0001764968-20-000005.txt : 20201209 0001764968-20-000005.hdr.sgml : 20201209 20201209150330 ACCESSION NUMBER: 0001764968-20-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201209 DATE AS OF CHANGE: 20201209 EFFECTIVENESS DATE: 20201209 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: 201377684 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 09-30-2020 09-30-2020 Advisory Resource Group

4625 E. 91ST ST. TULSA OK 74137

13F HOLDINGS REPORT 028-19132 N Chris Brown 9184811934 Chris Brown Tulsa OK 12-09-2020 0 95 170548 false INFORMATION TABLE 2 13F-HR.xml PFIZER INC COM 717081103 2088 56895 SH SOLE 0 0 0 56895 DISNEY WALT CO COM DISNEY 254687106 422 3402 SH SOLE 0 0 0 3402 GLOBUS MED INC CL A 379577208 308 6211 SH SOLE 0 0 0 6211 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 714 12843 SH SOLE 0 0 0 12843 GENERAL ELECTRIC CO COM 369604103 125 20083 SH SOLE 0 0 0 20083 ISHARES TR NATIONAL MUN ETF 464288414 1098 9471 SH SOLE 0 0 0 9471 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 884 13792 SH SOLE 0 0 0 13792 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 812 13677 SH SOLE 0 0 0 13677 THE TRADE DESK INC COM CL A 88339J105 216 416 SH SOLE 0 0 0 416 SELECT SECTOR SPDR TR ENERGY 81369Y506 1002 33449 SH SOLE 0 0 0 33449 CVS HEALTH CORP COM 126650100 1374 23528 SH SOLE 0 0 0 23528 TELADOC HEALTH INC COM 87918A105 268 1223 SH SOLE 0 0 0 1223 NOVARTIS AG SPONSORED ADR 66987V109 214 2461 SH SOLE 0 0 0 2461 APPLE INC COM 037833100 2562 22121 SH SOLE 0 0 0 22121 VEREIT INC COM 92339V100 156 23958 SH SOLE 0 0 0 23958 AT&T INC COM 00206R102 552 19349 SH SOLE 0 0 0 19349 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 2327 108176 SH SOLE 0 0 0 108176 AMAZON COM INC COM 023135106 775 246 SH SOLE 0 0 0 246 COUSINS PPTYS INC COM NEW 222795502 622 21765 SH SOLE 0 0 0 21765 LOWES COS INC COM 548661107 365 2203 SH SOLE 0 0 0 2203 VANECK VECTORS ETF TR SHORT MUNI ETF 92189F528 336 18632 SH SOLE 0 0 0 18632 PROCTER AND GAMBLE CO COM 742718109 327 2349 SH SOLE 0 0 0 2349 ISHARES TR MSCI ACWI EX US 464288240 2321 50457 SH SOLE 0 0 0 50457 ISHARES TR RUSEL 2500 ETF 46435G268 792 17680 SH SOLE 0 0 0 17680 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1462 20741 SH SOLE 0 0 0 20741 STRYKER CORPORATION COM 863667101 230 1103 SH SOLE 0 0 0 1103 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 223 6548 SH SOLE 0 0 0 6548 WALMART INC COM 931142103 357 2552 SH SOLE 0 0 0 2552 ISHARES TR JPMORGAN USD EMG 464288281 384 3464 SH SOLE 0 0 0 3464 INTEL CORP COM 458140100 1718 33172 SH SOLE 0 0 0 33172 ISHARES TR CORE TOTAL USD 46434V613 4255 78240 SH SOLE 0 0 0 78240 ISHARES TR CORE S&P SCP ETF 464287804 1022 14550 SH SOLE 0 0 0 14550 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 411 5340 SH SOLE 0 0 0 5340 CISCO SYS INC COM 17275R102 1545 39228 SH SOLE 0 0 0 39228 SHOPIFY INC CL A 82509L107 210 205 SH SOLE 0 0 0 205 EXXON MOBIL CORP COM 30231G102 255 7415 SH SOLE 0 0 0 7415 ZILLOW GROUP INC CL A 98954M101 219 2152 SH SOLE 0 0 0 2152 PACER FDS TR BNCHMRK INFRA 69374H741 6509 184228 SH SOLE 0 0 0 184228 ABBVIE INC COM 00287Y109 203 2316 SH SOLE 0 0 0 2316 CHEVRON CORP NEW COM 166764100 312 4340 SH SOLE 0 0 0 4340 EATON CORP PLC SHS G29183103 235 2300 SH SOLE 0 0 0 2300 HANCOCK JOHN PFD INCOME FD SH BEN INT 41013W108 3140 166833 SH SOLE 0 0 0 166833 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 2424 45460 SH SOLE 0 0 0 45460 SPDR SER TR NUVEEN BBG BRCLY 78464A284 203 3564 SH SOLE 0 0 0 3564 