Advisory Resource Group Portfolio Holdings
Advisory Resource Group
- $410 Million
- Q1 2025
Advisory Resource Group has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $410 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Metaurus Us Large with a value of $39.2M, Phillips 66 with a value of $31.7M, Conocophillips with a value of $24.1M, J P Morgan Exchange Traded Fd with a value of $13.2M, and Spdr Portfolio Aggregate Bond with a value of $11.8M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $399M to 410M.
Below you can find more details about Advisory Resource Group portfolio as well as his latest detailed transactions.
Portfolio value
$410 Million
ETFs: $169 Million
Energy: $70 Million
Technology: $41.1 Million
Financial Services: $31.1 Million
Industrials: $24.7 Million
Healthcare: $11 Million
Consumer Cyclical: $8.16 Million
Communication Services: $7.68 Million
Other: $5.56 Million