MondegarAI
Advisory Resource Group

Q2 2024 · 13F-HR

Advisory Resource Groupholdings as filed

Filed 2024-07-24 · accession 0001764968-24-000003

$443.1M
Reported value
155
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
69374H436QDPLPACER FDS TR$42.0M9.48%1,145,158CommonNONE
718546104PSXPHILLIPS 66$32.7M7.38%231,597CommonNONE
20825C104COPCONOCOPHILLIPS$25.4M5.74%222,273CommonNONE
00162Q346SMTHALPS ETF TR$15.7M3.55%617,097CommonNONE
46435G268SMMDISHARES TR$15.4M3.48%246,515CommonNONE
47103U746JSIJANUS DETROIT STR TR$11.4M2.58%221,030CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$11.0M2.49%194,431CommonNONE
464287200IVVISHARES TR$9.8M2.21%17,904CommonNONE
69374H659HERDPACER FDS TR$9.5M2.15%256,106CommonNONE
09661T602BKAGBNY MELLON ETF TRUST$8.3M1.87%200,184CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$8.1M1.83%198,768CommonNONE
46435G250HYDBISHARES TR$7.2M1.63%155,259CommonNONE
69344A875PJFGPGIM ETF TR$7.1M1.61%79,920CommonNONE
46090E103QQQINVESCO QQQ TR$6.5M1.48%13,666CommonNONE
464287614IWFISHARES TR$6.4M1.44%17,497CommonNONE
69374H766INDSPACER FDS TR$6.2M1.39%162,639CommonNONE
464287598IWDISHARES TR$5.8M1.30%33,103CommonNONE
037833100AAPLAPPLE INC$5.3M1.19%25,131CommonNONE
69344A800PTRBPGIM ETF TR$4.9M1.11%119,067CommonNONE
30231G102XOMEXXON MOBIL CORP$4.9M1.10%42,430CommonNONE
69344A107PULSPGIM ETF TR$4.8M1.09%96,758CommonNONE
038222105AMATAPPLIED MATLS INC$4.8M1.08%20,306CommonNONE
46435G847HAWXISHARES TR$4.7M1.07%146,508CommonNONE
09661T404BKIEBNY MELLON ETF TRUST$4.6M1.05%62,223CommonNONE
17275R102CSCOCISCO SYS INC$4.6M1.03%95,934CommonNONE
172967424CCITIGROUP INC$4.5M1.01%70,357CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$4.5M1.00%71,499CommonNONE
001055102AFLAFLAC INC$4.4M1.00%49,708CommonNONE
316773100FITBFIFTH THIRD BANCORP$4.4M1.00%121,329CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$4.4M1.00%107,439CommonNONE
478160104JNJJOHNSON & JOHNSON$4.4M0.99%30,096CommonNONE
260003108DOVDOVER CORP$4.4M0.98%24,164CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.3M0.96%62,771CommonNONE
125523100CITHE CIGNA GROUP$4.3M0.96%12,900CommonNONE
231021106CMICUMMINS INC$4.2M0.95%15,173CommonNONE
026874784AIGAMERICAN INTL GROUP INC$4.2M0.94%56,045CommonNONE
142339100CSLCARLISLE COS INC$4.1M0.94%10,224CommonNONE
406216101HALHALLIBURTON CO$4.1M0.93%122,576CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.4M0.77%61,300CommonNONE
025072521QCONAMERICAN CENTY ETF TR$3.4M0.76%79,292CommonNONE
594918104MSFTMICROSOFT CORP$3.2M0.73%7,207CommonNONE
00039J608HYFIAB ACTIVE ETFS INC$3.2M0.72%87,698CommonNONE
69344A834PAAAPGIM ETF TR$3.2M0.72%62,356CommonNONE
26923G707NFLTETFIS SER TR I$3.2M0.72%142,096CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$2.8M0.64%57,209CommonNONE
46432F834IXUSISHARES TR$2.7M0.60%39,422CommonNONE
92790A801VEMYVIRTUS ETF TR II$2.6M0.58%97,772CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$2.2M0.49%110,259CommonNONE
025072695AVMUAMERICAN CENTY ETF TR$2.2M0.49%47,201CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2.2M0.49%57,145CommonNONE
30303M102METAMETA PLATFORMS INC$2.1M0.48%4,223CommonNONE
023135106AMZNAMAZON COM INC$2.1M0.47%10,791CommonNONE
41013W108HPIHANCOCK JOHN PFD INCOME FD$2.1M0.47%124,319CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$2.1M0.47%42,871CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M0.46%16,604CommonNONE
233051705RVNUDBX ETF TR$2.0M0.45%78,992CommonNONE
464288414MUBISHARES TR$1.8M0.41%17,102CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.8M0.40%20,020CommonNONE
02079K107GOOGALPHABET INC$1.7M0.39%9,455CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.36%3,938CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.6M0.36%10,970CommonNONE
532457108LLYELI LILLY & CO$1.6M0.35%1,732CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$1.5M0.35%17,855CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.4M0.32%8,933CommonNONE
66987V109NVSNOVARTIS AG$1.4M0.31%13,041CommonNONE
92189F429PFXFVANECK ETF TRUST$1.4M0.31%79,279CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.31%7,877CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.3M0.29%16,314CommonNONE
009066101ABNBAIRBNB INC$1.3M0.28%8,303CommonNONE
G29183103ETNEATON CORP PLC$1.2M0.28%3,930CommonNONE
682680103OKEONEOK INC NEW$1.2M0.26%14,371CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.26%1,734CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.1M0.25%2,919CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.25%1,314CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.25%3,211CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$1.1M0.25%5,959CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.24%6,638CommonNONE
