304 is the total number of securities Advisory Resource Group has owned. The longest Advisory Resource Group has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
COP | CONOCOPHILLIPS | 20 | 20 | 6.14% | 11.60% | 19.71% | Q4 2018 | Q3 2023 | 20 |
PSX | PHILLIPS 66 | 20 | 20 | 8.64% | 11.34% | 17.06% | Q4 2018 | Q3 2023 | 20 |
IVV | ISHARES TR | 20 | 20 | 2.02% | 5.21% | 11.66% | Q4 2018 | Q3 2023 | 20 |
HPI | HANCOCK JOHN PFD INCOM... | 20 | 20 | 0.51% | 1.47% | 2.50% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC | 20 | 20 | 0.53% | 1.06% | 1.50% | Q4 2018 | Q3 2023 | 20 |
AFL | AFLAC INC | 20 | 20 | 0.62% | 0.79% | 0.91% | Q4 2018 | Q3 2023 | 20 |
LYB | LYONDELLBASELL INDUSTR... | 20 | 20 | 0.07% | 0.75% | 0.99% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 0.34% | 0.58% | 0.87% | Q4 2018 | Q3 2023 | 20 |
PFE | PFIZER INC | 20 | 20 | 0.06% | 0.54% | 1.22% | Q4 2018 | Q3 2023 | 20 |
XLE | SELECT SECTOR SPDR TR | 20 | 20 | 0.09% | 0.54% | 1.02% | Q4 2018 | Q3 2023 | 20 |
AGG | ISHARES TR | 20 | 20 | 0.06% | 0.49% | 2.59% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.22% | 0.38% | 0.58% | Q4 2018 | Q3 2023 | 20 |
CAT | CATERPILLAR INC DEL | 20 | 20 | 0.10% | 0.33% | 0.95% | Q4 2018 | Q3 2023 | 20 |
XOM | EXXON MOBIL CORP | 20 | 20 | 0.08% | 0.31% | 0.99% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.15% | 0.31% | 0.46% | Q4 2018 | Q3 2023 | 20 |
DIS | DISNEY WALT CO | 20 | 20 | 0.07% | 0.30% | 0.92% | Q4 2018 | Q3 2023 | 20 |
XLV | SELECT SECTOR SPDR TR | 20 | 20 | 0.10% | 0.26% | 0.76% | Q4 2018 | Q3 2023 | 20 |
CVX | CHEVRON CORP NEW | 20 | 20 | 0.16% | 0.25% | 0.97% | Q4 2018 | Q3 2023 | 20 |
T | AT&T INC | 20 | 20 | 0.11% | 0.25% | 0.38% | Q4 2018 | Q3 2023 | 20 |
F | FORD MTR CO DEL | 20 | 20 | 0.05% | 0.24% | 0.84% | Q4 2018 | Q3 2023 | 20 |
AEP | AMERICAN ELEC PWR INC | 20 | 20 | 0.12% | 0.23% | 0.36% | Q4 2018 | Q3 2023 | 20 |
WMT | WALMART INC | 20 | 20 | 0.11% | 0.19% | 0.44% | Q4 2018 | Q3 2023 | 20 |
KRG | KITE RLTY GROUP TR | 20 | 20 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 20 |
CSCO | CISCO SYS INC | 19 | 19 | 0.14% | 0.80% | 1.02% | Q1 2019 | Q3 2023 | 19 |
INTC | INTEL CORP | 19 | 19 | 0.13% | 0.79% | 1.15% | Q1 2019 | Q3 2023 | 19 |
FITB | FIFTH THIRD BANCORP | 19 | 19 | 0.60% | 0.79% | 1.06% | Q1 2019 | Q3 2023 | 19 |
SPEM | SPDR INDEX SHS FDS | 11 | 8 | 0.16% | 0.64% | 1.25% | Q4 2018 | Q3 2023 | 19 |
QQQ | INVESCO QQQ TR | 17 | 2 | 0.12% | 0.52% | 1.28% | Q4 2018 | Q3 2023 | 19 |
AFIN | THE NECESSITY RETAIL R... | 19 | 19 | 0.03% | 0.15% | 0.36% | Q4 2018 | Q2 2023 | 19 |
WM | WASTE MGMT INC DEL | 14 | 5 | 0.07% | 0.12% | 0.36% | Q4 2018 | Q3 2023 | 19 |
PG | PROCTER & GAMBLE CO | 19 | 19 | 0.06% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 19 |
CUZ | COUSINS PPTYS INC | 18 | 18 | 0.06% | 0.26% | 0.50% | Q2 2019 | Q3 2023 | 18 |
LOW | LOWES COS INC | 14 | 2 | 0.09% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 18 |
SMMD | ISHARES TR | 17 | 17 | 0.12% | 2.40% | 5.10% | Q3 2019 | Q3 2023 | 17 |
JNJ | JOHNSON & JOHNSON | 15 | 2 | 0.33% | 0.82% | 0.95% | Q4 2018 | Q3 2023 | 17 |
XLF | SELECT SECTOR SPDR TR | 10 | 7 | 0.13% | 0.45% | 0.86% | Q4 2018 | Q3 2023 | 17 |
