$300 Million is the total value of Advisory Resource Group's 145 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 37.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSX | Buy | PHILLIPS 66 | $30,025,000 | +22.6% | 354,115 | +1.2% | 10.02% | +11.0% |
| COP | Sell | CONOCOPHILLIPS | $28,561,000 | -1.3% | 322,290 | -24.5% | 9.53% | -10.6% |
| BKLC | Buy | BNY MELLON ETF TRUSTus lrg cp core | $16,709,000 | +6.4% | 197,600 | +2.6% | 5.58% | -3.7% |
| Buy | PACER FDS TRmetaurus cap 400 | $15,425,000 | +126.7% | 442,296 | +120.4% | 5.15% | +105.3% | |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $12,917,000 | +11.0% | 211,782 | +8.5% | 4.31% | +0.5% |
| BKAG | Sell | BNY MELLON ETF TRUSTcore bond etf | $9,636,000 | -22.2% | 200,355 | -20.1% | 3.22% | -29.6% |
| DIAL | Buy | COLUMBIA ETF TR Idiversifid fxd | $9,079,000 | +11.6% | 439,229 | +15.3% | 3.03% | +1.0% |
| SMMD | Buy | ISHARES TRrusel 2500 etf | $8,212,000 | +18.1% | 135,175 | +24.8% | 2.74% | +6.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,928,000 | +6.1% | 17,548 | +1.2% | 2.65% | -3.9% |
| REVS | New | COLUMBIA ETF TR Iresh enhnc vlu | $7,832,000 | – | 371,534 | +100.0% | 2.61% | – |
| PFFD | Buy | GLOBAL X FDSus pfd etf | $7,063,000 | +6.6% | 286,314 | +11.3% | 2.36% | -3.5% |
| EMSG | Sell | DBX ETF TRxtkr msci emrg | $4,474,000 | -35.0% | 144,003 | -32.9% | 1.49% | -41.1% |
| AAPL | Buy | APPLE INC | $3,960,000 | +34.6% | 22,659 | +9.0% | 1.32% | +21.8% |
| IUSB | New | ISHARES TRcore total usd | $3,744,000 | – | 72,275 | +100.0% | 1.25% | – |
| SHYL | New | DBX ETF TRxtrackers shrt | $3,518,000 | – | 75,256 | +100.0% | 1.17% | – |
| DBAW | Sell | DBX ETF TRxtrack msci all | $3,448,000 | -0.4% | 104,338 | -0.6% | 1.15% | -9.8% |
| IXUS | Buy | ISHARES TRcore msci total | $3,375,000 | -2.0% | 48,977 | +1.0% | 1.13% | -11.3% |
| INDS | Sell | PACER FDS TRbnchmrk indstr | $3,335,000 | -3.9% | 66,152 | -16.4% | 1.11% | -13.0% |
| SRVR | Sell | PACER FDS TRbnchmrk infra | $3,192,000 | -7.2% | 84,509 | -4.4% | 1.06% | -16.0% |
| BKIE | Buy | BNY MELLON ETF TRUSTinternationl eqt | $2,965,000 | +15.2% | 41,287 | +16.5% | 0.99% | +4.3% |
| HPI | Buy | HANCOCK JOHN PFD INCOME FDsh ben int | $2,924,000 | -8.2% | 149,818 | +1.1% | 0.98% | -16.9% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,924,000 | +133.0% | 29,023 | +126.2% | 0.98% | +110.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,851,000 | +528.0% | 7,853 | +518.8% | 0.95% | +470.1% |
| CVS | Sell | CVS HEALTH CORP | $2,777,000 | +25.5% | 26,070 | -0.1% | 0.93% | +13.6% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,749,000 | – | 58,063 | +100.0% | 0.92% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $2,697,000 | +15.2% | 15,652 | +8.0% | 0.90% | +4.3% |
| AFL | Buy | AFLAC INC | $2,684,000 | +26.0% | 42,729 | +4.6% | 0.90% | +14.1% |
| TSN | Buy | TYSON FOODS INCcl a | $2,621,000 | +18.1% | 28,842 | +2.6% | 0.88% | +7.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,594,000 | +14.9% | 12,232 | +6.2% | 0.87% | +4.1% |
