0001764968-21-000001.txt : 20210223 0001764968-21-000001.hdr.sgml : 20210223 20210223160836 ACCESSION NUMBER: 0001764968-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210223 DATE AS OF CHANGE: 20210223 EFFECTIVENESS DATE: 20210223 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: 21665433 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 12-31-2020 12-31-2020 Advisory Resource Group

4625 E. 91ST ST. TULSA OK 74137

13F HOLDINGS REPORT 028-19132 N Chris Brown 9182774774 Chris Brown Tulsa OK 02-23-2021 0 103 201701 false INFORMATION TABLE 2 13F-HR.xml ISHARES TR CORE S&P MCP ETF 464287507 4070 17708 SH SOLE 0 0 0 17708 ISHARES TR CORE S&P SCP ETF 464287804 1356 14760 SH SOLE 0 0 0 14760 ISHARES TR CORE S&P500 ETF 464287200 15060 40117 SH SOLE 0 0 0 40117 ISHARES TR RUS 1000 VAL ETF 464287598 1779 13014 SH SOLE 0 0 0 13014 ISHARES TR RUS 1000 GRW ETF 464287614 1744 7234 SH SOLE 0 0 0 7234 ISHARES TR U.S. REAL ES ETF 464287739 350 4084 SH SOLE 0 0 0 4084 AUTODESK INC COM 052769106 490 1604 SH SOLE 0 0 0 1604 AMAZON COM INC COM 023135106 814 250 SH SOLE 0 0 0 250 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 982 4237 SH SOLE 0 0 0 4237 MARATHON OIL CORP COM 565849106 389 58362 SH SOLE 0 0 0 58362 INVESCO QQQ TR UNIT SER 1 46090E103 240 766 SH SOLE 0 0 0 766 INTEL CORP COM 458140100 2013 40410 SH SOLE 0 0 0 40410 DISNEY WALT CO COM 254687106 631 3483 SH SOLE 0 0 0 3483 JOHNSON & JOHNSON COM 478160104 1819 11559 SH SOLE 0 0 0 11559 PFIZER INC COM 717081103 2130 57874 SH SOLE 0 0 0 57874 LOWES COS INC COM 548661107 354 2203 SH SOLE 0 0 0 2203 CHEVRON CORP NEW COM 166764100 375 4446 SH SOLE 0 0 0 4446 MICROSOFT CORP COM 594918104 1112 5001 SH SOLE 0 0 0 5001 AT&T INC COM 00206R102 522 18167 SH SOLE 0 0 0 18167 CISCO SYS INC COM 17275R102 1878 41972 SH SOLE 0 0 0 41972 STRYKER CORPORATION COM 863667101 270 1103 SH SOLE 0 0 0 1103 VERIZON COMMUNICATIONS INC COM 92343V104 1635 27823 SH SOLE 0 0 0 27823 SELECT SECTOR SPDR TR ENERGY 81369Y506 1282 33814 SH SOLE 0 0 0 33814 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 508 5739 SH SOLE 0 0 0 5739 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 407 3128 SH SOLE 0 0 0 3128 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 932 13823 SH SOLE 0 0 0 13823 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1431 12610 SH SOLE 0 0 0 12610 EXXON MOBIL CORP COM 30231G102 308 7461 SH SOLE 0 0 0 7461 AFLAC INC COM 001055102 1687 37930 SH SOLE 0 0 0 37930 WALMART INC COM 931142103 353 2450 SH SOLE 0 0 0 2450 APPLIED MATLS INC COM 038222105 1771 20519 SH SOLE 0 0 0 20519 UNILEVER PLC SPON ADR NEW 904767704 207 3436 SH SOLE 0 0 0 3436 LILLY ELI & CO COM 532457108 398 2357 SH SOLE 0 0 0 2357 CVS HEALTH CORP COM 126650100 1621 23734 SH SOLE 0 0 0 23734 MCKESSON CORP COM 58155Q103 414 2379 SH SOLE 0 0 0 2379 NOVARTIS AG SPONSORED ADR 66987V109 251 2655 SH SOLE 0 0 0 2655 FIFTH THIRD BANCORP COM 316773100 1781 64617 SH SOLE 0 0 0 64617 PROCTER AND GAMBLE CO COM 742718109 289 2080 SH SOLE 0 0 0 2080 GENERAL ELECTRIC CO COM 369604103 202 18725 SH SOLE 0 0 0 18725 FORD MTR CO DEL COM 345370860 138 15734 SH SOLE 0 0 0 15734 3M CO COM 88579Y101 1664 9521 SH SOLE 0 0 0 9521 WASTE MGMT INC DEL COM 94106L109 274 2327 SH SOLE 0 0 0 2327 CONOCOPHILLIPS COM 20825C104 20526 513280 SH SOLE 0 0 0 513280 APPLE INC COM 037833100 2903 21876 SH SOLE 0 0 0 21876 SPDR SER TR PRTFLO S&P500 VL 78464A508 21532 626102 SH SOLE 0 0 0 626102 CATERPILLAR INC COM 149123101 377 2070 SH SOLE 0 0 0 2070 NETFLIX INC COM 64110L106 875 1619 SH SOLE 0 0 0 1619 D R HORTON INC COM 23331A109 1374 19930 SH SOLE 0 0 0 19930 ISHARES TR CORE US AGGBD ET 464287226 224 1898 SH SOLE 0 0 0 1898 HANCOCK