Advisory Resource Group Purchases in Q3 2025

Advisory Resource Group

  • $433 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
245K
+ 116.71%
$41.18 - $42.48 $10.1M - $10.4M
455K $19.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
48.3K
+ 55.93%
$53.81 - $57.52 $2.6M - $2.78M
135K $7.74M
VALE
Vale S.A.

Basic Materials
132K
New
$9.53 - $10.95 $1.26M - $1.45M
132K $1.43M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.78K
+ 13.7%
$108.08 - $121.73 $733K - $825K
56.3K $6.78M
CEG
Constellation Energy Corp

Utilities
4.05K
New
$298.82 - $354.89 $1.21M - $1.44M
4.05K $1.33M
SAP
Sap Se

Technology
4.93K
New
$252.42 - $311.93 $1.24M - $1.54M
4.93K $1.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.28K
New
$366.54 - $479.53 $1.2M - $1.57M
3.28K $1.29M
DIS
Walt Disney CO

Communication Services
11.3K
+ 372.34%
$112.25 - $124.0 $1.26M - $1.4M
14.3K $1.64M
AVDE
American Centy ETF Tr Avantis

ETFs
4.02K
+ 2.79%
$73.24 - $79.04 $294K - $317K
148K $11.7M
ELV
Elevance Health, Inc.

Healthcare
5.69K
+ 43.03%
$274.66 - $395.76 $1.56M - $2.25M
18.9K $6.12M
IXUS
Ishares Tr

ETFs
7.92K
+ 18.79%
$76.35 - $82.58 $605K - $654K
50.1K $4.13M
AFL
Aflac Inc

Financial Services
4.09K
+ 8.23%
$98.09 - $111.7 $401K - $457K
53.8K $6.01M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.04%
$293.94 - $444.72 $588 - $889
4.88K $2.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.38K
+ 30.46%
$192.76 - $203.86 $459K - $485K
10.2K $2.08M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.6K
+ 91.72%
$31.79 - $33.42 $465K - $489K
30.6K $1.02M
XOM
Exxon Mobil Corp

Energy
1.77K
+ 3.27%
$105.83 - $117.22 $187K - $207K
55.7K $6.28M
AIG
American International Group, Inc.

Financial Services
11K
+ 18.16%
$76.34 - $85.87 $843K - $949K
71.9K $5.65M
IWF
Ishares Russell 1000 Gr ETF

ETFs
571
+ 17.45%
$420.11 - $472.68 $240K - $270K
3.84K $1.8M
PHYL
Pgim ETF Tr

ETFs
9.83K
+ 8.0%
$35.14 - $35.8 $345K - $352K
133K $4.74M
CSL
Carlisle Companies Inc

Industrials
2.98K
+ 21.61%
$327.52 - $435.11 $976K - $1.3M
16.8K $5.51M
XLF
Financial Sector Spdr

ETFs
3.68K
+ 3.49%
$51.37 - $54.25 $189K - $200K
109K $5.87M
CTSH
Cognizant Technology Solutions Corp

Technology
14.6K
+ 22.3%
$66.67 - $80.98 $974K - $1.18M
80.1K $5.37M
GOOGL
Alphabet Inc.

Communication Services
941
New
$174.36 - $254.72 $164K - $240K
941 $228K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.37K
New
$138.31 - $165.45 $190K - $227K
1.37K $226K
XLY
Select Sector Spdr Consumer Di

ETFs
154
+ 1.84%
$216.09 - $242.18 $33.3K - $37.3K
8.51K $2.04M
DVN
Devon Energy Corp

Energy
6.27K
New
$31.75 - $36.99 $199K - $232K
6.27K $219K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.7K
New
$28.92 - $32.19 $194K - $216K
6.7K $213K
NVO
Novo Nordisk A S

Healthcare
7.36K
+ 48.58%
$45.38 - $71.7 $334K - $528K
22.5K $1.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
686
New
$276.51 - $305.12 $190K - $209K
686 $204K
UBER
Uber Technologies, Inc

Technology
1.38K
+ 9.52%
$86.91 - $99.57 $120K - $137K
15.8K $1.55M
AXP
American Express CO

Financial Services
610
New
$294.27 - $342.31 $180K - $209K
610 $202K
XLV
Select Sector Spdr Fund Health

ETFs
981
+ 7.09%
$129.01 - $139.72 $127K - $137K
14.8K $2.06M
SONY
Sony Group Corp

Technology
2.62K
+ 6.09%
$23.92 - $30.07 $62.6K - $78.7K
45.6K $1.31M
CB
Chubb LTD

Financial Services
764
+ 19.8%
$265.99 - $289.59 $203K - $221K
4.62K $1.3M
DOV
Dover Corp

Industrials
3.83K
+ 13.34%
$165.59 - $190.9 $635K - $732K
32.6K $5.43M
BX
Blackstone Inc.

Financial Services
23
+ 0.3%
$152.77 - $188.68 $3.51K - $4.34K
7.65K $1.31M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.12K
+ 24.49%
$118.3 - $142.16 $250K - $301K
10.8K $1.31M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
3.63K
+ 3.29%
$35.44 - $37.64 $129K - $137K
114K $4.24M
INMU
Blackrock ETF Tr Ii Intermedia
4.28K
+ 3.94%
$23.29 - $23.97 $99.8K - $103K
113K $2.71M
RY
Royal Bank Of Canada

Financial Services
75
+ 0.83%
$128.46 - $148.6 $9.63K - $11.1K
9.11K $1.34M
NVS
Novartis Ag

Healthcare
520
+ 4.81%
$113.5 - $129.73 $59K - $67.5K
11.3K $1.45M
CAT
Caterpillar Inc

Industrials
2
+ 0.12%
$390.92 - $477.15 $782 - $954
1.62K $772K
MA
Mastercard Inc

Financial Services
218
+ 9.48%
$550.18 - $598.96 $120K - $131K
2.52K $1.43M
PANW
Palo Alto Networks Inc

Technology
669
+ 10.2%
$167.06 - $208.19 $112K - $139K
7.23K $1.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
345
+ 12.4%
$412.46 - $514.1 $142K - $177K
3.13K $1.53M
TT
Trane Technologies PLC

Industrials
363
+ 13.21%
$398.96 - $472.54 $145K - $172K
3.11K $1.31M
MFC
Manulife Financial Corp

Financial Services
4.46K
+ 12.63%
$29.9 - $32.34 $133K - $144K
39.8K $1.24M
MUB
Ishares National Muni Bond ETF

ETFs
943
+ 37.07%
$103.24 - $106.68 $97.4K - $101K
3.49K $371K
ABBV
Abb Vie Inc.

Healthcare
17
+ 0.88%
$184.85 - $231.54 $3.14K - $3.94K
1.95K $450K
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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