$271 Million is the total value of Advisory Resource Group's 135 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 51.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COP | Sell | CONOCOPHILLIPS | $28,928,000 | -4.7% | 426,856 | -14.3% | 10.66% | -12.2% |
| PSX | Buy | PHILLIPS 66 | $24,494,000 | -10.1% | 349,765 | +10.2% | 9.03% | -17.1% |
| BKLC | New | BNY MELLON ETF TRUSTus lrg cp core | $15,704,000 | – | 192,513 | +100.0% | 5.79% | – |
| BKAG | New | BNY MELLON ETF TRUSTcore bond etf | $12,384,000 | – | 250,891 | +100.0% | 4.56% | – |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $11,637,000 | +28.2% | 195,215 | +30.3% | 4.29% | +18.1% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $8,635,000 | -18.3% | 221,400 | -17.2% | 3.18% | -24.7% |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $8,138,000 | +14.7% | 380,983 | +15.7% | 3.00% | +5.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $7,472,000 | -0.7% | 17,344 | -0.9% | 2.75% | -8.5% |
| SNPE | Buy | DBX ETF TRxtrackers s&p | $7,003,000 | +5.0% | 184,485 | +4.5% | 2.58% | -3.3% |
| SMMD | Sell | ISHARES TRrusel 2500 etf | $6,955,000 | -20.2% | 108,332 | -17.7% | 2.56% | -26.4% |
| EMSG | New | DBX ETF TRxtkr msci emrg | $6,881,000 | – | 214,475 | +100.0% | 2.54% | – |
| New | PACER FDS TRmetaurus cap 400 | $6,805,000 | – | 200,676 | +100.0% | 2.51% | – | |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $6,626,000 | +8.7% | 257,226 | +10.4% | 2.44% | +0.1% |
| PHYL | Buy | PGIM ETF TRactv hy bd etf | $4,384,000 | +7.9% | 106,126 | +8.1% | 1.62% | -0.6% |
| INDS | Sell | PACER FDS TRbnchmrk indstr | $3,470,000 | -5.8% | 79,129 | -7.3% | 1.28% | -13.2% |
| DBAW | Buy | DBX ETF TRxtrack msci all | $3,462,000 | +1.9% | 104,976 | +3.9% | 1.28% | -6.1% |
| IXUS | New | ISHARES TRcore msci total | $3,444,000 | – | 48,500 | +100.0% | 1.27% | – |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $3,439,000 | -5.9% | 88,362 | -2.5% | 1.27% | -13.3% |
| PTBD | New | PACER FDS TRtrendpilot us bd | $3,212,000 | – | 118,429 | +100.0% | 1.18% | – |
| HPI | Sell | HANCOCK JOHN PFD INCOME FDsh ben int | $3,186,000 | -6.2% | 148,189 | -5.8% | 1.17% | -13.6% |
| AAPL | Sell | APPLE INC | $2,943,000 | -3.0% | 20,797 | -6.1% | 1.08% | -10.6% |
| PULS | New | PGIM ETF TRultra short | $2,711,000 | – | 54,561 | +100.0% | 1.00% | – |
| BKIE | New | BNY MELLON ETF TRUSTinternationl eqt | $2,574,000 | – | 35,445 | +100.0% | 0.95% | – |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $2,538,000 | -57.6% | 45,813 | -56.0% | 0.94% | -60.9% |
| FITB | Buy | FIFTH THIRD BANCORP | $2,358,000 | +12.9% | 55,562 | +1.7% | 0.87% | +4.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,341,000 | -1.7% | 14,498 | +0.3% | 0.86% | -9.4% |
| MRK | Buy | MERCK & CO INC | $2,313,000 | -2.6% | 30,801 | +0.9% | 0.85% | -10.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,276,000 | +2.9% | 42,136 | +6.8% | 0.84% | -5.2% |
| CSCO | Sell | CISCO SYS INC | $2,270,000 | -0.7% | 41,706 | -3.3% | 0.84% | -8.4% |
| INTC | Buy | INTEL CORP | $2,268,000 | +0.2% | 42,568 | +5.6% | 0.84% | -7.6% |
| GD | Sell | GENERAL DYNAMICS CORP | $2,258,000 | +3.9% | 11,521 | -0.2% | 0.83% | -4.4% |