FMB | FIRST TR EXCH TRADED F... | 17 | 17 | 0.08% | 0.37% | 0.80% | Q3 2019 | Q3 2023 | 17 |
SYK | STRYKER CORPORATION | 13 | 4 | 0.07% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 17 |
HTA | HEALTHCARE TR AMER INC | 15 | 15 | 0.59% | 1.03% | 1.41% | Q4 2018 | Q2 2022 | 15 |
DHI | D R HORTON INC | 15 | 15 | 0.64% | 0.76% | 0.87% | Q3 2019 | Q1 2023 | 15 |
EMB | ISHARES TR | 15 | 15 | 0.17% | 0.45% | 0.68% | Q4 2019 | Q2 2023 | 15 |
TSLA | TESLA INC | 15 | 15 | 0.15% | 0.42% | 0.76% | Q1 2020 | Q3 2023 | 15 |
ACWX | ISHARES TR | 14 | 14 | 0.76% | 2.93% | 8.21% | Q4 2018 | Q1 2022 | 14 |
IUSB | ISHARES TR | 7 | 7 | 1.13% | 1.83% | 2.50% | Q4 2019 | Q2 2023 | 14 |
IWF | ISHARES TR | 8 | 6 | 0.27% | 0.92% | 1.18% | Q3 2019 | Q3 2023 | 14 |
IWD | ISHARES TR | 8 | 6 | 0.28% | 0.88% | 1.06% | Q3 2019 | Q3 2023 | 14 |
AMAT | APPLIED MATLS INC | 14 | 14 | 0.65% | 0.82% | 0.93% | Q2 2020 | Q3 2023 | 14 |
MUB | ISHARES TR | 14 | 14 | 0.42% | 0.49% | 0.64% | Q2 2020 | Q3 2023 | 14 |
ETN | EATON CORP PLC | 14 | 14 | 0.11% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 14 |
NVS | NOVARTIS AG | 14 | 14 | 0.09% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
ABBV | ABBVIE INC | 14 | 14 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
JEPI | J P MORGAN EXCHANGE-TR... | 13 | 13 | 1.42% | 3.18% | 4.31% | Q3 2020 | Q3 2023 | 13 |
DBAW | DBX ETF TR | 7 | 6 | 0.71% | 2.16% | 4.91% | Q1 2019 | Q4 2022 | 13 |
PREF | PRINCIPAL EXCHANGE-TRA... | 13 | 13 | 0.37% | 1.03% | 2.50% | Q2 2020 | Q2 2023 | 13 |
XLI | SELECT SECTOR SPDR TR | 13 | 13 | 0.24% | 0.67% | 1.08% | Q3 2020 | Q3 2023 | 13 |
XLK | SELECT SECTOR SPDR TR | 12 | 1 | 0.06% | 0.38% | 0.87% | Q4 2018 | Q3 2023 | 13 |
NFLX | NETFLIX INC | 12 | 1 | 0.06% | 0.24% | 0.43% | Q2 2019 | Q2 2023 | 13 |
TTD | THE TRADE DESK INC | 11 | 2 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 13 |
ZG | ZILLOW GROUP INC | 13 | 13 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.67% | 0.82% | 0.98% | Q4 2018 | Q3 2021 | 12 |
FB | META PLATFORMS INC | 9 | 3 | 0.11% | 0.23% | 0.43% | Q2 2020 | Q3 2023 | 12 |
SHOP | SHOPIFY INC | 9 | 3 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 12 |
INFY | INFOSYS LTD | 12 | 12 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
DG | DOLLAR GEN CORP NEW | 12 | 12 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q1 2023 | 12 |
HYMB | SPDR SER TR | 9 | 3 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 11 | 11 | 0.73% | 1.03% | 2.40% | Q4 2018 | Q2 2021 | 11 |
CVS | CVS HEALTH CORP | 11 | 11 | 0.75% | 0.81% | 0.93% | Q3 2020 | Q1 2023 | 11 |
TSN | TYSON FOODS INC | 11 | 11 | 0.64% | 0.80% | 0.88% | Q3 2020 | Q1 2023 | 11 |
MRK | MERCK & CO. INC | 11 | 11 | 0.08% | 0.77% | 0.95% | Q1 2021 | Q3 2023 | 11 |
XLC | SELECT SECTOR SPDR TR | 6 | 5 | 0.22% | 0.40% | 0.81% | Q3 2020 | Q3 2023 | 11 |
DTN | WISDOMTREE TR | 6 | 5 | 0.06% | 0.28% | 0.50% | Q4 2018 | Q1 2022 | 11 |
NVDA | NVIDIA CORPORATION | 11 | 11 | 0.14% | 0.23% | 0.45% | Q1 2021 | Q3 2023 | 11 |
ABNB | AIRBNB INC | 11 | 11 | 0.08% | 0.22% | 0.32% | Q1 2021 | Q3 2023 | 11 |
LRCX | LAM RESEARCH CORP | 8 | 1 | 0.07% | 0.20% | 0.84% | Q4 2018 | Q3 2023 | 11 |
