0001764968-21-000002.txt : 20210524 0001764968-21-000002.hdr.sgml : 20210524 20210524150749 ACCESSION NUMBER: 0001764968-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210524 DATE AS OF CHANGE: 20210524 EFFECTIVENESS DATE: 20210524 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Advisory Resource Group CENTRAL INDEX KEY: 0001764968 IRS NUMBER: 384049316 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19132 FILM NUMBER: 21954011 BUSINESS ADDRESS: STREET 1: 4625 E. 91ST ST. CITY: TULSA STATE: OK ZIP: 74137 BUSINESS PHONE: (918) 481-1934 MAIL ADDRESS: STREET 1: 4625 E. 91ST ST. CITY: TULSA STATE: OK ZIP: 74137 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001764968 XXXXXXXX 03-31-2021 03-31-2021 Advisory Resource Group

4625 E. 91ST ST. TULSA OK 74137

13F HOLDINGS REPORT 028-19132 N Chris Brown 9184811934 Chris Brown Tulsa OK 05-24-2021 0 114 214076 false INFORMATION TABLE 2 13F-HR.xml.xml DISNEY WALT CO COM 254687106 638 3456 SH SOLE 0 0 0 3456 PFIZER INC COM 717081103 676 18652 SH SOLE 0 0 0 18652 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 641 11365 SH SOLE 0 0 0 11365 GENERAL ELECTRIC CO COM 369604103 231 17587 SH SOLE 0 0 0 17587 ISHARES TR NATIONAL MUN ETF 464288414 1054 9078 SH SOLE 0 0 0 9078 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 980 13364 SH SOLE 0 0 0 13364 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1037 15180 SH SOLE 0 0 0 15180 TELADOC HEALTH INC COM 87918A105 214 1177 SH SOLE 0 0 0 1177 THE TRADE DESK INC COM CL A 88339J105 203 311 SH SOLE 0 0 0 311 SELECT SECTOR SPDR TR ENERGY 81369Y506 1335 27202 SH SOLE 0 0 0 27202 CVS HEALTH CORP COM 126650100 1792 23816 SH SOLE 0 0 0 23816 NOVARTIS AG SPONSORED ADR 66987V109 249 2917 SH SOLE 0 0 0 2917 CATERPILLAR INC COM 149123101 477 2059 SH SOLE 0 0 0 2059 AT&T INC COM 00206R102 611 20184 SH SOLE 0 0 0 20184 APPLE INC COM 037833100 2597 21260 SH SOLE 0 0 0 21260 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 5183 245422 SH SOLE 0 0 0 245422 AMAZON COM INC COM 023135106 322 104 SH SOLE 0 0 0 104 MERCK & CO. INC COM 58933Y105 1864 24177 SH SOLE 0 0 0 24177 LOWES COS INC COM 548661107 420 2211 SH SOLE 0 0 0 2211 COUSINS PPTYS INC COM NEW 222795502 764 21608 SH SOLE 0 0 0 21608 VANECK VECTORS ETF TR SHORT MUNI ETF 92189F528 325 18013 SH SOLE 0 0 0 18013 PROCTER AND GAMBLE CO COM 742718109 266 1963 SH SOLE 0 0 0 1963 ISHARES TR RUSEL 2500 ETF 46435G268 8187 130173 SH SOLE 0 0 0 130173 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2123 20400 SH SOLE 0 0 0 20400 ISHARES TR MSCI ACWI EX US 464288240 6264 113520 SH SOLE 0 0 0 113520 JOHNSON CTLS INTL PLC SHS G51502105 209 3510 SH SOLE 0 0 0 3510 STRYKER CORPORATION COM 863667101 269 1103 SH SOLE 0 0 0 1103 AIRBNB INC COM CL A 009066101 525 2792 SH SOLE 0 0 0 2792 AUTODESK INC COM 052769106 450 