Advisory Resource Group Incresed Positions in Q4 2024

Advisory Resource Group

  • $399 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
48.5K
+ 47.38%
$49.51 - $49.79 $2.4M - $2.41M
151K $7.48M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
61K
+ 49.37%
$40.84 - $42.74 $2.49M - $2.61M
184K $7.55M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
40.7K
+ 28.92%
$22.43 - $23.09 $912K - $939K
181K $4.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.1K
+ 15.99%
$53.94 - $58.15 $542K - $585K
72.9K $4.11M
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 2.54%
$213.65 - $479.86 $23.1K - $51.8K
4.37K $1.76M
AAPL
Apple Inc.

Technology
131
+ 0.54%
$221.69 - $259.02 $29K - $33.9K
24.6K $6.16M
JMEE
J P Morgan Exchange Traded Fd

ETFs
9.29K
+ 3.78%
$60.1 - $66.4 $558K - $617K
255K $15.4M
COST
Costco Wholesale Corp

Consumer Defensive
421
+ 33.84%
$873.59 - $994.69 $368K - $419K
1.67K $1.53M
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.8K
+ 129.15%
$40.06 - $45.21 $433K - $489K
19.2K $780K
AIG
American International Group, Inc.

Financial Services
5.05K
+ 8.56%
$70.0 - $79.22 $354K - $400K
64K $4.66M
MUB
Ishares National Muni Bond ETF

ETFs
3K
+ 15.81%
$105.78 - $108.7 $317K - $326K
22K $2.34M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 0.18%
$570.51 - $610.59 $17.1K - $18.3K
17.2K $10.1M
CTSH
Cognizant Technology Solutions Corp

Technology
2.7K
+ 4.45%
$74.37 - $82.32 $201K - $222K
63.3K $4.87M
JNJ
Johnson & Johnson

Healthcare
4.63K
+ 16.05%
$143.34 - $165.86 $664K - $768K
33.5K $4.85M
WMT
Walmart Inc.

Consumer Defensive
945
+ 11.67%
$79.1 - $95.7 $74.7K - $90.4K
9.04K $817K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
8.2K
+ 5.45%
$31.99 - $33.51 $262K - $275K
159K $5.11M
NVO
Novo Nordisk A S

Healthcare
4.54K
+ 61.07%
$85.0 - $120.04 $386K - $545K
12K $1.03M
OKE
Oneok Inc

Energy
201
+ 1.53%
$92.28 - $117.05 $18.5K - $23.5K
13.3K $1.34M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.92K
+ 15.5%
$25.3 - $26.31 $99.1K - $103K
29.2K $746K
DOV
Dover Corp

Industrials
982
+ 3.97%
$184.72 - $206.51 $181K - $203K
25.7K $4.82M
EMB
Ishares Tr

ETFs
1.02K
+ 38.35%
$88.94 - $93.46 $90.4K - $95K
3.67K $326K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
491
+ 24.92%
$396.64 - $516.74 $195K - $254K
2.46K $991K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.44K
+ 10.69%
$38.37 - $42.82 $247K - $276K
66.7K $2.56M
PANW
Palo Alto Networks Inc

Technology
3.06K
+ 100.82%
$181.96 - $405.9 $556K - $1.24M
6.09K $1.11M
ASML
Asml Holding Nv

Technology
313
+ 26.28%
$658.43 - $872.27 $206K - $273K
1.5K $1.04M
MSFT
Microsoft Corp

Technology
266
+ 3.72%
$406.35 - $454.46 $108K - $121K
7.41K $3.12M
INFY
Infosys LTD

Technology
3.01K
+ 6.32%
$20.71 - $23.42 $62.3K - $70.4K
50.6K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 4.75%
$205.18 - $250.29 $11.3K - $13.8K
1.21K $290K
AVDE
American Centy ETF Tr Avantis

ETFs
7.46K
+ 10.12%
$60.9 - $66.69 $454K - $498K
81.2K $4.98M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$571.78 - $647.97 $572 - $648
1.05K $655K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.23K
+ 3.54%
$24.19 - $24.63 $53.9K - $54.9K
65.1K $1.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 3.48%
$521.84 - $558.82 $20.9K - $22.4K
1.19K $640K
CNI
Canadian National Railway CO

Industrials
1.62K
+ 19.34%
$100.62 - $117.12 $163K - $190K
10K $1.02M
IWP
Ishares Russell Mid Cap Growth

ETFs
51
+ 1.85%
$116.4 - $138.52 $5.94K - $7.06K
2.81K $355K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2.56K
+ 2.32%
$19.8 - $20.06 $50.8K - $51.4K
113K $2.24M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.65K
+ 3.73%
$47.98 - $49.47 $79K - $81.4K
45.7K $2.21M
CB
Chubb LTD

Financial Services
255
+ 7.32%
$271.57 - $301.89 $69.3K - $77K
3.74K $1.03M
ACN
Accenture PLC

Technology
96
+ 3.32%
$343.9 - $376.86 $33K - $36.2K
2.98K $1.05M
AVMU
American Centy ETF Travantis C

ETFs
1.24K
+ 2.63%
$45.75 - $46.94 $56.7K - $58.2K
48.5K $2.24M
XOM
Exxon Mobil Corp

Energy
4.09K
+ 9.36%
$105.51 - $125.37 $432K - $513K
47.8K $5.14M
XLB
Select Sector Spdr Fd Material

ETFs
3.2K
+ 15.42%
$83.8 - $97.58 $268K - $312K
24K $2.02M
SONY
Sony Group Corp

Technology
39.2K
+ 361.74%
$17.53 - $96.8 $687K - $3.8M
50.1K $1.06M
VB
Vanguard Small Cap ETF

ETFs
24
+ 0.99%
$233.76 - $261.58 $5.61K - $6.28K
2.46K $590K
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.93%
$280.04 - $302.45 $3.36K - $3.63K
1.3K $376K
IBM
International Business Machines Corp

Technology
18
+ 1.21%
$204.9 - $238.04 $3.69K - $4.28K
1.51K $331K
FITB
Fifth Third Bancorp

Financial Services
1.56K
+ 1.35%
$41.76 - $48.44 $65.1K - $75.5K
117K $4.95M
Virtus ETF Tr Ii
7.28K
+ 7.13%
N/A
109K $0
Palmer Square Funds Trust
645K
+ 423.09%
N/A
798K $0
Morgan Stanley ETF Trust
814
+ 1.39%
N/A
59.4K $0
Activity Summary
Buys All Purchases 95 New Holdings 18 Increased Positions 77 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Advisory Resource Group Portfolio

Follow Advisory Resource Group 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 Advisory Resource Group, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Resource Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email