Advisor Resource Council Purchases in Q1 2025

Advisor Resource Council

  • $1.34 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
87.5K
+ 107.66%
$551.42 - $612.93 $48.2M - $53.6M
169K $94.4M
AAPL
Apple Inc.

Technology
134K
+ 1985.0%
$209.68 - $247.1 $28.1M - $33.1M
141K $31.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
53.5K
+ 6306.6%
$468.34 - $539.52 $25M - $28.9M
54.3K $25.5M
XLK
Technology Sector Spdr

ETFs
106K
New
$206.38 - $242.18 $22M - $25.8M
106K $22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
732K
New
$24.73 - $25.62 $18.1M - $18.8M
732K $18.7M
MSFT
Microsoft Corp

Technology
47.4K
New
$375.39 - $447.2 $17.8M - $21.2M
47.4K $17.8M
VIG
Vanguard Dividend Appreciation

ETFs
97.3K
New
N/A
97.3K $17.7M
NVDA
Nvidia Corp

Technology
160K
+ 2982.97%
$106.98 - $149.43 $17.1M - $23.9M
165K $17.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
369K
+ 5358.04%
$42.5 - $46.71 $15.7M - $17.2M
376K $17M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
177K
New
$91.45 - $91.75 $16.1M - $16.2M
177K $16.2M
GLD
Spdr Gold Trust

ETFs
51.2K
+ 315.54%
$243.19 - $288.14 $12.4M - $14.7M
67.4K $19.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
303K
+ 2661.14%
$49.78 - $53.19 $15.1M - $16.1M
314K $16M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
505K
New
$28.27 - $29.28 $14.3M - $14.8M
505K $14.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
187K
New
$63.07 - $73.5 $11.8M - $13.8M
187K $13.2M
SPMD
Spdr Portfolio

ETFs
244K
New
$50.21 - $57.73 $12.2M - $14.1M
244K $12.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
188K
New
$64.88 - $72.1 $12.2M - $13.5M
188K $12.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.3K
+ 1464.08%
$442.66 - $534.52 $9.85M - $11.9M
23.8K $12.7M
XLE
Energy Sector Spdr

ETFs
122K
New
$85.7 - $93.96 $10.5M - $11.5M
122K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
20.4K
+ 1183.28%
$554.06 - $615.85 $11.3M - $12.6M
22.1K $12.4M
XLF
Financial Sector Spdr

ETFs
225K
New
$47.32 - $52.19 $10.6M - $11.7M
225K $11.2M
VB
Vanguard Small Cap ETF

ETFs
48.7K
+ 3602.37%
$217.89 - $252.64 $10.6M - $12.3M
50.1K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.9K
New
$507.05 - $563.67 $10.6M - $11.8M
20.9K $10.7M
SPYG
Spdr Portfolio

ETFs
132K
+ 1195.37%
$80.05 - $92.39 $10.6M - $12.2M
143K $11.5M
XLV
Select Sector Spdr Fund Health

ETFs
67K
+ 4034.74%
$137.61 - $149.68 $9.22M - $10M
68.7K $10M
META
Meta Platforms, Inc.

Communication Services
16.2K
New
$576.36 - $736.67 $9.31M - $11.9M
16.2K $9.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
176K
New
$51.45 - $58.51 $9.07M - $10.3M
176K $9.13M
JPM
Jpmorgan Chase & CO

Financial Services
35.1K
New
$225.19 - $279.95 $7.9M - $9.83M
35.1K $8.61M
GOOGL
Alphabet Inc.

Communication Services
54.8K
New
$154.33 - $206.19 $8.46M - $11.3M
54.8K $8.48M
VTI
Vanguard Total Stock Market Et

ETFs
28.8K
+ 526.52%
$271.18 - $303.12 $7.81M - $8.73M
34.3K $9.42M
XOM
Exxon Mobil Corp

Energy
64.6K
+ 1463.9%
$105.44 - $118.93 $6.82M - $7.69M
69.1K $8.21M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
94.2K
New
$79.96 - $87.71 $7.53M - $8.26M
94.2K $7.74M
GLDM
World Gold Trust

ETFs
124K
New
$52.19 - $61.89 $6.46M - $7.66M
124K $7.66M
VEA
Vanguard Ftse Developed Market

ETFs
149K
+ 800.37%
$47.4 - $52.99 $7.06M - $7.89M
167K $8.51M
MLPX
Global X Mlp & Energy Infrastr

ETFs
116K
New
$59.6 - $67.2 $6.9M - $7.77M
116K $7.38M
SPSB
Spdr Portfolio Short Term Corp

ETFs
245K
New
$29.82 - $30.1 $7.3M - $7.37M
245K $7.37M
XYLD
Global X Fds S&P 500 Covered C

ETFs
186K
New
$39.02 - $42.89 $7.27M - $7.99M
186K $7.35M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
91.6K
New
$78.0 - $84.37 $7.15M - $7.73M
91.6K $7.32M
XLC
Select Sector Spdr Tr Communic

ETFs
75.7K
New
$94.84 - $105.31 $7.18M - $7.97M
75.7K $7.3M
CTA
Simplify Exch Traded Fds Simpl

ETFs
237K
New
$27.81 - $30.21 $6.59M - $7.16M
237K $7.02M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
274K
New
$24.88 - $26.85 $6.81M - $7.35M
274K $6.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
52.8K
New
$126.11 - $135.06 $6.66M - $7.13M
52.8K $6.81M
FLRN
Spdr Bloomberg Investment Grad

ETFs
216K
New
$30.71 - $30.87 $6.65M - $6.68M
216K $6.67M
IGV
Ishares Expanded Tech Software

ETFs
73.6K
New
$88.3 - $107.83 $6.49M - $7.93M
73.6K $6.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
52.3K
New
$120.29 - $134.6 $6.3M - $7.05M
52.3K $6.39M
VV
Vanguard Large Cap ETF

ETFs
24.7K
New
$253.32 - $282.66 $6.24M - $6.97M
24.7K $6.34M
XLY
Select Sector Spdr Consumer Di

ETFs
31.9K
New
$192.6 - $233.2 $6.15M - $7.45M
31.9K $6.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
14.7K
New
$408.78 - $448.82 $5.99M - $6.58M
14.7K $6.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
167K
+ 1041.07%
$33.84 - $37.77 $5.66M - $6.32M
183K $6.67M
MBB
Ishares Tr

ETFs
65.2K
+ 1175.48%
$90.37 - $94.08 $5.89M - $6.13M
70.7K $6.63M
Activity Summary
Buys All Purchases 566 New Holdings 525 Increased Positions 41 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 8 Puts 6
Track This Portfolio

Track Advisor Resource Council Portfolio

Follow Advisor Resource Council and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Resource Council, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Resource Council with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email