Advisory Resource Group
Q1 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
162
- Value ($000)
$491,012
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001764968
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QDPL PACER FDS TR | METAURUS CAP 400 | 69374H436 | $39.17M | 8 % | 1,072,546 | ||
PSX PHILLIPS 66 | COM | 718546104 | $31.65M | 6 % | 256,327 | ||
COP CONOCOPHILLIPS | COM | 20825C104 | $24.11M | 5 % | 229,588 | ||
PALMER SQUARE FUNDS TRUST | CR OPPORTUNITIES | 696930106 | $16.87M | 3 % | 831,662 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $14.12M | 3 % | 545,393 | ||
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $13.29M | 3 % | 253,823 | ||
JMEE J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | $13.21M | 3 % | 236,038 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $11.82M | 2 % | 462,691 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $9.87M | 2 % | 172,766 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.66M | 2 % | 17,193 |
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