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

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GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:532

Value:$290.4K

% of Portfolio:0.0% ($290.4K/$1.1B)

EDISON INTERNATIONAL

EIX|281020107

Shares:5.0K

Value:$287.8K

% of Portfolio:0.0% ($287.8K/$1.1B)

AFLAC INC

AFL|001055102

Shares:2.6K

Value:$286.5K

% of Portfolio:0.0% ($286.5K/$1.1B)

STRYKER CORP

SYK|863667101

Shares:848

Value:$285.5K

% of Portfolio:0.0% ($285.5K/$1.1B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.1K

Value:$284.9K

% of Portfolio:0.0% ($284.9K/$1.1B)

23908L306

Shares:7.5K

Value:$283.4K

% of Portfolio:0.0% ($283.4K/$1.1B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.0K

Value:$282.9K

% of Portfolio:0.0% ($282.9K/$1.1B)

46137V605

Shares:5.3K

Value:$282.6K

% of Portfolio:0.0% ($282.6K/$1.1B)

Jackson Financial Inc.

JXN|46817M107

Shares:4.0K

Value:$281.6K

% of Portfolio:0.0% ($281.6K/$1.1B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:815

Value:$280.8K

% of Portfolio:0.0% ($280.8K/$1.1B)

Wendy's Co

WEN|95058W100

Shares:19.1K

Value:$279.8K

% of Portfolio:0.0% ($279.8K/$1.1B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:852

Value:$278.7K

% of Portfolio:0.0% ($278.7K/$1.1B)

233051143

Shares:5.5K

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$1.1B)

BlackRock Science & Technology Term Trust

BSTZ|09260K101

Shares:15.5K

Value:$275.7K

% of Portfolio:0.0% ($275.7K/$1.1B)

33733E104

Shares:3.1K

Value:$274.9K

% of Portfolio:0.0% ($274.9K/$1.1B)

92647N824

Shares:4.2K

Value:$273.0K

% of Portfolio:0.0% ($273.0K/$1.1B)

DOCUSIGN, INC.

DOCU|256163106

Shares:3.4K

Value:$271.5K

% of Portfolio:0.0% ($271.5K/$1.1B)

DEERE & CO

DE|244199105

Shares:576

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$1.1B)

BlackRock, Inc.

BLK|09290D101

Shares:573

Value:$269.0K

% of Portfolio:0.0% ($269.0K/$1.1B)

CME GROUP INC.

CME|12572Q105

Shares:1.0K

Value:$266.5K

% of Portfolio:0.0% ($266.5K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GOLDMAN SACHS GROUP INC(GScusip38141G104)	532	QoQ NEW(+532) YoY NEW(+532)	All Managers (Combined)	$290.4K	0.0% ($290.4K/$1.1B)	QoQ NEW(+$290.4K) YoY NEW(+$290.4K)
EDISON INTERNATIONAL(EIXcusip281020107)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$287.8K	0.0% ($287.8K/$1.1B)	QoQ NEW(+$287.8K) YoY NEW(+$287.8K)
AFLAC INC(AFLcusip001055102)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$286.5K	0.0% ($286.5K/$1.1B)	QoQ NEW(+$286.5K) YoY NEW(+$286.5K)
STRYKER CORP(SYKcusip863667101)	848	QoQ NEW(+848) YoY NEW(+848)	All Managers (Combined)	$285.5K	0.0% ($285.5K/$1.1B)	QoQ NEW(+$285.5K) YoY NEW(+$285.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.1K	QoQ NEW(+2.1K) YoY +4.06% (-81)	All Managers (Combined)	$284.9K	0.0% ($284.9K/$1.1B)	QoQ NEW(+$284.9K) YoY -12.90% (-$42.2K)
(cusip23908L306)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$283.4K	0.0% ($283.4K/$1.1B)	QoQ NEW(+$283.4K) YoY NEW(+$283.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$282.9K	0.0% ($282.9K/$1.1B)	QoQ NEW(+$282.9K) YoY NEW(+$282.9K)
(cusip46137V605)✕	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$282.6K	0.0% ($282.6K/$1.1B)	QoQ NEW(+$282.6K) YoY NEW(+$282.6K)
Jackson Financial Inc.(JXNcusip46817M107)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$281.6K	0.0% ($281.6K/$1.1B)	QoQ NEW(+$281.6K) YoY NEW(+$281.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	815	QoQ NEW(+815) YoY NEW(+815)	All Managers (Combined)	$280.8K	0.0% ($280.8K/$1.1B)	QoQ NEW(+$280.8K) YoY NEW(+$280.8K)
Wendy's Co(WENcusip95058W100)	19.1K	QoQ NEW(+19.1K) YoY NEW(+19.1K)	All Managers (Combined)	$279.8K	0.0% ($279.8K/$1.1B)	QoQ NEW(+$279.8K) YoY NEW(+$279.8K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	852	QoQ NEW(+852) YoY NEW(+852)	All Managers (Combined)	$278.7K	0.0% ($278.7K/$1.1B)	QoQ NEW(+$278.7K) YoY NEW(+$278.7K)
(cusip233051143)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$1.1B)	QoQ NEW(+$276.6K) YoY NEW(+$276.6K)
BlackRock Science & Technology Term Trust(BSTZcusip09260K101)	15.5K	QoQ NEW(+15.5K) YoY NEW(+15.5K)	All Managers (Combined)	$275.7K	0.0% ($275.7K/$1.1B)	QoQ NEW(+$275.7K) YoY NEW(+$275.7K)
(cusip33733E104)✕	3.1K	QoQ +8.75% (+247) YoY NEW(+3.1K)	All Managers (Combined)	$274.9K	0.0% ($274.9K/$1.1B)	QoQ +11.00% (+$27.3K) YoY NEW(+$274.9K)
(cusip92647N824)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$273.0K	0.0% ($273.0K/$1.1B)	QoQ NEW(+$273.0K) YoY NEW(+$273.0K)
DOCUSIGN, INC.(DOCUcusip256163106)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$271.5K	0.0% ($271.5K/$1.1B)	QoQ NEW(+$271.5K) YoY NEW(+$271.5K)
DEERE & CO(DEcusip244199105)	576	QoQ NEW(+576) YoY NEW(+576)	All Managers (Combined)	$270.4K	0.0% ($270.4K/$1.1B)	QoQ NEW(+$270.4K) YoY NEW(+$270.4K)
BlackRock, Inc.(BLKcusip09290D101)	573	QoQ NEW(+573) YoY NEW(+573)	All Managers (Combined)	$269.0K	0.0% ($269.0K/$1.1B)	QoQ NEW(+$269.0K) YoY NEW(+$269.0K)
CME GROUP INC.(CMEcusip12572Q105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$266.5K	0.0% ($266.5K/$1.1B)	QoQ NEW(+$266.5K) YoY NEW(+$266.5K)