Ars Wealth Advisors Group, LLC Purchases in Q1 2025

Ars Wealth Advisors Group, LLC

  • $682 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2.11K
+ 1.81%
$142.06 - $167.7 $300K - $354K
119K $19.7M
CVX
Chevron Corp

Energy
549
+ 0.46%
$146.71 - $167.97 $80.5K - $92.2K
119K $19.9M
VZ
Verizon Communications Inc

Communication Services
14.1K
+ 3.66%
$37.81 - $46.49 $535K - $657K
401K $18.2M
SO
Southern CO

Utilities
2.26K
+ 2.34%
$80.96 - $92.96 $183K - $210K
98.8K $9.08M
MO
Altria Group, Inc.

Consumer Defensive
1.43K
+ 1.06%
$50.81 - $60.02 $72.6K - $85.8K
136K $8.19M
UNH
Unitedhealth Group Inc

Healthcare
1K
+ 3.63%
$461.52 - $548.18 $463K - $550K
28.7K $15M
CSCO
Cisco Systems, Inc.

Technology
521
+ 0.36%
$58.74 - $64.87 $30.6K - $33.8K
147K $9.07M
NI
Nisource Inc.

Utilities
5.94K
New
$35.57 - $41.23 $211K - $245K
5.94K $238K
VIG
Vanguard Dividend Appreciation

ETFs
1.26K
+ 44.8%
N/A
4.08K $742K
YUM
Yum Brands Inc

Consumer Cyclical
1.44K
New
$123.25 - $162.53 $177K - $233K
1.44K $225K
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.44K
New
$29.82 - $30.1 $222K - $224K
7.44K $223K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.28K
New
$49.78 - $53.19 $213K - $227K
4.28K $216K
DE
Deere & CO

Industrials
441
New
$408.57 - $509.27 $180K - $225K
441 $206K
T
At&T Inc.

Communication Services
159
+ 0.63%
$21.56 - $28.28 $3.43K - $4.5K
25.2K $713K
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 2.0%
$890.62 - $1076.86 $49K - $59.2K
2.81K $2.66M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.09%
$725.72 - $929.72 $1.45K - $1.86K
2.12K $1.75M
NFLX
Netflix Inc

Communication Services
29
+ 2.02%
$828.4 - $1058.6 $24K - $30.7K
1.47K $1.37M
WM
Waste Management Inc

Industrials
1
+ 0.07%
$200.54 - $233.78 $201 - $234
1.53K $353K
VTV
Vanguard Value ETF

ETFs
208
+ 9.49%
$167.73 - $179.21 $34.9K - $37.3K
2.4K $409K
EOG
Eog Resources Inc

Energy
125
+ 4.34%
$120.54 - $138.05 $15.1K - $17.3K
3K $384K
XLV
Select Sector Spdr Fund Health

ETFs
108
+ 5.02%
$137.61 - $149.68 $14.9K - $16.2K
2.26K $326K
PAYX
Paychex Inc

Industrials
4
+ 0.21%
$136.06 - $154.52 $544 - $618
1.87K $288K
EPD
Enterprise Products Partners L.P.

Energy
75
+ 0.92%
$31.75 - $34.14 $2.38K - $2.56K
8.22K $280K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.17%
$110.86 - $121.12 $554 - $606
2.92K $348K
VO
Vanguard Mid Cap ETF

ETFs
101
+ 8.57%
$251.87 - $277.95 $25.4K - $28.1K
1.28K $329K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
6
+ 0.26%
$162.48 - $175.37 $975 - $1.05K
2.34K $401K
VUG
Vanguard Growth ETF

ETFs
101
+ 15.81%
$369.1 - $427.61 $37.3K - $43.2K
740 $274K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
65
+ 3.48%
$126.11 - $135.06 $8.2K - $8.78K
1.94K $246K
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 6.31%
$554.06 - $615.85 $43.8K - $48.7K
1.33K $742K
HSY
Hershey CO

Consumer Defensive
2
+ 0.07%
$144.74 - $186.36 $289 - $373
3.05K $521K
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 0.35%
$105.1 - $109.61 $1.05K - $1.1K
2.83K $306K
Aim ETF Products Trust
72.5K
New
N/A
72.5K $0
Aim ETF Products Trust
134K
New
N/A
134K $0
XLP
Consumer Staples Sector Spdr

ETFs
1
+ 0.04%
N/A
2.85K $216K
Aim ETF Products Trust
88.9K
New
N/A
88.9K $0
T Rowe Price ETF Inc
149K
+ 123.42%
N/A
269K $0
Aim ETF Products Trust
60K
New
N/A
60K $0
ORCL
Oracle Corp

Technology
341
+ 16.05%
$139.81 - $186.47 $47.7K - $63.6K
2.47K $344K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.31%
$21.23 - $23.75 $616 - $689
9.35K $200K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.03%
$82.81 - $92.93 $82.8 - $92.9
3.5K $296K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
170
+ 2.91%
$57.21 - $65.8 $9.73K - $11.2K
6.02K $350K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
31
+ 0.31%
$26.53 - $29.63 $822 - $919
9.98K $267K
META
Meta Platforms, Inc.

Communication Services
81
+ 1.75%
$576.36 - $736.67 $46.7K - $59.7K
4.7K $2.71M
VTHR
Vanguard Russell 3000 ETF

ETFs
11
+ 0.6%
$243.2 - $272.04 $2.68K - $2.99K
1.83K $450K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.15%
$307.43 - $357.48 $307 - $357
685 $211K
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 1.63%
$497.6 - $606.74 $12.4K - $15.2K
1.56K $777K
CEG
Constellation Energy Corp

Utilities
35
+ 2.15%
$201.63 - $347.44 $7.06K - $12.2K
1.66K $341K
NKE
Nike, Inc.

Consumer Cyclical
450
+ 10.18%
$63.29 - $81.72 $28.5K - $36.8K
4.87K $309K
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 3.3%
$551.42 - $612.93 $63.4K - $70.5K
3.6K $2.01M
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 1 Puts 0
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