Top 50 Advisory Resource Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QDPL | PACER FDS TR | 6.75% | 977.6K | $39.2M | -0.77%(-7.55K) | $32.77(+37.51%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 6.52% | 208.1K | $37.9M | -12.66%(-30.17K) | $89.03(+97.91%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 4.98% | 219.2K | $28.9M | -8.35%(-19.98K) | $74.44(+64.45%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 4.13% | 465.3K | $24.0M | -4.51%(-21.99K) | $48.25(+6.37%) | 2026-03-31 | |
| PTRB | PGIM ETF TR | 3.57% | 500.1K | $20.8M | +5.76%(+27.22K) | $43.15(-4.55%) | 2026-03-31 | |
| PSQO | PALMER SQUARE FUNDS TR | 3.35% | 949.4K | $19.5M | -14.35%(-159.08K) | $20.27(+2.50%) | 2026-03-31 | |
| PATN | PACER FDS TR | 3.07% | 628.1K | $17.8M | +4.97%(+29.74K) | $22.48(+51.31%) | 2026-03-31 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 2.97% | 258.4K | $17.3M | +5.55%(+13.59K) | $58.40(+23.15%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 2.24% | 507.7K | $13.0M | +7.04%(+33.37K) | $25.60(-1.26%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.14% | 146.8K | $12.5M | -0.93%(-1.37K) | $59.10(+51.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.84% | +32.53% |
| Top 20 Holdings Unweighted | +9.98% | +33.02% |
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