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 911 4277 SH SOLE 0 0 0 4277 D R HORTON INC COM 23331A109 1488 19678 SH SOLE 0 0 0 19678 JD.COM INC SPON ADR CL A 47215P106 358 4618 SH SOLE 0 0 0 4618 ISHARES TR RUS 1000 VAL ETF 464287598 1656 14020 SH SOLE 0 0 0 14020 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 266 3018 SH SOLE 0 0 0 3018 FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 33740F870 2127 104415 SH SOLE 0 0 0 104415 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 337 2890 SH SOLE 0 0 0 2890 FIRST TR VALUE LINE DIVID IN SHS 33734H106 8937 284067 SH SOLE 0 0 0 284067 FACEBOOK INC CL A 30303M102 284 1085 SH SOLE 0 0 0 1085 LILLY ELI & CO COM 532457108 349 2357 SH SOLE 0 0 0 2357 HEALTHCARE TR AMER INC CL A NEW 42225P501 1883 72414 SH SOLE 0 0 0 72414 ISHARES TR CORE US AGGBD ET 464287226 224 1901 SH SOLE 0 0 0 1901 AMERICAN FIN TR INC COM CLASS A 02607T109 262 41828 SH SOLE 0 0 0 41828 NETFLIX INC COM 64110L106 384 768 SH SOLE 0 0 0 768 INVESCO QQQ TR UNIT SER 1 46090E103 304 1093 SH SOLE 0 0 0 1093 TESLA INC COM 88160R101 1256 2928 SH SOLE 0 0 0 2928 VERIZON COMMUNICATIONS INC COM 92343V104 1629 27376 SH SOLE 0 0 0 27376 WASTE MGMT INC DEL COM 94106L109 234 2072 SH SOLE 0 0 0 2072 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 301 5072 SH SOLE 0 0 0 5072 AMERICAN ELEC PWR CO INC COM 025537101 473 5789 SH SOLE 0 0 0 5789 VANGUARD WORLD FDS INF TECH ETF 92204A702 234 752 SH SOLE 0 0 0 752 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4507 146279 SH SOLE 0 0 0 146279 MICROSOFT CORP COM 594918104 1051 4995 SH SOLE 0 0 0 4995 ISHARES TR CORE S&P MCP ETF 464287507 3241 17489 SH SOLE 0 0 0 17489 ISHARES TR RUS 1000 GRW ETF 464287614 1792 8263 SH SOLE 0 0 0 8263 TYSON FOODS INC CL A 902494103 1338 22502 SH SOLE 0 0 0 22502 ISHARES TR RUSSELL 2000 ETF 464287655 1137 7591 SH SOLE 0 0 0 7591 ISHARES TR CORE MSCI EAFE 46432F842 1550 25712 SH SOLE 0 0 0 25712 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1301 12337 SH SOLE 0 0 0 12337 SPDR SER TR PRTFLO S&P500 GW 78464A409 2471 49321 SH SOLE 0 0 0 49321 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1780 48684 SH SOLE 0 0 0 48684 ISHARES TR FALN ANGLS USD 46435G474 720 26366 SH SOLE 0 0 0 26366 APPLIED MATLS INC COM 038222105 1445 24300 SH SOLE 0 0 0 24300 PHILLIPS 66 COM 718546104 15246 294104 SH SOLE 0 0 0 294104 GARMIN LTD SHS H2906T109 1325 13965 SH SOLE 0 0 0 13965 MARATHON OIL CORP COM 565849106 238 58078 SH SOLE 0 0 0 58078 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 223 2305 SH SOLE 0 0 0 2305 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 371 13921 SH SOLE 0 0 0 13921 HONEYWELL INTL INC COM 438516106 1534 9318 SH SOLE 0 0 0 9318 CATERPILLAR INC DEL COM 149123101 307 2059 SH SOLE 0 0 0 2059 FORD MTR CO DEL COM 345370860 116 17468 SH SOLE 0 0 0 17468 SPDR SER TR PRTFLO S&P500 VL 78464A508 21329 706256 SH SOLE 0 0 0 706256 ISHARES TR CORE S&P500 ETF 464287200 11313 33662 SH SOLE 0 0 0 33662 KITE RLTY GROUP TR COM NEW 49803T300 116 10030 SH SOLE 0 0 0 10030 CONOCOPHILLIPS COM 20825C104 16866 513592 SH SOLE 0 0 0 513592 AFLAC INC COM 001055102 1377 37894 SH SOLE 0 0 0 37894 ARISTA NETWORKS INC COM 040413106 331 1601 SH SOLE 0 0 0 1601 FIFTH THIRD BANCORP COM 316773100 1529 71700 SH SOLE 0 0 0 71700 JOHNSON & JOHNSON COM 478160104 1616 10852 SH SOLE 0 0 0 10852 DOLLAR GEN CORP NEW COM 256677105 242 1156 SH SOLE 0 0 0 1156 PRINCIPAL EXCHANGE-TRADED FD SPECTRUM PFD 74255Y888 4262 212270 SH SOLE 0 0 0 212270