Institutions / Advisory Resource Group
Advisory Resource Group
CIK 1764968 · Institution · as of Dec 31, 2025
Portfolio value
$568.60M
Positions
171
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 171 →
| Company | Value | % of portfolio |
|---|---|---|
| Pacer Fds Tr | $41.85M | 7.4% |
| Phillips 66 | $30.75M | 5.4% |
| Janus Detroit Str Tr | $25.37M | 4.5% |
| Palmer Square Funds Trust | $22.86M | 4.0% |
| ConocoPhillips | $22.39M | 3.9% |
| PGIM ETF Tr | $19.88M | 3.5% |
| Pacer Fds Tr | $16.13M | 2.8% |
| J P Morgan Exchange Traded F | $15.76M | 2.8% |
| SPDR Series Trust | $12.21M | 2.1% |
| American Centy ETF Tr | $12.20M | 2.1% |
| iShares Tr | $11.63M | 2.0% |
| J P Morgan Exchange Traded F | $8.03M | 1.4% |
| Fidelity Greenwood Street Tr | $7.89M | 1.4% |
| PGIM ETF Tr | $7.51M | 1.3% |
| Vanguard Scottsdale Fds | $7.24M | 1.3% |
| Applied Materials Inc /De | $7.19M | 1.3% |
| Fidelity Covington Trust | $7.19M | 1.3% |
| Citigroup Inc | $6.79M | 1.2% |
| Cisco Systems, Inc. | $6.72M | 1.2% |
| Valero Energy Corp | $6.68M | 1.2% |
| Exxon Mobil Corp | $6.60M | 1.2% |
| Cognizant Technology Solutions Corp | $6.54M | 1.2% |
| Cummins Inc | $6.53M | 1.1% |
| Elevance Health Inc | $6.47M | 1.1% |
| Apple Inc. | $6.44M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.