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Company Main View
  Name: Advisory Resource Group
  City: TULSA
  State: OK
  Zip: 74137
   
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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 : 7     View All Holdings Currently Viewing:  Closed 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
   (DOCU)1 Year Chart         DOCU Docusign Inc 159 Closed $56.93 $0 0 0% -337,000 -5,668 0    N/A
   (ZG)1 Year Chart         ZG Zillow Group Inc 158 Closed $39.14 $0 0 0% -366,000 -6,454 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 157 Closed $28.88 $0 0 0% -207,000 -7,179 0    Drug Manufacturers - ...
   (ROKU)1 Year Chart         ROKU Roku, Inc 163 Closed $56.76 $0 0 0% -299,000 -3,257 0    N/A
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 162 Closed $52.16 $0 0 0% -923,000 -11,308 0    N/A
   (CHPT)1 Year Chart         CHPT ChargePoint Holdings, Inc 161 Closed $0.00 $0 0 0% -68,000 -28,857 0    N/A
   (BCAT)1 Year Chart         BCAT Blackrock Capital Allocatio... 160 Closed $16.91 $0 0 0% -519,000 -34,734 0    N/A
      7 Records Found
  1    
Page 1 of 1
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