Fund HoldingsAdvisory Resource Group

Total Portfolio Value
$664.96M
Total Bought
$263.68M
Total Sold
$210.67M
Net Transaction
+$53.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
JANUS DETROIT STR TR
HEND SECU IN ETF
0491,125+491,125025,1513.78%+25,151
PGIM ETF TR
TOTA RETU BD ETF
0535,104+535,104022,1853.34%+22,185
PACER FDS TR
NASD IN PATE ETF
0591,588+591,588021,9923.31%+21,992
PALMER SQUARE FUNDS TR0969,639+969,639020,0423.01%+20,042
SPDR SERIES TRUST
ST STR AGGRE ETF
0540,885+540,885013,8032.08%+13,803
FIDELITY GREENWOOD STREET TR
YIEL ENH EQU ETF
0291,862+291,86208,4321.27%+8,432
FIDELITY COVINGTON TRUST
ENHANCED LARGE
0179,319+179,31907,8451.18%+7,845
APPLIED MATLS INC018,476+18,476013,3582.01%+13,358
SELECT SECTOR SPDR TR
ST STR FINL ETF
0127,199+127,19906,8191.03%+6,819
VANGUARD INDEX FDS032,922+32,92206,5050.98%+6,505
PGIM ETF TR
ACTI AGGR BD ETF
0133,351+133,35105,6180.84%+5,618
PACER FDS TR
METAURUS CAP 400
0988,427+988,427044,5486.70%+44,548
ZOETIS INC(ZTS)067,764+67,76404,8700.73%+4,870
VANGUARD INDEX FDS013,525+13,52504,9460.74%+4,946
ISHARES TR034,254+34,25405,0150.75%+5,015
SELECT SECTOR SPDR TR
ST STR CARE ETF
028,588+28,58804,5360.68%+4,536
BLACKROCK ETF TRUST II0174,726+174,72604,2370.64%+4,237
FIRST TR EXCHNG TRADED FD VI
FT VE U.S. EQ BU
0138,505+138,50504,2210.63%+4,221
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
075,881+75,88103,8480.58%+3,848
VANGUARD INDEX FDS014,244+14,24404,3180.65%+4,318
ISHARES TR6,65338,299+31,6466474,2250.64%+3,578
HONEYWELL INTL INC015,492+15,49203,4690.52%+3,469
HONEYWELL AEROSPACE INC015,491+15,49103,4250.52%+3,425
CISCO SYS INC(CSCO)88,49687,593-9036,86610,2891.55%+3,422
AB ACTIVE ETFS INC
TAX AW INTER ETF
0127,890+127,89003,2840.49%+3,284
INVESCO QQQ TR010,979+10,97908,0851.22%+8,085
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
258,399258,935+53617,25320,2053.04%+2,951
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
078,415+78,41502,8010.42%+2,801
SELECT SECTOR SPDR TR
ST STR DISCR ETF
022,178+22,17802,6010.39%+2,601
FIDELITY COVINGTON TRUST
ENHANCED EMRNGS
054,593+54,59302,3250.35%+2,325
SELECT SECTOR SPDR TR
ST STR MATER ETF
044,217+44,21702,2480.34%+2,248
ISHARES TR017,909+17,909013,4122.02%+13,412
KLA CORP(KLAC)07,312+7,31202,2060.33%+2,206
SELECT SECTOR SPDR TR
ST STR STAPL ETF
026,422+26,42202,1950.33%+2,195
AB ACTIVE ETFS INC
TAX AWA LONG ETF
083,964+83,96402,1270.32%+2,127
CUMMINS INC(CMI)12,25412,196-586,5938,6981.31%+2,105
FIFTH THIRD BANCORP(FITB)0140,070+140,07007,8961.19%+7,896
FIDELITY COVINGTON TRUST
ENHANCED LARGE
214,451225,693+11,2427,4869,0481.36%+1,562
MICRON TECHNOLOGY INC(MU)3,3062,287-1,0191,1172,6400.40%+1,523
MICROSOFT CORP(MSFT)08,667+8,66703,2330.49%+3,233
ELI LILLY & CO(LLY)01,685+1,68502,0210.30%+2,021
AFFIRM HLDGS INC(AFRM)30,04232,169+2,1271,3772,6230.39%+1,247
INTEL CORP(INTC)14,47913,330-1,1496391,8610.28%+1,222
PRUDENTIAL PLC(PUK)045,065+45,06501,2080.18%+1,208
LAM RESEARCH CORP(LRCX)5,4745,447-271,1692,3600.35%+1,191
GARMIN LTD(GRMN)04,872+4,87201,1570.17%+1,157
APPLE INC(AAPL)024,795+24,79507,1751.08%+7,175
AMPHENOL CORP8,87712,411+3,5341,1222,1880.33%+1,067
