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CIK: 0001820879
Total reported value
$354.5M
$354.5M
65 檔
702.5%
During the Q2 2024 filing period, Advisor Resource Council (CIK: 0001820879) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $354.5M across 65 reported positions.
During Q2 2024, Advisor Resource Council's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 81.23% | -4.72% | -37.41% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 6.48% | -0.35% | -23.33% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.26% | -0.91% | -25.35% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.22% | +0.13% | -21.68% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | — | +108.52% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.03% | +387.43% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.11% | -19.98% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +3.99% | -34.53% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.36% | +3.68% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.01% | -21.31% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.07% | -22.62% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | — | +20.89% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.17% | — | -5.96% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.20% | -34.21% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.16% | -0.12% | +4.39% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.14% | — | -1.23% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 0.13% | -0.12% | -15.02% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.09% | — | -5.72% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.08% | -0.30% | +26.82% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.06% | — | -5.57% | |
| 21 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.06% | -0.02% | — | |
| 22 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.05% | +0.02% | -2.35% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.04% | — | -8.29% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | +0.01% | -0.56% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.04% | -0.39% | -65.97% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.04% | -0.03% | -0.69% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.03% | -0.01% | -6.73% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.02% | -0.02% | +1.97% | |
| 29 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.02% | — | -0.29% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.02% | +0.32% | -31.97% | |
| 31 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.02% | -0.02% | — | |
| 32 | HAL | Halliburton Co | Stock-Energy | 0.01% | — | -48.57% | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.01% | +0.06% | +1.70% | |
| 34 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.01% | -0.03% | — | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.01% | -0.01% | -0.18% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.01% | — | -45.60% | |
| 37 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.01% | — | -7.40% | |
| 38 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.01% | — | -0.46% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.01% | -0.01% | -5.65% | |
| 40 | SRE | Sempra | Stock-Utilities | 0.01% | -0.10% | +2.51% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.01% | — | -40.25% | |
| 42 | IGE | Ishares North American Natur | ETF-Other | — | — | -21.19% | |
| 43 | IRT | Independence Realty Trust In | Stock-Real Estate | — | — | -13.41% | |
| 44 | INTC | Intel CORP | Stock-Tech | — | +0.09% | NEW | |
| 45 | PAVE | Global X US Infrastructure | ETF-Other | — | +0.32% | -23.77% | |
| 46 | MINO | Pimco Municipal Income Oppor | ETF-Other | — | -0.01% | +36.90% | |
| 47 | SAVEEUR | Spirit Airlines Inc | Stock-Other | — | — | — | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-Other | — | -0.09% | -3.68% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | — | +0.09% | NEW | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | — | +0.04% | -15.91% |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 65 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, GLD, IWM) accounted for 702.5% of total reported equity market value during Q2 2024.
During Q2 2024, Advisor Resource Council's top holdings by market value included SPY (81.2%)、GLD (6.5%)、IWM (3.3%). The largest single position, SPY, represented 81.2% of total portfolio value.
In Q2 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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