Advisory Resource Group - Portfolio overview

Advisory Resource Group has 195 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. QDPL - PACER FDS TR, 6.20%
2. PSX - PHILLIPS 66, 5.99%
3. COP - CONOCOPHILLIPS, 4.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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