Advisory Resource Group Diversified Active

CIK: 0001764968 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $520,398 (100.0% shares, 0.0% debt)

Holdings (167)

QDPL PACER FDS TR 7.5%
Value ($000) $38,800 Shares 983,271 Est. Cost $31.88 Unrealized
PSX PHILLIPS 66 5.9%
Value ($000) $30,886 Shares 258,897 Est. Cost $76.65 Unrealized +42.8%
SMTH ALPS ETF TR 4.2%
Value ($000) $21,745 Shares 841,184 Est. Cost $25.94 Unrealized
COP CONOCOPHILLIPS 4.0%
Value ($000) $20,950 Shares 233,451 Est. Cost $58.70 Unrealized +49.9%
PSQO PALMER SQUARE FUNDS TRUST 3.3%
Value ($000) $17,208 Shares 839,836 Est. Cost $20.15 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 3.3%
Value ($000) $16,975 Shares 286,683 Est. Cost $60.64 Unrealized
JSI JANUS DETROIT STR TR 2.7%
Value ($000) $13,886 Shares 263,888 Est. Cost $51.59 Unrealized
SPAB SPDR SERIES TRUST 2.5%
Value ($000) $12,803 Shares 500,122 Est. Cost $25.08 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $10,650 Shares 17,152 Est. Cost $295.63 Unrealized
AVDE AMERICAN CENTY ETF TR 2.0%
Value ($000) $10,635 Shares 143,703 Est. Cost $62.97 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $10,628 Shares 186,941 Est. Cost $57.44 Unrealized
PATN PACER FDS TR 2.0%
Value ($000) $10,207 Shares 438,071 Est. Cost $22.23 Unrealized
PTRB PGIM ETF TR 1.7%
Value ($000) $8,786 Shares 210,044 Est. Cost $43.70 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value ($000) $7,822 Shares 14,179 Est. Cost $354.20 Unrealized
VLO VALERO ENERGY CORP 1.3%
Value ($000) $6,682 Shares 49,710 Est. Cost $128.02 Unrealized -4.5%
PULS PGIM ETF TR 1.2%
Value ($000) $6,396 Shares 128,540 Est. Cost $49.56 Unrealized
HERD PACER FDS TR 1.2%
Value ($000) $6,225 Shares 156,288 Est. Cost $28.38 Unrealized
CSCO CISCO SYS INC 1.2%
Value ($000) $6,191 Shares 89,232 Est. Cost $43.49 Unrealized +38.8%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $5,994 Shares 32,740 Est. Cost $117.71 Unrealized +33.8%
C CITIGROUP INC 1.1%
Value ($000) $5,940 Shares 69,784 Est. Cost $51.71 Unrealized +37.7%
PJFG PGIM ETF TR 1.1%
Value ($000) $5,890 Shares 56,646 Est. Cost $89.00 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $5,817 Shares 53,962 Est. Cost $97.28 Unrealized +7.4%
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $5,670 Shares 19,439 Est. Cost $280.12 Unrealized -2.7%
FITB FIFTH THIRD BANCORP 1.1%
Value ($000) $5,534 Shares 134,548 Est. Cost $27.19 Unrealized +34.5%
XLF SELECT SECTOR SPDR TR 1.1%
Value ($000) $5,514 Shares 105,298 Est. Cost $36.01 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $5,403 Shares 49,474 Est. Cost $94.26 Unrealized
DOV DOVER CORP 1.0%
Value ($000) $5,264 Shares 28,732 Est. Cost $136.41 Unrealized +26.6%
AFL AFLAC INC 1.0%
Value ($000) $5,246 Shares 49,743 Est. Cost $57.28 Unrealized +80.9%
AAPL APPLE INC 1.0%
Value ($000) $5,216 Shares 25,425 Est. Cost $122.44 Unrealized +64.5%
AIG AMERICAN INTL GROUP INC 1.0%
Value ($000) $5,207 Shares 60,836 Est. Cost $69.27 Unrealized +18.4%
ELV ELEVANCE HEALTH INC 1.0%
Value ($000) $5,147 Shares 13,234 Est. Cost $396.61 Unrealized 0.0%
CSL CARLISLE COS INC 1.0%
Value ($000) $5,147 Shares 13,785 Est. Cost $296.86 Unrealized +23.8%
CMI CUMMINS INC 1.0%
Value ($000) $5,143 Shares 15,704 Est. Cost $229.63 Unrealized +33.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $5,112 Shares 65,513 Est. Cost $62.66 Unrealized +21.0%
FELV FIDELITY COVINGTON TRUST 1.0%
Value ($000) $5,051 Shares 158,996 Est. Cost $30.57 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $4,695 Shares 86,301 Est. Cost $45.49 Unrealized
NFLT ETFIS SER TR I 0.9%
Value ($000) $4,523 Shares 198,105 Est. Cost $21.86 Unrealized
FENI FIDELITY COVINGTON TRUST 0.8%
Value ($000) $4,364 Shares 131,213 Est. Cost $33.26 Unrealized
PHYL PGIM ETF TR 0.8%
Value ($000) $4,359 Shares 122,821 Est. Cost $34.86 Unrealized
INDS PACER FDS TR 0.8%
Value ($000) $4,078 Shares 110,233 Est. Cost $40.48 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,759 Shares 7,557 Est. Cost $208.62 Unrealized +107.3%
