Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Advisory Resource Group
  City: TULSA
  State: OK
  Zip: 74137
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $401,106,000
  Total Value Change : $30,465,000
  Securities Held Change : -2
   
All Securities Held : 150
  New Positions : 7
  Closed Positions : 13
  Increased Positions : 77
  Unchanged Positions : 16
  Decreased Positions : 50

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SMTH)1 Year Chart         SMTH Alps Smith Core Plus Bond Etf New $0.00 $19,976,000 768,619 4.98% 19,976,000 768,619 8.54    N/A
   (JSI)1 Year Chart         JSI Janus Henderson Securitized... New $0.00 $8,161,000 158,888 2.03% 8,161,000 158,888 1.765    N/A
   (INDS)1 Year Chart         INDS Pacer Benchmark Industrial ... 10 New $0.00 $5,746,000 137,325 1.43% 5,746,000 137,325 0.404    N/A
   (CRHCF)1 Year Chart         CRHCF CRH Plc 89 New $83.77 $731,000 10,573 0.18% 731,000 10,573 0    N/A
   (STLA)1 Year Chart         STLA Stellantis N.V. 90 New $21.90 $728,000 31,203 0.18% 728,000 31,203 0.003    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 135 New $110.32 $238,000 2,282 0.06% 238,000 2,282 0    Closed - End Fund - E...
   (FPX)1 Year Chart         FPX First Trust US IPO Index 145 New $102.49 $202,000 2,107 0.05% 202,000 2,107 0.013    Closed - End Fund - Debt

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results