$368 Million is the total value of Advisory Resource Group's 150 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 15.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | PACER FDS TRmetaurus cap 400 | $38,157,138 | +9.6% | 1,197,895 | +3.0% | 10.38% | +6.2% | |
| Sell | PGIM ETF TRtotal return bon | $32,273,012 | -3.1% | 780,641 | -1.6% | 8.78% | -6.1% | |
| PSX | Buy | PHILLIPS 66 | $31,822,056 | -2.1% | 333,634 | +4.0% | 8.65% | -5.1% |
| COP | Buy | CONOCOPHILLIPS | $23,728,286 | +8.5% | 229,015 | +3.9% | 6.45% | +5.2% |
| HERD | Sell | PACER FDS TRcash cows etf | $12,699,986 | -4.4% | 373,529 | -5.6% | 3.45% | -7.3% |
| SMMD | Sell | ISHARES TRrusel 2500 etf | $11,542,390 | -3.9% | 200,842 | -8.4% | 3.14% | -6.9% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $10,276,692 | +3.3% | 185,735 | +1.9% | 2.79% | +0.1% |
| BKAG | Sell | BNY MELLON ETF TRUSTcore bond etf | $8,856,162 | -9.3% | 210,861 | -7.7% | 2.41% | -12.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,342,339 | +12.8% | 18,717 | +4.1% | 2.27% | +9.4% |
| IUSB | Buy | ISHARES TRcore total usd | $8,021,590 | +7.3% | 176,415 | +8.9% | 2.18% | +4.0% |
| JAAA | Buy | JANUS DETROIT STR TRhendrson aaa cl | $6,401,139 | +11.0% | 128,408 | +10.3% | 1.74% | +7.7% |
| IXUS | Sell | ISHARES TRcore msci total | $5,768,617 | +0.0% | 92,121 | -1.0% | 1.57% | -3.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,569,925 | +21.2% | 12,371 | +5.3% | 1.24% | +17.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,358,791 | +10.8% | 15,840 | -1.6% | 1.18% | +7.4% |
| BKIE | Sell | BNY MELLON ETF TRUSTinternationl eqt | $4,326,174 | -0.0% | 62,542 | -3.0% | 1.18% | -3.1% |
| AAPL | Sell | APPLE INC | $3,994,729 | +17.6% | 20,595 | -0.0% | 1.09% | +14.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $3,809,385 | +2.3% | 24,136 | -1.3% | 1.04% | -0.8% |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $3,496,993 | +13.8% | 70,775 | +13.5% | 0.95% | +10.3% |
| AMAT | Sell | APPLIED MATLS INC | $3,364,472 | +15.5% | 23,277 | -1.8% | 0.92% | +12.0% |
| HYDB | Sell | ISHARES TRhigh yld bd fctr | $3,352,947 | -8.7% | 75,010 | -8.7% | 0.91% | -11.5% |
| HAL | Buy | HALLIBURTON CO | $3,303,058 | +6.2% | 100,123 | +1.9% | 0.90% | +3.0% |
| CSCO | Buy | CISCO SYS INC | $3,293,975 | +0.9% | 63,664 | +1.9% | 0.90% | -2.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $3,201,570 | +12.7% | 29,832 | +6.2% | 0.87% | +9.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,195,860 | +6.4% | 19,308 | -0.3% | 0.87% | +3.2% |
| Sell | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $3,178,594 | +1.6% | 65,714 | -5.3% | 0.86% | -1.5% | |
| HAWX | Buy | ISHARES TRmsci acwi exus | $3,145,598 | +9.0% | 110,527 | +4.9% | 0.86% | +5.7% |
| CMI | New | CUMMINS INC | $3,133,145 | – | 12,780 | +100.0% | 0.85% | – |
| CI | New | THE CIGNA GROUP | $3,107,084 | – | 11,073 | +100.0% | 0.84% | – |