XISE FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,542 Shares 116,363 Est. Cost $30.29 Unrealized
HYDB ISHARES TR 0.7%
Value ($000) $3,518 Shares 74,098 Est. Cost $45.82 Unrealized
VEMY VIRTUS ETF TR II 0.7%
Value ($000) $3,486 Shares 129,384 Est. Cost $25.27 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.7%
Value ($000) $3,459 Shares 68,004 Est. Cost $49.91 Unrealized
IXUS ISHARES TR 0.6%
Value ($000) $3,257 Shares 42,134 Est. Cost $64.12 Unrealized
SHYM BLACKROCK ETF TRUST II 0.6%
Value ($000) $3,094 Shares 138,701 Est. Cost $22.31 Unrealized
UTES ETFIS SER TR I 0.6%
Value ($000) $2,932 Shares 38,783 Est. Cost $64.60 Unrealized
TAFM AB ACTIVE ETFS INC 0.6%
Value ($000) $2,879 Shares 115,523 Est. Cost $24.92 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,843 Shares 17,995 Est. Cost $96.04 Unrealized +31.0%
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $2,571 Shares 60,164 Est. Cost $37.46 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $2,554 Shares 11,641 Est. Cost $135.45 Unrealized +46.1%
INMU BLACKROCK ETF TRUST II 0.5%
Value ($000) $2,550 Shares 108,825 Est. Cost $23.43 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $2,487 Shares 124,929 Est. Cost $19.85 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $2,417 Shares 3,275 Est. Cost $309.55 Unrealized +99.2%
VWID ETFIS SER TR I 0.5%
Value ($000) $2,410 Shares 75,702 Est. Cost $28.99 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,170 Shares 71,517 Est. Cost $29.99 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,961 Shares 4,036 Est. Cost $231.83 Unrealized +119.1%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,864 Shares 13,830 Est. Cost $128.86 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,816 Shares 8,357 Est. Cost $194.14 Unrealized
TAFL AB ACTIVE ETFS INC 0.3%
Value ($000) $1,790 Shares 73,059 Est. Cost $24.50 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,788 Shares 73,128 Est. Cost $24.44 Unrealized
FLIN FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $1,749 Shares 43,902 Est. Cost $36.84 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,733 Shares 1,294 Est. Cost $58.29 Unrealized +94.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,732 Shares 7,649 Est. Cost $91.64 Unrealized
HANCOCK JOHN PFD INCOME FD 0.3%
Value ($000) $1,670 Shares 104,417 Est. Cost $19.04 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,625 Shares 1,642 Est. Cost $636.93 Unrealized +55.5%
ETN EATON CORP PLC 0.3%
Value ($000) $1,599 Shares 4,478 Est. Cost $151.86 Unrealized +102.0%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,577 Shares 59,500 Est. Cost $40.24 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,570 Shares 2,014 Est. Cost $553.21 Unrealized +39.8%
TSLA TESLA INC 0.3%
Value ($000) $1,549 Shares 4,875 Est. Cost $254.36 Unrealized +18.4%
GOOG ALPHABET INC 0.3%
Value ($000) $1,533 Shares 8,643 Est. Cost $134.33 Unrealized +22.7%
IWD ISHARES TR 0.3%
Value ($000) $1,518 Shares 7,813 Est. Cost $157.68 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,477 Shares 13,608 Est. Cost $59.83 Unrealized
DASH DOORDASH INC 0.3%
Value ($000) $1,423 Shares 5,774 Est. Cost $63.55 Unrealized +215.6%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,417 Shares 2,783 Est. Cost $229.42 Unrealized +89.0%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $1,398 Shares 535 Est. Cost $1109.12 Unrealized +110.6%
IWF ISHARES TR 0.3%
Value ($000) $1,390 Shares 3,273 Est. Cost $239.87 Unrealized
NET CLOUDFLARE INC 0.3%
Value ($000) $1,357 Shares 6,932 Est. Cost $82.52 Unrealized +75.9%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1,348 Shares 14,448 Est. Cost $47.41 Unrealized +73.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,343 Shares 6,561 Est. Cost $147.11 Unrealized +26.2%
AVGO BROADCOM INC 0.3%
Value ($000) $1,334 Shares 4,838 Est. Cost $168.70 Unrealized +28.0%