SLF | SUN LIFE FINANCIAL INC. | 11 | 11 | 0.07% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
OKE | ONEOK INC NEW | 11 | 11 | 0.08% | 0.11% | 0.25% | Q1 2021 | Q3 2023 | 11 |
GE | GENERAL ELECTRIC CO | 11 | 11 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q2 2021 | 11 |
SRVR | PACER FDS TR | 10 | 10 | 0.40% | 1.59% | 3.89% | Q3 2020 | Q4 2022 | 10 |
PULS | PGIM ETF TR | 9 | 1 | 0.64% | 1.07% | 3.27% | Q1 2019 | Q3 2023 | 10 |
GOOG | ALPHABET INC | 10 | 10 | 0.13% | 0.25% | 0.33% | Q2 2021 | Q3 2023 | 10 |
CRWD | CROWDSTRIKE HLDGS INC | 9 | 1 | 0.14% | 0.23% | 0.30% | Q2 2020 | Q3 2023 | 10 |
UBER | UBER TECHNOLOGIES INC | 10 | 10 | 0.13% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
VEEV | VEEVA SYS INC | 10 | 10 | 0.12% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
NOW | SERVICENOW INC | 10 | 10 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 10 |
JCI | JOHNSON CTLS INTL PLC | 9 | 1 | 0.08% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
YMAR | FIRST TR EXCHNG TRADED... | 10 | 10 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
PACER FDS TR | 9 | 9 | 2.51% | 8.06% | 10.38% | Q3 2021 | Q3 2023 | 9 | |
FVD | FIRST TR VALUE LINE DI... | 9 | 9 | 4.66% | 6.19% | 9.16% | Q4 2018 | Q4 2020 | 9 |
BKAG | BNY MELLON ETF TRUST | 9 | 9 | 2.30% | 3.09% | 4.56% | Q3 2021 | Q3 2023 | 9 |
IJH | ISHARES TR | 9 | 9 | 1.32% | 3.04% | 5.00% | Q4 2018 | Q4 2020 | 9 |
IJR | ISHARES TR | 9 | 9 | 0.55% | 1.77% | 3.36% | Q4 2018 | Q4 2020 | 9 |
IXUS | ISHARES TR | 9 | 9 | 0.65% | 1.41% | 2.15% | Q3 2021 | Q3 2023 | 9 |
JAAA | JANUS DETROIT STR TR | 9 | 9 | 0.40% | 1.13% | 1.82% | Q3 2021 | Q3 2023 | 9 |
BKIE | BNY MELLON ETF TRUST | 9 | 9 | 0.81% | 1.06% | 1.21% | Q3 2021 | Q3 2023 | 9 |
XLRE | SELECT SECTOR SPDR TR | 8 | 1 | 0.08% | 0.56% | 0.98% | Q2 2021 | Q3 2023 | 9 |
YJUN | FIRST TR EXCHNG TRADED... | 9 | 9 | 0.06% | 0.28% | 0.42% | Q3 2021 | Q3 2023 | 9 |
SNOW | SNOWFLAKE INC | 9 | 9 | 0.17% | 0.26% | 0.37% | Q3 2021 | Q3 2023 | 9 |
V | VISA INC | 9 | 9 | 0.13% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
NET | CLOUDFLARE INC | 9 | 9 | 0.12% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
FIRST TR EXCHNG TRADED... | 9 | 9 | 0.13% | 0.15% | 0.21% | Q3 2021 | Q3 2023 | 9 | |
TSM | TAIWAN SEMICONDUCTOR M... | 9 | 9 | 0.08% | 0.14% | 0.21% | Q3 2021 | Q3 2023 | 9 |
LLY | LILLY ELI & CO | 4 | 2 | 0.06% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 9 |
NVO | NOVO-NORDISK A S | 5 | 4 | 0.07% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 9 |
CHPT | CHARGEPOINT HOLDINGS INC | 9 | 9 | 0.04% | 0.12% | 0.21% | Q3 2021 | Q3 2023 | 9 |
MFC | MANULIFE FINL CORP | 9 | 9 | 0.06% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
RY | ROYAL BK CDA SUSTAINABL | 9 | 9 | 0.07% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
GTE | GRAN TIERRA ENERGY INC | 9 | 9 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q1 2023 | 9 |
INDS | PACER FDS TR | 8 | 8 | 0.40% | 1.03% | 1.83% | Q1 2021 | Q4 2022 | 8 |
C | CITIGROUP INC | 8 | 8 | 0.66% | 0.76% | 0.84% | Q4 2021 | Q3 2023 | 8 |
PHILLIPS EDISON & CO INC | 8 | 8 | 0.26% | 0.63% | 0.87% | Q4 2021 | Q3 2023 | 8 | |