| AFL | Buy | AFLAC INC | $3,103,825 | +8.9% | 44,467 | +0.6% | 0.84% | +5.5% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $3,097,536 | – | 47,450 | +100.0% | 0.84% | – |
| MRK | Sell | MERCK & CO INC | $3,047,335 | +7.3% | 26,409 | -1.0% | 0.83% | +4.1% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $3,031,400 | -3.9% | 33,011 | -1.8% | 0.82% | -6.9% |
| DOV | Buy | DOVER CORP | $3,006,597 | -1.0% | 20,363 | +1.9% | 0.82% | -4.0% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,951,932 | -0.6% | 64,509 | +1.4% | 0.80% | -3.6% |
| C | Buy | CITIGROUP INC | $2,948,586 | +2.2% | 64,044 | +4.1% | 0.80% | -0.9% |
| FITB | Buy | FIFTH THIRD BANCORP | $2,927,605 | +2.0% | 111,698 | +3.7% | 0.80% | -1.1% |
| PHYL | Buy | PGIM ETF TRactv hy bd etf | $2,812,498 | +3.5% | 82,593 | +4.0% | 0.76% | +0.4% |
| GIS | New | GENERAL MLS INC | $2,781,679 | – | 36,267 | +100.0% | 0.76% | – |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $2,761,692 | +20.0% | 81,925 | +14.5% | 0.75% | +16.4% |
| MSFT | Sell | MICROSOFT CORP | $2,677,040 | +15.6% | 7,861 | -2.1% | 0.73% | +12.0% |
| JRE | Sell | JANUS DETROIT STR TRhenderson us rel | $2,498,238 | -4.1% | 112,179 | -4.9% | 0.68% | -7.1% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,155,641 | -3.7% | 42,534 | -3.2% | 0.59% | -6.7% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $2,129,979 | +15.5% | 61,954 | +14.7% | 0.58% | +12.0% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,088,124 | -3.6% | 24,129 | -3.9% | 0.57% | -6.6% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $2,077,581 | -3.4% | 44,110 | -3.8% | 0.56% | -6.3% |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $2,069,107 | -4.0% | 104,818 | -3.3% | 0.56% | -6.8% |
| RVNU | Sell | DBX ETF TRxtrack mun infra | $2,009,766 | -2.5% | 79,721 | -3.3% | 0.55% | -5.5% |
| Sell | PHILLIPS EDISON & CO INC | $2,003,665 | -7.2% | 58,793 | -11.2% | 0.54% | -10.1% | |
| HPI | Buy | HANCOCK JOHN PFD INCOME FDsh ben int | $1,998,777 | -4.3% | 131,239 | +0.5% | 0.54% | -7.3% |
| MUB | Buy | ISHARES TRnational mun etf | $1,756,135 | +18.7% | 16,454 | +19.8% | 0.48% | +15.2% |
| PREF | Sell | PRINCIPAL EXCHANGE TRADED FDspectrum pfd | $1,351,068 | -2.2% | 79,709 | -1.9% | 0.37% | -5.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,334,333 | +10.4% | 3,913 | 0.0% | 0.36% | +7.1% | |
| ABNB | Buy | AIRBNB INC | $1,171,382 | +17.6% | 9,140 | +14.2% | 0.32% | +14.3% |
| Sell | HEALTHCARE RLTY TR | $1,115,096 | -3.5% | 59,125 | -1.1% | 0.30% | -6.5% | |
| AMZN | Buy | AMAZON COM INC | $1,059,305 | +27.8% | 8,126 | +1.2% | 0.29% | +23.6% |
| SNOW | Buy | SNOWFLAKE INCcl a | $1,055,176 | +17.5% | 5,996 | +3.0% | 0.29% | +13.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,049,836 | +10.1% | 7,910 | +7.4% | 0.28% | +6.7% |
| TSLA | Sell | TESLA INC | $1,047,080 | +20.2% | 4,000 | -4.8% | 0.28% | +16.8% |
| VLO | VALERO ENERGY CORP | $1,045,730 | -16.0% | 8,915 | 0.0% | 0.28% | -18.6% | |
| NVDA | Sell | NVIDIA CORPORATION | $999,628 | +7.8% | 2,363 | -29.2% | 0.27% | +4.6% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $972,426 | +4.5% | 6,621 | -2.3% | 0.26% | +1.1% |
