Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2023 · Filed July 11, 2023 · Accession 0001764968-23-000003

Total Value
$367.8M
Positions
150
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (150)

#IssuerTicker / CUSIPSharesValue% of Filing
1PACER FDS TR69374H4361,197,895$38.2M10.38%
2PGIM ETF TR69344A800780,641$32.3M8.78%
3PHILLIPS 66PSX333,634$31.8M8.65%
4CONOCOPHILLIPSCOP229,015$23.7M6.45%
5PACER FDS TR69374H659373,529$12.7M3.45%
6ISHARES TR46435G268200,842$11.5M3.14%
7J P MORGAN EXCHANGE TRADED F46641Q332185,735$10.3M2.79%
8BNY MELLON ETF TRUST09661T602210,861$8.9M2.41%
9ISHARES TR46428720018,717$8.3M2.27%
10ISHARES TR46434V613176,415$8.0M2.18%
11JANUS DETROIT STR TR47103U845128,408$6.4M1.74%
12ISHARES TR46432F83492,121$5.8M1.57%
13INVESCO QQQ TRIVZ12,371$4.6M1.24%
14ISHARES TR46428761415,840$4.4M1.19%
15BNY MELLON ETF TRUST09661T40462,542$4.3M1.18%
16APPLE INCAAPL20,595$4.0M1.09%
17ISHARES TR46428759824,136$3.8M1.04%
18PGIM ETF TR69344A10770,775$3.5M0.95%
19APPLIED MATLS INC03822210523,277$3.4M0.91%
20ISHARES TR46435G25075,010$3.4M0.91%
21HALLIBURTON COHAL100,123$3.3M0.90%
22CISCO SYS INCCSCO63,664$3.3M0.90%
23SELECT SECTOR SPDR TR81369Y70429,832$3.2M0.87%
24JOHNSON & JOHNSONJNJ19,308$3.2M0.87%
25J P MORGAN EXCHANGE TRADED F46654Q20365,714$3.2M0.86%
26ISHARES TR46435G847110,527$3.1M0.86%
27CUMMINS INCCMI12,780$3.1M0.85%
28THE CIGNA GROUP12552310011,073$3.1M0.84%
29AFLAC INCAFL44,467$3.1M0.84%
30COGNIZANT TECHNOLOGY SOLUTIOCTSH47,450$3.1M0.84%
31MERCK & CO INCMRK26,409$3.0M0.83%
32LYONDELLBASELL INDUSTRIES NLYB33,011$3.0M0.82%
33DOVER CORPDOV20,363$3.0M0.82%
34JANUS DETROIT STR TR47103U85264,509$3.0M0.80%
35CITIGROUP INCC-PR64,044$2.9M0.80%
36FIFTH THIRD BANCORPFITBM111,698$2.9M0.80%
37PGIM ETF TR69344A20682,593$2.8M0.76%
38GENERAL MLS INC37033410436,267$2.8M0.76%
39SELECT SECTOR SPDR TR81369Y60581,925$2.8M0.75%
40MICROSOFT CORPMSFT7,861$2.7M0.73%
41JANUS DETROIT STR TR47103U829112,179$2.5M0.68%
42FIRST TR EXCH TRADED FD III33739N10842,534$2.2M0.59%
43SPDR INDEX SHS FDS78463X50961,954$2.1M0.58%
44ISHARES TR46428828124,129$2.1M0.57%
45FIRST TR EXCH TRADED FD III33739P30144,110$2.1M0.56%
46FIRST TR EXCH TRADED FD III33739P830104,818$2.1M0.56%
47DBX ETF TR23305170579,721$2.0M0.55%
48PHILLIPS EDISON & CO INCPECO58,793$2.0M0.54%
49HANCOCK JOHN PFD INCOME FD41013W108131,239$2.0M0.54%
50ISHARES TR46428841416,454$1.8M0.48%
51PRINCIPAL EXCHANGE TRADED FD74255Y88879,709$1.4M0.37%
52BERKSHIRE HATHAWAY INC DELBRK-A3,913$1.3M0.36%
53AIRBNB INCABNB9,140$1.2M0.32%
54HEALTHCARE RLTY TR42226K10559,125$1.1M0.30%
55AMAZON COM INCAMZN8,126$1.1M0.29%
56SNOWFLAKE INCSNOW5,996$1.1M0.29%
57SELECT SECTOR SPDR TR81369Y2097,910$1.0M0.29%
58TESLA INCTSLA4,000$1.0M0.28%
59VALERO ENERGY CORPVLO8,915$1.0M0.28%
60NVIDIA CORPORATIONNVDA2,363$999,6280.27%
61CROWDSTRIKE HLDGS INCCRWD6,621$972,4260.26%
62SELECT SECTOR SPDR TR81369Y85214,576$948,6060.26%
63META PLATFORMS INCMETA3,171$910,0140.25%
64EATON CORP PLCETN4,431$891,1390.24%
65PALO ALTO NETWORKS INCPANW3,183$813,2880.22%
66FIRST TR EXCHNG TRADED FD VI33740F65636,077$792,8250.22%
67THE TRADE DESK INC88339J10510,187$786,6400.21%
68SELECT SECTOR SPDR TR81369Y4074,542$771,2770.21%
69TAIWAN SEMICONDUCTOR MFG LTD8740391007,626$769,5970.21%
70BILL HOLDINGS INCBILL6,552$765,6010.21%
71MASTERCARD INCORPORATEDMA1,921$755,5290.21%
72DOORDASH INCDASH9,610$734,3960.20%
73UBER TECHNOLOGIES INCUBER16,867$728,1480.20%