GRMN | GARMIN LTD | 5 | 3 | 0.07% | 0.37% | 0.91% | Q2 2020 | Q2 2022 | 8 |
XLY | SELECT SECTOR SPDR TR | 7 | 1 | 0.12% | 0.33% | 0.80% | Q2 2021 | Q3 2023 | 8 |
YDEC | FIRST TR EXCHNG TRADED... | 8 | 8 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
PWV | INVESCO EXCHANGE TRADE... | 8 | 8 | 0.13% | 0.18% | 0.20% | Q4 2018 | Q3 2020 | 8 |
MA | MASTERCARD INCORPORATED | 8 | 8 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
PZA | INVESCO EXCH TRADED FD... | 7 | 1 | 0.08% | 0.16% | 0.22% | Q3 2019 | Q3 2023 | 8 |
AMD | ADVANCED MICRO DEVICES... | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
OKTA | OKTA INC | 7 | 1 | 0.10% | 0.15% | 0.34% | Q2 2020 | Q2 2022 | 8 |
SMB | VANECK VECTORS ETF TR | 8 | 8 | 0.09% | 0.15% | 0.23% | Q2 2020 | Q1 2022 | 8 |
PYPL | PAYPAL HLDGS INC | 7 | 1 | 0.10% | 0.13% | 0.21% | Q1 2020 | Q2 2022 | 8 |
ACN | ACCENTURE PLC IRELAND | 4 | 4 | 0.07% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 8 |
VER | VEREIT INC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q3 2020 | 8 |
TT | TRANE TECHNOLOGIES PLC | 8 | 8 | 0.07% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CNI | CANADIAN NATL RY CO | 4 | 4 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 8 |
PGIM ETF TR | 7 | 7 | 7.56% | 9.50% | 10.91% | Q1 2022 | Q3 2023 | 7 | |
SPYV | SPDR SER TR | 7 | 7 | 3.18% | 9.20% | 12.51% | Q1 2020 | Q3 2021 | 7 |
SPAB | SPDR SER TR | 7 | 7 | 0.67% | 1.89% | 2.64% | Q3 2019 | Q1 2021 | 7 |
PFXF | VANECK VECTORS ETF TRUST | 6 | 1 | 0.34% | 1.19% | 2.00% | Q4 2018 | Q3 2023 | 7 |
LDSF | FIRST TR EXCHNG TRADED... | 7 | 7 | 0.82% | 1.12% | 1.25% | Q4 2019 | Q2 2021 | 7 |
PHYL | PGIM ETF TR | 5 | 2 | 0.43% | 0.87% | 1.62% | Q2 2021 | Q2 2023 | 7 |
MMM | 3M CO | 7 | 7 | 0.74% | 0.79% | 0.88% | Q4 2020 | Q2 2022 | 7 |
COF | CAPITAL ONE FINL CORP | 7 | 7 | 0.50% | 0.66% | 0.77% | Q4 2018 | Q2 2020 | 7 |
HAL | HALLIBURTON CO | 5 | 2 | 0.06% | 0.65% | 1.00% | Q4 2021 | Q3 2023 | 7 |
IYR | ISHARES TR | 5 | 2 | 0.17% | 0.44% | 0.70% | Q2 2019 | Q1 2021 | 7 |
FALN | ISHARES TR | 7 | 7 | 0.13% | 0.35% | 0.50% | Q3 2019 | Q1 2021 | 7 |
IQ | IQIYI INC | 7 | 7 | 0.21% | 0.31% | 0.39% | Q4 2018 | Q2 2020 | 7 |
XLB | SELECT SECTOR SPDR TR | 5 | 2 | 0.16% | 0.19% | 0.31% | Q2 2021 | Q3 2023 | 7 |
XLU | SELECT SECTOR SPDR TR | 7 | 7 | 0.11% | 0.19% | 0.26% | Q1 2019 | Q3 2020 | 7 |
LULU | LULULEMON ATHLETICA INC | 5 | 1 | 0.07% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 7 |
ZI | ZOOMINFO TECHNOLOGIES INC | 5 | 2 | 0.11% | 0.14% | 0.17% | Q2 2021 | Q1 2023 | 7 |
DHR | DANAHER CORPORATION | 7 | 7 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q4 2022 | 7 |
SQ | SQUARE INC | 7 | 7 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q2 2022 | 7 |
CB | CHUBB LIMITED | 4 | 3 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 7 |
SONY | SONY GROUP CORPORATION | 4 | 3 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 7 |
FPX | FIRST TR EXCHANGE TRAD... | 7 | 7 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q1 2022 | 7 |
ROKU | ROKU INC | 4 | 3 | 0.06% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 7 |
DIAL | COLUMBIA ETF TR I | 6 | 6 | 1.36% | 2.52% | 3.03% | Q3 2020 | Q4 2021 | 6 |