| XLC | Sell | SELECT SECTOR SPDR TR | $948,606 | +9.5% | 14,576 | -2.4% | 0.26% | +6.2% |
| FB | Buy | META PLATFORMS INCcl a | $910,014 | +35.6% | 3,171 | +0.2% | 0.25% | +31.4% |
| ETN | Buy | EATON CORP PLC | $891,139 | +19.0% | 4,431 | +1.4% | 0.24% | +15.2% |
| PANW | Sell | PALO ALTO NETWORKS INC | $813,288 | +26.0% | 3,183 | -1.5% | 0.22% | +22.1% |
| YDEC | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $792,825 | +3.0% | 36,077 | 0.0% | 0.22% | 0.0% | |
| TTD | Sell | THE TRADE DESK INC | $786,640 | +19.4% | 10,187 | -5.9% | 0.21% | +15.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $771,277 | +16.0% | 4,542 | +2.2% | 0.21% | +12.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $769,597 | +2.7% | 7,626 | -5.3% | 0.21% | -0.5% |
| BILL | Sell | BILL HOLDINGS INC | $765,601 | +24.1% | 6,552 | -13.8% | 0.21% | +20.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $755,529 | +13.7% | 1,921 | +5.0% | 0.20% | +10.2% |
| DASH | Sell | DOORDASH INCcl a | $734,396 | +17.3% | 9,610 | -2.4% | 0.20% | +13.6% |
| UBER | Sell | UBER TECHNOLOGIES INC | $728,148 | +24.6% | 16,867 | -8.5% | 0.20% | +20.7% |
| VEEV | Buy | VEEVA SYS INC | $725,867 | +20.7% | 3,671 | +12.2% | 0.20% | +16.6% |
| NET | Buy | CLOUDFLARE INC | $719,005 | +12.0% | 10,999 | +5.7% | 0.20% | +8.9% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $704,363 | +18.0% | 10,337 | +4.3% | 0.19% | +15.0% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $704,229 | +9.1% | 8,498 | +6.2% | 0.19% | +5.5% |
| CPNG | Sell | COUPANG INCcl a | $700,054 | -2.0% | 40,233 | -9.9% | 0.19% | -5.0% |
| T | Buy | AT&T INC | $694,193 | -15.1% | 43,523 | +2.5% | 0.19% | -17.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $692,573 | -2.9% | 6,080 | -16.5% | 0.19% | -6.0% |
| SLF | Buy | SUN LIFE FINANCIAL INC. | $683,345 | +12.8% | 13,111 | +1.1% | 0.19% | +9.4% |
| NVS | Sell | NOVARTIS AGsponsored adr | $680,436 | -2.3% | 6,743 | -10.9% | 0.18% | -5.1% |
| CVX | Buy | CHEVRON CORP NEW | $680,860 | -3.5% | 4,327 | +0.1% | 0.18% | -6.6% |
| SHOP | Sell | SHOPIFY INCcl a | $679,398 | +4.9% | 10,517 | -22.1% | 0.18% | +1.6% |
| LULU | Sell | LULULEMON ATHLETICA INC | $674,866 | +0.1% | 1,783 | -3.7% | 0.18% | -2.6% |
| CHWY | New | CHEWY INCcl a | $676,476 | – | 17,139 | +100.0% | 0.18% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $657,125 | – | 2,802 | +100.0% | 0.18% | – |
| NOW | Sell | SERVICENOW INC | $658,629 | +5.5% | 1,172 | -12.7% | 0.18% | +2.3% |
| ENPH | Buy | ENPHASE ENERGY INC | $656,187 | +12.5% | 3,918 | +41.3% | 0.18% | +8.5% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $651,022 | +6.2% | 3,528 | +14.4% | 0.18% | +2.9% |
| INFY | Buy | INFOSYS LTDsponsored adr | $642,061 | +6.7% | 39,954 | +15.8% | 0.18% | +3.6% |
| MELI | Buy | MERCADOLIBRE INC | $633,761 | -4.0% | 535 | +6.8% | 0.17% | -7.0% |