| TSN | Buy | TYSON FOODS INCcl a | $2,219,000 | +8.1% | 28,109 | +1.0% | 0.82% | -0.4% |
| CVS | Buy | CVS HEALTH CORP | $2,213,000 | +3.9% | 26,084 | +2.2% | 0.82% | -4.2% |
| AFL | Buy | AFLAC INC | $2,130,000 | -2.0% | 40,861 | +0.9% | 0.78% | -9.7% |
| AMAT | Buy | APPLIED MATLS INC | $2,071,000 | -8.3% | 16,085 | +1.4% | 0.76% | -15.5% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $2,057,000 | -4.2% | 21,921 | +5.0% | 0.76% | -11.8% |
| MMM | Buy | 3M CO | $2,029,000 | -5.2% | 11,565 | +7.3% | 0.75% | -12.7% |
| DHI | Buy | D R HORTON INC | $1,941,000 | -5.5% | 23,112 | +1.7% | 0.72% | -13.0% |
| HTA | Buy | HEALTHCARE TR AMER INCcl a new | $1,928,000 | +11.1% | 65,020 | +0.1% | 0.71% | +2.4% |
| BKHY | New | BNY MELLON ETF TRUSThigh yield beta | $1,708,000 | – | 30,179 | +100.0% | 0.63% | – |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $1,696,000 | +9.3% | 15,408 | +11.7% | 0.62% | +0.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,581,000 | +6.8% | 30,350 | +10.4% | 0.58% | -1.7% |
| MSFT | Sell | MICROSOFT CORP | $1,499,000 | -9.6% | 5,315 | -13.1% | 0.55% | -16.6% |
| PREF | Buy | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $1,472,000 | +6.4% | 70,983 | +6.3% | 0.54% | -1.8% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,436,000 | -0.9% | 42,135 | +2.6% | 0.53% | -8.8% |
| MUB | Buy | ISHARES TRnational mun etf | $1,405,000 | +16.1% | 12,098 | +17.2% | 0.52% | +7.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,381,000 | +1.3% | 20,061 | +3.0% | 0.51% | -6.6% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,255,000 | +8.3% | 12,831 | +13.3% | 0.46% | -0.2% |
| JRE | New | JANUS DETROIT STR TRhenderson us rel | $1,156,000 | – | 46,169 | +100.0% | 0.43% | – |
| YJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $1,142,000 | – | 57,345 | +100.0% | 0.42% | – |
| TSLA | TESLA INC | $1,100,000 | +14.1% | 1,419 | 0.0% | 0.40% | +4.9% | |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $1,080,000 | – | 21,376 | +100.0% | 0.40% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,055,000 | -1.4% | 3,865 | +0.4% | 0.39% | -9.1% |
| SNOW | New | SNOWFLAKE INCcl a | $1,010,000 | – | 3,339 | +100.0% | 0.37% | – |
| AMZN | Buy | AMAZON COM INC | $936,000 | +125.0% | 285 | +135.5% | 0.34% | +107.8% |
| XLC | Sell | SELECT SECTOR SPDR TR | $927,000 | -11.5% | 11,576 | -10.6% | 0.34% | -18.4% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $893,000 | +178.2% | 335 | +161.7% | 0.33% | +157.0% |
| FB | New | FACEBOOK INCcl a | $824,000 | – | 2,429 | +100.0% | 0.30% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $715,000 | +55.1% | 19,049 | +51.7% | 0.26% | +43.5% |
| ABNB | Buy | AIRBNB INC | $692,000 | +9.8% | 4,126 | +0.2% | 0.26% | +1.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $639,000 | +5.3% | 5,022 | +4.1% | 0.24% | -2.9% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $627,000 | – | 2,553 | +100.0% | 0.23% | – |
| V | New | VISA INC | $594,000 | – | 2,668 | +100.0% | 0.22% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $591,000 | +5.5% | 3,958 | +4.4% | 0.22% | -2.7% |
