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Name: |
Advisory Resource Group |
City: |
TULSA |
State: |
OK |
Zip: |
74137 |
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data |
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Filing Period: |
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Holdings
Found :
16 |
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Unchanged Positions |
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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 |
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VLO |
Valero Energy Corp |
60 |
- |
$155.93 |
$1,159,000 |
8,915 |
0.29% |
-104,000 |
0 |
0.002 |
Oil & Gas Refining, P... |
|
V |
Visa Inc |
105 |
- |
$279.39 |
$562,000 |
2,160 |
0.14% |
65,000 |
0 |
0 |
Business Services |
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BCAT |
Blackrock Capital Allocatio... |
107 |
- |
$15.89 |
$519,000 |
34,734 |
0.13% |
16,000 |
0 |
0.035 |
N/A |
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CAT |
Caterpillar Inc |
108 |
- |
$356.68 |
$514,000 |
1,739 |
0.13% |
39,000 |
0 |
0 |
Farm & Construction M... |
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ZG |
Zillow Group Inc |
119 |
- |
$42.20 |
$366,000 |
6,454 |
0.09% |
77,000 |
0 |
0.011 |
N/A |
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LOW |
Lowes Companies Inc |
121 |
- |
$232.98 |
$341,000 |
1,532 |
0.09% |
23,000 |
0 |
0 |
Home Improvement Stores |
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DOCU |
Docusign Inc |
122 |
- |
$59.76 |
$337,000 |
5,668 |
0.08% |
99,000 |
0 |
0.003 |
N/A |
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XLE |
SPDR Energy Sector |
123 |
- |
$93.58 |
$330,000 |
3,935 |
0.08% |
-26,000 |
0 |
0 |
Closed - End Fund - E... |
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SYK |
Stryker Corp |
124 |
- |
$324.56 |
$330,000 |
1,103 |
0.08% |
29,000 |
0 |
0 |
Medical Instruments &... |
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SPY |
Standard & Poors Depository... |
126 |
- |
$520.91 |
$308,000 |
649 |
0.08% |
31,000 |
0 |
0 |
Closed - End Fund - E... |
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ROKU |
Roku, Inc |
128 |
- |
$60.16 |
$299,000 |
3,257 |
0.07% |
69,000 |
0 |
0.003 |
N/A |
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IBM |
International Business Mach... |
133 |
- |
$167.56 |
$243,000 |
1,488 |
0.06% |
34,000 |
0 |
0 |
Diversified Computer ... |
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XLK |
SPDR Technology Sector |
134 |
- |
$206.51 |
$239,000 |
1,239 |
0.06% |
36,000 |
0 |
0 |
Closed - End Fund - E... |
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GE |
General Electric Co |
136 |
- |
$159.50 |
$235,000 |
1,838 |
0.06% |
32,000 |
0 |
0 |
Conglomerates |
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KRG |
Kite Realty Group Trust |
137 |
- |
$20.98 |
$232,000 |
10,144 |
0.06% |
15,000 |
0 |
0.005 |
REIT - Retail |
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CHPT |
ChargePoint Holdings, Inc |
146 |
- |
$0.00 |
$68,000 |
28,857 |
0.02% |
-75,000 |
0 |
0.01 |
N/A |
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