Advisor Resource Council Incresed Positions in Q3 2024

Advisor Resource Council

  • $298 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.84K
+ 9.46%
$207.23 - $234.82 $796K - $901K
44.4K $10.3M
IWM
Ishares Russell 2000 ETF

ETFs
5.35K
+ 26.82%
$200.87 - $224.6 $1.07M - $1.2M
25.3K $5.59M
MSFT
Microsoft Corp

Technology
3.59K
+ 22.96%
$395.15 - $467.56 $1.42M - $1.68M
19.2K $8.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.71K
+ 32.59%
$117.9 - $128.2 $673K - $731K
23.2K $2.98M
NVDA
Nvidia Corp

Technology
7.5K
+ 49.84%
$98.91 - $134.91 $742K - $1.01M
22.6K $2.74M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.7K
+ 78.48%
$50.63 - $51.11 $845K - $853K
38K $1.94M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.37K
+ 47.15%
$75.32 - $84.37 $630K - $706K
26.1K $2.18M
XLF
Financial Sector Spdr

ETFs
15K
+ 109.69%
$40.84 - $45.74 $613K - $686K
28.7K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
4.07K
+ 24.76%
$161.02 - $200.0 $655K - $814K
20.5K $3.82M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.11K
+ 61.51%
$60.84 - $67.51 $493K - $548K
21.3K $1.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.01K
+ 77.67%
$54.98 - $59.51 $440K - $476K
18.3K $1.09M
IGE
Ishares Tr North Amern Nat Res

ETFs
11.2K
+ 38.32%
$42.07 - $45.59 $471K - $510K
40.4K $1.78M
FLRN
Spdr Bloomberg Investment Grad

ETFs
14.2K
+ 107.99%
$30.55 - $30.85 $434K - $438K
27.3K $843K
XOM
Exxon Mobil Corp

Energy
3.43K
+ 34.66%
$109.72 - $119.0 $376K - $408K
13.3K $1.56M
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.53K
+ 44.21%
$50.37 - $55.21 $278K - $305K
18K $981K
ELY
Callaway Golf CO

Consumer Cyclical
17.2K
+ 111.27%
N/A
32.6K $612K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.9K
+ 39.88%
$46.13 - $52.38 $226K - $257K
17.2K $885K
PAVE
Global X Fds Us Infrastructure

ETFs
3.43K
+ 16.03%
$36.39 - $41.16 $125K - $141K
24.8K $1.02M
SRE
Sempra Energy

Utilities
442
+ 1.81%
$74.97 - $84.04 $33.1K - $37.1K
24.9K $2.08M
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.42K
+ 48.29%
$26.69 - $29.87 $145K - $162K
16.6K $483K
MINO
Pimco ETF Tr Municipal Income

ETFs
3.39K
+ 19.96%
$45.07 - $46.16 $153K - $157K
20.4K $940K
HAL
Halliburton CO

Energy
4.5K
+ 42.58%
$27.81 - $36.44 $125K - $164K
15.1K $437K
XLK
Technology Sector Spdr

ETFs
384
+ 1.94%
$197.34 - $237.68 $75.8K - $91.3K
20.2K $4.56M
VIG
Vanguard Dividend Appreciation

ETFs
335
+ 3.22%
$182.15 - $182.15 $61K - $61K
10.7K $1.96M
PFIE
Profire Energy Inc

Energy
1.2K
+ 4.44%
$1.4 - $1.86 $1.68K - $2.23K
28.2K $47K
Bgc Group Inc
8.86K
+ 78.53%
N/A
20.1K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
74
+ 0.54%
$211.47 - $281.27 $15.6K - $20.8K
13.7K $3.36M
Activity Summary
Buys All Purchases 217 New Holdings 189 Increased Positions 28 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 6 Puts 3
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