Advisory Resource Group

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Tulsa, OK
CIK
0001764968
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 150 401,105 PACER FDS TR, PSX, COP, ALPS ETF TR 13F-HR 1/11/2024 000176496824000001
Q3 2023 152 370,644 PACER FDS TR, PSX, PTRB, COP 13F-HR 12/5/2023 000176496823000004
Q2 2023 150 367,767 PACER FDS TR, PTRB, PSX, COP 13F-HR 7/11/2023 000176496823000003
Q1 2023 147 356,521 PACER FDS TR, PTRB, PSX, COP 13F-HR 5/15/2023 000176496823000002
Q4 2022 145 336,347 PSX, PACER FDS TR, PTRB, COP 13F-HR 1/27/2023 000176496823000001
Q3 2022 131 302,275 PTRB, PACER FDS TR, PSX, COP 13F-HR 10/11/2022 000176496822000004
Q2 2022 135 305,536 PTRB, PSX, PACER FDS TR, COP 13F-HR 7/21/2022 000176496822000003
Q1 2022 141 321,198 PTRB, PSX, COP, PACER FDS TR 13F-HR 4/6/2022 000176496822000002
Q4 2021 145 299,612 PSX, COP, BKLC, PACER FDS TR 13F-HR 2/8/2022 000176496822000001
Q3 2021 135 271,284 COP, PSX, BKLC, BKAG 13F-HR 10/26/2021 000176496821000005
Q2 2021 133 249,949 COP, PSX, SPYV, JEPI 13F-HR 8/19/2021 000176496821000004
Q1 2021 114 214,076 COP, PSX, SPYV, IVV 13F-HR 5/24/2021 000176496821000002
Q4 2020 103 201,701 SPYV, COP, PSX, IVV 13F-HR 2/23/2021 000176496821000001
Q3 2020 95 170,548 SPYV, COP, PSX, IVV 13F-HR 12/9/2020 000176496820000005
Q2 2020 92 162,197 COP, PSX, SPYV, IVV 13F-HR 8/19/2020 000176496820000004
Q1 2020 74 130,767 PSX, SPYV, COP, FVD 13F-HR 5/27/2020 000176496820000002
Q4 2019 71 177,551 COP, PSX, FVD, SMMD 13F-HR 2/12/2020 000176496820000001
Q3 2019 76 186,262 COP, PSX, IVV, ACWX 13F-HR 11/19/2019 000176496819000004
Q2 2019 70 182,419 COP, PSX, IVV, ACWX 13F-HR 8/15/2019 000176496819000003
Q1 2019 73 179,327 COP, PSX, IVV, ACWX 13F-HR 5/20/2019 000176496819000002
Q4 2018 63 162,961 COP, PSX, IVV, ACWX 13F-HR 2/12/2019 000176496819000001