PALO ALTO NETWORKS INC(PANW)9,2157,369-1,8461,4772,5130.38%+1,036
SELECT SECTOR SPDR TR
ST STR REAL ETF
022,535+22,53509920.15%+992
AFLAC INC(AFL)55,68460,232+4,5486,1097,0621.06%+953
GE AEROSPACE(GE)5,8946,987+1,0931,6732,6110.39%+939
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0144,604+144,60408,8871.34%+8,887
CROWDSTRIKE HLDGS INC(CRWD)02,867+2,86702,1880.33%+2,188
AMERICAN INTL GROUP INC087,585+87,58506,5280.98%+6,528
BLACKBERRY LTD(BB)074,162+74,16209380.14%+938
CADENCE DESIGN SYSTEM INC(CDNS)05,657+5,65702,1230.32%+2,123
BLACKROCK ETF TRUST II032,370+32,37007270.11%+727
DOORDASH INC(DASH)010,543+10,54301,9460.29%+1,946
FIDELITY COVINGTON TRUST
ENHANCED INTL
0128,600+128,60005,1610.78%+5,161
NVIDIA CORPORATION(NVDA)019,023+19,02303,8060.57%+3,806
GENERAL DYNAMICS CORP(GD)18,14019,486+1,3466,2266,9031.04%+677
TAIWAN SEMICONDUCTOR MANUFAC(TSM)5,9275,602-3252,0032,6750.40%+672
CORNING INC(GLW)5,0665,06606891,2940.19%+605
ARISTA NETWORKS INC(ANET)012,797+12,79702,1740.33%+2,174
CATERPILLAR INC(CAT)1,6421,648+61,1631,7550.26%+592
AMERICAN CENTY ETF TR146,838146,247-59112,45813,0451.96%+587
AMERICAN CENTY ETF TR04,526+4,52605650.08%+565
SPDR INDEX SHS FDS
ST PORT MARK ETF
010,790+10,79005590.08%+559
ASML HLDG NV
N Y REGISTRY SHS
1,1601,049-1111,5322,0870.31%+555
VANGUARD INTL EQUITY INDEX F4,0678,144+4,0773979420.14%+545
ADVANCED MICRO DEVICES INC(AMD)1,2911,303+122637570.11%+494
ALPHABET INC(GOOG)07,016+7,01602,4790.37%+2,479
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0508+50804900.07%+490
PGIM ETF TR
ACTV HY BD ETF
148,164160,895+12,7315,1315,6120.84%+481
AMAZON COM INC(AMZN)012,424+12,42402,9610.45%+2,961
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY B
28,81242,987+14,1758911,3530.20%+463
SCHWAB STRATEGIC TR27,32440,860+13,5366761,1320.17%+456
VIRTUS ETF TR II
STONE HARBOR EMG
148,086157,788+9,7024,0984,5480.68%+451
PGIM ETF TR
JENNISON FOC GWT
038,915+38,91504,5150.68%+4,515
ISHARES TR
CORE MSCI TOTAL
49,79949,819+204,3154,7550.72%+440
NETEASE COM INC(NTES)011,774+11,77401,5090.23%+1,509
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,131+2,13104060.06%+406
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
011,018+11,01804020.06%+402
SPACE EXPLORATION TECHN CORP02,355+2,35504020.06%+402
CANADIAN NATL RY CO(CNI)10,55212,450+1,8981,0841,4850.22%+400
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,500+7,50003980.06%+398
BROADCOM INC(AVGO)04,972+4,97201,8780.28%+1,878
SCHWAB STRATEGIC TR48,83959,694+10,8551,4981,8930.28%+395
ROYAL BK CDA(RY)07,903+7,90301,6360.25%+1,636
SUN LIFE FINANCIAL INC.(SLF)022,286+22,28601,7480.26%+1,748
PACER FDS TR
INDUSTRIAL RELET
089,292+89,29203,5900.54%+3,590
CLOUDFLARE INC(NET)8,0207,890-1301,6551,9350.29%+280
VANGUARD WORLD FD
INF TECH ETF
08,168+8,16809760.15%+976
PGIM ETF TR
PGIM ULTRA SH BD
0114,298+114,29805,6630.85%+5,663
ASTRAZENECA PLC(AZN)5,1816,819+1,6381,0221,2930.19%+271
SCHWAB CHARLES CORP(SCHW)69,99774,203+4,2066,5786,8471.03%+268
ISHARES TR10,15310,034-1192,1692,4320.37%+263
COUSINS PPTYS INC(CUZ)08,164+8,16402450.04%+245
ISHARES TR014,130+14,13001,7550.26%+1,755
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