| DIS | DISNEY WALT CO | $586,000 | -3.8% | 3,464 | 0.0% | 0.22% | -11.5% | |
| DOCU | New | DOCUSIGN INC | $583,000 | – | 2,265 | +100.0% | 0.22% | – |
| NFLX | Buy | NETFLIX INC | $583,000 | +18.7% | 956 | +2.9% | 0.22% | +9.7% |
| CUZ | Sell | COUSINS PPTYS INC | $580,000 | -26.6% | 15,562 | -27.5% | 0.21% | -32.3% |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $578,000 | – | 29,437 | +100.0% | 0.21% | – | |
| SBUX | Buy | STARBUCKS CORP | $570,000 | 0.0% | 5,170 | +1.4% | 0.21% | -7.9% |
| T | Buy | AT&T INC | $570,000 | -1.6% | 21,089 | +4.8% | 0.21% | -9.5% |
| WMT | Sell | WALMART INC | $570,000 | -17.6% | 4,088 | -16.7% | 0.21% | -24.2% |
| CHPT | New | CHARGEPOINT HOLDINGS INC | $566,000 | – | 28,307 | +100.0% | 0.21% | – |
| DKNG | New | DRAFTKINGS INC | $519,000 | – | 10,776 | +100.0% | 0.19% | – |
| FICO | Buy | FAIR ISAAC CORP | $515,000 | +8.6% | 1,293 | +37.3% | 0.19% | 0.0% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $512,000 | -3.8% | 9,009 | -3.0% | 0.19% | -11.3% |
| AEP | AMERICAN ELEC PWR CO INC | $470,000 | -4.1% | 5,789 | 0.0% | 0.17% | -11.7% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $454,000 | +0.2% | 1,269 | -0.7% | 0.17% | -7.7% |
| LOW | LOWES COS INC | $449,000 | +4.7% | 2,211 | 0.0% | 0.17% | -3.5% | |
| CVX | CHEVRON CORP NEW | $441,000 | -3.1% | 4,346 | 0.0% | 0.16% | -10.4% | |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $437,000 | +8.2% | 5,520 | +12.5% | 0.16% | -0.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $397,000 | +23.3% | 8,870 | +38.1% | 0.15% | +13.2% |
| PFE | Sell | PFIZER INC | $386,000 | -56.8% | 8,969 | -60.6% | 0.14% | -60.2% |
| U | Buy | UNITY SOFTWARE INC | $382,000 | +18.3% | 3,029 | +3.1% | 0.14% | +9.3% |
| NVDA | Buy | NVIDIA CORPORATION | $372,000 | -66.7% | 1,798 | +28.7% | 0.14% | -69.4% |
| SHOP | Buy | SHOPIFY INCcl a | $373,000 | -2.9% | 275 | +4.6% | 0.14% | -11.0% |
| SQ | Buy | SQUARE INCcl a | $370,000 | -0.3% | 1,542 | +1.2% | 0.14% | -8.1% |
| SPT | Sell | SPROUT SOCIAL INC | $354,000 | +13.5% | 2,901 | -16.9% | 0.13% | +4.0% |
| CAT | CATERPILLAR INC | $350,000 | -11.8% | 1,823 | 0.0% | 0.13% | -18.9% | |
| ZI | Sell | ZOOMINFO TECHNOLOGIES INC | $349,000 | +6.1% | 5,707 | -9.6% | 0.13% | -2.3% |
| NOW | Sell | SERVICENOW INC | $347,000 | +10.9% | 557 | -2.3% | 0.13% | +2.4% |
| ZG | Buy | ZILLOW GROUP INCcl a | $344,000 | -2.0% | 3,878 | +35.4% | 0.13% | -9.3% |
| ETN | Sell | EATON CORP PLC | $343,000 | +0.3% | 2,299 | -0.3% | 0.13% | -8.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $338,000 | +4.6% | 1,298 | +17.1% | 0.12% | -3.1% |
| SE | New | SEA LTDsponsord ads | $338,000 | – | 1,060 | +100.0% | 0.12% | – |
| TTD | Buy | THE TRADE DESK INC | $335,000 | -1.8% | 4,772 | +8.3% | 0.12% | -9.6% |
| SNAP | New | SNAP INCcl a | $334,000 | – | 4,523 | +100.0% | 0.12% | – |
| DHR | Sell | DANAHER CORPORATION | $334,000 | +2.1% | 1,097 | -10.1% | 0.12% | -6.1% |
| OKTA | Buy | OKTA INCcl a | $333,000 | 0.0% | 1,402 | +3.0% | 0.12% | -7.5% |
| TWLO | New | TWILIO INCcl a | $331,000 | – | 1,039 | +100.0% | 0.12% | – |
| PATH | New | UIPATH INCcl a | $326,000 | – | 6,202 | +100.0% | 0.12% | – |
