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

About Advisor Resource Council

Investment Activity

  • Advisor Resource Council has $256.54 million in total holdings as of June 30, 2025.
  • Advisor Resource Council owns shares of 174 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
  • Approximately 4.46% of the portfolio was purchased this quarter.
  • About 483.44% of the portfolio was sold this quarter.
  • This quarter, Advisor Resource Council has purchased 583 new stocks and bought additional shares in 4 stocks.
  • Advisor Resource Council sold shares of 141 stocks and completely divested from 434 stocks this quarter.

Largest Holdings

Microsoft
$6,996,072
Apple
$6,750,502

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF
$2,029,689 Holding
464288760 - iShares U.S. Aerospace & Defense ETF
$1,245,401 Holding
03027X100 - American Tower
$1,223,788 Holding
679580100 - Old Dominion Freight Line
$589,311 Holding
97717W588 - WisdomTree U.S. LargeCap Fund
$468,361 Holding

Largest Purchases this Quarter

VanEck Semiconductor ETF
7,278 shares (about $2.03M)
iShares U.S. Aerospace & Defense ETF
6,602 shares (about $1.25M)
American Tower
5,537 shares (about $1.22M)
Old Dominion Freight Line
3,631 shares (about $589.31K)
WisdomTree U.S. LargeCap Fund
7,317 shares (about $468.36K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
88,189 shares (about $54.49M)
Invesco QQQ
50,042 shares (about $27.61M)
Technology Select Sector SPDR Fund
93,846 shares (about $23.76M)
NVIDIA
146,571 shares (about $23.16M)
Apple
111,202 shares (about $22.82M)

