MondegarAI
Advisory Resource Group

Q1 2025 · 13F-HR

Advisory Resource Groupholdings as filed

Filed 2025-04-21 · accession 0001172661-25-001522

$491.0M
Reported value
162
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69374H436QDPLPACER FDS TR$39.2M7.98%1,072,546CommonNONE
718546104PSXPHILLIPS 66$31.7M6.45%256,327CommonNONE
20825C104COPCONOCOPHILLIPS$24.1M4.91%229,588CommonNONE
696930106PSQOPALMER SQUARE FUNDS TRUST$16.9M3.43%831,662CommonNONE
00162Q346SMTHALPS ETF TR$14.1M2.88%545,393CommonNONE
47103U746JSIJANUS DETROIT STR TR$13.3M2.71%253,823CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$13.2M2.69%236,038CommonNONE
78464A649SPABSPDR SER TR$11.8M2.41%462,691CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$9.9M2.01%172,766CommonNONE
464287200IVVISHARES TR$9.7M1.97%17,193CommonNONE
69344A800PTRBPGIM ETF TR$8.2M1.68%197,181CommonNONE
69344A107PULSPGIM ETF TR$8.1M1.65%163,219CommonNONE
46090E103QQQINVESCO QQQ TR$7.8M1.59%16,606CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$7.6M1.55%114,754CommonNONE
69374H659HERDPACER FDS TR$6.7M1.36%178,084CommonNONE
91913Y100VLOVALERO ENERGY CORP$6.4M1.30%48,341CommonNONE
46434V613IUSBISHARES TR$6.2M1.26%134,103CommonNONE
30231G102XOMEXXON MOBIL CORP$5.8M1.18%48,690CommonNONE
69344A875PJFGPGIM ETF TR$5.5M1.13%65,240CommonNONE
037833100AAPLAPPLE INC$5.5M1.12%24,865CommonNONE
17275R102CSCOCISCO SYS INC$5.5M1.12%89,139CommonNONE
026874784AIGAMERICAN INTL GROUP INC$5.2M1.07%60,370CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$5.2M1.07%105,242CommonNONE
369550108GDGENERAL DYNAMICS CORP$5.2M1.07%19,200CommonNONE
001055102AFLAFLAC INC$5.2M1.06%46,866CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$5.2M1.05%9,840CommonNONE
09661T404BKIEBNY MELLON ETF TRUST$4.9M0.99%62,946CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.8M0.98%62,965CommonNONE
316773100FITBFIFTH THIRD BANCORP$4.8M0.98%122,661CommonNONE
172967424CCITIGROUP INC$4.8M0.97%67,008CommonNONE
142339100CSLCARLISLE COS INC$4.7M0.97%13,920CommonNONE
038222105AMATAPPLIED MATLS INC$4.7M0.96%32,423CommonNONE
260003108DOVDOVER CORP$4.7M0.95%26,685CommonNONE
231021106CMICUMMINS INC$4.6M0.94%14,681CommonNONE
31609A107FELVFIDELITY COVINGTON TRUST$4.5M0.92%147,222CommonNONE
26923G707NFLTETFIS SER TR I$4.3M0.88%192,485CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$4.2M0.85%45,031CommonNONE
69374H766INDSPACER FDS TR$4.1M0.83%110,766CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$4.1M0.83%78,848CommonNONE
69344A206PHYLPGIM ETF TR$4.0M0.82%115,686CommonNONE
46435G847HAWXISHARES TR$4.0M0.80%118,188CommonNONE
69374H311PATNPACER FDS TR$3.9M0.79%185,969CommonNONE
00039J608HYFIAB ACTIVE ETFS INC$3.6M0.73%96,870CommonNONE
33740F375XISEFIRST TR EXCHNG TRADED FD VI$3.5M0.71%116,317CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$3.3M0.68%65,534CommonNONE
46435G250HYDBISHARES TR$3.2M0.65%68,178CommonNONE
92790A801VEMYVIRTUS ETF TR II$3.2M0.65%119,042CommonNONE
46432F834IXUSISHARES TR$2.9M0.60%41,883CommonNONE
594918104MSFTMICROSOFT CORP$2.9M0.58%7,615CommonNONE
26923G848ETFIS SER TR I$2.7M0.55%91,790CommonNONE
464288414MUBISHARES TR$2.6M0.53%24,735CommonNONE
