Ars Wealth Advisors Group, LLC Purchases in Q4 2024

Ars Wealth Advisors Group, LLC

  • $714 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.15K
+ 0.62%
$69.3 - $74.3 $426K - $457K
1M $71.7M
HON
Honeywell International Inc

Industrials
780
+ 1.0%
$202.84 - $236.0 $158K - $184K
78.7K $17.8M
CSCO
Cisco Systems, Inc.

Technology
157
+ 0.11%
$52.45 - $60.02 $8.23K - $9.42K
146K $8.67M
KO
Coca Cola CO

Consumer Defensive
14.6K
+ 120.96%
$61.74 - $71.71 $900K - $1.05M
26.6K $1.66M
NVDA
Nvidia Corp

Technology
894
+ 2.42%
$117.0 - $148.88 $105K - $133K
37.8K $5.07M
TSLA
Tesla, Inc.

Consumer Cyclical
295
+ 12.0%
$213.65 - $479.86 $63K - $142K
2.75K $1.11M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.52K
New
$35.45 - $40.33 $302K - $344K
8.52K $305K
COST
Costco Wholesale Corp

Consumer Defensive
226
+ 8.94%
$873.59 - $994.69 $197K - $225K
2.75K $2.52M
NFLX
Netflix Inc

Communication Services
23
+ 1.63%
$687.65 - $936.56 $15.8K - $21.5K
1.44K $1.28M
MCD
Mcdonalds Corp

Consumer Cyclical
1.27K
+ 19.65%
$288.47 - $316.54 $367K - $402K
7.74K $2.24M
ROK
Rockwell Automation, Inc

Industrials
830
New
$264.65 - $302.92 $220K - $251K
830 $237K
GM
General Motors CO

Consumer Cyclical
3.84K
New
$44.82 - $60.2 $172K - $231K
3.84K $204K
SUB
Ishares Short Term National Mu

ETFs
2K
+ 18.69%
$104.94 - $106.2 $210K - $212K
12.7K $1.34M
SCHW
Schwab Charles Corp

Financial Services
2.74K
New
$63.31 - $82.85 $173K - $227K
2.74K $202K
F
Ford Motor CO

Consumer Cyclical
20K
New
$9.69 - $11.4 $194K - $228K
20K $198K
MUB
Ishares National Muni Bond ETF

ETFs
2K
+ 22.17%
$105.78 - $108.7 $212K - $217K
11K $1.17M
DIS
Walt Disney CO

Communication Services
750
+ 10.38%
$92.39 - $117.6 $69.3K - $88.2K
7.98K $888K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
+ 19.75%
$49.79 - $51.14 $199K - $205K
24.3K $1.22M
CRM
Salesforce, Inc.

Technology
16
+ 0.56%
$270.87 - $367.87 $4.33K - $5.89K
2.87K $958K
META
Meta Platforms, Inc.

Communication Services
85
+ 1.87%
$554.08 - $632.68 $47.1K - $53.8K
4.62K $2.73M
V
Visa Inc.

Financial Services
122
+ 5.73%
$273.87 - $320.91 $33.4K - $39.2K
2.25K $711K
VBR
Vanguard Small Cap Value ETF

ETFs
1.65K
+ 1.55%
$197.36 - $217.3 $325K - $358K
108K $21.4M
EPD
Enterprise Products Partners L.P.

Energy
1.13K
+ 16.1%
$28.66 - $34.43 $32.4K - $38.9K
8.15K $255K
T
At&T Inc.

Communication Services
980
+ 4.07%
$21.22 - $23.88 $20.8K - $23.4K
25.1K $570K
ETN
Eaton Corp PLC

Industrials
117
+ 8.94%
$326.96 - $377.52 $38.3K - $44.2K
1.43K $472K
ABBV
Abb Vie Inc.

Healthcare
905
+ 14.21%
$164.99 - $203.87 $149K - $185K
7.27K $1.29M
MSFT
Microsoft Corp

Technology
1.72K
+ 2.13%
$406.35 - $454.46 $698K - $781K
82.6K $34.8M
TFC
Truist Financial Corp

Financial Services
322
+ 5.09%
$41.51 - $48.1 $13.4K - $15.5K
6.65K $288K
VIG
Vanguard Dividend Appreciation

ETFs
98
+ 3.6%
N/A
2.82K $513K
COP
Conocophillips

Energy
287
+ 13.31%
$95.12 - $114.72 $27.3K - $32.9K
2.44K $242K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.15%
$316.94 - $357.88 $317 - $358
684 $234K
PAYX
Paychex Inc

Industrials
3
+ 0.16%
$135.86 - $148.73 $408 - $446
1.87K $261K
ENLV
Enlivex Therapeutics Ltd.

Healthcare
10K
New
$0.84 - $1.69 $8.4K - $16.9K
10K $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.22K
+ 201.07%
$22.01 - $66.82 $137K - $416K
9.32K $211K
ORCL
Oracle Corp

Technology
83
+ 4.07%
$165.41 - $192.43 $13.7K - $16K
2.12K $353K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 1.08%
$126.68 - $134.74 $2.53K - $2.69K
1.87K $238K
GE
General Electric CO

Industrials
268
+ 13.25%
$159.95 - $194.23 $42.9K - $52.1K
2.29K $382K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$87.25 - $95.52 $175 - $191
3.5K $309K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$216.13 - $242.4 $216 - $242
1.5K $331K
Aim ETF Products Trust
17.5K
New
N/A
17.5K $0
T Rowe Price ETF Inc
120K
New
N/A
120K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$61.68 - $67.87 $61.7 - $67.9
5.85K $364K
HSY
Hershey CO

Consumer Defensive
348
+ 12.88%
$168.67 - $193.65 $58.7K - $67.4K
3.05K $516K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55
+ 2.15%
$96.64 - $101.23 $5.32K - $5.57K
2.62K $253K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.71K
+ 89.9%
$27.45 - $55.56 $129K - $262K
9.95K $281K
VTV
Vanguard Value ETF

ETFs
3
+ 0.14%
$168.32 - $181.87 $505 - $546
2.19K $370K
FNK
First Trust Mid Cap Value Alph

ETFs
4
+ 0.03%
$52.39 - $58.28 $210 - $233
13.2K $705K
CSX
Csx Corp

Industrials
700
+ 3.64%
$31.58 - $36.88 $22.1K - $25.8K
19.9K $643K
PFE
Pfizer Inc

Healthcare
1.18K
+ 4.94%
$24.8 - $30.19 $29.2K - $35.5K
25K $662K
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 2 Puts 0
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