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Advisory Resource Group

All holdings · as of Dec 31, 2025

171 positions

CompanyClassValueShares% of portfolio
ELI LILLY & Co$658.1K6120.1%
SCHWAB STRATEGIC TR$670.4K27,8880.1%
VANGUARD INDEX FDS$678.4K2,6300.1%
Healthcare Realty Trust Inc$727.9K42,9440.1%
American Healthcare REIT, Inc.$749.0K15,9160.1%
FIRST TR EXCHNG TRADED FD VI$782.6K25,0910.1%
SELECT SECTOR SPDR TR$814.7K20,1920.1%
VANGUARD WORLD FD$827.6K1,0980.1%
VIRTUS ETF TR II$870.2K35,6930.2%
VANGUARD INDEX FDS$888.0K1,4160.2%
LAM RESEARCH CORP$926.0K5,4090.2%
CATERPILLAR INC$934.9K1,6320.2%
BNY MELLON ETF TRUST$961.8K10,3910.2%
Walmart Inc.$979.2K8,7890.2%
Infosys LtdINFYADR$1.03M57,9980.2%
ONEOK Inc$1.05M14,2630.2%
Alibaba Group Holding LtdBABAADR$1.16M7,9250.2%
Blackstone Inc$1.19M7,6920.2%
Sony Group CorpSONYADR$1.19M46,5180.2%
Trane Technologies plc$1.23M3,1530.2%
ICICI BANK LTDIBNADR$1.25M42,0120.2%
NetEase, Inc.NTESADR$1.28M9,2740.2%
Eaton Corp plc$1.35M4,2490.2%
ServiceNow Inc$1.36M8,8660.2%
FIRST TR EXCHNG TRADED FD VI$1.36M43,8350.2%
Cloudflare, Inc.$1.38M7,0100.2%
NOVO-NORDISK A S$1.40M27,5230.2%
SHOPIFY INC$1.44M8,9400.3%
SUN LIFE FINANCIAL INC.$1.44M23,1150.3%
SPOTIFY TECHNOLOGY S A$1.44M2,4860.3%
MANULIFE FINL CORP$1.45M39,8690.3%
Coupang, Inc.$1.45M61,4330.3%
Chubb Ltd$1.45M4,6580.3%
SCHWAB STRATEGIC TR$1.46M53,2530.3%
MercadoLibre, Inc.$1.46M7260.3%
ASML HOLDING N V$1.46M1,3680.3%
Palo Alto Networks Inc$1.46M7,9470.3%
Uber Technologies, Inc$1.46M17,9220.3%
CrowdStrike Holdings, Inc.$1.50M3,2050.3%
Axon Enterprise Inc$1.51M2,6580.3%
CRH PUBLIC LTD CO$1.51M12,1230.3%
CADENCE DESIGN SYSTEMS INC$1.52M4,8680.3%
Constellation Energy Corp$1.55M4,3900.3%
ROYAL BK CDA$1.56M9,1420.3%
Vale S.A.VALEADR$1.57M120,3550.3%
NOVARTIS AG$1.58M11,4560.3%
Broadcom Inc.$1.60M4,6210.3%
VERTEX PHARMACEUTICALS INC / MA$1.64M3,6190.3%
ISHARES TR$1.64M3,4680.3%
Netflix Inc$1.64M17,5150.3%
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