Advisor Resource Council
Top Portfolio Positions
115 positions ·
$194,372,590 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
156,724 | $101,923,886 | 52.44% |
| AAPL |
Apple Inc.
Technology
|
28,580 | $7,253,318 | 3.73% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,714 | $5,210,750 | 2.68% |
| NVDA |
Nvidia Corp
Technology
|
27,963 | $4,876,747 | 2.51% |
| GLD |
Spdr Gold Trust
|
10,387 | $4,469,422 | 2.30% |
| MSFT |
Microsoft Corp
Technology
|
7,985 | $2,955,807 | 1.52% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,242 | $2,549,641 | 1.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,900 | $2,271,724 | 1.17% |
| SRE |
Sempra
Utilities
|
21,181 | $2,058,157 | 1.06% |
| LITE |
Lumentum Holdings Inc.
Technology
|
2,647 | $1,860,205 | 0.96% |
Portfolio Trend
Holdings in AOD
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,061 | 24,871 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $265,326 | 27,213 | Shares | Sole | 2026-02-10 | |
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