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Portfolio Resources Advisor Group, Inc.

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
MARSH & MCLENNAN COMPANIES, INC.$37120.0%
SPDR SERIES TRUST$412130.0%
Air Products & Chemicals, Inc.$98840.0%
WASTE MANAGEMENT INC$1.1K50.0%
Northrop Grumman Corp$1.1K20.0%
PayPal Holdings, Inc.$1.2K200.0%
CVS HEALTH Corp$1.4K180.0%
The PNC Financial Services Group, Inc.$1.7K80.0%
ISHARES TR$2.0K380.0%
J P MORGAN EXCHANGE TRADED F$2.1K410.0%
ISHARES TR$2.2K450.0%
Walt Disney Co$2.5K220.0%
Comcast Corp.$2.6K870.0%
ISHARES TR$2.7K400.0%
ISHARES TR$2.7K510.0%
BRISTOL MYERS SQUIBB CO$2.8K520.0%
THERMO FISHER SCIENTIFIC INC.$2.9K50.0%
INTEL CORP$3.1K830.0%
ALTRIA GROUP, INC.$3.2K540.0%
ANALOG DEVICES INC$3.5K130.0%
RTX Corp$3.9K210.0%
ISHARES TR$3.9K340.0%
PEPSICO INC$4.3K300.0%
ISHARES TR$4.9K360.0%
SPDR SERIES TRUST$5.0K590.0%
VANGUARD INTL EQUITY INDEX F$5.1K950.0%
ISHARES TR$5.3K1000.0%
BLACKROCK ETF TRUST II$5.5K1140.0%
ISHARES INC$6.7K830.0%
SPDR SERIES TRUST$8.1K1340.0%
ISHARES TR$8.3K1260.0%
ISHARES TR$9.6K900.0%
ISHARES TR$10.0K500.0%
Warren E. Buffett$12.6K250.0%
QUALCOMM INC/DE$13.0K760.0%
CME Group Inc$13.7K500.0%
VANGUARD BD INDEX FDS$14.9K1890.0%
ISHARES TR$15.5K1360.0%
Merck & Co., Inc.$16.7K1570.0%
SPDR SERIES TRUST$18.8K1760.0%
ISHARES TR$23.8K7690.0%
ABBOTT LABORATORIES$25.7K2050.0%
Philip Morris International Inc.$26.4K1630.0%
VANGUARD INDEX FDS$36.0K1240.0%
AMBEV S.A.ABEVADR$39.4K15,4470.0%
BLACKBERRY LTD$46.2K12,1830.0%
FIDELITY COVINGTON TRUST$48.7K1,1040.0%
ISHARES INC$49.0K6750.0%
Visa Inc$57.2K1630.1%
VANGUARD INDEX FDS$61.2K6920.1%
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