| New | PHILLIPS EDISON & CO INC | $2,596,000 | – | 82,362 | +100.0% | 0.87% | – | |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $2,560,000 | +137.0% | 50,720 | +137.3% | 0.85% | +114.6% |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $2,559,000 | +0.8% | 47,223 | +3.1% | 0.85% | -8.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,517,000 | +82.3% | 33,129 | +65.1% | 0.84% | +65.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $2,507,000 | +21.9% | 25,917 | +18.2% | 0.84% | +10.4% |
| C | New | CITIGROUP INC | $2,507,000 | – | 38,498 | +100.0% | 0.84% | – |
| MRK | Sell | MERCK & CO INC | $2,505,000 | +8.3% | 30,746 | -0.2% | 0.84% | -2.0% |
| CSCO | Buy | CISCO SYS INC | $2,467,000 | +8.7% | 44,311 | +6.2% | 0.82% | -1.7% |
| INTC | Buy | INTEL CORP | $2,451,000 | +8.1% | 50,211 | +18.0% | 0.82% | -2.2% |
| FITB | Sell | FIFTH THIRD BANCORP | $2,413,000 | +2.3% | 54,056 | -2.7% | 0.80% | -7.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,365,000 | +49.6% | 35,877 | +18.2% | 0.79% | +35.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,360,000 | +230.1% | 60,415 | +217.2% | 0.79% | +198.5% |
| AMAT | Buy | APPLIED MATLS INC | $2,338,000 | +12.9% | 16,917 | +5.2% | 0.78% | +2.2% |
| MMM | Buy | 3M CO | $2,238,000 | +10.3% | 13,478 | +16.5% | 0.75% | -0.1% |
| DHI | Buy | D R HORTON INC | $2,147,000 | +10.6% | 24,064 | +4.1% | 0.72% | +0.3% |
| HTA | Sell | HEALTHCARE TR AMER INCcl a new | $2,109,000 | +9.4% | 64,786 | -0.4% | 0.70% | -1.0% |
| MSFT | Buy | MICROSOFT CORP | $2,050,000 | +36.8% | 6,591 | +24.0% | 0.68% | +23.7% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $2,033,000 | +19.9% | 19,293 | +25.2% | 0.68% | +8.6% |
| BKHY | Buy | BNY MELLON ETF TRUSThigh yield beta | $2,018,000 | +18.1% | 37,581 | +24.5% | 0.67% | +7.0% |
| PULS | Sell | PGIM ETF TRultra short | $1,922,000 | -29.1% | 38,865 | -28.8% | 0.64% | -35.8% |
| PREF | Buy | PRINCIPAL EXCHANGE-TRADED FDspectrum pfd | $1,524,000 | +3.5% | 76,721 | +8.1% | 0.51% | -6.3% |
| MUB | Buy | ISHARES TRnational mun etf | $1,437,000 | +2.3% | 12,660 | +4.6% | 0.48% | -7.3% |
| TSLA | Buy | TESLA INC | $1,340,000 | +21.8% | 1,431 | +0.8% | 0.45% | +10.4% |
| PHYL | Sell | PGIM ETF TRactv hy bd etf | $1,285,000 | -70.7% | 32,582 | -69.3% | 0.43% | -73.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,217,000 | +15.4% | 3,888 | +0.6% | 0.41% | +4.4% |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $1,213,000 | – | 29,046 | +100.0% | 0.40% | – |
| FB | Buy | META PLATFORMS INCcl a | $1,159,000 | +40.7% | 3,701 | +52.4% | 0.39% | +27.3% |
| YJUN | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $1,128,000 | -1.2% | 57,345 | 0.0% | 0.38% | -10.7% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $991,000 | +11.0% | 365 | +9.0% | 0.33% | +0.6% |
| AMZN | Buy | AMAZON COM INC | $939,000 | +0.3% | 314 | +10.2% | 0.31% | -9.3% |
| YDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $760,000 | – | 36,614 | +100.0% | 0.25% | – |
| ABNB | Buy | AIRBNB INC | $668,000 | -3.5% | 4,337 | +5.1% | 0.22% | -12.5% |
