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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Advisory Resource Group

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001172661-25-001522

Total Value
$491.0M
Positions
162
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (162)

#IssuerTicker / CUSIPSharesValue% of Filing
1PACER FDS TR69374H4361,072,546$39.2M7.98%
2PHILLIPS 66PSX256,327$31.7M6.45%
3CONOCOPHILLIPSCOP229,588$24.1M4.91%
4PALMER SQUARE FUNDS TRUST696930106831,662$16.9M3.43%
5ALPS ETF TR00162Q346545,393$14.1M2.88%
6JANUS DETROIT STR TR47103U746253,823$13.3M2.71%
7J P MORGAN EXCHANGE TRADED F46641Q118236,038$13.2M2.69%
8SPDR SER TR78464A649462,691$11.8M2.41%
9J P MORGAN EXCHANGE TRADED F46641Q332172,766$9.9M2.01%
10ISHARES TR46428720017,193$9.7M1.97%
11PGIM ETF TR69344A800197,181$8.2M1.68%
12PGIM ETF TR69344A107163,219$8.1M1.65%
13INVESCO QQQ TRIVZ16,606$7.8M1.59%
14AMERICAN CENTY ETF TR025072703114,754$7.6M1.55%
15PACER FDS TR69374H659178,084$6.7M1.36%
16VALERO ENERGY CORPVLO48,341$6.4M1.30%
17ISHARES TR46434V613134,103$6.2M1.26%
18EXXON MOBIL CORPXOM48,690$5.8M1.18%
19PGIM ETF TR69344A87565,240$5.5M1.13%
20APPLE INCAAPL24,865$5.5M1.12%
21CISCO SYS INCCSCO89,139$5.5M1.12%
22AMERICAN INTL GROUP INC02687478460,370$5.2M1.07%
23SELECT SECTOR SPDR TR81369Y605105,242$5.2M1.07%
24GENERAL DYNAMICS CORPGD19,200$5.2M1.07%
25AFLAC INCAFL46,866$5.2M1.06%
26UNITEDHEALTH GROUP INCUNH9,840$5.2M1.05%
27BNY MELLON ETF TRUST09661T40462,946$4.9M0.99%
28COGNIZANT TECHNOLOGY SOLUTIOCTSH62,965$4.8M0.98%
29FIFTH THIRD BANCORPFITBM122,661$4.8M0.98%
30CITIGROUP INCC-PR67,008$4.8M0.97%
31CARLISLE COS INC14233910013,920$4.7M0.97%
32APPLIED MATLS INC03822210532,423$4.7M0.96%
33DOVER CORPDOV26,685$4.7M0.95%
34CUMMINS INCCMI14,681$4.6M0.94%
35FIDELITY COVINGTON TRUST31609A107147,222$4.5M0.92%
36ETFIS SER TR I26923G707192,485$4.3M0.88%
37VANGUARD SCOTTSDALE FDS92206C68045,031$4.2M0.85%
38PACER FDS TR69374H766110,766$4.1M0.83%
39J P MORGAN EXCHANGE TRADED F46654Q20378,848$4.1M0.83%
40PGIM ETF TR69344A206115,686$4.0M0.82%
41ISHARES TR46435G847118,188$4.0M0.80%
42PACER FDS TR69374H311185,969$3.9M0.79%
43AB ACTIVE ETFS INC00039J60896,870$3.6M0.73%
44FIRST TR EXCHNG TRADED FD VI33740F375116,317$3.5M0.71%
45MORGAN STANLEY ETF TRUSTMS-PQ65,534$3.3M0.68%
46ISHARES TR46435G25068,178$3.2M0.65%
47VIRTUS ETF TR II92790A801119,042$3.2M0.65%
48ISHARES TR46432F83441,883$2.9M0.60%
49MICROSOFT CORPMSFT7,615$2.9M0.58%
50ETFIS SER TR I26923G84891,790$2.7M0.55%
