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Advisor Resource Council Top Holdings and 13F Report (2025)

About Advisor Resource Council

Investment Activity

  • Advisor Resource Council has $1.24 billion in total holdings as of March 31, 2025.
  • Advisor Resource Council owns shares of 583 different stocks, but just 171 companies or ETFs make up 80% of its holdings.
  • Approximately 93.07% of the portfolio was purchased this quarter.
  • About 1.92% of the portfolio was sold this quarter.
  • This quarter, Advisor Resource Council has purchased 69 new stocks and bought additional shares in 41 stocks.
  • Advisor Resource Council sold shares of 16 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple
$25,331,703
Invesco QQQ
$23,679,788

Largest New Holdings this Quarter

81369Y803 - Technology Select Sector SPDR Fund
$19,379,940 Holding
78464A649 - SPDR Portfolio Aggregate Bond ETF
$18,229,389 Holding
921908844 - Vanguard Dividend Appreciation ETF
$17,332,429 Holding
78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$16,108,798 Holding
78464A144 - SPDR Portfolio Corporate Bond ETF
$14,322,744 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
163,701 shares (about $48.43M)
Apple
137,346 shares (about $24.14M)
Invesco QQQ
53,480 shares (about $23.31M)
Technology Select Sector SPDR Fund
106,443 shares (about $19.38M)
SPDR Portfolio Aggregate Bond ETF
732,332 shares (about $18.23M)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight ETF
53,433 shares (about $8.67M)
iShares MSCI Japan ETF
63,106 shares (about $4.33M)
VanEck Morningstar Wide Moat ETF
40,799 shares (about $3.59M)
iShares Russell Mid-Cap ETF
9,105 shares (about $774.58K)
iShares MSCI USA Min Vol Factor ETF
6,423 shares (about $562.24K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdvisor Resource Council

