Advisory Resource Group
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationtulsa, OK
- CIK0001764968
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
162 | $491.01 M | QDPL, PSX, COP, PALMER SQUARE FUNDS TRUST | 13F-HR | Apr 21, 2025 | 000117266125001522 | ||
158 | $471.20 M | QDPL, PSX, COP, PALMER SQUARE FUNDS TRUST | 13F-HR | Jan 28, 2025 | 000176496825000001 | ||
158 | $468.27 M | QDPL, PSX, COP, SMTH | 13F-HR | Nov 20, 2024 | 000176496824000004 | ||
155 | $443.07 M | QDPL, PSX, COP, SMTH | 13F-HR | Jul 24, 2024 | 000176496824000003 | ||
158 | $435.81 M | QDPL, PSX, COP, SMTH | 13F-HR | May 17, 2024 | 000176496824000002 | ||
150 | $401.11 M | QDPL, PSX, COP, SMTH | 13F-HR | Jan 11, 2024 | 000176496824000001 | ||
152 | $370.64 M | QDPL, PSX, PTRB, COP | 13F-HR | Dec 5, 2023 | 000176496823000004 | ||
150 | $367.77 M | QDPL, PTRB, PSX, COP | 13F-HR | Jul 11, 2023 | 000176496823000003 | ||
147 | $356.52 M | QDPL, PTRB, PSX, COP | 13F-HR | May 15, 2023 | 000176496823000002 | ||
145 | $336.35 M | PSX, QDPL, PTRB, COP | 13F-HR | Jan 27, 2023 | 000176496823000001 | ||
131 | $302.27 M | PTRB, QDPL, PSX, COP | 13F-HR | Oct 11, 2022 | 000176496822000004 | ||
135 | $305.54 M | PTRB, PSX, QDPL, COP | 13F-HR | Jul 21, 2022 | 000176496822000003 | ||
141 | $321.20 M | PTRB, PSX, COP, QDPL | 13F-HR | Apr 6, 2022 | 000176496822000002 | ||
145 | $299.61 M | PSX, COP, BKLC, QDPL | 13F-HR | Feb 8, 2022 | 000176496822000001 | ||
135 | $271.28 M | COP, PSX, BKLC, BKAG | 13F-HR | Oct 26, 2021 | 000176496821000005 | ||
133 | $249.95 M | COP, PSX, SPYV, JEPI | 13F-HR | Aug 19, 2021 | 000176496821000004 | ||
114 | $214.08 M | COP, PSX, SPYV, IVV | 13F-HR | May 24, 2021 | 000176496821000002 | ||
103 | $201.70 M | SPYV, COP, PSX, IVV | 13F-HR | Feb 23, 2021 | 000176496821000001 | ||
95 | $170.55 M | SPYV, COP, PSX, IVV | 13F-HR | Dec 9, 2020 | 000176496820000005 | ||
92 | $162.20 M | COP, PSX, SPYV, IVV | 13F-HR | Aug 19, 2020 | 000176496820000004 | ||
74 | $130.77 M | PSX, SPYV, COP, FVD | 13F-HR | May 27, 2020 | 000176496820000002 | ||
71 | $177.55 M | COP, PSX, FVD, SMMD | 13F-HR | Feb 12, 2020 | 000176496820000001 | ||
76 | $186.26 M | COP, PSX, IVV, ACWX | 13F-HR | Nov 19, 2019 | 000176496819000004 | ||
70 | $182.42 M | COP, PSX, IVV, ACWX | 13F-HR | Aug 15, 2019 | 000176496819000003 | ||
73 | $179.33 M | COP, PSX, IVV, ACWX | 13F-HR | May 20, 2019 | 000176496819000002 | ||
63 | $162.96 M | COP, PSX, IVV, ACWX | 13F-HR | Feb 12, 2019 | 000176496819000001 |