Advisor Resource Council New Holdings in Q4 2024

Advisor Resource Council

  • $137 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
120K
New
$66.18 - $71.84 $7.93M - $8.6M
120K $8.04M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
84.9K
New
N/A
84.9K $7.29M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
61.4K
New
$52.0 - $55.66 $3.2M - $3.42M
61.4K $3.28M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
34.5K
New
$72.62 - $77.83 $2.5M - $2.68M
34.5K $2.55M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.18K
New
$311.11 - $335.64 $2.23M - $2.41M
7.18K $2.31M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
25.4K
New
$88.59 - $94.57 $2.25M - $2.4M
25.4K $2.26M
IWR
Ishares Russell Mid Cap ETF

ETFs
22.3K
New
$87.25 - $95.52 $1.94M - $2.13M
22.3K $1.97M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
25.4K
New
$36.74 - $40.43 $933K - $1.03M
25.4K $936K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16K
New
$56.06 - $61.35 $898K - $982K
16K $904K
TFLO
Ishares Treasury Floating Rate

ETFs
16.6K
New
$50.37 - $50.63 $836K - $840K
16.6K $837K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33.6K
New
$22.39 - $23.45 $753K - $789K
33.6K $772K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
New
$61.68 - $67.87 $710K - $781K
11.5K $717K
VUG
Vanguard Growth ETF

ETFs
1.45K
New
$378.79 - $428.11 $547K - $619K
1.45K $593K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.4K
New
$51.09 - $55.27 $581K - $629K
11.4K $581K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.75K
New
$113.92 - $127.38 $541K - $605K
4.75K $546K
CCL
Carnival Corp

Consumer Cyclical
21.7K
New
$17.34 - $26.8 $376K - $582K
21.7K $540K
VTV
Vanguard Value ETF

ETFs
3.11K
New
$168.32 - $181.87 $523K - $565K
3.11K $526K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.82K
New
$176.42 - $186.91 $497K - $526K
2.82K $501K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.49K
New
$100.16 - $100.7 $450K - $452K
4.49K $450K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.36K
New
$81.68 - $82.93 $438K - $445K
5.36K $439K
IEFA
Ishares Tr

ETFs
5.65K
New
$70.06 - $77.43 $396K - $437K
5.65K $397K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.96K
New
$100.24 - $101.35 $397K - $401K
3.96K $397K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.34K
New
$71.75 - $75.11 $383K - $401K
5.34K $383K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
14.1K
New
$25.79 - $27.56 $364K - $389K
14.1K $367K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
14.2K
New
$24.94 - $25.74 $354K - $366K
14.2K $362K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.9K
New
$29.73 - $30.81 $353K - $366K
11.9K $361K
FV
First Trust Dorsey Wright Focu

ETFs
5.89K
New
$57.47 - $62.82 $338K - $370K
5.89K $347K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.4K
New
$32.65 - $33.68 $340K - $350K
10.4K $340K
HRL
Hormel Foods Corp

Consumer Defensive
10K
New
$29.21 - $33.55 $292K - $336K
10K $313K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.82K
New
$45.07 - $47.1 $308K - $321K
6.82K $308K
RDVY
First Trust Rising Dividend Ac

ETFs
5.07K
New
$58.65 - $64.37 $297K - $326K
5.07K $299K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.96K
New
$57.29 - $63.1 $284K - $313K
4.96K $284K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
10.8K
New
$19.44 - $28.35 $211K - $307K
10.8K $278K
IAU
Ishares Gold Trust

ETFs
5.6K
New
$48.37 - $52.65 $271K - $295K
5.6K $277K
SJNK
Spdr Bloomberg Short Term High

ETFs
10.6K
New
$25.09 - $25.69 $266K - $272K
10.6K $267K
CGGO
Capital Group Global Growth Eq

ETFs
9.04K
New
$29.21 - $30.67 $264K - $277K
9.04K $264K
BNDX
Vanguard Total International B

ETFs
5.04K
New
$48.91 - $50.61 $247K - $255K
5.04K $247K
FTCS
First Trust Capital Strength E

ETFs
2.82K
New
$87.62 - $94.03 $247K - $265K
2.82K $247K
MGK
Vanguard Mega Cap Growth ETF

ETFs
673
New
$316.94 - $357.88 $213K - $241K
673 $231K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.7K
New
$31.36 - $32.75 $210K - $220K
6.7K $216K
IEMG
Ishares Inc

ETFs
3.9K
New
N/A
3.9K $209K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
New
$25.93 - $105.3 $190K - $772K
7.34K $204K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.64K
New
$77.02 - $78.58 $203K - $207K
2.64K $203K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.69K
New
$43.02 - $47.32 $202K - $222K
4.69K $202K
SFLR
Innovator Etfs Tr Equity Manag
51.5K
New
N/A
51.5K $0
Pgim ETF Tr
9.89K
New
N/A
9.89K $0
Activity Summary
Buys All Purchases 56 New Holdings 47 Increased Positions 9 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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