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 4 of 30

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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:19.6K

Value:$4.6M

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

922907746

VTEB|922907746

Shares:91.6K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.1B)

81369Y407

Shares:31.9K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.1B)

35473P884

Shares:83.8K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.1B)

PROCTER & GAMBLE Co

PG|742718109

Shares:28.9K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.1B)

92206C870

VCIT|92206C870

Shares:55.9K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.1B)

46138E354

Shares:62.3K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.1B)

FISERV INC

FI|337738108

Shares:21.1K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.1B)

46137V241

Shares:64.2K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.1B)

922042742

VT|922042742

Shares:36.7K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.1B)

26922A222

Shares:126.7K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.1B)

921932869

Shares:40.4K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

81369Y308

Shares:70.9K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

78464A763

SDY|78464A763

Shares:31.4K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$1.1B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:14.7K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$1.1B)

46434G822

EWJ|46434G822

Shares:56.7K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$1.1B)

92189F643

Shares:44.1K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$1.1B)

464287226

Shares:38.6K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$1.1B)

14020X104

Shares:133.6K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.1B)

46438G562

Shares:157.4K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	19.6K	QoQ NEW(+19.6K) YoY +423.50% (+15.8K)	All Managers (Combined)	$4.6M	0.4% ($4.6M/$1.1B)	QoQ NEW(+$4.6M) YoY +644.12% (+$4.0M)
(VTEBcusip922907746)	91.6K	QoQ NEW(+91.6K) YoY NEW(+91.6K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.1B)	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
(cusip81369Y407)✕	31.9K	QoQ NEW(+31.9K) YoY +896.78% (+28.7K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.1B)	QoQ NEW(+$4.5M) YoY +676.09% (+$3.9M)
(cusip35473P884)✕	83.8K	QoQ NEW(+83.8K) YoY NEW(+83.8K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.1B)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	28.9K	QoQ NEW(+28.9K) YoY +276.57% (+21.2K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.1B)	QoQ NEW(+$4.4M) YoY +292.45% (+$3.3M)
(VCITcusip92206C870)	55.9K	QoQ NEW(+55.9K) YoY NEW(+55.9K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.1B)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
(cusip46138E354)✕	62.3K	QoQ NEW(+62.3K) YoY +1310.71% (+57.8K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.1B)	QoQ NEW(+$4.3M) YoY +1442.53% (+$4.0M)
FISERV INC(FIcusip337738108)	21.1K	QoQ NEW(+21.1K) YoY +372.54% (+16.6K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.1B)	QoQ NEW(+$4.3M) YoY +620.88% (+$3.7M)
(cusip46137V241)✕	64.2K	QoQ NEW(+64.2K) YoY NEW(+64.2K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.1B)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
(VTcusip922042742)	36.7K	QoQ NEW(+36.7K) YoY NEW(+36.7K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.1B)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
(cusip26922A222)✕	126.7K	QoQ NEW(+126.7K) YoY +247.35% (+90.2K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.1B)	QoQ NEW(+$4.2M) YoY +243.96% (+$3.0M)
(cusip921932869)✕	40.4K	QoQ NEW(+40.4K) YoY NEW(+40.4K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(cusip81369Y308)✕	70.9K	QoQ NEW(+70.9K) YoY +1334.03% (+66.0K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ NEW(+$4.1M) YoY +1039.50% (+$3.7M)
(SDYcusip78464A763)	31.4K	QoQ NEW(+31.4K) YoY +1038.28% (+28.6K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$1.1B)	QoQ NEW(+$4.0M) YoY +1056.90% (+$3.6M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	14.7K	QoQ NEW(+14.7K) YoY +153.54% (+8.9K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$1.1B)	QoQ NEW(+$4.0M) YoY +81.68% (+$1.8M)
(EWJcusip46434G822)	56.7K	QoQ -52.69% (-63.1K) YoY -6.73% (-4.1K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$1.1B)	QoQ -51.66% (-$4.2M) YoY -10.37% (-$449.8K)
(cusip92189F643)✕	44.1K	QoQ -48.06% (-40.8K) YoY +0.39% (-172)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$1.1B)	QoQ -50.71% (-$4.0M) YoY -1.72% (-$68.3K)
(cusip464287226)✕	38.6K	QoQ +735.41% (+34.0K) YoY NEW(+38.6K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$1.1B)	QoQ +752.81% (+$3.4M) YoY NEW(+$3.8M)
(cusip14020X104)✕	133.6K	QoQ +1378.21% (+124.6K) YoY NEW(+133.6K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.1B)	QoQ +1333.20% (+$3.5M) YoY NEW(+$3.8M)
(cusip46438G562)✕	157.4K	QoQ NEW(+157.4K) YoY NEW(+157.4K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.1B)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)