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CIK: 0001820879
Total reported value
$354.5M
$354.5M
583 檔
44.9%
The Q1 2025 SEC filing reveals that Advisor Resource Council held a total portfolio value of $354.5M, covering 583 public equity positions.
In Q1 2025, Advisor Resource Council displayed an active expansion posture, initiating 21 new positions and adding to 12 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 583 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 | 5.85% | -4.72% | +201.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.13% | +2032.35% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.91% | +3.99% | +6306.60% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.56% | +0.32% | — | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.47% | -0.06% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 1.46% | -0.35% | +315.54% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.40% | -0.01% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.35% | — | +5358.04% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.34% | -0.36% | -34.26% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | -0.03% | +2982.97% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.30% | -0.09% | — | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | -0.01% | +2661.14% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | -0.01% | +8381.50% | |
| 14 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.16% | -0.04% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.07% | — | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.03% | — | — | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.00% | -0.01% | — | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.20% | — | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.01% | +1195.37% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.12% | — | |
| 21 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.88% | — | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | — | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.85% | — | +3602.37% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.06% | +1543.03% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | -0.03% | +4034.74% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.03% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | — | +526.52% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.70% | -0.07% | — | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | -0.39% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | -0.30% | +800.37% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.10% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.11% | +1463.90% | |
| 34 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.59% | — | — | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.59% | — | — | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.57% | -0.04% | — | |
| 37 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.56% | — | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.14% | NEW | |
| 39 | CTA | Simplify Managed Futures St | ETF-Other | 0.55% | -0.02% | — | |
| 40 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.54% | -0.02% | +111.95% | |
| 41 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.54% | -0.01% | — | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | -0.01% | +1175.48% | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.52% | — | — | |
| 44 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.51% | -0.02% | — | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.51% | +0.06% | NEW | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.51% | — | — | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.51% | — | — | |
| 48 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.50% | +0.10% | — | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.50% | -0.08% | — | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.49% | -0.09% | — |
According to official SEC Form 13F filings, Advisor Resource Council reported a total U.S. public equity portfolio value of $354.5M across 583 disclosed positions in Q1 2025.
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, AAPL, QQQ) accounted for 44.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGK
市值: $12.8M
Top Position Liquidated / Trimmed
PDBC
前期市值: $6.7M
During Q1 2025, Advisor Resource Council's top holdings by market value included SPY (5.8%)、AAPL (2.0%)、QQQ (1.9%). The largest single position, SPY, represented 5.8% of total portfolio value.
In Q1 2025, Advisor Resource Council made 50 total portfolio adjustments, initiating 21 new buys, adding to 12 positions, trimming 13 holdings, and fully liquidating 4 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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