| V | Buy | VISA INC | $643,000 | +8.2% | 2,844 | +6.6% | 0.22% | -1.8% |
| SNOW | Sell | SNOWFLAKE INCcl a | $639,000 | -36.7% | 2,315 | -30.7% | 0.21% | -42.7% |
| T | Buy | AT&T INC | $618,000 | +8.4% | 24,247 | +15.0% | 0.21% | -1.9% |
| ROKU | New | ROKU INC | $602,000 | – | 3,668 | +100.0% | 0.20% | – |
| CVX | CHEVRON CORP NEW | $571,000 | +29.5% | 4,346 | 0.0% | 0.19% | +17.2% | |
| Sell | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $543,000 | -6.1% | 27,937 | -5.1% | 0.18% | -15.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $523,000 | +11.3% | 5,789 | 0.0% | 0.18% | +1.2% | |
| LOW | LOWES COS INC | $525,000 | +16.9% | 2,211 | 0.0% | 0.18% | +5.4% | |
| CFLT | New | CONFLUENT INC | $516,000 | – | 7,889 | +100.0% | 0.17% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $507,000 | -19.1% | 2,805 | +9.9% | 0.17% | -26.8% |
| NFLX | Buy | NETFLIX INC | $506,000 | -13.2% | 1,184 | +23.8% | 0.17% | -21.4% |
| DIS | Buy | DISNEY WALT CO | $498,000 | -15.0% | 3,482 | +0.5% | 0.17% | -23.1% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $494,000 | -3.5% | 8,925 | -0.9% | 0.16% | -12.7% |
| WMT | Sell | WALMART INC | $495,000 | -13.2% | 3,544 | -13.3% | 0.16% | -21.4% |
| CUZ | Sell | COUSINS PPTYS INC | $477,000 | -17.8% | 12,381 | -20.4% | 0.16% | -25.7% |
| PFE | Buy | PFIZER INC | $473,000 | +22.5% | 8,979 | +0.1% | 0.16% | +11.3% |
| MA | New | MASTERCARD INCORPORATEDcl a | $453,000 | – | 1,173 | +100.0% | 0.15% | – |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $435,000 | -23.1% | 31,386 | +10.9% | 0.14% | -30.6% |
| NVDA | Sell | NVIDIA CORPORATION | $431,000 | +15.9% | 1,761 | -2.1% | 0.14% | +5.1% |
| ETN | Buy | EATON CORP PLC | $401,000 | +16.9% | 2,530 | +10.0% | 0.13% | +6.3% |
| OKTA | Buy | OKTA INCcl a | $401,000 | +20.4% | 2,024 | +44.4% | 0.13% | +8.9% |
| ZTS | New | ZOETIS INCcl a | $397,000 | – | 1,988 | +100.0% | 0.13% | – |
| ZG | Buy | ZILLOW GROUP INCcl a | $397,000 | +15.4% | 7,957 | +105.2% | 0.13% | +4.7% |
| NOW | Buy | SERVICENOW INC | $391,000 | +12.7% | 667 | +19.7% | 0.13% | +2.3% |
| RPRX | New | ROYALTY PHARMA PLC | $388,000 | – | 9,696 | +100.0% | 0.13% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $387,000 | -2.5% | 10,345 | +16.6% | 0.13% | -11.6% |
| TTD | Buy | THE TRADE DESK INC | $385,000 | +14.9% | 5,532 | +15.9% | 0.13% | +4.1% |
| IT | New | GARTNER INC | $381,000 | – | 1,296 | +100.0% | 0.13% | – |
| VEEV | Buy | VEEVA SYS INC | $382,000 | +21.7% | 1,616 | +48.1% | 0.13% | +9.5% |
| SQ | Buy | BLOCK INCcl a | $381,000 | +3.0% | 3,116 | +102.1% | 0.13% | -6.6% |
| DHR | Buy | DANAHER CORPORATION | $382,000 | +14.4% | 1,337 | +21.9% | 0.13% | +3.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $381,000 | +12.7% | 2,217 | +70.8% | 0.13% | +1.6% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $378,000 | – | 707 | +100.0% | 0.13% | – |
| U | Buy | UNITY SOFTWARE INC | $369,000 | -3.4% | 3,507 | +15.8% | 0.12% | -12.8% |
| CAT | CATERPILLAR INC | $367,000 | +4.9% | 1,823 | 0.0% | 0.12% | -5.4% | |