SPOT SPOTIFY TECHNOLOGY S A 0.3%
Value ($000) $1,321 Shares 1,722 Est. Cost $558.87 Unrealized +14.8%
CPNG COUPANG INC 0.3%
Value ($000) $1,320 Shares 44,045 Est. Cost $17.47 Unrealized +46.6%
NTES NETEASE INC 0.3%
Value ($000) $1,313 Shares 9,754 Est. Cost $134.58 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $1,310 Shares 10,822 Est. Cost $94.07 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,292 Shares 2,299 Est. Cost $358.33 Unrealized +53.9%
AXON AXON ENTERPRISE INC 0.2%
Value ($000) $1,292 Shares 1,560 Est. Cost $241.73 Unrealized +181.5%
SLF SUN LIFE FINANCIAL INC. 0.2%
Value ($000) $1,289 Shares 19,403 Est. Cost $48.80 Unrealized +25.7%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $1,264 Shares 4,102 Est. Cost $240.68 Unrealized +20.8%
SHOP SHOPIFY INC 0.2%
Value ($000) $1,260 Shares 10,922 Est. Cost $97.94 Unrealized +2.1%
NOW SERVICENOW INC 0.2%
Value ($000) $1,243 Shares 1,209 Est. Cost $118.09 Unrealized +59.8%
INFY INFOSYS LTD 0.2%
Value ($000) $1,242 Shares 67,049 Est. Cost $18.28 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $1,234 Shares 1,540 Est. Cost $638.38 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $1,202 Shares 2,747 Est. Cost $181.13 Unrealized +117.0%
IBN ICICI BANK LIMITED 0.2%
Value ($000) $1,197 Shares 35,575 Est. Cost $29.90 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $1,194 Shares 16,591 Est. Cost $77.26 Unrealized -17.4%
RY ROYAL BK CDA 0.2%
Value ($000) $1,189 Shares 9,035 Est. Cost $99.44 Unrealized +23.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,151 Shares 13,108 Est. Cost $81.40 Unrealized
ABNB AIRBNB INC 0.2%
Value ($000) $1,144 Shares 8,644 Est. Cost $135.19 Unrealized -6.3%
BX BLACKSTONE INC 0.2%
Value ($000) $1,141 Shares 7,631 Est. Cost $135.11 Unrealized 0.0%
SLV ISHARES SILVER TR 0.2%
Value ($000) $1,133 Shares 34,529 Est. Cost $32.81 Unrealized
MFC MANULIFE FINL CORP 0.2%
Value ($000) $1,128 Shares 35,292 Est. Cost $19.16 Unrealized +60.9%
SONY SONY GROUP CORP 0.2%
Value ($000) $1,119 Shares 42,989 Est. Cost $33.84 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,118 Shares 3,859 Est. Cost $215.60 Unrealized +33.1%
CRH CRH PLC 0.2%
Value ($000) $1,118 Shares 12,176 Est. Cost $63.74 Unrealized +42.8%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,114 Shares 2,050 Est. Cost $551.50 Unrealized -5.2%
OKE ONEOK INC NEW 0.2%
Value ($000) $1,078 Shares 13,200 Est. Cost $51.11 Unrealized +57.8%
RIO RIO TINTO PLC 0.2%
Value ($000) $1,077 Shares 18,471 Est. Cost $67.39 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,055 Shares 3,531 Est. Cost $291.45 Unrealized +3.9%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,046 Shares 15,154 Est. Cost $96.93 Unrealized
BKIE BNY MELLON ETF TRUST 0.2%
Value ($000) $972 Shares 11,281 Est. Cost $67.66 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $915 Shares 22,093 Est. Cost $42.40 Unrealized
KMID VIRTUS ETF TR II 0.2%
Value ($000) $889 Shares 35,468 Est. Cost $24.32 Unrealized
WMT WALMART INC 0.2%
Value ($000) $845 Shares 8,642 Est. Cost $53.23 Unrealized +78.0%
EMB ISHARES TR 0.2%
Value ($000) $825 Shares 8,911 Est. Cost $90.23 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $817 Shares 1,438 Est. Cost $435.23 Unrealized
XIMR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $783 Shares 25,091 Est. Cost $31.21 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $730 Shares 1,100 Est. Cost $438.11 Unrealized
T AT&T INC 0.1%
Value ($000) $721 Shares 24,919 Est. Cost $14.93 Unrealized +80.6%
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $715 Shares 45,085 Est. Cost $20.85 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $688 Shares 18,732 Est. Cost $26.10 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $638 Shares 6,555 Est. Cost $74.98 Unrealized +5.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $636 Shares 2,685 Est. Cost $199.90 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $628 Shares 1,617 Est. Cost $113.70 Unrealized +191.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $597 Shares 4,167 Est. Cost $134.07 Unrealized +2.2%
