Advisory Resource Group
Advisory Resource Group is an investment advisory firm headquartered in Tulsa, Oklahoma. The firm has been filing SEC 13F reports since at least 2018, indicating its principal business as managing securities portfolios for clients. The firm manages assets across a diversified portfolio and primarily serves institutional and possibly high net-worth clients. Details on the founding year and employee count are not directly available from public filings. As of the latest 2025 filings, it maintains a significant presence in the region as an asset manager.
Investment Strategy
Advisory Resource Group files quarterly 13F disclosures showing a diversified investment strategy focused on both equity and fixed income securities. The portfolio includes a mix of ETF and individual stock holdings, with recent activity indicating ongoing portfolio adjustments—such as increasing holdings in select equity positions and starting new investments across various sectors. The firm appears to apply a disciplined, active management approach by rebalancing their portfolio based on market opportunities and risk considerations, serving the investment needs of its clients through tailored asset allocation strategies.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QDPL | PACER FDS TR | 7.30% | $40.7M | 971,649 | $32.22 | $41.90 | +$1.9M |
P PSX | PHILLIPS 66 | 5.84% | $32.6M | 239,498 | $86.14 | $136.02 | +$1.7M |
C COP | CONOCOPHILLIPS | 3.93% | $21.9M | 231,851 | $67.43 | $94.59 | +$980.9K |
J JSI | JANUS DETROIT STR TR | 3.59% | $20.0M | 382,623 | $51.74 | $52.27 | +$6.1M |
P PTRB | PGIM ETF TR | 3.45% | $19.2M | 455,178 | $42.87 | $42.20 | +$10.4M |