SDY | SPDR SER TR | 6 | 6 | 0.88% | 2.14% | 2.93% | Q4 2018 | Q1 2020 | 6 |
FSMB | FIRST TR EXCH TRADED F... | 6 | 6 | 0.51% | 0.64% | 0.76% | Q2 2022 | Q3 2023 | 6 |
FMHI | FIRST TR EXCH TRADED F... | 6 | 6 | 0.50% | 0.61% | 0.70% | Q2 2022 | Q3 2023 | 6 |
RVNU | DBX ETF TR | 6 | 6 | 0.48% | 0.59% | 0.69% | Q2 2022 | Q3 2023 | 6 |
XLP | SELECT SECTOR SPDR TR | 6 | 6 | 0.46% | 0.56% | 0.84% | Q3 2020 | Q4 2021 | 6 |
FFC | FLAHERTY & CRUMRIN PFD... | 6 | 6 | 0.49% | 0.55% | 0.66% | Q4 2018 | Q1 2020 | 6 |
RSP | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.27% | 0.33% | 0.36% | Q4 2018 | Q1 2020 | 6 |
MELI | MERCADOLIBRE INC | 6 | 6 | 0.11% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
RIO | RIO TINTO PLC | 4 | 2 | 0.08% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 6 |
ASML | ASML HOLDING N V | 4 | 2 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 6 |
U | UNITY SOFTWARE INC | 6 | 6 | 0.10% | 0.13% | 0.14% | Q1 2021 | Q2 2022 | 6 |
HERD | PACER FDS TR | 5 | 5 | 3.24% | 3.58% | 3.83% | Q3 2022 | Q3 2023 | 5 |
SPYG | SPDR SER TR | 4 | 1 | 0.59% | 0.99% | 1.45% | Q4 2018 | Q3 2020 | 5 |
GD | GENERAL DYNAMICS CORP | 5 | 5 | 0.83% | 0.87% | 0.91% | Q1 2021 | Q1 2022 | 5 |
JMBS | JANUS DETROIT STR TR | 5 | 5 | 0.78% | 0.84% | 0.92% | Q3 2022 | Q3 2023 | 5 |
J P MORGAN EXCHANGE TR... | 5 | 5 | 0.80% | 0.84% | 0.88% | Q3 2022 | Q3 2023 | 5 | |
DOV | DOVER CORP | 5 | 5 | 0.70% | 0.79% | 0.85% | Q3 2022 | Q3 2023 | 5 |
IWM | ISHARES TR | 3 | 2 | 0.15% | 0.48% | 1.04% | Q1 2020 | Q4 2022 | 5 |
HEALTHCARE RLTY TR | 5 | 5 | 0.23% | 0.33% | 0.44% | Q3 2022 | Q3 2023 | 5 | |
VLO | VALERO ENERGY CORP | 3 | 2 | 0.07% | 0.22% | 0.35% | Q4 2021 | Q3 2023 | 5 |
ANET | ARISTA NETWORKS INC | 5 | 5 | 0.19% | 0.22% | 0.24% | Q2 2020 | Q2 2021 | 5 |
MRO | MARATHON OIL CORP | 5 | 5 | 0.14% | 0.20% | 0.23% | Q2 2020 | Q2 2021 | 5 |
IYH | ISHARES TR | 5 | 5 | 0.14% | 0.18% | 0.23% | Q2 2019 | Q2 2020 | 5 |
CPNG | COUPANG INC | 5 | 5 | 0.14% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
BILL | BILL HOLDINGS INC | 5 | 5 | 0.12% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
BCAT | BLACKROCK CAP ALLOCATI... | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
YUMC | YUM CHINA HLDGS INC | 5 | 5 | 0.07% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
CHWY | CHEWY INC | 4 | 1 | 0.11% | 0.13% | 0.18% | Q4 2020 | Q2 2023 | 5 |
ABB | ABB LTD | 3 | 2 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q1 2023 | 5 |
VGT | VANGUARD WORLD FDS | 3 | 2 | 0.06% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 5 |
HF SINCLAIR CORP | 5 | 5 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q2 2023 | 5 | |
PFFD | GLOBAL X FDS | 4 | 4 | 2.17% | 2.35% | 2.44% | Q2 2021 | Q1 2022 | 4 |
EFG | ISHARES TR | 4 | 4 | 0.70% | 1.09% | 1.50% | Q4 2018 | Q3 2019 | 4 |
FTSL | FIRST TR EXCHANGE TRAD... | 4 | 4 | 0.57% | 0.81% | 1.05% | Q4 2018 | Q3 2019 | 4 |
NEE | NEXTERA ENERGY INC | 4 | 4 | 0.63% | 0.65% | 0.67% | Q4 2018 | Q3 2019 | 4 |
UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 0.56% | 0.65% | 0.80% | Q1 2019 | Q4 2019 | 4 |
JRE | JANUS DETROIT STR TR | 3 | 1 | 0.43% | 0.60% | 0.73% | Q3 2021 | Q3 2023 | 4 |