| NTES | Buy | NETEASE INCsponsored ads | $633,706 | +12.3% | 6,554 | +2.7% | 0.17% | +8.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $628,886 | +1.9% | 2,038 | -5.6% | 0.17% | -1.2% |
| AXON | Buy | AXON ENTERPRISE INC | $623,994 | -1.8% | 3,198 | +13.1% | 0.17% | -4.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $622,028 | +20.1% | 5,142 | +3.3% | 0.17% | +16.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $620,256 | +12.6% | 3,243 | +8.3% | 0.17% | +9.0% |
| ASML | Sell | ASML HOLDING N V | $613,863 | +1.3% | 847 | -4.8% | 0.17% | -1.8% |
| CNI | Buy | CANADIAN NATL RY CO | $600,386 | +8.7% | 4,959 | +6.0% | 0.16% | +5.2% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $593,010 | +8.5% | 9,289 | +16.6% | 0.16% | +5.2% |
| RY | Buy | ROYAL BK CDA | $586,622 | +12.3% | 6,142 | +12.4% | 0.16% | +9.6% |
| MFC | Buy | MANULIFE FINL CORP | $577,190 | +6.5% | 30,523 | +3.5% | 0.16% | +3.3% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $564,371 | -3.3% | 6,268 | -2.7% | 0.15% | -6.7% |
| NVO | Sell | NOVO-NORDISK A Sadr | $562,845 | -7.0% | 3,478 | -8.5% | 0.15% | -10.0% |
| CB | Buy | CHUBB LIMITED | $561,312 | +5.3% | 2,915 | +6.2% | 0.15% | +2.0% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $536,718 | +111.1% | 7,391 | +112.7% | 0.15% | +105.6% |
| YUMC | Buy | YUM CHINA HLDGS INC | $537,146 | -6.1% | 9,507 | +5.4% | 0.15% | -8.8% |
| BCAT | BLACKROCK CAP ALLOCATION TER | $529,694 | +0.7% | 34,734 | 0.0% | 0.14% | -2.7% | |
| V | Sell | VISA INC | $523,406 | +5.3% | 2,204 | -0.0% | 0.14% | +2.2% |
| LOW | LOWES COS INC | $507,374 | +12.9% | 2,248 | 0.0% | 0.14% | +9.5% | |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $506,977 | -7.4% | 6,021 | +0.0% | 0.14% | -10.4% |
| OKE | Buy | ONEOK INC NEW | $501,192 | +27.6% | 8,120 | +31.4% | 0.14% | +23.6% |
| FIRST TR EXCHNG TRADED FD VIcboe vest intl | $483,474 | +3.7% | 24,239 | 0.0% | 0.13% | 0.0% | ||
| INTC | Sell | INTEL CORP | $480,797 | -87.0% | 14,378 | -87.3% | 0.13% | -87.3% |
| LRCX | LAM RESEARCH CORP | $469,288 | +21.3% | 730 | 0.0% | 0.13% | +17.4% | |
| WMT | Buy | WALMART INC | $432,400 | +8.1% | 2,751 | +1.4% | 0.12% | +5.4% |
| XOM | Buy | EXXON MOBIL CORP | $432,640 | -0.7% | 4,034 | +1.6% | 0.12% | -3.3% |
| CAT | CATERPILLAR INC | $427,881 | +7.5% | 1,739 | 0.0% | 0.12% | +3.6% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $389,086 | +93.8% | 880 | +68.9% | 0.11% | +89.3% |
| HF SINCLAIR CORP | $364,642 | -7.8% | 8,174 | 0.0% | 0.10% | -10.8% | ||
| YMAR | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $340,753 | +2.5% | 16,064 | 0.0% | 0.09% | 0.0% | |
| SYK | STRYKER CORPORATION | $336,514 | +6.9% | 1,103 | 0.0% | 0.09% | +4.5% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $336,287 | -2.8% | 4,143 | -0.8% | 0.09% | -6.2% |
| PFE | Buy | PFIZER INC | $331,870 | -8.5% | 9,048 | +1.8% | 0.09% | -11.8% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $323,795 | -40.4% | 8,591 | -40.9% | 0.09% | -42.5% |
| ZG | ZILLOW GROUP INCcl a | $322,506 | +12.6% | 6,555 | 0.0% | 0.09% | +10.0% | |
