Advisor-Resource-Council

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SPSC",
  "ALKS",
  "NEO",
  null,
  "MP",
  null,
  "AWR",
  null,
  "RF",
  "QSR",
  "ARM",
  "MU",
  null,
  "JXN",
  null,
  null,
  "PBH",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "PAA",
  "RVT",
  "SCSC",
  "NMIH",
  "MTSI",
  null,
  null,
  null,
  null,
  "ALL",
  "GOOGL",
  null,
  "VDE",
  null,
  null,
  null,
  "AXP",
  "NMZ",
  "AEG",
  "ABG",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  null,
  "LOW",
  "AIT",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  "UTF",
  "CRS",
  null,
  "LGND",
  "DVAX",
  "USA",
  "DUK",
  "NUV",
  "JRI",
  "NAD",
  "GHY",
  null,
  null,
  "PRIM",
  "PAGP",
  null,
  null,
  "PLYM",
  "RL",
  null,
  null,
  null,
  "UMH",
  null,
  "EXPE",
  "FFIV",
  null,
  "EOD",
  null,
  "CLSD",
  null,
  "BGC",
  null,
  null,
  "GD",
  "AOD",
  "GILD",
  "BCAT",
  "BSTZ",
  "HON",
  "HD",
  "CHW",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "UNP",
  null,
  "QCOM",
  "GLPI",
  null,
  "HURN",
  null,
  "GOF",
  "HWM",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  null,
  "META",
  null,
  null,
  "VVR",
  "OIA",
  "MBIN",
  null,
  "IVW",
  null,
  "IJH",
  "PRTH",
  "PRA",
  null,
  null,
  null,
  null,
  "RMT",
  "RA",
  "DIAX",
  "PMM",
  null,
  null,
  "MFM",
  null,
  null,
  "BOE",
  "ZTR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CXDO",
  null,
  "MHI",
  null,
  null,
  "KMI",
  null,
  null,
  "LHX",
  "LRCX",
  "ICF",
  null,
  null,
  null,
  null,
  "EXG",
  "FNGR",
  "ENSG",
  null,
  "MAV",
  "MPC",
  "JGH",
  "RMI",
  "PWR",
  null,
  null,
  "MA",
  "MDT",
  "ABCB",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ENPH",
  "EQT",
  "FHN",
  "GE",
  null,
  "GLNG",
  "HIG",
  "NU",
  "OXY",
  null,
  "EMD",
  null,
  "OMF",
  "IGD",
  "ORLY",
  "ADM",
  "DLN",
  "BX",
  "AMP",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "OKE",
  "VGIT",
  null,
  "IRT",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "IRM",
  null,
  "VGSH",
  "PGR",
  null,
  null,
  "IVV",
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "SPRY",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SHW",
  "SLB",
  "SRE",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "STGW",
  "SYK",
  "SBUX",
  "SNPS",
  "TPR",
  "TXN",
  "TRV",
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "FCFS",
  "SCHW",
  "MNST",
  "OBK",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MYD",
  null,
  "VCIT",
  null,
  null,
  "TRMK",
  null,
  "FIVN",
  "VIG",
  "LYG",
  "TRGP",
  "MUA",
  "ACP",
  "TSCO",
  null,
  null,
  "XLB",
  "SKX",
  "IWN",
  null,
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  "PR",
  null,
  null,
  "ETR",
  "FSK",
  "VYM",
  "DD",
  "MGC",
  null,
  null,
  "EW",
  "GPK",
  "HEES",
  "HASI",
  "RRC",
  "MTDR",
  "UGI",
  "APTV",
  "STWD",
  null,
  "AFL",
  "AXON",
  "AMD",
  "AVB",
  "SDY",
  "FI",
  "DRI",
  "WAB",
  "F",
  "DECK",
  "WM",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  "GSLC",
  "AEP",
  "SGOL",
  "GNLX",
  "HAIN",
  null,
  null,
  "DHI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "IVE",
  null,
  "LUV",
  null,
  null,
  null,
  "ACIW",
  "DKS",
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "MGK",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VGLT",
  "VBK",
  null,
  "VTEB",
  "BND",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VECO",
  "VRNT",
  "VRSN",
  "V",
  null,
  "VST",
  "VICI",
  "WMT",
  "WCC",
  "WFC",
  "WEN",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "YUM",
  null,
  null,
  null,
  "ENS",
  null,
  "LNT",
  null,
  "ESI",
  "JJSF",
  "ADT",
  "ONTO",
  null,
  "FNF",
  "PACK",
  null,
  "SCHD",
  "ET",
  "SCHG",
  "SCHF",
  "SCHA",
  "EIX",
  null,
  null,
  "SO",
  null,
  "PSX",
  "CRM",
  "RPRX",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  null,
  null,
  null,
  "KMB",
  "AUR",
  "ASUR",
  "AXGN",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BA",
  "BMY",
  "BRT",
  "CADE",
  "BWXT",
  "CLMT",
  "CTLP",
  "CCL",
  "CVX",
  "GTLS",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CLH",
  "C",
  "CME",
  "KO",
  "CBSH",
  "CMCSA",
  "CL",
  "COP",
  "COMM",
  "STZ",
  "CPRT",
  "COST",
  "CRAI",
  "CROX",
  "CUZ",
  "CRWD",
  "CVS",
  "DE",
  "DVN",
  "DFAX",
  "DFAC",
  "DFS",
  "DOCU",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 583
Total Value: 1090107062
Accession Number: 0001085146-25-002216
Form Type: 13F-HR
CIK: advisor-resource-council
Manager Name: Advisor-Resource-Council

