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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 Q2 2024 · Filed July 24, 2024 · Accession 0001764968-24-000003

Total Value
$443.1M
Positions
155
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (155)

#IssuerTicker / CUSIPSharesValue% of Filing
1PACER FDS TR69374H4361,145,158$42.0M9.48%
2PHILLIPS 66PSX231,597$32.7M7.38%
3CONOCOPHILLIPSCOP222,273$25.4M5.74%
4ALPS ETF TR00162Q346617,097$15.7M3.55%
5ISHARES TR46435G268246,515$15.4M3.48%
6JANUS DETROIT STR TR47103U746221,030$11.4M2.58%
7J P MORGAN EXCHANGE TRADED F46641Q332194,431$11.0M2.49%
8ISHARES TR46428720017,904$9.8M2.21%
9PACER FDS TR69374H659256,106$9.5M2.15%
10BNY MELLON ETF TRUST09661T602200,184$8.3M1.87%
11AMERICAN CENTY ETF TR025072562198,768$8.1M1.83%
12ISHARES TR46435G250155,259$7.2M1.63%
13PGIM ETF TR69344A87579,920$7.1M1.61%
14INVESCO QQQ TRIVZ13,666$6.5M1.48%
15ISHARES TR46428761417,497$6.4M1.44%
16PACER FDS TR69374H766162,639$6.2M1.39%
17ISHARES TR46428759833,103$5.8M1.30%
18APPLE INCAAPL25,131$5.3M1.19%
19PGIM ETF TR69344A800119,067$4.9M1.11%
20EXXON MOBIL CORPXOM42,430$4.9M1.10%
21PGIM ETF TR69344A10796,758$4.8M1.09%
22APPLIED MATLS INC03822210520,306$4.8M1.08%
23ISHARES TR46435G847146,508$4.7M1.07%
24BNY MELLON ETF TRUST09661T40462,223$4.6M1.05%
25CISCO SYS INCCSCO95,934$4.6M1.03%
26CITIGROUP INCC-PR70,357$4.5M1.01%
27AMERICAN CENTY ETF TR02507270371,499$4.5M1.00%
28AFLAC INCAFL49,708$4.4M1.00%
29FIFTH THIRD BANCORPFITBM121,329$4.4M1.00%
30SELECT SECTOR SPDR TR81369Y605107,439$4.4M1.00%
31JOHNSON & JOHNSONJNJ30,096$4.4M0.99%
32DOVER CORPDOV24,164$4.4M0.98%
33COGNIZANT TECHNOLOGY SOLUTIOCTSH62,771$4.3M0.96%
34THE CIGNA GROUP12552310012,900$4.3M0.96%
35CUMMINS INCCMI15,173$4.2M0.95%
36AMERICAN INTL GROUP INC02687478456,045$4.2M0.94%
37CARLISLE COS INC14233910010,224$4.1M0.94%
38HALLIBURTON COHAL122,576$4.1M0.93%
39J P MORGAN EXCHANGE TRADED F46654Q20361,300$3.4M0.77%
40AMERICAN CENTY ETF TR02507252179,292$3.4M0.76%
41MICROSOFT CORPMSFT7,207$3.2M0.73%
42AB ACTIVE ETFS INC00039J60887,698$3.2M0.72%
43PGIM ETF TR69344A83462,356$3.2M0.72%
44ETFIS SER TR I26923G707142,096$3.2M0.72%
45MORGAN STANLEY ETF TRUSTMS-PQ57,209$2.8M0.64%
46ISHARES TR46432F83439,422$2.7M0.60%
47VIRTUS ETF TR II92790A80197,772$2.6M0.58%
48FIRST TR EXCH TRADED FD III33739P830110,259$2.2M0.49%
49AMERICAN CENTY ETF TR02507269547,201$2.2M0.49%
50SPDR INDEX SHS FDS78463X50957,145$2.2M0.49%
51META PLATFORMS INCMETA4,223$2.1M0.48%
52AMAZON COM INCAMZN10,791$2.1M0.47%
53HANCOCK JOHN PFD INCOME FD41013W108124,319$2.1M0.47%
54FIRST TR EXCH TRADED FD III33739P30142,871$2.1M0.47%
55NVIDIA CORPORATIONNVDA16,604$2.1M0.46%
56DBX ETF TR23305170578,992$2.0M0.45%
57ISHARES TR46428841417,102$1.8M0.41%
58SELECT SECTOR SPDR TR81369Y10020,020$1.8M0.40%
59ALPHABET INCGOOG9,455$1.7M0.39%
60BERKSHIRE HATHAWAY INC DELBRK-A3,938$1.6M0.36%
61SELECT SECTOR SPDR TR81369Y20910,970$1.6M0.36%
62ELI LILLY & COLLY1,732$1.6M0.35%
63SELECT SECTOR SPDR TR81369Y85217,855$1.5M0.35%
64VALERO ENERGY CORPVLO8,933$1.4M0.32%
65NOVARTIS AGNVSEF13,041$1.4M0.31%
66VANECK ETF TRUST92189F42979,279$1.4M0.31%
67TAIWAN SEMICONDUCTOR MFG LTD8740391007,877$1.4M0.31%
68SCHWAB STRATEGIC TR80852479716,314$1.3M0.29%
69AIRBNB INCABNB8,303$1.3M0.28%
70EATON CORP PLCETN3,930$1.2M0.28%
71ONEOK INC NEWOKE14,371$1.2M0.26%
72NETFLIX INCNFLX1,734$1.2M0.26%
73CROWDSTRIKE HLDGS INCCRWD2,919$1.1M0.25%
74COSTCO WHSL CORP NEW22160K1051,314$1.1M0.25%
75PALO ALTO NETWORKS INCPANW3,211$1.1M0.25%