CI | THE CIGNA GROUP | 2 | 2 | 0.21% | 0.55% | 0.88% | Q3 2019 | Q3 2023 | 4 |
FICO | FAIR ISAAC CORP | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2020 | Q3 2021 | 4 |
IWR | ISHARES TR | 2 | 2 | 0.06% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 4 |
PANW | PALO ALTO NETWORKS INC | 3 | 1 | 0.11% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 4 |
NTES | NETEASE INC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PBI | PITNEY BOWES INC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q3 2019 | 4 |
PCTY | PAYLOCITY HLDG CORP | 3 | 1 | 0.13% | 0.16% | 0.18% | Q2 2021 | Q2 2023 | 4 |
SCHD | SCHWAB STRATEGIC TR | 4 | 4 | 0.06% | 0.13% | 0.25% | Q4 2022 | Q3 2023 | 4 |
DOCU | DOCUSIGN INC | 3 | 1 | 0.06% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 4 |
HMC | HONDA MOTOR LTD | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q2 2022 | 4 |
HD | HOME DEPOT INC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 4 |
IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 4 |
DRAFTKINGS INC NEW | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 4 | |
BKLC | BNY MELLON ETF TRUST | 3 | 3 | 2.14% | 4.50% | 5.79% | Q3 2021 | Q1 2022 | 3 |
REVS | COLUMBIA ETF TR I | 3 | 3 | 2.40% | 2.80% | 3.39% | Q4 2021 | Q2 2022 | 3 |
DBX ETF TR | 3 | 3 | 1.60% | 1.78% | 1.96% | Q2 2022 | Q4 2022 | 3 | |
EMSG | DBX ETF TR | 3 | 3 | 1.22% | 1.75% | 2.54% | Q3 2021 | Q1 2022 | 3 |
JANUS DETROIT STR TR | 3 | 3 | 0.88% | 1.31% | 2.06% | Q2 2022 | Q4 2022 | 3 | |
HYDB | ISHARES TR | 3 | 3 | 0.91% | 0.97% | 1.03% | Q1 2023 | Q3 2023 | 3 |
HON | HONEYWELL INTL INC | 3 | 3 | 0.81% | 0.86% | 0.90% | Q1 2020 | Q3 2020 | 3 |
HAWX | ISHARES TR | 3 | 3 | 0.81% | 0.85% | 0.87% | Q1 2023 | Q3 2023 | 3 |
DBEF | DBX ETF TR | 3 | 3 | 0.69% | 0.84% | 1.14% | Q1 2019 | Q3 2019 | 3 |
IFRA | ISHARES TR | 3 | 3 | 0.48% | 0.53% | 0.58% | Q1 2021 | Q3 2021 | 3 |
RPRX | ROYALTY PHARMA PLC | 3 | 3 | 0.13% | 0.37% | 0.85% | Q4 2021 | Q2 2022 | 3 |
SBUX | STARBUCKS CORP | 3 | 3 | 0.21% | 0.23% | 0.25% | Q1 2021 | Q3 2021 | 3 |
HBI | HANESBRANDS INC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2018 | Q2 2019 | 3 |
ADSK | AUTODESK INC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2020 | Q2 2021 | 3 |
MCK | MCKESSON CORP | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
DASH | DOORDASH INC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
AXON | AXON ENTERPRISE INC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
ENPH | ENPHASE ENERGY INC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
DDOG | DATADOG INC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q1 2023 | 3 |
AMT | AMERICAN TOWER CORP NEW | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
QCOM | QUALCOMM INC | 2 | 1 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q4 2022 | 3 |
ZTS | ZOETIS INC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
ICSH | ISHARES TR | 3 | 3 | 0.08% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
INTU | INTUIT | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q2 2022 | 3 |
TDOC | TELADOC HEALTH INC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q1 2021 | 3 |
