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CIK: 0001820879
Total reported value
$354.5M
$354.5M
233 檔
14.2%
At the close of Q3 2024, Advisor Resource Council disclosed equity holdings valued at approximately $354.5M, spread across 233 reported holdings.
During Q3 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 233 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 | 8.57% | -4.72% | +17.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.13% | +9.23% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | -0.07% | +20.35% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.12% | +0.14% | NEW | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.52% | -0.91% | +26.82% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.06% | +0.32% | +1.94% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | +0.01% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | -0.06% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.01% | +24.76% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.52% | +0.06% | +0.54% | |
| 11 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.50% | — | — | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.39% | -0.03% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.36% | +3.99% | -27.07% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.34% | — | +32.59% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.01% | -10.79% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -0.03% | +40.22% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.99% | — | +47.15% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.01% | +3.22% | |
| 19 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.94% | — | — | |
| 20 | SRE | Sempra | Stock-Utilities | 0.94% | -0.10% | +1.81% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.88% | — | +78.48% | |
| 22 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.84% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | — | — | |
| 24 | IGE | Ishares North American Natur | ETF-Other | 0.80% | — | +38.32% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.10% | — | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.78% | -0.12% | -6.89% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.04% | — | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.35% | -36.38% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.03% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.11% | +34.66% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.68% | — | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | +0.06% | NEW | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.20% | +61.51% | |
| 34 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.59% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | -0.39% | +109.69% | |
| 36 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.56% | — | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.02% | — | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | +0.10% | — | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | -0.03% | — | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.54% | — | — | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.54% | +0.29% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.03% | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.36% | -91.52% | |
| 44 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.51% | — | — | |
| 45 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.51% | — | +92.82% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.04% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.04% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | +0.04% | +77.67% | |
| 49 | PAVE | Global X US Infrastructure | ETF-Other | 0.46% | +0.32% | +16.03% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.46% | — | — |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 233 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, MSFT) accounted for 14.2% of total reported equity market value during Q3 2024.
During Q3 2024, Advisor Resource Council's top holdings by market value included SPY (8.6%)、AAPL (4.7%)、MSFT (3.8%). The largest single position, SPY, represented 8.6% of total portfolio value.
In Q3 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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