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
$96,872,890$54,487,680 -36.0%156,79037.8%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$15,234,471$3,396,524 -18.2%83,8265.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,996,072$18,377,311 -72.4%14,0652.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$6,750,502$22,815,310 -77.2%32,9022.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,146,910$7,581,810 -55.2%9,9002.4%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$4,147,174$100,010 -2.4%55,3181.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,754,894$16,783,321 -81.7%12,3181.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,696,225$8,435,398 -69.5%7,6091.4%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,504,213$1,018,960 -22.5%16,2391.4%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,189,938$23,764,620 -88.2%12,5971.2%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$3,049,779$3,429,344 -52.9%95,9051.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,950,622$23,156,758 -88.7%18,6761.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,674,641$9,086,091 -77.3%51,0721.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,440,709$1,848,581 -43.1%13,7591.0%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,364,328$27,605,157 -92.1%4,2860.9%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,306,803$4,150,923 -64.3%5,2350.9%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$2,089,194$4,849,503 -69.9%9,6130.8%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,029,689$2,029,689 New Holding7,2780.8%Manufacturing
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,029,512$5,006,192 -71.2%15,2240.8%ETF
Sempra Energy stock logo
SRE
Sempra Energy
$1,778,322$233,144 -11.6%23,4700.7%Utilities
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,719,560$4,022,266 -70.1%21,2370.7%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,649,073$6,461,648 -79.7%25,1690.6%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,635,518$18,285,013 -91.8%7,9910.6%ETF
WTV
WisdomTree U.S. Value Fund
$1,575,763$6,561,302 -80.6%18,2380.6%Finance
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$1,556,658$5,054,024 -76.5%30,6670.6%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,551,496$765,052 -33.0%4,5690.6%ETF
SFLR
Innovator Equity Managed Floor ETF
$1,528,484$16,953 -1.1%45,5310.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,521,470$17,086,097 -91.8%6,9350.6%Retail/Wholesale
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$1,409,411$5,840,286 -80.6%22,4930.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,314,851$4,413,985 -77.0%4,7700.5%Computer and Technology
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$1,289,5340.0%29,1420.5%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,254,932$6,958,941 -84.7%11,5630.5%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,250,724$531,680 -29.8%13,3240.5%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,245,401$1,245,401 New Holding6,6020.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,240,815$8,935,897 -87.8%4,2800.5%Finance
Pacer Trendpilot 100 ETF stock logo
PTNQ
Pacer Trendpilot 100 ETF
$1,239,560$905,047 -42.2%17,3680.5%ETF
American Tower Corporation stock logo
AMT
American Tower
$1,223,788$1,223,788 New Holding5,5370.5%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,014,910$5,642,981 -84.8%4,4690.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,009,839$896,850 -47.0%11,2970.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$975,615$9,444,014 -90.6%3,2100.4%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$930,001$281,336 -23.2%10,1120.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$895,439$657,674 -42.3%2,1090.3%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$890,364$2,644,331 -74.8%24,2210.3%ETF
AMPLIFY ETF TR
$888,747$264,897 -23.0%10,2900.3%AMPLIFY CYBERSEC
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$851,345$12,782,169 -93.8%11,7120.3%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$843,463$99,489 -10.6%16,5320.3%ETF
WisdomTree U.S. SmallCap Quality Dividend Growth Fund stock logo
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
$839,064$36,635 -4.2%18,0250.3%Manufacturing
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$833,124$2,726,967 -76.6%8,3790.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$830,130$3,714,871 -81.7%28,8540.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$822,422$2,791,279 -77.2%2,5890.3%Auto/Tires/Trucks
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$819,603$6,625,277 -89.0%7,6030.3%Energy
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$794,052$4,449,879 -84.9%19,1800.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$782,881$59,749 -7.1%13,7710.3%ETF
PGIM ETF TR
$782,306$157,593 25.2%15,2050.3%AAA CLO ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$767,313$3,162,121 -80.5%17,6070.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$729,734$843,545 -53.6%11,6310.3%Manufacturing
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$697,598$257,436 -27.0%13,8660.3%Finance
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$675,591$2,848,684 -80.8%9,4330.3%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$669,321$8,993,538 -93.1%3,7980.3%Computer and Technology
BUFF
Innovator Laddered Allocation Power Buffer ETF
$658,376$104,575 18.9%14,0080.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$622,369$2,498,178 -80.1%6,3650.2%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$606,669$11,255,606 -94.9%2,5600.2%ETF
American Express Company stock logo
AXP
American Express
$593,941$280,065 -32.0%1,8620.2%Finance
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$589,311$589,311 New Holding3,6310.2%Transportation
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$584,803$975,149 -62.5%3,6720.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$580,139$11,421,210 -95.2%7860.2%Computer and Technology
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$574,590$1,928,271 -77.0%6940.2%Aerospace
Visa Inc. stock logo
V
Visa
$549,263$1,820,699 -76.8%1,5470.2%Business Services
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$548,151$1,013,866 -64.9%3,2050.2%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$546,198$3,364,994 -86.0%2,0030.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$532,017$8,725,106 -94.3%3,9470.2%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$519,195$14,827 -2.8%10,8550.2%Finance
McKesson Corporation stock logo
MCK
McKesson
$489,497$5,117,735 -91.3%6680.2%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$488,794$4,115,238 -89.4%3,0680.2%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$488,066$3,793,613 -88.6%2,3850.2%Computer and Technology
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$486,880$9,102,915 -94.9%8,9500.2%ETF
Independence Realty Trust, Inc. stock logo
IRT
Independence Realty Trust
$483,9630.0%27,3580.2%Finance
Medtronic PLC stock logo
MDT
Medtronic
$481,091$301,085 -38.5%5,5190.2%Medical
IDUB
Aptus International Enhanced Yield ETF
$480,148$2,433,173 -83.5%21,5700.2%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$479,117$126,997 -21.0%3,0370.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$475,981$18,271,726 -97.5%18,5930.2%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$472,3750.0%10,4300.2%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$469,197$3,528,619 -88.3%1,2410.2%Construction
WisdomTree U.S. LargeCap Fund stock logo
EPS
WisdomTree U.S. LargeCap Fund
$468,361$468,361 New Holding7,3170.2%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$465,131$6,188,322 -93.0%3,1530.2%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$455,436$573,552 -55.7%1,2570.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$451,548$1,622,708 -78.2%8,1950.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$451,030$3,923,298 -89.7%6800.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$449,356$435,767 -49.2%1,9840.2%Computer and Technology
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$447,175$14,079,038 -96.9%5,7700.2%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$433,895$281,412 -39.3%10,2240.2%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$428,660$1,890,348 -81.5%3,0910.2%ETF
PTMC
Pacer Trendpilot US Mid Cap ETF
$423,478$228,011 -35.0%12,1410.2%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$417,776$7,005,056 -94.4%10,3180.2%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$417,662$417,662 New Holding3,2470.2%ETF
Invesco Large Cap Growth ETF stock logo
PWB
Invesco Large Cap Growth ETF
$412,449$412,449 New Holding3,5120.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$410,923$5,359,096 -92.9%1,3940.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$403,890$3,456,544 -89.5%3,2770.2%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$401,835$189,978 -32.1%11,2590.2%Consumer Discretionary
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$399,202$399,202 New Holding3,4940.2%Finance

Showing largest 100 holdings. View all holdings.
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