DKNG | DRAFTKINGS INC | 3 | 3 | 0.09% | 0.13% | 0.19% | Q3 2021 | Q1 2022 | 3 |
BND | VANGUARD BD INDEX FDS | 2 | 1 | 0.09% | 0.12% | 0.16% | Q3 2020 | Q2 2021 | 3 |
SPT | SPROUT SOCIAL INC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
CFLT | CONFLUENT INC | 2 | 1 | 0.07% | 0.11% | 0.17% | Q4 2021 | Q2 2023 | 3 |
XMPT | VANECK VECTORS ETF TR | 1 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q2 2021 | 3 |
GENERAL ELECTRIC CO | 2 | 1 | 0.06% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 3 | |
AMPIO PHARMACEUTICALS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 | |
SNPE | DBX ETF TR | 2 | 2 | 2.58% | 2.62% | 2.67% | Q2 2021 | Q3 2021 | 2 |
CTSH | COGNIZANT TECHNOLOGY S... | 2 | 2 | 0.84% | 0.86% | 0.88% | Q2 2023 | Q3 2023 | 2 |
PDBC | INVESCO ACTIVLY MANGD ... | 2 | 2 | 0.48% | 0.85% | 1.23% | Q1 2021 | Q2 2021 | 2 |
CMI | CUMMINS INC | 2 | 2 | 0.82% | 0.84% | 0.85% | Q2 2023 | Q3 2023 | 2 |
BKHY | BNY MELLON ETF TRUST | 2 | 2 | 0.63% | 0.65% | 0.67% | Q3 2021 | Q4 2021 | 2 |
TIER | TIER REIT INC | 2 | 2 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q1 2019 | 2 |
ACC | AMERICAN CAMPUS CMNTYS... | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2019 | Q2 2019 | 2 |
CELG | CELGENE CORP | 2 | 2 | 0.24% | 0.28% | 0.32% | Q4 2018 | Q1 2019 | 2 |
SHW | SHERWIN WILLIAMS CO | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
MAN | MANPOWERGROUP INC WIS | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
IR | INGERSOLL RAND INC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q1 2021 | Q2 2021 | 2 |
COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.19% | 0.22% | 0.24% | Q2 2020 | Q3 2023 | 2 |
NKE | NIKE INC | 2 | 2 | 0.16% | 0.22% | 0.27% | Q1 2020 | Q2 2020 | 2 |
MJ | ETF MANAGERS TR | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q2 2019 | 2 |
CDNS | CADENCE DESIGN SYSTEM INC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
GMED | GLOBUS MED INC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q3 2020 | 2 |
CNQ | CANADIAN NAT RES LTD | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q1 2023 | 2 |
TWTR | TWITTER INC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2022 | 2 |
PEJ | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q1 2021 | 2 |
EXAS | EXACT SCIENCES CORP | 1 | 1 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q2 2021 | 2 |
IT | GARTNER INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
CHGG | CHEGG INC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 2 |
RNG | RINGCENTRAL INC | 1 | 1 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q2 2021 | 2 |
LMND | LEMONADE INC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q2 2021 | 2 |
BA | BOEING CO | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q3 2019 | 2 |
UL | UNILEVER PLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 2 |
VOO | VANGUARD INDEX FDS | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HFC | HOLLYFRONTIER CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
MGA | MAGNA INTL INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
VB | VANGUARD INDEX FDS | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PAB | PGIM ETF TR | 1 | 1 | 2.42% | 2.42% | 2.42% | Q2 2021 | Q2 2021 | 1 |
