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 3 of 30

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464287150

ITOT|464287150

Shares:52.3K

Value:$6.3M

% of Portfolio:0.6% ($6.3M/$1.1B)

97717W547

Shares:94.2K

Value:$6.2M

% of Portfolio:0.6% ($6.2M/$1.1B)

81369Y852

Shares:75.7K

Value:$6.2M

% of Portfolio:0.6% ($6.2M/$1.1B)

98149E303

Shares:123.8K

Value:$6.1M

% of Portfolio:0.6% ($6.1M/$1.1B)

37954Y293

Shares:115.7K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.1B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:6.5K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.1B)

78464A664

Shares:215.6K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.1B)

78468R853

Shares:137.4K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.1B)

81369Y704

Shares:45.1K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.1B)

464287309

IVW|464287309

Shares:58.8K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.1B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:18.7K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.1B)

47103U845

Shares:106.8K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$1.1B)

14021D107

Shares:164.8K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$1.1B)

922042775

VEU|922042775

Shares:83.4K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$1.1B)

46641Q837

Shares:98.4K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$1.1B)

921946406

VYM|921946406

Shares:52.8K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.1B)

46138G649

Shares:29.3K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.1B)

46641Q373

Shares:77.9K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.1B)

MCKESSON CORP

MCK|58155Q103

Shares:7.7K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.1B)

808524862

Shares:197.3K

Value:$4.6M

% of Portfolio:0.4% ($4.6M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	52.3K	QoQ NEW(+52.3K) YoY NEW(+52.3K)	All Managers (Combined)	$6.3M	0.6% ($6.3M/$1.1B)	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)
(cusip97717W547)✕	94.2K	QoQ NEW(+94.2K) YoY NEW(+94.2K)	All Managers (Combined)	$6.2M	0.6% ($6.2M/$1.1B)	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
(cusip81369Y852)✕	75.7K	QoQ NEW(+75.7K) YoY +948.24% (+68.5K)	All Managers (Combined)	$6.2M	0.6% ($6.2M/$1.1B)	QoQ NEW(+$6.2M) YoY +1079.05% (+$5.7M)
(cusip98149E303)✕	123.8K	QoQ NEW(+123.8K) YoY NEW(+123.8K)	All Managers (Combined)	$6.1M	0.6% ($6.1M/$1.1B)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
(cusip37954Y293)✕	115.7K	QoQ NEW(+115.7K) YoY +791.50% (+102.7K)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.1B)	QoQ NEW(+$5.9M) YoY +927.34% (+$5.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	6.5K	QoQ NEW(+6.5K) YoY +458.85% (+5.3K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.1B)	QoQ NEW(+$5.8M) YoY +655.25% (+$5.0M)
(cusip78464A664)✕	215.6K	QoQ NEW(+215.6K) YoY +796.98% (+191.6K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.1B)	QoQ NEW(+$5.7M) YoY +718.52% (+$5.0M)
(cusip78468R853)✕	137.4K	QoQ NEW(+137.4K) YoY NEW(+137.4K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.1B)	QoQ NEW(+$5.5M) YoY NEW(+$5.5M)
(cusip81369Y704)✕	45.1K	QoQ NEW(+45.1K) YoY +280.28% (+33.2K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.1B)	QoQ NEW(+$5.5M) YoY +306.71% (+$4.1M)
(IVWcusip464287309)	58.8K	QoQ NEW(+58.8K) YoY +1452.11% (+55.0K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.1B)	QoQ NEW(+$5.5M) YoY +1818.53% (+$5.2M)
MICROSTRATEGY Inc(MSTRcusip594972408)	18.7K	QoQ NEW(+18.7K) YoY NEW(+18.7K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.1B)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
(cusip47103U845)✕	106.8K	QoQ NEW(+106.8K) YoY NEW(+106.8K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$1.1B)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
(cusip14021D107)✕	164.8K	QoQ NEW(+164.8K) YoY NEW(+164.8K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$1.1B)	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)
(VEUcusip922042775)	83.4K	QoQ +1583.07% (+78.5K) YoY NEW(+83.4K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$1.1B)	QoQ +1678.36% (+$4.8M) YoY NEW(+$5.1M)
(cusip46641Q837)✕	98.4K	QoQ NEW(+98.4K) YoY NEW(+98.4K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$1.1B)	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
(VYMcusip921946406)	52.8K	QoQ NEW(+52.8K) YoY +184.22% (+34.2K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.1B)	QoQ NEW(+$4.9M) YoY +134.64% (+$2.8M)
(cusip46138G649)✕	29.3K	QoQ NEW(+29.3K) YoY +706.96% (+25.7K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.1B)	QoQ NEW(+$4.9M) YoY +692.52% (+$4.2M)
(cusip46641Q373)✕	77.9K	QoQ NEW(+77.9K) YoY NEW(+77.9K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.1B)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
MCKESSON CORP(MCKcusip58155Q103)	7.7K	QoQ NEW(+7.7K) YoY +362.63% (+6.0K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.1B)	QoQ NEW(+$4.7M) YoY +513.83% (+$3.9M)
(cusip808524862)✕	197.3K	QoQ NEW(+197.3K) YoY +1897.23% (+187.4K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.1B)	QoQ NEW(+$4.6M) YoY +856.94% (+$4.1M)