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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 : 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

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Holdings Found : 16     View All Holdings Currently Viewing:  Unchanged 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
   (VLO)1 Year Chart         VLO Valero Energy Corp 60 - $156.13 $1,159,000 8,915 0.29% -104,000 0 0.002    Oil & Gas Refining, P...
   (V)1 Year Chart         V Visa Inc 105 - $280.74 $562,000 2,160 0.14% 65,000 0 0    Business Services
   (BCAT)1 Year Chart         BCAT Blackrock Capital Allocatio... 107 - $16.00 $519,000 34,734 0.13% 16,000 0 0.035    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 108 - $354.79 $514,000 1,739 0.13% 39,000 0 0    Farm & Construction M...
   (ZG)1 Year Chart         ZG Zillow Group Inc 119 - $41.80 $366,000 6,454 0.09% 77,000 0 0.011    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 121 - $235.03 $341,000 1,532 0.09% 23,000 0 0    Home Improvement Stores
   (DOCU)1 Year Chart         DOCU Docusign Inc 122 - $58.03 $337,000 5,668 0.08% 99,000 0 0.003    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 123 - $93.83 $330,000 3,935 0.08% -26,000 0 0    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 124 - $330.58 $330,000 1,103 0.08% 29,000 0 0    Medical Instruments &...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 126 - $520.84 $308,000 649 0.08% 31,000 0 0    Closed - End Fund - E...
   (ROKU)1 Year Chart         ROKU Roku, Inc 128 - $57.91 $299,000 3,257 0.07% 69,000 0 0.003    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 133 - $167.15 $243,000 1,488 0.06% 34,000 0 0    Diversified Computer ...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 134 - $205.54 $239,000 1,239 0.06% 36,000 0 0    Closed - End Fund - E...
   (GE)1 Year Chart         GE General Electric Co 136 - $163.38 $235,000 1,838 0.06% 32,000 0 0    Conglomerates
   (KRG)1 Year Chart         KRG Kite Realty Group Trust 137 - $21.09 $232,000 10,144 0.06% 15,000 0 0.005    REIT - Retail
   (CHPT)1 Year Chart         CHPT ChargePoint Holdings, Inc 146 - $0.00 $68,000 28,857 0.02% -75,000 0 0.01    N/A
      16 Records Found
  1    
Page 1 of 1
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