JOHN PFD INCOME FD SH BEN INT 41013W108 3181 161612 SH SOLE 0 0 0 161612 DOLLAR GEN CORP NEW COM 256677105 243 1157 SH SOLE 0 0 0 1157 AMERICAN ELEC PWR CO INC COM 025537101 482 5789 SH SOLE 0 0 0 5789 EATON CORP PLC SHS G29183103 271 2253 SH SOLE 0 0 0 2253 FAIR ISAAC CORP COM 303250104 456 892 SH SOLE 0 0 0 892 INFOSYS LTD SPONSORED ADR 456788108 173 10188 SH SOLE 0 0 0 10188 TYSON FOODS INC CL A 902494103 1631 25311 SH SOLE 0 0 0 25311 COUSINS PPTYS INC COM NEW 222795502 729 21765 SH SOLE 0 0 0 21765 GARMIN LTD SHS H2906T109 1682 14054 SH SOLE 0 0 0 14054 SEAGATE TECHNOLOGY PLC SHS G7945M107 203 3268 SH SOLE 0 0 0 3268 FIRST TR VALUE LINE DIVID IN SHS 33734H106 9572 272950 SH SOLE 0 0 0 272950 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 294 7354 SH SOLE 0 0 0 7354 VANGUARD WORLD FDS INF TECH ETF 92204A702 277 783 SH SOLE 0 0 0 783 KITE RLTY GROUP TR COM NEW 49803T300 150 10037 SH SOLE 0 0 0 10037 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 268 3036 SH SOLE 0 0 0 3036 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2099 49789 SH SOLE 0 0 0 49789 ISHARES TR NATIONAL MUN ETF 464288414 1020 8703 SH SOLE 0 0 0 8703 ISHARES TR JPMORGAN USD EMG 464288281 500 4314 SH SOLE 0 0 0 4314 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 378 13931 SH SOLE 0 0 0 13931 VANECK VECTORS ETF TR SHORT MUNI ETF 92189F528 333 18403 SH SOLE 0 0 0 18403 ISHARES TR MSCI ACWI EX US 464288240 2744 51739 SH SOLE 0 0 0 51739 FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 273 2305 SH SOLE 0 0 0 2305 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4363 141690 SH SOLE 0 0 0 141690 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1907 20802 SH SOLE 0 0 0 20802 TESLA INC COM 88160R101 1530 2168 SH SOLE 0 0 0 2168 SHOPIFY INC CL A 82509L107 234 207 SH SOLE 0 0 0 207 SPDR SER TR NUVEEN BBG BRCLY 78464A284 205 3480 SH SOLE 0 0 0 3480 VANECK VECTORS ETF TR CEF MUN INCOME E 92189F460 200 7020 SH SOLE 0 0 0 7020 ZILLOW GROUP INC CL A 98954M101 246 1807 SH SOLE 0 0 0 1807 PHILLIPS 66 COM 718546104 20483 292861 SH SOLE 0 0 0 292861 FACEBOOK INC CL A 30303M102 310 1135 SH SOLE 0 0 0 1135 HEALTHCARE TR AMER INC CL A NEW 42225P501 1980 71880 SH SOLE 0 0 0 71880 PALO ALTO NETWORKS INC COM 697435105 228 642 SH SOLE 0 0 0 642 ISHARES TR CORE MSCI EAFE 46432F842 1964 28427 SH SOLE 0 0 0 28427 RH COM 74967X103 410 917 SH SOLE 0 0 0 917 ABBVIE INC COM 00287Y109 249 2327 SH SOLE 0 0 0 2327 AMERICAN FIN TR INC COM CLASS A 02607T109 311 41828 SH SOLE 0 0 0 41828 RINGCENTRAL INC CL A 76680R206 227 598 SH SOLE 0 0 0 598 CHEGG INC COM 163092109 224 2481 SH SOLE 0 0 0 2481 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 725 12780 SH SOLE 0 0 0 12780 ARISTA NETWORKS INC COM 040413106 465 1601 SH SOLE 0 0 0 1601 ISHARES TR CORE TOTAL USD 46434V613 4638 84982 SH SOLE 0 0 0 84982 PAYPAL HLDGS INC COM 70450Y103 215 919 SH SOLE 0 0 0 919 SQUARE INC CL A 852234103 204 939 SH SOLE 0 0 0 939 OKTA INC CL A 679295105 214 843 SH SOLE 0 0 0 843 ISHARES TR FALN ANGLS USD 46435G474 1013 34421 SH SOLE 0 0 0 34421 ISHARES TR RUSEL 2500 ETF 46435G268 2672 47072 SH SOLE 0 0 0 47072 PRINCIPAL EXCHANGE-TRADED FD SPECTRUM PFD 74255Y888 4399 212708 SH SOLE 0 0 0 212708 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 4998 226234 SH SOLE 0 0 0 226234 PACER FDS TR BNCHMRK INFRA 69374H741 7846 218844 SH SOLE 0 0 0 218844 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 919 13617 SH SOLE 0 0 0 13617 FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 33740F870 2293 112063 SH SOLE 0 0 0 112063 CHEWY INC CL A 16679L109 264 2932 SH SOLE 0 0 0 2932 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 5064 90832 SH SOLE 0 0 0 90832