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$72,479,446$48,432,551 201.4%244,9795.8%Finance
Apple Inc. stock logo
AAPL
Apple
$25,331,703$24,143,730 2,032.3%144,1042.0%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$23,679,788$23,310,173 6,306.6%54,3281.9%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$19,379,940$19,379,940 New Holding106,4431.6%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$18,229,389$18,229,389 New Holding732,3321.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$18,076,036$13,726,047 315.5%67,3761.5%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$17,332,429$17,332,429 New Holding97,3301.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$16,775,877$16,468,516 5,358.0%375,5131.4%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$16,637,582$8,671,862 -34.3%102,5151.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$16,193,763$15,668,497 2,983.0%165,2471.3%Computer and Technology
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$16,108,798$16,108,798 New Holding176,5611.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$16,038,137$15,457,286 2,661.1%314,0801.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,955,412$14,779,082 8,381.5%84,8151.2%Retail/Wholesale
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$14,322,744$14,322,744 New Holding505,4671.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$14,002,362$14,002,362 New Holding51,0111.1%Computer and Technology
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$12,755,098$12,755,098 New Holding187,4351.0%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$12,352,860$12,352,860 New Holding243,7131.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$11,608,410$11,608,410 New Holding187,5570.9%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,415,547$10,534,290 1,195.4%143,2550.9%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$11,064,247$11,064,247 New Holding122,3780.9%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$10,868,975$10,868,975 New Holding217,3360.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,717,894$10,717,894 New Holding20,8680.9%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$10,549,394$10,264,458 3,602.4%50,0560.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,655,755$9,068,074 1,543.0%24,9740.8%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,479,424$9,250,161 4,034.7%68,6780.8%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,919,204$8,919,204 New Holding16,2600.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,853,958$7,440,754 526.5%34,2830.7%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$8,664,984$8,664,984 New Holding176,2830.7%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$8,656,453$8,656,453 New Holding224,5700.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,243,209$7,327,674 800.4%167,4870.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,898,583$7,898,583 New Holding54,8310.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,599,846$7,599,846 New Holding35,1030.6%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$7,558,949$7,075,611 1,463.9%69,0620.6%Energy
Global X S&P 500 Covered Call ETF stock logo
XYLD
Global X S&P 500 Covered Call ETF
$7,352,771$7,352,771 New Holding186,1930.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$7,317,619$7,317,619 New Holding91,6310.6%Manufacturing
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$7,126,010$7,126,010 New Holding244,8370.6%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$6,948,878$6,948,878 New Holding202,7100.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,933,429$6,393,141 1,183.3%22,1110.6%ETF
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$6,795,375$6,795,375 New Holding237,1090.5%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$6,700,570$3,539,159 111.9%130,2340.5%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$6,689,154$6,689,154 New Holding273,8550.5%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$6,426,951$5,923,065 1,175.5%70,7380.5%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$6,421,011$6,421,011 New Holding73,5510.5%ETF
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$6,369,470$6,369,470 New Holding216,4290.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$6,347,126$5,790,885 1,041.1%183,3250.5%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$6,336,351$6,336,351 New Holding24,6520.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$6,310,075$6,310,075 New Holding52,3470.5%ETF
WTV
WisdomTree U.S. Value Fund
$6,241,592$6,241,592 New Holding94,1790.5%Finance
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$6,185,506$6,185,506 New Holding75,6830.5%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$6,105,210$6,105,210 New Holding123,7900.5%Finance
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$5,948,907$5,948,907 New Holding115,6990.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,766,120$5,766,120 New Holding6,4660.5%Retail/Wholesale
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$5,709,901$5,709,901 New Holding215,6170.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$5,504,018$5,504,018 New Holding137,4400.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,498,707$5,498,707 New Holding45,1020.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,460,712$5,460,712 New Holding58,8250.4%ETF
Strategy Incorporated stock logo
MSTR
Strategy
$5,333,633$5,333,633 New Holding18,6890.4%Computer and Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$5,332,767$5,332,767 New Holding106,7540.4%ETF
CAPITAL GROUP CORE BALANCED
$5,106,226$5,106,226 New Holding164,8230.4%SHS
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$5,061,897$4,761,145 1,583.1%83,4470.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$4,915,325$4,915,325 New Holding98,3820.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,867,799$4,867,799 New Holding52,7770.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$4,853,215$4,853,215 New Holding29,3170.4%ETF
JPMorgan BetaBuilders International Equity ETF stock logo
BBIN
JPMorgan BetaBuilders International Equity ETF
$4,790,409$4,790,409 New Holding77,8860.4%ETF
McKesson Co. stock logo
MCK
McKesson
$4,700,695$4,700,695 New Holding7,6520.4%Medical
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$4,580,832$4,580,832 New Holding197,3270.4%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$4,570,798$4,570,798 New Holding19,5740.4%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,522,146$4,522,146 New Holding91,5700.4%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$4,454,677$4,454,677 New Holding31,9270.4%Finance
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$4,441,631$4,441,631 New Holding83,7880.4%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,419,510$4,419,510 New Holding28,8980.4%Consumer Staples
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,407,672$4,407,672 New Holding55,9150.4%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$4,287,779$4,287,779 New Holding62,2550.3%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$4,276,745$4,276,745 New Holding21,1040.3%Business Services
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$4,257,600$4,257,600 New Holding64,1780.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$4,256,430$4,256,430 New Holding36,7090.3%ETF
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$4,159,350$4,159,350 New Holding126,6650.3%ETF
Vanguard S&P Mid-Cap 400 Growth ETF stock logo
IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
$4,082,463$4,082,463 New Holding40,3720.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$4,058,770$4,058,770 New Holding70,9130.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$3,987,468$3,987,468 New Holding31,3940.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$3,957,405$3,957,405 New Holding14,6550.3%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$3,884,090$4,326,580 -52.7%56,6520.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$3,879,476$3,590,308 -48.1%44,0850.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,817,885$3,360,878 735.4%38,5960.3%Finance
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$3,785,783$3,529,679 1,378.2%133,6310.3%ETF
ISHARES TR
$3,735,864$3,735,864 New Holding157,4310.3%NASDAQ TOP 30
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$3,716,100$3,455,235 1,324.5%98,2070.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$3,691,173$3,691,173 New Holding157,9770.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$3,675,256$3,675,256 New Holding107,3060.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,644,757$3,200,993 721.3%44,0560.3%Manufacturing
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,637,905$3,637,905 New Holding33,5470.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$3,519,206$3,314,009 1,615.0%203,7460.3%ETF
J P MORGAN EXCHANGE TRADED F
$3,395,579$3,395,579 New Holding63,4450.3%ACTIVE BOND ETF
PALANTIR TECHNOLOGIES INC
$3,314,220$3,314,220 New Holding41,2600.3%CL A
Salesforce, Inc. stock logo
CRM
Salesforce
$3,311,981$3,311,981 New Holding14,3430.3%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,310,048$3,310,048 New Holding37,1020.3%ETF
SPDR S&P 500 ETF TR
$3,293,241$3,293,241 New Holding517,4000.3%PUT
SPDR S&P Aerospace & Defense ETF stock logo
XAR
SPDR S&P Aerospace & Defense ETF
$3,286,233$3,286,233 New Holding20,4690.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,209,638$3,209,638 New Holding162,2670.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,208,659$3,208,659 New Holding6,5950.3%ETF

Showing largest 100 holdings. View all holdings.
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