Advisory Resource Group Reduced Holdings in Q1 2025

Advisory Resource Group

  • $410 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.5K
- 78.43%
$360.07 - $417.26 $4.49M - $5.2M
3.43K $1.24M
JNJ
Johnson & Johnson

Healthcare
-32.3K
- 96.36%
$142.06 - $167.7 $4.59M - $5.41M
1.22K $201K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-84.8K
- 55.43%
$46.82 - $47.8 $3.97M - $4.05M
68.2K $3.21M
QDPL
Pacer Fds Tr Metaurus Us Large
-40.9K
- 3.67%
$36.5 - $40.04 $1.49M - $1.64M
1.07M $39.2M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-68.2K
- 38.11%
$34.17 - $38.11 $2.33M - $2.6M
111K $4.1M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-18.6K
- 7.29%
$54.51 - $63.63 $1.01M - $1.18M
236K $13.2M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-40.5K
- 25.51%
$32.01 - $34.37 $1.3M - $1.39M
118K $3.95M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-17.4K
- 8.89%
$37.11 - $39.53 $645K - $687K
178K $6.67M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
-13.5K
- 17.68%
$71.58 - $79.91 $968K - $1.08M
62.9K $4.87M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-2.3K
- 6.39%
$61.55 - $71.27 $141K - $164K
33.6K $2.1M
C
Citigroup Inc

Financial Services
-2.05K
- 2.97%
$67.23 - $84.63 $138K - $173K
67K $4.76M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.4K
- 8.21%
$25.12 - $26.05 $60.2K - $62.4K
26.8K $675K
CAT
Caterpillar Inc

Industrials
-36
- 2.15%
$326.75 - $407.63 $11.8K - $14.7K
1.64K $540K
WMT
Walmart Inc.

Consumer Defensive
-470
- 5.2%
$84.5 - $105.05 $39.7K - $49.4K
8.57K $752K
VWID
Etfis Ser Tr I Virtus Wmc Inte

Technology
-12.1K
- 11.61%
$26.4 - $30.28 $318K - $365K
91.8K $2.7M
NET
Cloudflare, Inc.

Technology
-908
- 9.36%
$110.71 - $176.5 $101K - $160K
8.8K $991K
CTSH
Cognizant Technology Solutions Corp

Technology
-344
- 0.54%
$75.32 - $90.7 $25.9K - $31.2K
63K $4.82M
DASH
Door Dash, Inc.

Communication Services
-795
- 12.19%
$168.37 - $213.38 $134K - $170K
5.73K $1.05M
XLK
Technology Sector Spdr

ETFs
-38
- 3.53%
$206.38 - $242.18 $7.84K - $9.2K
1.04K $214K
IWD
Ishares Russell 1000 Val ETF

ETFs
-278
- 3.67%
$182.82 - $196.21 $50.8K - $54.5K
7.3K $1.37M
GLW
Corning Inc

Technology
-357
- 5.33%
$44.91 - $54.25 $16K - $19.4K
6.34K $290K
CUZ
Cousins Properties Inc

Real Estate
-543
- 5.98%
$28.06 - $31.21 $15.2K - $16.9K
8.54K $251K
OKE
Oneok Inc

Energy
-89
- 0.67%
$89.57 - $109.85 $7.97K - $9.78K
13.3K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 9.82%
$225.19 - $279.95 $26.8K - $33.3K
1.09K $268K
XLC
Select Sector Spdr Tr Communic

ETFs
-50
- 0.29%
$94.84 - $105.31 $4.74K - $5.27K
17.3K $1.67M
WFC
Wells Fargo & Company

Financial Services
-160
- 4.96%
$66.78 - $81.42 $10.7K - $13K
3.07K $220K
Alps ETF Tr
-30.9K
- 5.37%
N/A
545K $0
PG
Procter & Gamble CO

Consumer Defensive
-25
- 1.66%
$158.56 - $176.26 $3.96K - $4.41K
1.48K $251K
American Healthcare Reit Inc
-2.55K
- 9.13%
N/A
25.4K $0
Virtus ETF Tr Ii
-4.07K
- 9.07%
N/A
40.8K $0
Lam Research Corp
-8
- 0.12%
N/A
6.53K $0
Fidelity Covington Trust
-6.93K
- 4.5%
N/A
147K $0
Pgim ETF Tr
-4.13K
- 5.95%
N/A
65.2K $0
SONY
Sony Group Corp

Technology
-8.29K
- 16.55%
$19.88 - $25.64 $165K - $212K
41.8K $1.06M
IBM
International Business Machines Corp

Technology
-131
- 8.7%
$217.4 - $264.74 $28.5K - $34.7K
1.38K $341K
RIO
Rio Tinto PLC

Basic Materials
-70
- 0.4%
$58.19 - $64.29 $4.07K - $4.5K
17.4K $1.05M
UBER
Uber Technologies, Inc

Technology
-2.54K
- 15.08%
$63.17 - $81.49 $160K - $207K
14.3K $1.04M
MA
Mastercard Inc

Financial Services
-6
- 0.27%
$504.67 - $576.31 $3.03K - $3.46K
2.26K $1.24M
NFLX
Netflix Inc

Communication Services
-5
- 0.33%
$828.4 - $1058.6 $4.14K - $5.29K
1.5K $1.4M
AEP
American Electric Power CO Inc

Utilities
-24
- 0.61%
$90.32 - $109.27 $2.17K - $2.62K
3.93K $429K
NVS
Novartis Ag

Healthcare
-736
- 6.45%
$97.14 - $115.57 $71.5K - $85.1K
10.7K $1.19M
CVX
Chevron Corp

Energy
-95
- 2.2%
$146.71 - $167.97 $13.9K - $16K
4.22K $705K
MELI
Mercadolibre Inc

Consumer Cyclical
-13
- 2.16%
$1739.0 - $2260.0 $22.6K - $29.4K
588 $1.15M
T
At&T Inc.

Communication Services
-583
- 2.17%
$21.56 - $28.28 $12.6K - $16.5K
26.2K $742K
AIG
American International Group, Inc.

Financial Services
-3.68K
- 5.74%
$70.5 - $86.94 $259K - $320K
60.4K $5.25M
Activity Summary
Buys All Purchases 105 New Holdings 9 Increased Positions 96 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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