456788108INFYINFOSYS LTD$1.1M0.24%57,439CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.24%7,468CommonNONE
18915M107NETCLOUDFLARE INC$1.0M0.23%12,416CommonNONE
88339J105TTDTHE TRADE DESK INC$1.0M0.23%10,401CommonNONE
N07059210ASMLASML HOLDING N V$1.0M0.23%979CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.23%13,771CommonNONE
56501R106MFCMANULIFE FINL CORP$1.0M0.23%37,593CommonNONE
767204100RIORIO TINTO PLC$997,7850.23%15,134CommonNONE
57636Q104MAMASTERCARD INCORPORATED$991,2870.22%2,247CommonNONE
64110W102NTESNETEASE INC$988,7750.22%10,345CommonNONE
835699307SONYSONY GROUP CORP$987,7990.22%11,628CommonNONE
780087102RYROYAL BK CDA$981,4620.22%9,226CommonNONE
05464C101AXONAXON ENTERPRISE INC$980,4080.22%3,332CommonNONE
58733R102MELIMERCADOLIBRE INC$969,6060.22%590CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$969,0280.22%2,946CommonNONE
81762P102NOWSERVICENOW INC$965,2440.22%1,227CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$963,3270.22%3,175CommonNONE
H1467J104CBCHUBB LIMITED$951,7030.21%3,731CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$947,2550.21%3,078CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$944,8700.21%19,287CommonNONE
G25508105CRHCRH PLC$913,1810.21%12,179CommonNONE
22266T109CPNGCOUPANG INC$906,5690.20%43,273CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$894,7860.20%1,909CommonNONE
11135F101AVGOBROADCOM INC$894,3140.20%557CommonNONE
25809K105DASHDOORDASH INC$874,9180.20%8,043CommonNONE
136375102CNICANADIAN NATL RY CO$874,3980.20%7,402CommonNONE
88160R101TSLATESLA INC$833,0750.19%4,210CommonNONE
N82405106STLASTELLANTIS N.V$826,5740.19%41,641CommonNONE
42226K105HRHEALTHCARE RLTY TR$762,7920.17%46,286CommonNONE
512807108LRCXEURLAM RESEARCH CORP$691,0880.16%649CommonNONE
166764100CVXCHEVRON CORP NEW$678,8470.15%4,340CommonNONE
922908363VOOVANGUARD INDEX FDS$573,2170.13%1,146CommonNONE
149123101CATCATERPILLAR INC$557,6090.13%1,674CommonNONE
931142103WMTWALMART INC$548,3140.12%8,098CommonNONE
92204A702VGTVANGUARD WORLD FD$544,3940.12%944CommonNONE
922908751VBVANGUARD INDEX FDS$530,8880.12%2,435CommonNONE
00206R102TAT&T INC$526,6480.12%27,559CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$515,8990.12%5,880CommonNONE
78464A284HYMBSPDR SER TR$506,0020.11%19,890CommonNONE
464287499IWRISHARES TR$500,9060.11%6,178CommonNONE
458140100INTCINTEL CORP$481,4330.11%15,545CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$455,3740.10%19,230CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$455,2840.10%8,917CommonNONE
863667101SYKSTRYKER CORPORATION$425,3130.10%1,250CommonNONE
65339F101NEENEXTERA ENERGY INC$397,3860.09%5,612CommonNONE
94106L109WMWASTE MGMT INC DEL$378,5130.09%1,774CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$358,7310.08%10,967CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$356,2530.08%9,275CommonNONE
548661107LOWLOWES COS INC$352,2950.08%1,598CommonNONE
922908769VTIVANGUARD INDEX FDS$342,8560.08%1,282CommonNONE
00287Y109ABBVABBVIE INC$323,7320.07%1,887CommonNONE
254687106DISDISNEY WALT CO$312,4470.07%3,147CommonNONE
92826C839VVISA INC$304,9900.07%1,162CommonNONE
464287481IWPISHARES TR$302,0550.07%2,737CommonNONE
37733W204GSKGSK PLC$296,9120.07%7,712CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$286,1840.06%1,265CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$277,5500.06%1,785CommonNONE
369604301GEGE AEROSPACE$275,1770.06%1,731CommonNONE
219350105GLWCORNING INC$265,4690.06%6,833CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$260,8710.06%2,862CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$257,3500.06%1,488CommonNONE
464287226AGGISHARES TR$255,4210.06%2,631CommonNONE
742718109PGPROCTER AND GAMBLE CO$250,7930.06%1,521CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$244,3550.06%449CommonNONE
49177J102KVUEKENVUE INC$242,3390.05%13,330CommonNONE
717081103PFEPFIZER INC$242,0080.05%8,649CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$234,0150.05%1,157CommonNONE
437076102HDHOME DEPOT INC$227,8870.05%662CommonNONE
49803T300KRGKITE RLTY GROUP TR$227,0330.05%10,144CommonNONE
345370860FFORD MTR CO DEL$226,9680.05%18,100CommonNONE
222795502CUZCOUSINS PPTYS INC$226,0600.05%9,765CommonNONE
233051200DBEFDBX ETF TR$221,0890.05%5,335CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$215,4170.05%423CommonNONE
464288281EMBISHARES TR$213,5910.05%2,414CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$209,2980.05%2,107CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$193,5840.04%14,425CommonNONE
87968A104TELLEURTELLURIAN INC NEW$11,6380.00%16,804CommonNONE
46050R102THMINTERNATIONAL TOWER HILL MIN$10,2810.00%20,798CommonNONE

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.