AVIG | AMERICAN CENTY ETF TR | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2023 | Q3 2023 | 1 |
PTBD | PACER FDS TR | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2021 | Q3 2021 | 1 |
SHYL | DBX ETF TR | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
QCON | AMERICAN CENTY ETF TR | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
AVDE | AMERICAN CENTY ETF TR | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2020 | Q2 2020 | 1 |
CSL | CARLISLE COS INC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
RTN | RAYTHEON CO | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2020 | Q1 2020 | 1 |
NFLT | ETFIS SER TR I | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
AB ACTIVE ETFS INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 | |
GIS | GENERAL MLS INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2023 | Q2 2023 | 1 |
HYG | ISHARES TR | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
TROW | PRICE T ROWE GROUP INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
VIRTUS ETF TR II | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 | |
KHC | KRAFT HEINZ CO | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
AVMU | AMERICAN CENTY ETF TR | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
ICVT | ISHARES TR | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
DBX | DROPBOX INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2019 | Q1 2019 | 1 |
TXT | TEXTRON INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
WHR | WHIRLPOOL CORP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
TAP | MOLSON COORS BREWING CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
JD | JD.COM INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
RH | RH | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
QQQ | INVESCO QQQ TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
HYD | VANECK VECTORS ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
FLAHERTY & CRUMRINE DY... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 | |
ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
SE | SEA LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
SNAP | SNAP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
TWLO | TWILIO INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
IYZ | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
PATH | UIPATH INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
EFV | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
STX | SEAGATE TECHNOLOGY PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
MRVL | MARVELL TECHNOLOGY GRO... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
BAND | BANDWIDTH INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
ENIA | ENEL AMERICAS S A | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including CONOCOPHILLIPS, PHILLIPS 66, and ISHARES TR, are the highest-conviction holdings of Advisory Resource Group.
The conviction is calculated by counting the number of quarters a security has been reported by Advisory Resource Group. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Advisory Resource Group owns currently or has owned in the past.