| NET | New | CLOUDFLARE INC | $326,000 | – | 2,896 | +100.0% | 0.12% | – |
| SMB | VANECK ETF TRUSTvaneck shrt muni | $321,000 | -0.3% | 17,841 | 0.0% | 0.12% | -8.5% | |
| VEEV | Buy | VEEVA SYS INC | $314,000 | -0.3% | 1,091 | +7.7% | 0.12% | -7.9% |
| COIN | New | COINBASE GLOBAL INC | $301,000 | – | 1,321 | +100.0% | 0.11% | – |
| HYMB | Buy | SPDR SER TRnuveen bbg brcly | $300,000 | +17.2% | 5,008 | +18.9% | 0.11% | +8.8% |
| CHWY | Buy | CHEWY INCcl a | $302,000 | -8.8% | 4,430 | +6.7% | 0.11% | -15.9% |
| SYK | STRYKER CORPORATION | $291,000 | +1.7% | 1,103 | 0.0% | 0.11% | -6.1% | |
| FPX | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $284,000 | -3.4% | 2,305 | 0.0% | 0.10% | -11.0% | |
| PG | PROCTER AND GAMBLE CO | $274,000 | +3.4% | 1,963 | 0.0% | 0.10% | -4.7% | |
| NVS | Buy | NOVARTIS AGsponsored adr | $272,000 | -0.7% | 3,326 | +10.7% | 0.10% | -9.1% |
| INFY | Sell | INFOSYS LTDsponsored adr | $269,000 | +1.9% | 12,096 | -2.9% | 0.10% | -6.6% |
| WM | WASTE MGMT INC DEL | $262,000 | +6.5% | 1,756 | 0.0% | 0.10% | -1.0% | |
| OKE | ONEOK INC NEW | $259,000 | +4.0% | 4,467 | 0.0% | 0.10% | -5.0% | |
| SLF | Buy | SUN LIFE FINANCIAL INC. | $256,000 | +9.9% | 4,979 | +10.3% | 0.09% | +1.1% |
| ABBV | Buy | ABBVIE INC | $254,000 | -4.2% | 2,359 | +0.4% | 0.09% | -11.3% |
| YMAR | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $246,000 | -1.2% | 11,977 | 0.0% | 0.09% | -9.0% | |
| JCI | New | JOHNSON CTLS INTL PLC | $245,000 | – | 3,606 | +100.0% | 0.09% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $232,000 | – | 2,074 | +100.0% | 0.09% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $231,000 | -1.7% | 1,087 | +0.2% | 0.08% | -9.6% |
| AGG | Sell | ISHARES TRcore us aggbd et | $223,000 | -96.6% | 1,942 | -96.5% | 0.08% | -96.8% |
| F | FORD MTR CO DEL | $223,000 | -4.7% | 15,734 | 0.0% | 0.08% | -12.8% | |
| XOM | Buy | EXXON MOBIL CORP | $219,000 | -5.6% | 3,726 | +1.4% | 0.08% | -12.9% |
| CNI | New | CANADIAN NATL RY CO | $212,000 | – | 1,832 | +100.0% | 0.08% | – |
| HMC | New | HONDA MOTOR LTD | $208,000 | – | 6,787 | +100.0% | 0.08% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $210,000 | – | 1,899 | +100.0% | 0.08% | – |
| New | GENERAL ELECTRIC CO | $210,000 | – | 2,034 | +100.0% | 0.08% | – | |
| MFC | New | MANULIFE FINL CORP | $207,000 | – | 10,754 | +100.0% | 0.08% | – |
| KRG | Buy | KITE RLTY GROUP TR | $205,000 | -7.2% | 10,064 | +0.1% | 0.08% | -13.6% |
| RY | New | ROYAL BK CDA | $205,000 | – | 2,064 | +100.0% | 0.08% | – |
| DTN | WISDOMTREE TRus divid ex fncl | $204,000 | -3.3% | 2,165 | 0.0% | 0.08% | -10.7% | |
| ACN | New | ACCENTURE PLC IRELAND | $204,000 | – | 637 | +100.0% | 0.08% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $202,000 | +0.5% | 2,105 | -12.4% | 0.07% | -7.5% |
| AFIN | Sell | AMERICAN FIN TR INC | $122,000 | -33.0% | 15,147 | -29.3% | 0.04% | -38.4% |
| GTE | Sell | GRAN TIERRA ENERGY INC | $61,000 | -50.0% | 82,430 | -50.2% | 0.02% | -55.1% |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -3,439 | -100.0% | -0.08% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -884 | -100.0% | -0.08% | – |
| XMPT | Exit | VANECK VECTORS ETF TR | $0 | – | -6,709 | -100.0% | -0.08% | – |