76SELECT SECTOR SPDR TR81369Y4075,959$1.1M0.25%
77ADVANCED MICRO DEVICES INCAMD6,638$1.1M0.24%
78INFOSYS LTDINFY57,439$1.1M0.24%
79NOVO-NORDISK A SNONOF7,468$1.1M0.24%
80CLOUDFLARE INCNET12,416$1.0M0.23%
81THE TRADE DESK INC88339J10510,401$1.0M0.23%
82ASML HOLDING N VASMLF979$1.0M0.23%
83UBER TECHNOLOGIES INCUBER13,771$1.0M0.23%
84MANULIFE FINL CORP56501R10637,593$1.0M0.23%
85RIO TINTO PLCRTNTF15,134$997,7850.23%
86MASTERCARD INCORPORATEDMA2,247$991,2870.22%
87NETEASE INCNETTF10,345$988,7750.22%
88SONY GROUP CORPSNEJF11,628$987,7990.22%
89ROYAL BK CDA7800871029,226$981,4620.22%
90AXON ENTERPRISE INCAXON3,332$980,4080.22%
91MERCADOLIBRE INCMELI590$969,6060.22%
92TRANE TECHNOLOGIES PLCTT2,946$969,0280.22%
93SERVICENOW INCNOW1,227$965,2440.22%
94ACCENTURE PLC IRELANDACN3,175$963,3270.22%
95CHUBB LIMITEDCB3,731$951,7030.21%
96CADENCE DESIGN SYSTEM INCCDNS3,078$947,2550.21%
97SUN LIFE FINANCIAL INC.SUNFF19,287$944,8700.21%
98CRH PLCCRH12,179$913,1810.21%
99COUPANG INCCPNG43,273$906,5690.20%
100VERTEX PHARMACEUTICALS INCVRTX1,909$894,7860.20%
101BROADCOM INCAVGO557$894,3140.20%
102DOORDASH INCDASH8,043$874,9180.20%
103CANADIAN NATL RY CO1363751027,402$874,3980.20%
104TESLA INCTSLA4,210$833,0750.19%
105STELLANTIS N.VSTLA41,641$826,5740.19%
106HEALTHCARE RLTY TR42226K10546,286$762,7920.17%
107LAM RESEARCH CORPLRCX649$691,0880.16%
108CHEVRON CORP NEWCVX4,340$678,8470.15%
109VANGUARD INDEX FDS9229083631,146$573,2170.13%
110CATERPILLAR INCCAT1,674$557,6090.13%
111WALMART INCWMT8,098$548,3140.12%
112VANGUARD WORLD FD92204A702944$544,3940.12%
113VANGUARD INDEX FDS9229087512,435$530,8880.12%
114AT&T INCT-PC27,559$526,6480.12%
115AMERICAN ELEC PWR CO INC0255371015,880$515,8990.12%
116SPDR SER TR78464A28419,890$506,0020.11%
117ISHARES TR4642874996,178$500,9060.11%
118INTEL CORPINTC15,545$481,4330.11%
119INVESCO EXCH TRADED FD TR IIIVZ19,230$455,3740.10%
120FIRST TR EXCHANGE-TRADED FD33739N1088,917$455,2840.10%
121STRYKER CORPORATIONSYK1,250$425,3130.10%
122NEXTERA ENERGY INCNEE-PW5,612$397,3860.09%
123WASTE MGMT INC DEL94106L1091,774$378,5130.09%
124PHILLIPS EDISON & CO INCPECO10,967$358,7310.08%
125SELECT SECTOR SPDR TR81369Y8609,275$356,2530.08%
126LOWES COS INC5486611071,598$352,2950.08%
127VANGUARD INDEX FDS9229087691,282$342,8560.08%
128ABBVIE INCABBV1,887$323,7320.07%
129DISNEY WALT CO2546871063,147$312,4470.07%
130VISA INCV1,162$304,9900.07%
131ISHARES TR4642874812,737$302,0550.07%
132GSK PLCGLAXF7,712$296,9120.07%
133SELECT SECTOR SPDR TR81369Y8031,265$286,1840.06%
134TAKE-TWO INTERACTIVE SOFTWARTTWO1,785$277,5500.06%
135GE AEROSPACE3696043011,731$275,1770.06%
136CORNING INCGLW6,833$265,4690.06%
137SELECT SECTOR SPDR TR81369Y5062,862$260,8710.06%
138INTERNATIONAL BUSINESS MACHSINTR1,488$257,3500.06%
139ISHARES TR4642872262,631$255,4210.06%
140PROCTER AND GAMBLE CO7427181091,521$250,7930.06%
141SPDR S&P 500 ETF TRSPY449$244,3550.06%
142KENVUE INCKVUE13,330$242,3390.05%
143PFIZER INCPFE8,649$242,0080.05%
144JPMORGAN CHASE & CO.VYLD1,157$234,0150.05%
145HOME DEPOT INCHD662$227,8870.05%
146KITE RLTY GROUP TR49803T30010,144$227,0330.05%
147FORD MTR CO DEL34537086018,100$226,9680.05%
148COUSINS PPTYS INC2227955029,765$226,0600.05%
149DBX ETF TR2330512005,335$221,0890.05%
150UNITEDHEALTH GROUP INCUNH423$215,4170.05%
151ISHARES TR4642882812,414$213,5910.05%
152FIRST TR EXCHANGE-TRADED FD3369201032,107$209,2980.05%
153RIVIAN AUTOMOTIVE INCRIVN14,425$193,5840.04%
154TELLURIAN INC NEW87968A10416,804$11,6380.00%
155INTERNATIONAL TOWER HILL MIN46050R10220,798$10,2810.00%