Advisory Resource Group as of Dec. 31, 2019
Portfolio Holdings for Advisory Resource Group
Advisory Resource Group holds 71 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
ConocoPhillips (COP) | 19.2 | $34M | 525k | 65.03 | |
Phillips 66 (PSX) | 17.1 | $30M | 272k | 111.41 | |
First Trust Value Line Dividend Indx Fnd (FVD) | 8.6 | $15M | 424k | 36.03 | |
Ishares Tr rusel 2500 etf (SMMD) | 5.1 | $9.1M | 188k | 48.14 | |
Dbx Etf Tr ex us hdg eqty (DBAW) | 4.9 | $8.7M | 301k | 28.92 | |
iShares S&P 500 Index (IVV) | 4.8 | $8.4M | 26k | 323.22 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 2.5 | $4.4M | 90k | 49.12 | |
John Hancock Preferred Income Fund (HPI) | 2.4 | $4.3M | 189k | 22.81 | |
Ishares Tr core tl usd bd (IUSB) | 1.8 | $3.2M | 62k | 52.11 | |
iShares S&P MidCap 400 Index (IJH) | 1.5 | $2.7M | 13k | 205.80 | |
Market Vectors Etf Tr Pfd Sec (PFXF) | 1.5 | $2.7M | 133k | 20.22 | |
SPDR Barclays Capital Aggregate Bo (SPAB) | 1.5 | $2.6M | 90k | 29.38 | |
Healthcare Tr Amer Inc cl a | 1.3 | $2.4M | 79k | 30.28 | |
First Tr Exchng Traded Fd Vi low dur strtgc (LDSF) | 1.2 | $2.1M | 102k | 20.50 | |
Pfizer (PFE) | 1.1 | $2.0M | 51k | 39.18 | |
Exxon Mobil Corporation (XOM) | 1.0 | $1.8M | 25k | 69.80 | |
Intel Corporation (INTC) | 0.9 | $1.7M | 28k | 59.87 | |
Caterpillar (CAT) | 0.9 | $1.6M | 11k | 147.64 | |
SPDR S&P Dividend (SDY) | 0.9 | $1.6M | 14k | 107.55 | |
Cisco Systems (CSCO) | 0.8 | $1.5M | 32k | 47.95 | |
Ford Motor Company (F) | 0.8 | $1.5M | 161k | 9.30 | |
Verizon Communications (VZ) | 0.8 | $1.5M | 24k | 61.41 | |
UnitedHealth (UNH) | 0.8 | $1.4M | 4.8k | 293.90 | |
Energy Select Sector SPDR (XLE) | 0.8 | $1.4M | 23k | 60.04 | |
Industries N shs - a - (LYB) | 0.8 | $1.4M | 15k | 94.46 | |
Capital One Financial (COF) | 0.8 | $1.3M | 13k | 102.91 | |
SPDR S&P Emerging Markets (SPEM) | 0.8 | $1.3M | 36k | 37.58 | |
Fifth Third Ban (FITB) | 0.7 | $1.3M | 43k | 30.73 | |
iShares S&P SmallCap 600 Index (IJR) | 0.7 | $1.3M | 16k | 83.82 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.7 | $1.3M | 20k | 65.23 | |
Apple (AAPL) | 0.7 | $1.3M | 4.4k | 293.58 | |
D.R. Horton (DHI) | 0.7 | $1.3M | 24k | 52.76 | |
AFLAC Incorporated (AFL) | 0.7 | $1.2M | 23k | 52.88 | |
Technology SPDR (XLK) | 0.7 | $1.2M | 13k | 91.63 | |
iShares Russell 1000 Growth Index (IWF) | 0.6 | $1.0M | 5.7k | 175.89 | |
iShares Russell 1000 Value Index (IWD) | 0.6 | $1.0M | 7.3k | 136.41 | |
iShares Dow Jones US Real Estate (IYR) | 0.6 | $989k | 11k | 93.09 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.6 | $998k | 46k | 21.69 | |
Cousins Properties (CUZ) | 0.5 | $897k | 22k | 41.21 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 0.5 | $826k | 8.9k | 92.54 | |
Walt Disney Company (DIS) | 0.4 | $776k | 5.4k | 144.64 | |
Microsoft Corporation (MSFT) | 0.4 | $753k | 4.8k | 157.76 | |
Waste Management (WM) | 0.4 | $636k | 5.6k | 113.96 | |
Iqiyi (IQ) | 0.4 | $633k | 30k | 21.10 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $640k | 5.5k | 115.71 | |
At&t (T) | 0.3 | $622k | 16k | 39.09 | |
American Finance Trust Inc ltd partnership | 0.3 | $626k | 47k | 13.27 | |
American Electric Power Company (AEP) | 0.3 | $565k | 6.0k | 94.50 | |
Netflix (NFLX) | 0.3 | $491k | 1.5k | 323.45 | |
Berkshire Hathaway (BRK.B) | 0.3 | $485k | 2.1k | 226.64 | |
Chevron Corporation (CVX) | 0.3 | $473k | 3.9k | 120.60 | |
Cigna Corp (CI) | 0.3 | $484k | 2.4k | 204.39 | |
Ishares Tr faln angls usd (FALN) | 0.3 | $466k | 17k | 27.10 | |
Amazon (AMZN) | 0.2 | $384k | 208.00 | 1846.15 | |
Utilities SPDR (XLU) | 0.2 | $371k | 5.7k | 64.61 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $377k | 1.8k | 212.51 | |
Invesco Exchange Traded Fd T dynmc lrg valu (PWV) | 0.2 | $364k | 8.8k | 41.41 | |
iShares Dow Jones US Healthcare (IYH) | 0.2 | $319k | 1.5k | 215.40 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.2 | $298k | 2.6k | 114.57 | |
Wal-Mart Stores (WMT) | 0.2 | $290k | 2.4k | 118.85 | |
Health Care SPDR (XLV) | 0.1 | $263k | 2.6k | 101.82 | |
Financial Select Sector SPDR (XLF) | 0.1 | $261k | 8.5k | 30.73 | |
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) | 0.1 | $261k | 4.7k | 55.54 | |
Pza etf (PZA) | 0.1 | $273k | 10k | 26.47 | |
Procter & Gamble Company (PG) | 0.1 | $253k | 2.0k | 124.94 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $242k | 2.2k | 112.40 | |
Vareit, Inc reits | 0.1 | $249k | 27k | 9.24 | |
Stryker Corporation (SYK) | 0.1 | $232k | 1.1k | 210.34 | |
Lowe's Companies (LOW) | 0.1 | $235k | 2.0k | 119.53 | |
Kite Rlty Group Tr (KRG) | 0.1 | $196k | 10k | 19.55 | |
General Electric Company | 0.1 | $182k | 16k | 11.16 |