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CIK: 0001820879
Total reported value
$354.5M
$354.5M
229 檔
18.9%
In Q1 2024, Advisor Resource Council's U.S. equity holdings reached a combined market value of $354.5M, distributed across 229 disclosed stock positions.
During Q1 2024, Advisor Resource Council's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.92% | -4.72% | -53.35% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.18% | -0.36% | +234.49% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.13% | -51.91% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.07% | -20.73% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.37% | +0.32% | -76.25% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.28% | -0.91% | -41.84% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.14% | NEW | |
| 8 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.83% | -0.12% | — | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.67% | — | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.64% | +3.99% | -71.09% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.01% | -22.88% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.06% | -12.74% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | -0.01% | -74.11% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.15% | -0.35% | -64.83% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.01% | +91.07% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.99% | +0.06% | — | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | — | +794.46% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.92% | -0.03% | -27.70% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 0.89% | -0.03% | -84.02% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 0.88% | -0.12% | -85.62% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | — | -51.67% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | -0.01% | -90.32% | |
| 23 | SRE | Sempra | Stock-Utilities | 0.75% | -0.10% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.03% | -69.53% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | — | +188.01% | |
| 26 | INTC | Intel CORP | Stock-Tech | 0.69% | +0.09% | NEW | |
| 27 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.66% | -0.02% | -18.24% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.10% | -74.43% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.65% | — | -69.49% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | -0.39% | -85.03% | |
| 31 | IGE | Ishares North American Natur | ETF-Other | 0.64% | — | — | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.64% | -0.09% | -91.19% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.57% | +0.39% | NEW | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.04% | -22.04% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.11% | -82.80% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.53% | -0.06% | -84.27% | |
| 37 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.53% | +0.02% | +41.39% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.52% | — | +104.49% | |
| 39 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.51% | — | -4.61% | |
| 40 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.49% | — | — | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | -0.03% | +130.33% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | -88.58% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.48% | — | +5.59% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.48% | — | -65.35% | |
| 45 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 0.48% | — | -75.39% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.02% | -42.37% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.20% | -85.67% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.45% | +0.10% | +14.82% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.03% | -39.98% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.04% | -24.72% |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 229 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, AAPL) accounted for 18.9% of total reported equity market value during Q1 2024.
During Q1 2024, Advisor Resource Council's top holdings by market value included SPY (12.9%)、RSP (5.2%)、AAPL (4.2%). The largest single position, SPY, represented 12.9% of total portfolio value.
In Q1 2024, Advisor Resource Council made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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