Advisory Resource Group
Q2 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
167
- Value ($000)
$520,398
- Date Filed08/08/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QDPL PACER FDS TR | METAURUS CAP 400 | 69374H436 | $38.80M | 8 % | 983,271 | ||
PSX PHILLIPS 66 | COM | 718546104 | $30.89M | 6 % | 258,897 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $21.74M | 4 % | 841,184 | ||
COP CONOCOPHILLIPS | COM | 20825C104 | $20.95M | 4 % | 233,451 | ||
PALMER SQUARE FUNDS TRUST | CR OPPORTUNITIES | 696930106 | $17.21M | 3 % | 839,836 | ||
JMEE J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | $16.97M | 3 % | 286,683 | ||
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $13.89M | 3 % | 263,888 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $12.80M | 3 % | 500,122 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.65M | 2 % | 17,152 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $10.64M | 2 % | 143,703 |
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