor Resource Council 2024 Q4 filed Feb. 26, 2025
Advisor Resource Council 2024 Q3 filed Oct. 31, 2024
Advisor Resource Council 2024 Q2 filed July 15, 2024
Advisor Resource Council 2024 Q1 filed April 19, 2024
Advisor Resource Council 2023 Q4 filed Jan. 12, 2024
Advisor Resource Council 2023 Q3 filed Oct. 25, 2023
Advisor Resource Council 2023 Q2 filed July 14, 2023
Advisor Resource Council 2023 Q1 filed April 25, 2023
Advisor Resource Council 2022 Q4 filed Jan. 20, 2023
Advisor Resource Council 2022 Q3 filed Oct. 26, 2022
Advisor Resource Council 2022 Q2 filed July 27, 2022
Advisor Resource Council 2022 Q1 filed April 20, 2022
Advisor Resource Council 2021 Q4 filed Feb. 11, 2022
Advisor Resource Council 2021 Q3 filed Nov. 16, 2021
Advisor Resource Council 2021 Q2 restated filed Aug. 19, 2021
Advisor Resource Council 2021 Q2 filed Aug. 13, 2021

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