Advisory Resource Group
Q4 2024 13F Holdings
- Locationtulsa, OK
- Num holdings
158
- Value ($000)
$471,205
- Date Filed01/28/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QDPL PACER FDS TR | METAURUS CAP 400 | 69374H436 | $42.74M | 9 % | 1,113,419 | ||
PSX PHILLIPS 66 | COM | 718546104 | $27.35M | 6 % | 240,027 | ||
COP CONOCOPHILLIPS | COM | 20825C104 | $21.56M | 5 % | 217,416 | ||
PALMER SQUARE FUNDS TRUST | CR OPPORTUNITIES | 696930106 | $16.07M | 3 % | 797,821 | ||
JMEE J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | 46641Q118 | $15.40M | 3 % | 254,602 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $14.71M | 3 % | 576,334 | ||
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $12.17M | 3 % | 234,899 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $10.44M | 2 % | 417,921 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.10M | 2 % | 17,156 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $9.18M | 2 % | 159,566 |
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