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Advisor Resource Council13F | |
| Advisor Resource Council | |
| Last update 2025-04-22 | 596 Stocks (525 new) |
| Value $1.24 Bil | Turnover 92 % |
Advisor Resource Council Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 168,779 | 72,477.6 | +107.66% | 5.850 | +3.03% | 0.020 | +16.39% | +8.89% | 654,583.2 | ||
AAPL | Apple Inc | 140,904 | 25,331.6 | +1,985.00% | 2.040 | +1.94% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
QQQ | INVESCO QQQ Trust | 54,328 | 23,679.8 | +6,306.60% | 1.910 | +1.88% | 0.010 | +21.03% | +10.81% | 360,250.4 | ||
XLK | Technology Select Sector SPDR ETF | 106,443 | 19,379.9 | New Holding | 1.560 | +1.56% | 0.030 | +27.45% | +12.80% | 83,058.2 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 732,332 | 18,229.4 | New Holding | 1.470 | +1.47% | 0.220 | +1.04% | +3.48% | 8,512.5 | ||
GLD | SPDR Gold Shares ETF | 67,376 | 18,076.0 | +315.54% | 1.460 | +1.11% | 0.020 | +0.71% | +28.14% | 102,170.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 97,330 | 17,332.4 | New Holding | 1.400 | +1.40% | 0.020 | +10.96% | +7.24% | 90,207.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 375,513 | 16,775.9 | +5,358.04% | 1.350 | +1.33% | 0.020 | +13.57% | +16.21% | 86,139.9 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 102,515 | 16,637.6 | -34.26% | 1.340 | -6.72% | 0.020 | +11.87% | +7.57% | 74,989.8 | ||
NVDA | NVIDIA Corp | 165,247 | 16,193.8 | +2,982.97% | 1.310 | +1.27% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors |
Advisor Resource Council's Historical Top Holdings Breakdowns
Advisor Resource Council's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -6.72% | 169.43 ($177.82) 182.84 | $186.83 | 5.07% | Reduce -34.26% | 102,515 | -53,433 | |
EWJ | iShares MSCI Japan ETF | 2025-03-31 | Reduce Reduce | -3.04% | 65.24 ($68.76) 71.7 | $76.55 | 11.33% | Reduce -52.69% | 56,652 | -63,106 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +3.03% | 551.42 ($587.78) 612.93 | $634.42 | 7.93% | Add 107.66% | 168,779 | 87,501 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -2.72% | 87.69 ($92.02) 96.49 | $98.97 | 7.55% | Reduce -48.06% | 44,085 | -40,799 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.94% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Add 1985% | 140,904 | 134,146 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +1.88% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | Add 6306.6% | 54,328 | 53,480 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | New Buy New Buy | +1.56% | 206.38 ($226.74) 242.18 | $261.39 | 15.28% | New holding | 106,443 | 106,443 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2025-03-31 | New Buy New Buy | +1.47% | 24.73 ($25.23) 25.62 | $25.35 | 0.48% | New holding | 732,332 | 732,332 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | New Buy New Buy | +1.40% | 190.34 ($198.85) 205.23 | $208.10 | 4.65% | New holding | 97,330 | 97,330 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +1.33% | 42.5 ($45.01) 46.71 | $50.98 | 13.26% | Add 5358.04% | 375,513 | 368,633 |
Advisor Resource Council Total Holding History ($B)
Advisor Resource Council's Asset Allocation
Advisor Resource Council Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Advisor Resource Council's Hypothetical Growth since 2025-03-31
Advisor Resource Council's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Advisor Resource Council's Holdings Heat Map
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Advisor Resource Council's Holdings Bubble Chart
Advisor Resource Council News
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