26923G806UTESETFIS SER TR I$2.6M0.52%39,491CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.4M0.49%61,378CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$2.4M0.48%119,740CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$2.4M0.48%49,365CommonNONE
025072695AVMUAMERICAN CENTY ETF TR$2.3M0.47%51,164CommonNONE
233051705RVNUDBX ETF TR$2.2M0.45%89,443CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$2.2M0.45%25,499CommonNONE
33740F326XIDEFIRST TR EXCHNG TRADED FD VI$2.1M0.44%71,517CommonNONE
023135106AMZNAMAZON COM INC$2.1M0.43%11,067CommonNONE
46435G268SMMDISHARES TR$2.1M0.43%33,624CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.43%3,941CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M0.40%18,278CommonNONE
30303M102METAMETA PLATFORMS INC$1.9M0.39%3,323CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.9M0.38%12,814CommonNONE
41013W108HPIHANCOCK JOHN PFD INCOME FD$1.8M0.36%106,058CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$1.7M0.35%70,171CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.7M0.34%17,344CommonNONE
35473P769FLINFRANKLIN TEMPLETON ETF TR$1.6M0.33%43,786CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.33%1,693CommonNONE
532457108LLYELI LILLY & CO$1.6M0.32%1,932CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.6M0.32%56,980CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.29%1,504CommonNONE
464287598IWDISHARES TR$1.4M0.28%7,298CommonNONE
682680103OKEONEOK INC NEW$1.3M0.27%13,250CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.26%7,743CommonNONE
02079K107GOOGALPHABET INC$1.3M0.26%8,187CommonNONE
88160R101TSLATESLA INC$1.2M0.25%4,800CommonNONE
464287614IWFISHARES TR$1.2M0.25%3,428CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.25%2,257CommonNONE
G29183103ETNEATON CORP PLC$1.2M0.25%4,458CommonNONE
66987V109NVSNOVARTIS AG$1.2M0.24%10,672CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.2M0.24%5,962CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.24%3,277CommonNONE
58733R102MELIMERCADOLIBRE INC$1.1M0.23%588CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$1.1M0.23%19,846CommonNONE
H1467J104CBCHUBB LIMITED$1.1M0.23%3,759CommonNONE
56501R106MFCMANULIFE FINL CORP$1.1M0.23%35,854CommonNONE
45104G104IBNICICI BANK LIMITED$1.1M0.23%35,366CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.22%6,441CommonNONE
456788108INFYINFOSYS LTD$1.1M0.22%58,829CommonNONE
835699307SONYSONY GROUP CORP$1.1M0.22%41,772CommonNONE
22266T109CPNGCOUPANG INC$1.1M0.22%48,233CommonNONE
25809K105DASHDOORDASH INC$1.0M0.21%5,726CommonNONE
767204100RIORIO TINTO PLC$1.0M0.21%17,409CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.21%14,292CommonNONE
11135F101AVGOBROADCOM INC$1.0M0.21%6,139CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.21%3,292CommonNONE
136375102CNICANADIAN NATL RY CO$1.0M0.21%10,480CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.0M0.21%3,977CommonNONE
670100205NVONOVO-NORDISK A S$1.0M0.21%14,503CommonNONE
N07059210ASMLASML HOLDING N V$1.0M0.20%1,519CommonNONE
88339J105TTDTHE TRADE DESK INC$1.0M0.20%18,371CommonNONE
G25508105CRHCRH PLC$1.0M0.20%11,381CommonNONE
780087102RYROYAL BK CDA$997,4590.20%8,849CommonNONE
82509L107SHOPSHOPIFY INC$994,9020.20%10,420CommonNONE
009066101ABNBAIRBNB INC$992,1150.20%8,305CommonNONE
18915M107NETCLOUDFLARE INC$991,1090.20%8,795CommonNONE