74VEEVA SYS INCVEEV3,671$725,8670.20%
75CLOUDFLARE INCNET10,999$719,0050.20%
76JOHNSON CTLS INTL PLCG5150210510,337$704,3630.19%
77SELECT SECTOR SPDR TR81369Y1008,498$704,2290.19%
78COUPANG INCCPNG40,233$700,0540.19%
79AT&T INCT-PC43,523$694,1930.19%
80ADVANCED MICRO DEVICES INCAMD6,080$692,5730.19%
81SUN LIFE FINANCIAL INC.SUNFF13,111$683,3450.19%
82CHEVRON CORP NEWCVX4,327$680,8600.19%
83NOVARTIS AGNVSEF6,743$680,4360.19%
84SHOPIFY INCSHOP10,517$679,3980.18%
85CHEWY INCCHWY17,139$676,4760.18%
86LULULEMON ATHLETICA INCLULU1,783$674,8660.18%
87SERVICENOW INCNOW1,172$658,6290.18%
88CADENCE DESIGN SYSTEM INCCDNS2,802$657,1250.18%
89ENPHASE ENERGY INCENPH3,918$656,1870.18%
90PAYLOCITY HLDG CORPPCTY3,528$651,0220.18%
91INFOSYS LTDINFY39,954$642,0610.17%
92MERCADOLIBRE INCMELI535$633,7610.17%
93NETEASE INCNETTF6,554$633,7060.17%
94ACCENTURE PLC IRELANDACN2,038$628,8860.17%
95AXON ENTERPRISE INCAXON3,198$623,9940.17%
96ALPHABET INCGOOG5,142$622,0280.17%
97TRANE TECHNOLOGIES PLCTT3,243$620,2560.17%
98ASML HOLDING N VASMLF847$613,8630.17%
99CANADIAN NATL RY CO1363751024,959$600,3860.16%
100RIO TINTO PLCRTNTF9,289$593,0100.16%
101ROYAL BK CDA7800871026,142$586,6220.16%
102MANULIFE FINL CORP56501R10630,523$577,1900.16%
103SONY GROUP CORPORATIONSNEJF6,268$564,3710.15%
104NOVO-NORDISK A SNONOF3,478$562,8450.15%
105CHUBB LIMITEDCB2,915$561,3120.15%
106YUM CHINA HLDGS INCYUMC9,507$537,1460.15%
107SCHWAB STRATEGIC TR8085247977,391$536,7180.15%
108BLACKROCK CAP ALLOCATION TERBLK34,734$529,6940.14%
109VISA INCV2,204$523,4060.14%
110LOWES COS INC5486611072,248$507,3740.14%
111AMERICAN ELEC PWR CO INC0255371016,021$506,9770.14%
112ONEOK INC NEWOKE8,120$501,1920.14%
113FIRST TR EXCHNG TRADED FD VI33740U82824,239$483,4740.13%
114INTEL CORPINTC14,378$480,7970.13%
115LAM RESEARCH CORPLRCX730$469,2880.13%
116EXXON MOBIL CORPXOM4,034$432,6400.12%
117WALMART INCWMT2,751$432,4000.12%
118CATERPILLAR INCCAT1,739$427,8810.12%
119VANGUARD WORLD FDS92204A702880$389,0860.11%
120HF SINCLAIR CORPDINO8,174$364,6420.10%
121FIRST TR EXCHNG TRADED FD VI33740F57316,064$340,7530.09%
122STRYKER CORPORATIONSYK1,103$336,5140.09%
123SELECT SECTOR SPDR TR81369Y5064,143$336,2870.09%
124PFIZER INCPFE9,048$331,8700.09%
125SELECT SECTOR SPDR TR81369Y8608,591$323,7950.09%
126ZILLOW GROUP INCZ6,555$322,5060.09%
127WASTE MGMT INC DEL94106L1091,768$306,5310.08%
128ABBVIE INCABBV2,173$292,7410.08%
129PROCTER AND GAMBLE CO7427181091,923$291,7490.08%
130DISNEY WALT CO2546871063,229$288,3170.08%
131LILLY ELI & COLLY612$287,0130.08%
132FORD MTR CO DEL34537086018,589$281,2490.08%
133ISHARES TR46434V8785,496$276,4490.08%
134VANGUARD INDEX FDS922908363632$257,4770.07%
135CONFLUENT INC20717M1036,863$242,3330.07%
136COUSINS PPTYS INC22279550210,337$235,6840.06%
137ISHARES TR4642872262,343$229,4780.06%
138ISHARES TR4642874993,103$226,6280.06%
139KITE RLTY GROUP TR49803T30010,144$226,6270.06%
140CHARGEPOINT HOLDINGS INCCHPT25,421$223,4510.06%
141SPDR SER TR78464A2848,557$214,0110.06%
142ROKU INCROKU3,299$211,0040.06%
143GENERAL ELECTRIC CO3696043011,906$209,3740.06%
144NETFLIX INCNFLX473$208,3520.06%
145INTERNATIONAL BUSINESS MACHSINTR1,533$205,1310.06%
146HOME DEPOT INCHD654$203,1590.06%
147FIRST TR EXCHNG TRADED FD VI33740U8699,891$202,5680.06%
148VANGUARD INDEX FDS9229087511,015$201,8570.05%
149THE NECESSITY RETAIL REIT IN02607T10915,147$102,3940.03%
150AMPIO PHARMACEUTICALS INC03209T20810,000$2,3300.00%