| NET | Buy | CLOUDFLARE INC | $362,000 | +11.0% | 3,751 | +29.5% | 0.12% | +0.8% |
| AMD | New | ADVANCED MICRO DEVICES INC | $360,000 | – | 3,150 | +100.0% | 0.12% | – |
| INTU | New | INTUIT | $358,000 | – | 644 | +100.0% | 0.12% | – |
| SHOP | Buy | SHOPIFY INCcl a | $351,000 | -5.9% | 364 | +32.4% | 0.12% | -14.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $342,000 | +25.7% | 3,939 | +18.4% | 0.11% | +14.0% |
| DOCU | Buy | DOCUSIGN INC | $336,000 | -42.4% | 2,675 | +18.1% | 0.11% | -47.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $327,000 | -48.8% | 2,492 | -50.4% | 0.11% | -53.8% |
| SLF | Buy | SUN LIFE FINANCIAL INC. | $320,000 | +25.0% | 5,649 | +13.5% | 0.11% | +13.8% |
| XOM | Buy | EXXON MOBIL CORP | $320,000 | +46.1% | 4,219 | +13.2% | 0.11% | +32.1% |
| ABBV | Sell | ABBVIE INC | $318,000 | +25.2% | 2,322 | -1.6% | 0.11% | +12.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $315,000 | +15.0% | 1,964 | +0.1% | 0.10% | +4.0% |
| INFY | Buy | INFOSYS LTDsponsored adr | $316,000 | +17.5% | 13,390 | +10.7% | 0.10% | +6.1% |
| SMB | Sell | VANECK ETF TRUSTvaneck shrt muni | $312,000 | -2.8% | 17,816 | -0.1% | 0.10% | -11.9% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $310,000 | +3.3% | 5,356 | +6.9% | 0.10% | -7.2% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $297,000 | +21.2% | 4,092 | +13.5% | 0.10% | +10.0% |
| DKNG | Buy | DRAFTKINGS INC | $295,000 | -43.2% | 13,340 | +23.8% | 0.10% | -48.7% |
| F | Sell | FORD MTR CO DEL | $289,000 | +29.6% | 14,243 | -9.5% | 0.10% | +17.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $284,000 | +22.4% | 2,314 | +11.6% | 0.10% | +10.5% |
| OKE | Buy | ONEOK INC NEW | $276,000 | +6.6% | 4,554 | +1.9% | 0.09% | -3.2% |
| RY | Buy | ROYAL BK CDA | $276,000 | +34.6% | 2,420 | +17.2% | 0.09% | +21.1% |
| SYK | STRYKER CORPORATION | $274,000 | -5.8% | 1,103 | 0.0% | 0.09% | -15.0% | |
| MFC | Buy | MANULIFE FINL CORP | $268,000 | +29.5% | 12,855 | +19.5% | 0.09% | +17.1% |
| WM | Buy | WASTE MGMT INC DEL | $264,000 | +0.8% | 1,757 | +0.1% | 0.09% | -9.3% |
| RIO | New | RIO TINTO PLCsponsored adr | $263,000 | – | 3,688 | +100.0% | 0.09% | – |
| MGA | New | MAGNA INTL INC | $257,000 | – | 3,190 | +100.0% | 0.09% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $258,000 | +15.7% | 2,310 | +18.9% | 0.09% | +4.9% |
| HAL | New | HALLIBURTON CO | $255,000 | – | 8,285 | +100.0% | 0.08% | – |
| HMC | Buy | HONDA MOTOR LTD | $250,000 | +20.2% | 8,445 | +24.4% | 0.08% | +7.8% |
| CB | New | CHUBB LIMITED | $240,000 | – | 1,219 | +100.0% | 0.08% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $239,000 | +18.3% | 2,391 | +13.6% | 0.08% | +8.1% |
| CNI | Buy | CANADIAN NATL RY CO | $241,000 | +13.7% | 1,977 | +7.9% | 0.08% | +2.6% |
| FPX | Sell | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $240,000 | -15.5% | 2,253 | -2.3% | 0.08% | -23.8% |
| YMAR | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $241,000 | -2.0% | 11,977 | 0.0% | 0.08% | -12.1% | |
