Advisor Resource Council

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$220M
Signature - Title
Sarah Pais - Chief Officer of Compliance and Operations
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Advisor Resource Council. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advisor Resource Council reported 233 stock holdings with total value $220M as of Q3 2024. Top holdings included SPY, AAPL, MSFT, IVV, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 233 $220M +$127M -$30.2M +$96.9M SPY, AAPL, MSFT, IVV, IWM 13F-HR 10/31/2024, 10:37 AM
Q2 2024 65 $51.4M $0 $0 RSP, XLK, EWJ, MOAT, SMH 13F-HR 7/15/2024, 03:23 PM
Q1 2024 229 $224M +$46.1M -$661M -$615M SPY, RSP, AAPL, MSFT, XLK 13F-HR 4/19/2024, 12:36 PM
Q4 2023 481 $859M +$725M -$30.5M +$694M SPY, XLK, AAPL, VIG, QQQ 13F-HR 1/12/2024, 10:51 AM
Q3 2023 150 $151M +$11.6M -$25M -$13.4M SPY, AAPL, MSFT, RSP, GLD 13F-HR 10/24/2023, 09:26 PM
Q2 2023 155 $171M +$18.7M -$267M -$249M SPY, AAPL, QQQ, MSFT, RSP 13F-HR 7/13/2023, 09:44 PM
Q1 2023 259 $397M +$253M -$24.6M +$228M SPY, DRSK, ACIO, AAPL, XLK 13F-HR 4/25/2023, 05:03 PM
Q4 2022 157 $168M +$20M -$19.9M +$6.07K SPY, AAPL, MSFT, GLD, CVX 13F-HR 1/20/2023, 03:55 PM
Q3 2022 150 $143M +$22.7M -$903M -$880M SPY, AAPL, MSFT, GLD, QQQ 13F-HR 10/26/2022, 09:52 AM
Q2 2022 516 $1.07B +$822M -$33.2M +$789M SPY, XLE, XLK, XLV, SPYV 13F-HR 7/26/2022, 07:32 PM
Q1 2022 212 $324M +$13.7M -$934M -$921M SPY, XLK, XLE, QQQ, XLC 13F-HR 4/19/2022, 08:36 PM
Q4 2021 572 $1.29B +$962M -$23.6M +$939M SPY, SPLG, XLK, QQQ, XLF 13F-HR 2/11/2022, 04:39 PM
Q3 2021 220 $327M +$32.3M -$652M -$620M SPY, GLD, IVV, XLK, QQQ 13F-HR 11/16/2021, 11:12 AM
Q2 2021 492 $957M $0 $0 SPY, SPLG, QQQ, XLK, VIG Restatement 8/19/2021, 07:50 AM