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Advisory Resource Group13F | |
| Advisory Resource Group | |
| Last update 2025-04-22 | 162 Stocks (9 new) |
| Value $491.00 Mil | Turnover 10 % |
Advisory Resource Group 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDPL |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
| 1,072,546 | 39,169.4 | -3.67% | 7.980 | -0.33% | 4.640 | +18.22% | +7.16% | 1,054.7 | ||
PSX | Phillips 66 | 256,327 | 31,651.3 | +6.79% | 6.450 | +0.41% | 0.060 | +28.27% | +12.58% | 51,296.3 | Oil & Gas | |
COP | ConocoPhillips | 229,588 | 24,111.4 | +5.60% | 4.910 | +0.26% | 0.020 | +3.87% | -6.05% | 115,687.3 | Oil & Gas | |
PSQO |
Palmer Square Credit Opportunities ETF
Palmer Square Credit Opportunities ETF
| 831,662 | 16,866.1 | +4.24% | 3.430 | +0.14% | 40.970 | +2.60% | +3.78% | 76.0 | ||
SMTH | ALPS Smith Core Plus Bond ETF | 545,393 | 14,117.5 | -5.37% | 2.880 | -0.17% | 0.810 | +1.68% | +3.00% | 1,877.9 | ||
JSI |
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
| 253,823 | 13,287.6 | +8.06% | 2.710 | +0.20% | 1.760 | +2.86% | +3.94% | 897.6 | ||
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 236,038 | 13,213.4 | -7.29% | 2.690 | -0.24% | 0.790 | +15.78% | +0.23% | 1,907.6 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 462,691 | 11,817.1 | +10.71% | 2.410 | +0.23% | 0.140 | +1.20% | +3.35% | 8,515.1 | ||
JEPI | JPMorgan Equity Premium Income ETF | 172,766 | 9,871.8 | +8.27% | 2.010 | +0.15% | 0.030 | +8.71% | +3.46% | 41,037.7 | ||
IVV | iShares Core S&P 500 ETF | 17,193 | 9,660.8 | +0.22% | 1.970 | 0% | 0.000 | +19.67% | +7.80% | 634,518.9 |
Advisory Resource Group's Historical Top Holdings Breakdowns
Advisory Resource Group'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -1.06% | 360.07 ($394.62) 417.26 | $434.26 | 10.05% | Reduce -78.43% | 3,428 | -12,467 | |
VLO | Valero Energy Corp | 2025-03-31 | Add Add | +1.06% | 121.76 ($132.69) 142.99 | $146.15 | 10.14% | Add 438.5% | 48,341 | 39,364 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +1.00% | 461.52 ($511.2) 548.18 | $282.65 | -44.71% | Add 2136.36% | 9,840 | 9,400 | |
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.99% | 142.06 ($156.47) 167.7 | $163.70 | 4.62% | Reduce -96.36% | 1,218 | -32,284 | |
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 2025-03-31 | Reduce Reduce | -0.85% | 46.82 ($47.34) 47.8 | $47.25 | -0.19% | Reduce -55.43% | 68,178 | -84,775 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | New Buy New Buy | +0.85% | 92.71 ($101.57) 107.38 | $111.75 | 10.02% | New holding | 45,031 | 45,031 | |
PHYL | PGIM Active High Yield Bond ETF | 2025-03-31 | New Buy New Buy | +0.82% | 34.67 ($35.07) 35.44 | $35.30 | 0.66% | New holding | 115,686 | 115,686 | |
PATN |
Pacer Nasdaq International Patent Leaders ETF
Pacer Nasdaq International Patent Leaders ETF
| 2025-03-31 | New Buy New Buy | +0.79% | 19.43 ($20.89) 22.01 | $23.31 | 11.58% | New holding | 185,969 | 185,969 | |
UTES | Virtus Reaves Utilities ETF | 2025-03-31 | New Buy New Buy | +0.52% | 61.51 ($67.14) 72.68 | $77.90 | 16.03% | New holding | 39,491 | 39,491 | |
INDS | Pacer Industrial Real Estate ETF | 2025-03-31 | Reduce Reduce | -0.51% | 34.17 ($36.61) 38.11 | $36.47 | -0.37% | Reduce -38.11% | 110,766 | -68,196 |
Advisory Resource Group Total Holding History ($B)
Advisory Resource Group's Asset Allocation
Advisory Resource Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Advisory Resource Group's Hypothetical Growth since 2025-03-31
Advisory Resource Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Advisory Resource Group's Holdings Heat Map
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Advisory Resource Group's Holdings Bubble Chart
Advisory Resource Group News
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