| ABB | New | ABB LTDsponsored adr | $235,000 | – | 6,758 | +100.0% | 0.08% | – |
| GRMN | New | GARMIN LTD | $231,000 | – | 1,859 | +100.0% | 0.08% | – |
| HFC | New | HOLLYFRONTIER CORP | $232,000 | – | 6,587 | +100.0% | 0.08% | – |
| LRCX | New | LAM RESEARCH CORP | $229,000 | – | 389 | +100.0% | 0.08% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $227,000 | -1.7% | 1,090 | +0.3% | 0.08% | -10.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $227,000 | +11.3% | 643 | +0.9% | 0.08% | +1.3% |
| TT | New | TRANE TECHNOLOGIES PLC | $225,000 | – | 1,297 | +100.0% | 0.08% | – |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $224,000 | +6.7% | 2,003 | +5.5% | 0.08% | -2.6% |
| LULU | New | LULULEMON ATHLETICA INC | $219,000 | – | 655 | +100.0% | 0.07% | – |
| DTN | Buy | WISDOMTREE TRus divid ex fncl | $214,000 | +4.9% | 2,166 | +0.0% | 0.07% | -5.3% |
| ASML | New | ASML HOLDING N V | $211,000 | – | 312 | +100.0% | 0.07% | – |
| KRG | Buy | KITE RLTY GROUP TR | $211,000 | +2.9% | 10,082 | +0.2% | 0.07% | -7.9% |
| HD | New | HOME DEPOT INC | $207,000 | – | 564 | +100.0% | 0.07% | – |
| VLO | New | VALERO ENERGY CORP | $207,000 | – | 2,500 | +100.0% | 0.07% | – |
| AFIN | AMERICAN FIN TR INC | $125,000 | +2.5% | 15,147 | 0.0% | 0.04% | -6.7% | |
| GTE | GRAN TIERRA ENERGY INC | $75,000 | +23.0% | 82,430 | 0.0% | 0.02% | +13.6% | |
| Exit | GENERAL ELECTRIC CO | $0 | – | -2,034 | -100.0% | -0.08% | – | |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -1,321 | -100.0% | -0.11% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -4,430 | -100.0% | -0.11% | – |
| PATH | Exit | UIPATH INCcl a | $0 | – | -6,202 | -100.0% | -0.12% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -1,039 | -100.0% | -0.12% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -4,523 | -100.0% | -0.12% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -1,060 | -100.0% | -0.12% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -5,707 | -100.0% | -0.13% | – |
| SPT | Exit | SPROUT SOCIAL INC | $0 | – | -2,901 | -100.0% | -0.13% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -5,520 | -100.0% | -0.16% | – |
| FICO | Exit | FAIR ISAAC CORP | $0 | – | -1,293 | -100.0% | -0.19% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -5,170 | -100.0% | -0.21% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -3,958 | -100.0% | -0.22% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -11,576 | -100.0% | -0.34% | – |
| JRE | Exit | JANUS DETROIT STR TRhenderson us rel | $0 | – | -46,169 | -100.0% | -0.43% | – |
| IFRA | Exit | ISHARES TRus infrastruc | $0 | – | -42,135 | -100.0% | -0.53% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -42,136 | -100.0% | -0.84% | – |
| PTBD | Exit | PACER FDS TRtrendpilot us bd | $0 | – | -118,429 | -100.0% | -1.18% | – |
| SNPE | Exit | DBX ETF TRxtrackers s&p | $0 | – | -184,485 | -100.0% | -2.58% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -221,400 | -100.0% | -3.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
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.