Advisory Resource Group Incresed Positions in Q3 2025

Advisory Resource Group

  • $433 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
14
+ 0.22%
$92.26 - $97.51 $1.29K - $1.37K
6.47K $624K
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 0.68%
$282.78 - $316.06 $1.98K - $2.21K
1.03K $325K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.03%
$103.26 - $115.0 $103 - $115
3.07K $344K
COST
Costco Wholesale Corp

Consumer Defensive
141
+ 8.59%
$915.95 - $994.57 $129K - $140K
1.78K $1.65M
XLE
Energy Sector Spdr

ETFs
60
+ 2.11%
$84.25 - $91.99 $5.06K - $5.52K
2.91K $259K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
142
+ 1.18%
$21.69 - $23.34 $3.08K - $3.31K
12.2K $284K
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.47%
$211.65 - $238.24 $11.6K - $13.1K
11.7K $2.57M
WFC
Wells Fargo & Company

Financial Services
16
+ 0.53%
$77.05 - $85.16 $1.23K - $1.36K
3.05K $255K
NOW
Service Now, Inc.

Technology
151
+ 12.49%
$850.86 - $1044.69 $128K - $158K
1.36K $1.25M
Bitwise Bitcoin ETF Tr
185
+ 5.26%
N/A
3.71K $0
Ab Active Etfs Inc
6.84K
+ 9.37%
N/A
79.9K $0
Pacer Fds Tr
168K
+ 38.24%
N/A
606K $0
Palmer Square Funds Trust
29.2K
+ 3.48%
N/A
869K $0
Virtus ETF Tr Ii
8.77K
+ 6.78%
N/A
138K $0
Janus Detroit Str Tr
119K
+ 44.99%
N/A
383K $0
First Tr Exchng Traded Fd Vi
19.7K
+ 16.93%
N/A
136K $0
Morgan Stanley ETF Trust
3.44K
+ 5.06%
N/A
71.4K $0
Ab Active Etfs Inc
6.59K
+ 5.71%
N/A
122K $0
MELI
Mercadolibre Inc

Consumer Cyclical
59
+ 11.03%
$2292.04 - $2514.05 $135K - $148K
594 $1.39M
AXON
Axon Enterprise, Inc.

Industrials
226
+ 14.49%
$698.02 - $870.97 $158K - $197K
1.79K $1.28M
WM
Waste Management Inc

Industrials
2
+ 0.12%
$213.88 - $237.1 $428 - $474
1.7K $374K
T
At&T Inc.

Communication Services
67
+ 0.27%
$26.94 - $29.62 $1.8K - $1.98K
25K $705K
INFY
Infosys LTD

Technology
7.83K
+ 11.67%
$15.98 - $18.96 $125K - $148K
74.9K $1.22M
DG
Dollar General Corp

Consumer Defensive
5
+ 0.18%
$101.86 - $116.32 $509 - $582
2.72K $280K
SYK
Stryker Corp

Healthcare
2
+ 0.16%
$368.57 - $403.53 $737 - $807
1.25K $462K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
92
+ 0.91%
$7.96 - $11.97 $732 - $1.1K
10.2K $84K
OKE
Oneok Inc

Energy
1.02K
+ 7.73%
$71.36 - $83.47 $72.8K - $85.1K
14.2K $1.04M
IBN
Icici Bank LTD

Financial Services
2.69K
+ 7.56%
$30.23 - $34.41 $81.3K - $92.6K
38.3K $1.16M
NFLX
Netflix Inc

Communication Services
104
+ 8.04%
$1147.87 - $1297.18 $119K - $135K
1.4K $1.68M
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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