1625 SH SOLE 0 0 0 1625 INGERSOLL RAND INC COM 45687V106 511 10375 SH SOLE 0 0 0 10375 WALMART INC COM 931142103 666 4903 SH SOLE 0 0 0 4903 INFOSYS LTD SPONSORED ADR 456788108 226 12080 SH SOLE 0 0 0 12080 ISHARES TR JPMORGAN USD EMG 464288281 483 4439 SH SOLE 0 0 0 4439 INTEL CORP COM 458140100 2455 38357 SH SOLE 0 0 0 38357 SHERWIN WILLIAMS CO COM 824348106 521 706 SH SOLE 0 0 0 706 ISHARES TR CORE TOTAL USD 46434V613 3465 65681 SH SOLE 0 0 0 65681 MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 213 4344 SH SOLE 0 0 0 4344 GRAN TIERRA ENERGY INC COM 38500T101 116 165430 SH SOLE 0 0 0 165430 BANDWIDTH INC COM CL A 05988J103 210 1659 SH SOLE 0 0 0 1659 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 623 6330 SH SOLE 0 0 0 6330 SHOPIFY INC CL A 82509L107 256 231 SH SOLE 0 0 0 231 CISCO SYS INC COM 17275R102 2180 42159 SH SOLE 0 0 0 42159 EXXON MOBIL CORP COM 30231G102 280 5024 SH SOLE 0 0 0 5024 ZILLOW GROUP INC CL A 98954M101 213 1623 SH SOLE 0 0 0 1623 PACER FDS TR BNCHMRK INFRA 69374H741 3828 105750 SH SOLE 0 0 0 105750 OKTA INC CL A 679295105 208 945 SH SOLE 0 0 0 945 ABBVIE INC COM 00287Y109 253 2338 SH SOLE 0 0 0 2338 CHEVRON CORP NEW COM 166764100 455 4346 SH SOLE 0 0 0 4346 EATON CORP PLC SHS G29183103 313 2260 SH SOLE 0 0 0 2260 ONEOK INC NEW COM 682680103 226 4467 SH SOLE 0 0 0 4467 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 5528 95118 SH SOLE 0 0 0 95118 HANCOCK JOHN PFD INCOME FD SH BEN INT 41013W108 3346 161876 SH SOLE 0 0 0 161876 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 984 3850 SH SOLE 0 0 0 3850 SPDR SER TR NUVEEN BBG BRCLY 78464A284 221 3720 SH SOLE 0 0 0 3720 D R HORTON INC COM 23331A109 1801 20207 SH SOLE 0 0 0 20207 SUN LIFE FINANCIAL INC. COM 866796105 222 4386 SH SOLE 0 0 0 4386 SQUARE INC CL A 852234103 264 1162 SH SOLE 0 0 0 1162 WISDOMTREE TR US DIVID EX FNCL 97717W406 208 2201 SH SOLE 0 0 0 2201 ISHARES TR RUS 1000 VAL ETF 464287598 1996 13173 SH SOLE 0 0 0 13173 FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 33740F870 1759 86957 SH SOLE 0 0 0 86957 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 454 3419 SH SOLE 0 0 0 3419 FAIR ISAAC CORP COM 303250104 439 904 SH SOLE 0 0 0 904 HEALTHCARE TR AMER INC CL A NEW 42225P501 1863 67534 SH SOLE 0 0 0 67534 ISHARES TR CORE US AGGBD ET 464287226 214 1881 SH SOLE 0 0 0 1881 PACER FDS TR BNCHMRK INDSTR 69374H766 3916 100832 SH SOLE 0 0 0 100832 AMERICAN FIN TR INC COM CLASS A 02607T109 411 41828 SH SOLE 0 0 0 41828 MCKESSON CORP COM 58155Q103 471 2416 SH SOLE 0 0 0 2416 NETFLIX INC COM 64110L106 383 735 SH SOLE 0 0 0 735 INVESCO QQQ TR UNIT SER 1 46090E103 382 1195 SH SOLE 0 0 0 1195 TESLA INC COM 88160R101 1131 1693 SH SOLE 0 0 0 1693 NVIDIA CORPORATION COM 67066G104 710 1329 SH SOLE 0 0 0 1329 VERIZON COMMUNICATIONS INC COM 92343V104 2092 