05464C101AXONAXON ENTERPRISE INC$990,8900.20%1,884CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$990,6040.20%1,801CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$983,8060.20%2,920CommonNONE
92790A868KMIDVIRTUS ETF TR II$967,6340.20%40,794CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$964,2910.20%1,947CommonNONE
81762P102NOWSERVICENOW INC$944,2220.19%1,186CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$863,7420.18%20,639CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$791,9470.16%26,522CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$769,4690.16%25,395CommonNONE
42226K105HRHEALTHCARE RLTY TR$761,9350.16%45,085CommonNONE
931142103WMTWALMART INC$752,6680.15%8,574CommonNONE
464288281EMBISHARES TR$751,3530.15%8,294CommonNONE
00206R102TAT&T INC$742,3010.15%26,248CommonNONE
922908363VOOVANGUARD INDEX FDS$712,7790.15%1,387CommonNONE
166764100CVXCHEVRON CORP NEW$705,5640.14%4,218CommonNONE
78464A284HYMBSPDR SER TR$675,8960.14%26,800CommonNONE
92204A702VGTVANGUARD WORLD FD$595,0460.12%1,097CommonNONE
922908751VBVANGUARD INDEX FDS$594,2710.12%2,680CommonNONE
464287499IWRISHARES TR$559,8170.11%6,581CommonNONE
149123101CATCATERPILLAR INC$540,2120.11%1,638CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$494,1010.10%16,642CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$487,8660.10%9,676CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$481,1190.10%20,882CommonNONE
512807306LRCXLAM RESEARCH CORP$474,8760.10%6,532CommonNONE
863667101SYKSTRYKER CORPORATION$465,3130.09%1,250CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$429,5480.09%3,931CommonNONE
458140100INTCINTEL CORP$413,2210.08%18,196CommonNONE
00287Y109ABBVABBVIE INC$401,3760.08%1,916CommonNONE
94106L109WMWASTE MGMT INC DEL$391,7030.08%1,692CommonNONE
922908769VTIVANGUARD INDEX FDS$391,0590.08%1,423CommonNONE
464287481IWPISHARES TR$375,1890.08%3,193CommonNONE
548661107LOWLOWES COS INC$372,7020.08%1,598CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$341,9080.07%1,375CommonNONE
872540109TJXTJX COS INC NEW$319,1160.06%2,620CommonNONE
369604301GEGE AEROSPACE$313,0350.06%1,564CommonNONE
254687106DISDISNEY WALT CO$310,1740.06%3,143CommonNONE
670837103OGEOGE ENERGY CORP$302,0490.06%6,572CommonNONE
219350105GLWCORNING INC$290,3940.06%6,343CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$268,1130.05%1,093CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$265,3980.05%2,840CommonNONE
256677105DGDOLLAR GEN CORP NEW$254,4260.05%2,894CommonNONE
742718109PGPROCTER AND GAMBLE CO$251,8280.05%1,478CommonNONE
222795502CUZCOUSINS PPTYS INC$251,8120.05%8,536CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$250,7020.05%175CommonNONE
437076102HDHOME DEPOT INC$249,9460.05%682CommonNONE
109641100EATBRINKER INTL INC$248,9140.05%1,670CommonNONE
718172109PMPHILIP MORRIS INTL INC$230,6350.05%1,453CommonNONE
49803T300KRGKITE RLTY GROUP TR$226,9310.05%10,144CommonNONE
949746101WMT2WELLS FARGO CO NEW$220,2180.04%3,068CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$215,8020.04%5,914CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$214,8170.04%1,040CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$205,8560.04%368CommonNONE
478160104JNJJOHNSON & JOHNSON$201,9930.04%1,218CommonNONE
345370860FFORD MTR CO$176,9150.04%17,639CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.