51ISHARES TR46428841424,735$2.6M0.53%
52ETFIS SER TR I26923G80639,491$2.6M0.52%
53SPDR INDEX SHS FDS78463X50961,378$2.4M0.49%
54FIRST TR EXCH TRADED FD III33739P830119,740$2.4M0.48%
55FIRST TR EXCH TRADED FD III33739P30149,365$2.4M0.48%
56AMERICAN CENTY ETF TR02507269551,164$2.3M0.47%
57DBX ETF TR23305170589,443$2.2M0.45%
58SELECT SECTOR SPDR TR81369Y10025,499$2.2M0.45%
59FIRST TR EXCHNG TRADED FD VI33740F32671,517$2.1M0.44%
60AMAZON COM INCAMZN11,067$2.1M0.43%
61ISHARES TR46435G26833,624$2.1M0.43%
62BERKSHIRE HATHAWAY INC DELBRK-A3,941$2.1M0.43%
63NVIDIA CORPORATIONNVDA18,278$2.0M0.40%
64META PLATFORMS INCMETA3,323$1.9M0.39%
65SELECT SECTOR SPDR TR81369Y20912,814$1.9M0.38%
66HANCOCK JOHN PFD INCOME FD41013W108106,058$1.8M0.36%
67INVESCO EXCH TRADED FD TR IIIVZ70,171$1.7M0.35%
68SELECT SECTOR SPDR TR81369Y85217,344$1.7M0.34%
69FRANKLIN TEMPLETON ETF TRFGDL43,786$1.6M0.33%
70COSTCO WHSL CORP NEW22160K1051,693$1.6M0.33%
71ELI LILLY & COLLY1,932$1.6M0.32%
72SCHWAB STRATEGIC TR80852479756,980$1.6M0.32%
73NETFLIX INCNFLX1,504$1.4M0.29%
74ISHARES TR4642875987,298$1.4M0.28%
75ONEOK INC NEWOKE13,250$1.3M0.27%
76TAIWAN SEMICONDUCTOR MFG LTD8740391007,743$1.3M0.26%
77ALPHABET INCGOOG8,187$1.3M0.26%
78TESLA INCTSLA4,800$1.2M0.25%
79ISHARES TR4642876143,428$1.2M0.25%
80MASTERCARD INCORPORATEDMA2,257$1.2M0.25%
81EATON CORP PLCETN4,458$1.2M0.25%
82NOVARTIS AGNVSEF10,672$1.2M0.24%
83SELECT SECTOR SPDR TR81369Y4075,962$1.2M0.24%
84CROWDSTRIKE HLDGS INCCRWD3,277$1.2M0.24%
85MERCADOLIBRE INCMELI588$1.1M0.23%
86SUN LIFE FINANCIAL INC.SUNFF19,846$1.1M0.23%
87CHUBB LIMITEDCB3,759$1.1M0.23%
88MANULIFE FINL CORP56501R10635,854$1.1M0.23%
89ICICI BANK LIMITEDIBN35,366$1.1M0.23%
90PALO ALTO NETWORKS INCPANW6,441$1.1M0.22%
91INFOSYS LTDINFY58,829$1.1M0.22%
92SONY GROUP CORPSNEJF41,772$1.1M0.22%
93COUPANG INCCPNG48,233$1.1M0.22%
94DOORDASH INCDASH5,726$1.0M0.21%
95RIO TINTO PLCRTNTF17,409$1.0M0.21%
96UBER TECHNOLOGIES INCUBER14,292$1.0M0.21%
97BROADCOM INCAVGO6,139$1.0M0.21%
98ACCENTURE PLC IRELANDACN3,292$1.0M0.21%
99CANADIAN NATL RY CO13637510210,480$1.0M0.21%
100CADENCE DESIGN SYSTEM INCCDNS3,977$1.0M0.21%
101NOVO-NORDISK A SNONOF14,503$1.0M0.21%
102ASML HOLDING N VASMLF1,519$1.0M0.20%
103THE TRADE DESK INC88339J10518,371$1.0M0.20%
104CRH PLCCRH11,381$1.0M0.20%
105ROYAL BK CDA7800871028,849$997,4590.20%
106SHOPIFY INCSHOP10,420$994,9020.20%
107AIRBNB INCABNB8,305$992,1150.20%
108CLOUDFLARE INCNET8,795$991,1090.20%
109AXON ENTERPRISE INCAXON1,884$990,8900.20%