35973 SH SOLE 0 0 0 35973 ENEL AMERICAS S A SPONSORED ADR 29274F104 186 21962 SH SOLE 0 0 0 21962 WASTE MGMT INC DEL COM 94106L109 300 2328 SH SOLE 0 0 0 2328 AMERICAN ELEC PWR CO INC COM 025537101 490 5789 SH SOLE 0 0 0 5789 SPROUT SOCIAL INC COM CL A 85209W109 211 3659 SH SOLE 0 0 0 3659 3M CO COM 88579Y101 1877 9739 SH SOLE 0 0 0 9739 STARBUCKS CORP COM 855244109 543 4974 SH SOLE 0 0 0 4974 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4189 141283 SH SOLE 0 0 0 141283 MICROSOFT CORP COM 594918104 1179 5001 SH SOLE 0 0 0 5001 ISHARES TR RUS 1000 GRW ETF 464287614 1776 7306 SH SOLE 0 0 0 7306 TYSON FOODS INC CL A 902494103 1886 25387 SH SOLE 0 0 0 25387 ISHARES TR CORE MSCI EAFE 46432F842 2066 28678 SH SOLE 0 0 0 28678 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 606 5194 SH SOLE 0 0 0 5194 ISHARES TR FALN ANGLS USD 46435G474 1002 34274 SH SOLE 0 0 0 34274 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 2632 152709 SH SOLE 0 0 0 152709 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2255 51511 SH SOLE 0 0 0 51511 CHEWY INC CL A 16679L109 231 2729 SH SOLE 0 0 0 2729 GENERAL DYNAMICS CORP COM 369550108 1941 10692 SH SOLE 0 0 0 10692 APPLIED MATLS INC COM 038222105 1988 14883 SH SOLE 0 0 0 14883 PHILLIPS 66 COM 718546104 25827 316743 SH SOLE 0 0 0 316743 GARMIN LTD SHS H2906T109 214 1622 SH SOLE 0 0 0 1622 MARATHON OIL CORP COM 565849106 441 41325 SH SOLE 0 0 0 41325 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 275 2305 SH SOLE 0 0 0 2305 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 293 10947 SH SOLE 0 0 0 10947 FORD MTR CO DEL COM 345370860 193 15734 SH SOLE 0 0 0 15734 ISHARES TR CORE S&P500 ETF 464287200 13144 33041 SH SOLE 0 0 0 33041 SPDR SER TR PRTFLO S&P500 VL 78464A508 20763 547830 SH SOLE 0 0 0 547830 UNITY SOFTWARE INC COM 91332U101 211 2103 SH SOLE 0 0 0 2103 CONOCOPHILLIPS COM 20825C104 26469 499702 SH SOLE 0 0 0 499702 KITE RLTY GROUP TR COM NEW 49803T300 194 10046 SH SOLE 0 0 0 10046 AFLAC INC COM 001055102 1925 37612 SH SOLE 0 0 0 37612 ISHARES TR US INFRASTRUC 46435U713 1017 29356 SH SOLE 0 0 0 29356 ISHARES TR U.S. REAL ES ETF 464287739 391 4255 SH SOLE 0 0 0 4255 LAM RESEARCH CORP COM 512807108 223 375 SH SOLE 0 0 0 375 PAYPAL HLDGS INC COM 70450Y103 212 873 SH SOLE 0 0 0 873 ARISTA NETWORKS INC COM 040413106 490 1623 SH SOLE 0 0 0 1623 JOHNSON & JOHNSON COM 478160104 1934 11766 SH SOLE 0 0 0 11766 FIFTH THIRD BANCORP COM 316773100 2263 60440 SH SOLE 0 0 0 60440 MANPOWERGROUP INC COM 56418H100 497 5023 SH SOLE 0 0 0 5023 LEMONADE INC COM 52567D107 205 2204 SH SOLE 0 0 0 2204 DOLLAR GEN CORP NEW COM 256677105 235 1159 SH SOLE 0 0 0 1159 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 330 7184 SH SOLE 0 0 0 7184 PRINCIPAL EXCHANGE-TRADED FD SPECTRUM PFD 74255Y888 4570 224254 SH SOLE 0 0 0 224254