| GRMN | Exit | GARMIN LTD | $0 | – | -1,421 | -100.0% | -0.08% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -2,496 | -100.0% | -0.09% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -351 | -100.0% | -0.09% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -16,987 | -100.0% | -0.09% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,691 | -100.0% | -0.12% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -1,064 | -100.0% | -0.12% | – |
| PCTY | Exit | PAYLOCITY HLDG CORP | $0 | – | -1,689 | -100.0% | -0.13% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -893 | -100.0% | -0.13% | – |
| LMND | Exit | LEMONADE INC | $0 | – | -2,970 | -100.0% | -0.13% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -3,940 | -100.0% | -0.13% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,316 | -100.0% | -0.13% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -2,987 | -100.0% | -0.15% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -2,515 | -100.0% | -0.19% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -1,689 | -100.0% | -0.20% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -10,626 | -100.0% | -0.21% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -42,668 | -100.0% | -0.23% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -2,160 | -100.0% | -0.24% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -1,654 | -100.0% | -0.24% | – |
| MAN | Exit | MANPOWERGROUP INC WIS | $0 | – | -5,107 | -100.0% | -0.24% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -19,471 | -100.0% | -0.34% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -10,482 | -100.0% | -0.43% | – |
| PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -59,212 | -100.0% | -0.48% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -16,148 | -100.0% | -0.57% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -13,182 | -100.0% | -0.84% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -7,992 | -100.0% | -0.87% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -31,074 | -100.0% | -0.93% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -52,819 | -100.0% | -1.13% | – |
| LDSF | Exit | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $0 | – | -139,381 | -100.0% | -1.13% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -68,667 | -100.0% | -1.25% | – |
| PAB | Exit | PGIM ETF TRactive aggregate | $0 | – | -118,958 | -100.0% | -2.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CONOCOPHILLIPS | 20 | Q3 2023 | 19.7% |
| PHILLIPS 66 | 20 | Q3 2023 | 17.1% |
| ISHARES TR | 20 | Q3 2023 | 11.7% |
| HANCOCK JOHN PFD INCOME FD | 20 | Q3 2023 | 2.5% |
| APPLE INC | 20 | Q3 2023 | 1.5% |
| AFLAC INC | 20 | Q3 2023 | 0.9% |
| LYONDELLBASELL INDUSTRIES N | 20 | Q3 2023 | 1.0% |
| MICROSOFT CORP | 20 | Q3 2023 | 0.9% |
| PFIZER INC | 20 | Q3 2023 | 1.2% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 1.0% |
View Advisory Resource Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-12-05 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-06 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-10-26 |
View Advisory Resource Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.