110SPOTIFY TECHNOLOGY S ASPOT1,801$990,6040.20%
111TRANE TECHNOLOGIES PLCTT2,920$983,8060.20%
112VIRTUS ETF TR II92790A86840,794$967,6340.20%
113INTUITIVE SURGICAL INCISRG1,947$964,2910.20%
114SERVICENOW INCNOW1,186$944,2220.19%
115SELECT SECTOR SPDR TR81369Y86020,639$863,7420.18%
116FIRST TR EXCHNG TRADED FD VI33740U75226,522$791,9470.16%
117AMERICAN HEALTHCARE REIT INCAHR25,395$769,4690.16%
118HEALTHCARE RLTY TR42226K10545,085$761,9350.16%
119WALMART INCWMT8,574$752,6680.15%
120ISHARES TR4642882818,294$751,3530.15%
121AT&T INCT-PC26,248$742,3010.15%
122VANGUARD INDEX FDS9229083631,387$712,7790.15%
123CHEVRON CORP NEWCVX4,218$705,5640.14%
124SPDR SER TR78464A28426,800$675,8960.14%
125VANGUARD WORLD FD92204A7021,097$595,0460.12%
126VANGUARD INDEX FDS9229087512,680$594,2710.12%
127ISHARES TR4642874996,581$559,8170.11%
128CATERPILLAR INCCAT1,638$540,2120.11%
129FIRST TR EXCHNG TRADED FD VI33740F75516,642$494,1010.10%
130FIRST TR EXCH TRADED FD III33739N1089,676$487,8660.10%
131INVESCO EXCH TRADED FD TR IIIVZ20,882$481,1190.10%
132LAM RESEARCH CORPLRCX6,532$474,8760.10%
133STRYKER CORPORATIONSYK1,250$465,3130.09%
134AMERICAN ELEC PWR CO INC0255371013,931$429,5480.09%
135INTEL CORPINTC18,196$413,2210.08%
136ABBVIE INCABBV1,916$401,3760.08%
137WASTE MGMT INC DEL94106L1091,692$391,7030.08%
138VANGUARD INDEX FDS9229087691,423$391,0590.08%
139ISHARES TR4642874813,193$375,1890.08%
140LOWES COS INC5486611071,598$372,7020.08%
141INTERNATIONAL BUSINESS MACHSINTR1,375$341,9080.07%
142TJX COS INC NEW8725401092,620$319,1160.06%
143GE AEROSPACE3696043011,564$313,0350.06%
144DISNEY WALT CO2546871063,143$310,1740.06%
145OGE ENERGY CORPOGE6,572$302,0490.06%
146CORNING INCGLW6,343$290,3940.06%
147JPMORGAN CHASE & CO.VYLD1,093$268,1130.05%
148SELECT SECTOR SPDR TR81369Y5062,840$265,3980.05%
149DOLLAR GEN CORP NEW2566771052,894$254,4260.05%
150PROCTER AND GAMBLE CO7427181091,478$251,8280.05%
151COUSINS PPTYS INC2227955028,536$251,8120.05%
152OREILLY AUTOMOTIVE INC67103H107175$250,7020.05%
153HOME DEPOT INCHD682$249,9460.05%
154BRINKER INTL INC1096411001,670$248,9140.05%
155PHILIP MORRIS INTL INC7181721091,453$230,6350.05%
156KITE RLTY GROUP TR49803T30010,144$226,9310.05%
157WELLS FARGO CO NEW9497461013,068$220,2180.04%
158PHILLIPS EDISON & CO INCPECO5,914$215,8020.04%
159SELECT SECTOR SPDR TR81369Y8031,040$214,8170.04%
160SPDR S&P 500 ETF TRSPY368$205,8560.04%
161JOHNSON & JOHNSONJNJ1,218$201,9930.04%
162FORD MTR CO34537086017,639$176,9150.04%