IWR ISHARES TR 0.1%
Value ($000) $594 Shares 6,455 Est. Cost $73.57 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $507 Shares 15,952 Est. Cost $30.23 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $495 Shares 1,250 Est. Cost $200.88 Unrealized +85.0%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $491 Shares 9,853 Est. Cost $51.32 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $477 Shares 21,313 Est. Cost $22.84 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $458 Shares 9,687 Est. Cost $41.45 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $443 Shares 1,457 Est. Cost $223.85 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $437 Shares 3,153 Est. Cost $107.64 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $404 Shares 18,020 Est. Cost $35.31 Unrealized -41.3%
GE GE AEROSPACE 0.1%
Value ($000) $395 Shares 1,534 Est. Cost $79.83 Unrealized +173.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $388 Shares 1,693 Est. Cost $93.97 Unrealized +144.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $381 Shares 1,291 Est. Cost $119.23 Unrealized +112.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $375 Shares 3,026 Est. Cost $109.15 Unrealized -5.8%
ABBV ABBVIE INC 0.1%
Value ($000) $358 Shares 1,928 Est. Cost $75.06 Unrealized +143.4%
LOW LOWES COS INC 0.1%
Value ($000) $353 Shares 1,593 Est. Cost $109.38 Unrealized +101.7%
GLW CORNING INC 0.1%
Value ($000) $323 Shares 6,142 Est. Cost $30.45 Unrealized +52.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $318 Shares 3,065 Est. Cost $59.69 Unrealized +70.9%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $310 Shares 2,711 Est. Cost $74.36 Unrealized +31.9%
EAT BRINKER INTL INC 0.1%
Value ($000) $301 Shares 1,670 Est. Cost $112.55 Unrealized +39.4%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $298 Shares 483 Est. Cost $475.61 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $297 Shares 1,026 Est. Cost $176.08 Unrealized +43.5%
OGE OGE ENERGY CORP 0.1%
Value ($000) $292 Shares 6,572 Est. Cost $41.63 Unrealized +6.6%
BB BLACKBERRY LTD 0.1%
Value ($000) $290 Shares 63,251 Est. Cost $3.77 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $267 Shares 12,075 Est. Cost $22.10 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $266 Shares 2,544 Est. Cost $110.52 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $265 Shares 1,453 Est. Cost $136.99 Unrealized +22.2%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $264 Shares 1,042 Est. Cost $164.64 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $257 Shares 2,085 Est. Cost $117.72 Unrealized +6.9%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $256 Shares 8,536 Est. Cost $38.97 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $249 Shares 679 Est. Cost $296.61 Unrealized +20.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $243 Shares 3,030 Est. Cost $66.67 Unrealized +6.7%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $241 Shares 2,846 Est. Cost $53.68 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $237 Shares 2,625 Est. Cost $90.00 Unrealized +1.3%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $232 Shares 1,456 Est. Cost $85.69 Unrealized +87.6%
KRG KITE RLTY GROUP TR 0.0%
Value ($000) $230 Shares 10,144 Est. Cost $14.06 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $228 Shares 431 Est. Cost $415.97 Unrealized 0.0%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $207 Shares 5,914 Est. Cost $31.52 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $206 Shares 3,520 Est. Cost $58.59 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $201 Shares 400 Est. Cost $461.00 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $184 Shares 16,980 Est. Cost $7.33 Unrealized +34.7%
TZA DIREXION SHS ETF TR 0.0%
Value ($000) $120 Shares 10,146 Est. Cost $11.86 Unrealized