Advisor Resource Council

Q4 2024 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    69

  • Value ($000)

    $139,293

  • Date Filed
    02/25/2025
  • Form type
    13F-HR
  • CIK
    0001820879
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$47.64M
34 %

81,278

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$27.33M
20 %

155,948

EWJ
EWJ

ISHARES INC

MSCI JPN ETF NEW
$8.04M
6 %

119,758

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$7.87M
6 %

84,884

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$3.93M
3 %

16,214

PTLC
PTLC

PACER FDS TR

TRENDP US LAR CP
$3.28M
2 %

61,446

PTNQ
PTNQ

PACER FDS TR

TRENDPILOT 100
$2.55M
2 %

34,478

IWB
IWB

ISHARES TR

RUS 1000 ETF
$2.31M
2 %

7,178

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
$2.26M
2 %

25,411

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$2.08M
2 %

9,413

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