Data Enrichment

66% identified

385 identified198 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

583 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 17 of 30

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OneMain Holdings, Inc.

OMF|68268W103

Shares:13.5K

Value:$613.4K

% of Portfolio:0.1% ($613.4K/$1.1B)

TAPESTRY, INC.

TPR|876030107

Shares:8.8K

Value:$608.5K

% of Portfolio:0.1% ($608.5K/$1.1B)

Stagwell Inc

STGW|85256A109

Shares:105.4K

Value:$608.3K

% of Portfolio:0.1% ($608.3K/$1.1B)

Energy Transfer LP

ET|29273V100

Shares:39.7K

Value:$607.8K

% of Portfolio:0.1% ($607.8K/$1.1B)

69344A834

Shares:12.1K

Value:$607.8K

% of Portfolio:0.1% ($607.8K/$1.1B)

ENBRIDGE INC

ENB|29250N105

Shares:16.4K

Value:$597.8K

% of Portfolio:0.1% ($597.8K/$1.1B)

Ameris Bancorp

ABCB|03076K108

Shares:10.7K

Value:$590.0K

% of Portfolio:0.1% ($590.0K/$1.1B)

921910816

MGK|921910816

Shares:2.5K

Value:$588.0K

% of Portfolio:0.1% ($588.0K/$1.1B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:14.0K

Value:$585.6K

% of Portfolio:0.1% ($585.6K/$1.1B)

BOEING CO

BA|097023105

Shares:3.4K

Value:$578.4K

% of Portfolio:0.1% ($578.4K/$1.1B)

46438F101

Shares:17.8K

Value:$577.9K

% of Portfolio:0.1% ($577.9K/$1.1B)

CANTALOUPE, INC.

CTLP|138103106

Shares:76.7K

Value:$577.7K

% of Portfolio:0.1% ($577.7K/$1.1B)

UMH PROPERTIES, INC.

UMH|903002103

Shares:32.2K

Value:$577.5K

% of Portfolio:0.1% ($577.5K/$1.1B)

Edwards Lifesciences Corp

EW|28176E108

Shares:8.0K

Value:$576.1K

% of Portfolio:0.1% ($576.1K/$1.1B)

Eaton Corp plc

ETN|G29183103

Shares:3.0K

Value:$574.4K

% of Portfolio:0.1% ($574.4K/$1.1B)

33939L100

Shares:2.8K

Value:$573.0K

% of Portfolio:0.1% ($573.0K/$1.1B)

PEPSICO INC

PEP|713448108

Shares:5.5K

Value:$571.2K

% of Portfolio:0.1% ($571.2K/$1.1B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.3K

Value:$569.5K

% of Portfolio:0.1% ($569.5K/$1.1B)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:11.3K

Value:$568.7K

% of Portfolio:0.1% ($568.7K/$1.1B)