| WM | Buy | WASTE MGMT INC DEL | $306,531 | +6.4% | 1,768 | +0.1% | 0.08% | +2.5% |
| ABBV | Sell | ABBVIE INC | $292,741 | -24.0% | 2,173 | -10.1% | 0.08% | -25.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $291,749 | +2.1% | 1,923 | +0.1% | 0.08% | -1.2% |
| DIS | DISNEY WALT CO | $288,317 | -10.8% | 3,229 | 0.0% | 0.08% | -14.3% | |
| LLY | Sell | LILLY ELI & CO | $287,013 | +35.9% | 612 | -0.5% | 0.08% | +32.2% |
| F | Buy | FORD MTR CO DEL | $281,249 | +22.6% | 18,589 | +2.1% | 0.08% | +18.8% |
| ICSH | Sell | ISHARES TRblackrock ultra | $276,449 | -56.2% | 5,496 | -56.2% | 0.08% | -57.6% |
| VOO | New | VANGUARD INDEX FDS | $257,477 | – | 632 | +100.0% | 0.07% | – |
| CFLT | New | CONFLUENT INC | $242,333 | – | 6,863 | +100.0% | 0.07% | – |
| CUZ | Sell | COUSINS PPTYS INC | $235,684 | +0.5% | 10,337 | -5.7% | 0.06% | -3.0% |
| IWR | New | ISHARES TRrus mid cap etf | $226,628 | – | 3,103 | +100.0% | 0.06% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $229,478 | -0.5% | 2,343 | +1.3% | 0.06% | -4.6% |
| KRG | Buy | KITE RLTY GROUP TR | $226,627 | +6.9% | 10,144 | +0.1% | 0.06% | +5.1% |
| CHPT | CHARGEPOINT HOLDINGS INC | $223,451 | -16.0% | 25,421 | 0.0% | 0.06% | -18.7% | |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $214,011 | -15.5% | 8,557 | -15.4% | 0.06% | -18.3% |
| ROKU | Sell | ROKU INC | $211,004 | -4.7% | 3,299 | -1.9% | 0.06% | -8.1% |
| New | GENERAL ELECTRIC CO | $209,374 | – | 1,906 | +100.0% | 0.06% | – | |
| NFLX | New | NETFLIX INC | $208,352 | – | 473 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $205,131 | – | 1,533 | +100.0% | 0.06% | – |
| YJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $202,568 | -82.2% | 9,891 | -82.8% | 0.06% | -82.8% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $201,857 | – | 1,015 | +100.0% | 0.06% | – |
| HD | Sell | HOME DEPOT INC | $203,159 | -5.6% | 654 | -10.3% | 0.06% | -8.3% |
| AFIN | THE NECESSITY RETAIL REIT IN | $102,394 | +7.6% | 15,147 | 0.0% | 0.03% | +3.7% | |
| AMPIO PHARMACEUTICALS INC | $2,330 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% | ||
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -1,098 | -100.0% | -0.06% | – |
| Exit | DRAFTKINGS INC NEW | $0 | – | -12,254 | -100.0% | -0.07% | – | |
| GTE | Exit | GRAN TIERRA ENERGY INC | $0 | – | -332,430 | -100.0% | -0.08% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -17,083 | -100.0% | -0.16% | – |
| CNQ | Exit | CANADIAN NAT RES LTD | $0 | – | -10,880 | -100.0% | -0.17% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -24,732 | -100.0% | -0.17% | – |
| DDOG | Exit | DATADOG INC | $0 | – | -8,638 | -100.0% | -0.18% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -36,128 | -100.0% | -0.75% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -46,378 | -100.0% | -0.77% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -29,074 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-11
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.