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 20 of 30

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Walt Disney Co

DIS|254687106

Shares:4.7K

Value:$434.1K

% of Portfolio:0.0% ($434.1K/$1.1B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.5K

Value:$434.0K

% of Portfolio:0.0% ($434.0K/$1.1B)

72201R833

Shares:4.5K

Value:$427.0K

% of Portfolio:0.0% ($427.0K/$1.1B)

46641Q761

Shares:7.5K

Value:$426.3K

% of Portfolio:0.0% ($426.3K/$1.1B)

78464A870

Shares:5.2K

Value:$423.1K

% of Portfolio:0.0% ($423.1K/$1.1B)

LOWES COMPANIES INC

LOW|548661107

Shares:1.8K

Value:$418.9K

% of Portfolio:0.0% ($418.9K/$1.1B)

COUSINS PROPERTIES INC

CUZ|222795502

Shares:14.2K

Value:$417.6K

% of Portfolio:0.0% ($417.6K/$1.1B)

69374H709

Shares:11.0K

Value:$408.1K

% of Portfolio:0.0% ($408.1K/$1.1B)

PUTNAM MANAGED MUNICIPAL INCOME TRUST

PMM|746823103

Shares:66.3K

Value:$406.4K

% of Portfolio:0.0% ($406.4K/$1.1B)

HAIN CELESTIAL GROUP INC

HAIN|405217100

Shares:101.7K

Value:$404.7K

% of Portfolio:0.0% ($404.7K/$1.1B)

46137V431

Shares:4.4K

Value:$404.5K

% of Portfolio:0.0% ($404.5K/$1.1B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:5.8K

Value:$402.2K

% of Portfolio:0.0% ($402.2K/$1.1B)

AMERICAN STATES WATER CO

AWR|029899101

Shares:5.1K

Value:$401.5K

% of Portfolio:0.0% ($401.5K/$1.1B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:824

Value:$399.0K

% of Portfolio:0.0% ($399.0K/$1.1B)

SCANSOURCE, INC.

SCSC|806037107

Shares:12.1K

Value:$396.4K

% of Portfolio:0.0% ($396.4K/$1.1B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.6K

Value:$394.7K

% of Portfolio:0.0% ($394.7K/$1.1B)

Invesco Municipal Income Opportunities Trust

OIA|46132X101

Shares:65.5K

Value:$394.1K

% of Portfolio:0.0% ($394.1K/$1.1B)

VERINT SYSTEMS INC

VRNT|92343X100

Shares:22.9K

Value:$393.2K

% of Portfolio:0.0% ($393.2K/$1.1B)

00400R858

Shares:13.3K

Value:$392.7K

% of Portfolio:0.0% ($392.7K/$1.1B)

Mondelez International, Inc.

MDLZ|609207105

Shares:5.8K

Value:$392.4K

% of Portfolio:0.0% ($392.4K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	4.7K	QoQ NEW(+4.7K) YoY -37.53% (-2.8K)	All Managers (Combined)	$434.1K	0.0% ($434.1K/$1.1B)	QoQ NEW(+$434.1K) YoY -35.81% (-$242.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.5K	QoQ NEW(+4.5K) YoY -21.97% (-1.3K)	All Managers (Combined)	$434.0K	0.0% ($434.0K/$1.1B)	QoQ NEW(+$434.0K) YoY -49.61% (-$427.4K)
(cusip72201R833)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$427.0K	0.0% ($427.0K/$1.1B)	QoQ NEW(+$427.0K) YoY NEW(+$427.0K)
(cusip46641Q761)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$426.3K	0.0% ($426.3K/$1.1B)	QoQ NEW(+$426.3K) YoY NEW(+$426.3K)
(cusip78464A870)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$423.1K	0.0% ($423.1K/$1.1B)	QoQ NEW(+$423.1K) YoY NEW(+$423.1K)
LOWES COMPANIES INC(LOWcusip548661107)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$418.9K	0.0% ($418.9K/$1.1B)	QoQ NEW(+$418.9K) YoY NEW(+$418.9K)
COUSINS PROPERTIES INC(CUZcusip222795502)	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$417.6K	0.0% ($417.6K/$1.1B)	QoQ NEW(+$417.6K) YoY NEW(+$417.6K)
(cusip69374H709)✕	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$408.1K	0.0% ($408.1K/$1.1B)	QoQ NEW(+$408.1K) YoY NEW(+$408.1K)
PUTNAM MANAGED MUNICIPAL INCOME TRUST(PMMcusip746823103)	66.3K	QoQ NEW(+66.3K) YoY NEW(+66.3K)	All Managers (Combined)	$406.4K	0.0% ($406.4K/$1.1B)	QoQ NEW(+$406.4K) YoY NEW(+$406.4K)
HAIN CELESTIAL GROUP INC(HAINcusip405217100)	101.7K	QoQ NEW(+101.7K) YoY NEW(+101.7K)	All Managers (Combined)	$404.7K	0.0% ($404.7K/$1.1B)	QoQ NEW(+$404.7K) YoY NEW(+$404.7K)
(cusip46137V431)✕	4.4K	QoQ NEW(+4.4K) YoY -72.17% (-11.4K)	All Managers (Combined)	$404.5K	0.0% ($404.5K/$1.1B)	QoQ NEW(+$404.5K) YoY -73.88% (-$1.1M)
NEXTERA ENERGY INC(NEEcusip65339F101)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$402.2K	0.0% ($402.2K/$1.1B)	QoQ NEW(+$402.2K) YoY NEW(+$402.2K)
AMERICAN STATES WATER CO(AWRcusip029899101)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$401.5K	0.0% ($401.5K/$1.1B)	QoQ NEW(+$401.5K) YoY NEW(+$401.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	824	QoQ NEW(+824) YoY NEW(+824)	All Managers (Combined)	$399.0K	0.0% ($399.0K/$1.1B)	QoQ NEW(+$399.0K) YoY NEW(+$399.0K)
SCANSOURCE, INC.(SCSCcusip806037107)	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$396.4K	0.0% ($396.4K/$1.1B)	QoQ NEW(+$396.4K) YoY NEW(+$396.4K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$394.7K	0.0% ($394.7K/$1.1B)	QoQ NEW(+$394.7K) YoY NEW(+$394.7K)
Invesco Municipal Income Opportunities Trust(OIAcusip46132X101)	65.5K	QoQ NEW(+65.5K) YoY NEW(+65.5K)	All Managers (Combined)	$394.1K	0.0% ($394.1K/$1.1B)	QoQ NEW(+$394.1K) YoY NEW(+$394.1K)
VERINT SYSTEMS INC(VRNTcusip92343X100)	22.9K	QoQ NEW(+22.9K) YoY NEW(+22.9K)	All Managers (Combined)	$393.2K	0.0% ($393.2K/$1.1B)	QoQ NEW(+$393.2K) YoY NEW(+$393.2K)
(cusip00400R858)✕	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$392.7K	0.0% ($392.7K/$1.1B)	QoQ NEW(+$392.7K) YoY NEW(+$392.7K)
Mondelez International, Inc.(MDLZcusip609207105)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$392.4K	0.0% ($392.4K/$1.1B)	QoQ NEW(+$392.4K) YoY NEW(+$392.4K)