Long-term investor
Advisory Resource Group @advisoryresourcegroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764968).
Record
- Tracked since 2025-06-30 (479 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -3.7% · 1 year -2.2% · all -2.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 69374H436 · 6.7% · long · since 2025-06-30
- PSX · 4.9% · long · since 2025-06-30
- 47103U746 · 3.8% · long · since 2025-06-30
- 69344A800 · 3.3% · long · since 2025-06-30
- 69374H311 · 3.3% · long · since 2025-06-30
- COP · 3.2% · long · since 2025-06-30
- 46641Q118 · 3.0% · long · since 2025-06-30
- 696930106 · 3.0% · long · since 2025-06-30
- 78464A649 · 2.1% · long · since 2025-06-30
- 464287200 · 2.0% · long · since 2025-06-30
- AMAT · 2.0% · long · since 2025-06-30
- 025072703 · 2.0% · long · since 2025-06-30