464287614

IWF|464287614

Shares:3.7K

Value:$560.2K

% of Portfolio:0.1% ($560.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
OneMain Holdings, Inc.(OMFcusip68268W103)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$613.4K	0.1% ($613.4K/$1.1B)	QoQ NEW(+$613.4K) YoY NEW(+$613.4K)
TAPESTRY, INC.(TPRcusip876030107)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$608.5K	0.1% ($608.5K/$1.1B)	QoQ NEW(+$608.5K) YoY NEW(+$608.5K)
Stagwell Inc(STGWcusip85256A109)	105.4K	QoQ NEW(+105.4K) YoY +884.24% (+94.7K)	All Managers (Combined)	$608.3K	0.1% ($608.3K/$1.1B)	QoQ NEW(+$608.3K) YoY +757.07% (+$537.3K)
Energy Transfer LP(ETcusip29273V100)	39.7K	QoQ NEW(+39.7K) YoY NEW(+39.7K)	All Managers (Combined)	$607.8K	0.1% ($607.8K/$1.1B)	QoQ NEW(+$607.8K) YoY NEW(+$607.8K)
(cusip69344A834)✕	12.1K	QoQ +22.74% (+2.3K) YoY NEW(+12.1K)	All Managers (Combined)	$607.8K	0.1% ($607.8K/$1.1B)	QoQ +20.00% (+$101.3K) YoY NEW(+$607.8K)
ENBRIDGE INC(ENBcusip29250N105)	16.4K	QoQ NEW(+16.4K) YoY NEW(+16.4K)	All Managers (Combined)	$597.8K	0.1% ($597.8K/$1.1B)	QoQ NEW(+$597.8K) YoY NEW(+$597.8K)
Ameris Bancorp(ABCBcusip03076K108)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$590.0K	0.1% ($590.0K/$1.1B)	QoQ NEW(+$590.0K) YoY NEW(+$590.0K)
(MGKcusip921910816)	2.5K	QoQ +264.48% (+1.8K) YoY NEW(+2.5K)	All Managers (Combined)	$588.0K	0.1% ($588.0K/$1.1B)	QoQ +154.44% (+$356.9K) YoY NEW(+$588.0K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$585.6K	0.1% ($585.6K/$1.1B)	QoQ NEW(+$585.6K) YoY NEW(+$585.6K)
BOEING CO(BAcusip097023105)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$578.4K	0.1% ($578.4K/$1.1B)	QoQ NEW(+$578.4K) YoY NEW(+$578.4K)
(cusip46438F101)✕	17.8K	QoQ NEW(+17.8K) YoY NEW(+17.8K)	All Managers (Combined)	$577.9K	0.1% ($577.9K/$1.1B)	QoQ NEW(+$577.9K) YoY NEW(+$577.9K)
CANTALOUPE, INC.(CTLPcusip138103106)	76.7K	QoQ NEW(+76.7K) YoY NEW(+76.7K)	All Managers (Combined)	$577.7K	0.1% ($577.7K/$1.1B)	QoQ NEW(+$577.7K) YoY NEW(+$577.7K)
UMH PROPERTIES, INC.(UMHcusip903002103)	32.2K	QoQ NEW(+32.2K) YoY NEW(+32.2K)	All Managers (Combined)	$577.5K	0.1% ($577.5K/$1.1B)	QoQ NEW(+$577.5K) YoY NEW(+$577.5K)
Edwards Lifesciences Corp(EWcusip28176E108)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$576.1K	0.1% ($576.1K/$1.1B)	QoQ NEW(+$576.1K) YoY NEW(+$576.1K)
Eaton Corp plc(ETNcusipG29183103)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$574.4K	0.1% ($574.4K/$1.1B)	QoQ NEW(+$574.4K) YoY NEW(+$574.4K)
(cusip33939L100)✕	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$573.0K	0.1% ($573.0K/$1.1B)	QoQ NEW(+$573.0K) YoY NEW(+$573.0K)
PEPSICO INC(PEPcusip713448108)	5.5K	QoQ NEW(+5.5K) YoY +101.81% (+2.8K)	All Managers (Combined)	$571.2K	0.1% ($571.2K/$1.1B)	QoQ NEW(+$571.2K) YoY +23.43% (+$108.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.3K	QoQ NEW(+1.3K) YoY +202.24% (+900)	All Managers (Combined)	$569.5K	0.1% ($569.5K/$1.1B)	QoQ NEW(+$569.5K) YoY +182.36% (+$367.8K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$568.7K	0.1% ($568.7K/$1.1B)	QoQ NEW(+$568.7K) YoY NEW(+$568.7K)
(IWFcusip464287614)	3.7K	QoQ NEW(+3.7K) YoY -33.81% (-1.9K)	All Managers (Combined)	$560.2K	0.1% ($560.2K/$1.1B)	QoQ NEW(+$560.2K) YoY -66.56% (-$1.1M)