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  Name: Advisory Resource Group
  City: TULSA
  State: OK
  Zip: 74137
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $435,815,000
  Total Value Change : $34,709,000
  Securities Held Change : 8
   
All Securities Held : 158
  New Positions : 13
  Closed Positions : 7
  Increased Positions : 86
  Unchanged Positions : 7
  Decreased Positions : 52

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AIG)1 Year Chart         AIG American International Grou... 32 New $78.03 $4,154,000 53,139 0.95% 4,154,000 53,139 0.006    Property & Casualty I...
   (EVTR)1 Year Chart         EVTR Eaton Vance Total Return Bo... 43 New $0.00 $2,703,000 54,335 0.62% 2,703,000 54,335 0.604    N/A
   (RPRX)1 Year Chart         RPRX Royalty Pharma Plc 93 New $26.62 $824,000 27,121 0.19% 824,000 27,121 0.007    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 127 New $76.61 $355,000 5,553 0.08% 355,000 5,553 0    Electric Utilities
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 132 New $40.41 $320,000 7,465 0.07% 320,000 7,465 0    Drug Manufacturers - ...
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 135 New $19.35 $287,000 13,371 0.07% 287,000 13,371 0.001    N/A
   (TTWO)1 Year Chart         TTWO Take-Two Interactive 138 New $154.60 $267,000 1,801 0.06% 267,000 1,801 0.001    Technical & System So...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 146 New $200.71 $232,000 1,157 0.05% 232,000 1,157 0    Domestic Money Center...
   (GLW)1 Year Chart         GLW Corning Inc 148 New $36.28 $225,000 6,833 0.05% 225,000 6,833 0.001    Communication Equipment
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 152 New $41.89 $218,000 5,323 0.05% 218,000 5,323 0.005    N/A
   (DG)1 Year Chart         DG Dollar General Corp 153 New $145.23 $209,000 1,337 0.05% 209,000 1,337 0    Discount, Variety Stores
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 154 New $508.17 $209,000 423 0.05% 209,000 423 0    Health Care Plans
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 156 New $0.00 $156,000 14,244 0.04% 156,000 14,244 0.002    N/A
      13 Records Found
  1    
Page 1 of 1
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