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CIK: 0001820879
Total reported value
$354.5M
$354.5M
69 檔
26.7%
In Q4 2024, Advisor Resource Council's U.S. equity holdings reached a combined market value of $354.5M, distributed across 69 disclosed stock positions.
During Q4 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 | 34.20% | -4.72% | -52.47% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 19.62% | -0.36% | +2343.94% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-Other | 5.77% | -0.12% | — | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.65% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.82% | -0.35% | +142.76% | |
| 6 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.36% | -0.02% | — | |
| 7 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 1.83% | +0.02% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.66% | — | — | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.62% | -0.03% | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | -0.91% | -62.79% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.41% | -0.01% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.13% | -85.12% | |
| 13 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.21% | -0.02% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | — | +103.34% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.14% | NEW | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | +51.08% | |
| 17 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.67% | — | — | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.65% | -0.02% | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.30% | +103.86% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.60% | -0.01% | — | |
| 21 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.57% | -0.03% | — | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.55% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.03% | -80.04% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.06% | -83.66% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | — | — | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.39% | +0.06% | NEW | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | — | — | |
| 30 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.39% | — | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | +0.22% | NEW | |
| 32 | MBB | Ishares Mbs ETF | ETF-Other | 0.37% | -0.01% | -18.26% | |
| 33 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.36% | -0.03% | — | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | — | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.11% | -66.86% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.32% | +0.06% | NEW | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | — | +29.48% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.32% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +3.99% | -86.22% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.29% | -0.10% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | +0.07% | NEW | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.27% | — | +85.81% | |
| 44 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.26% | — | — | |
| 45 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.26% | +0.06% | NEW | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.26% | -0.19% | — | |
| 47 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.25% | — | — | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.24% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.23% | — | -62.50% | |
| 50 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.23% | — | — |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 69 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, EWJ) accounted for 26.7% of total reported equity market value during Q4 2024.
During Q4 2024, Advisor Resource Council's top holdings by market value included SPY (34.2%)、RSP (19.6%)、EWJ (5.8%). The largest single position, SPY, represented 34.2% of total portfolio value.
In Q4 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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