Ars Wealth Advisors Group, LLC Purchases in Q2 2025

Ars Wealth Advisors Group, LLC

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
154
+ 6.77%
$166.81 - $257.39 $25.7K - $39.6K
2.43K $624K
GEOS
Geospace Technologies Corp

Energy
12.6K
New
N/A
12.6K $157K
NKE
Nike, Inc.

Consumer Cyclical
1.69K
+ 34.59%
$53.27 - $72.04 $89.8K - $121K
6.56K $465K
CRMD
Cor Medix Inc.

Healthcare
10K
New
$5.86 - $16.56 $58.6K - $166K
10K $123K
SO
Southern CO

Utilities
1.39K
+ 1.4%
$84.91 - $92.56 $118K - $128K
100K $9.2M
HD
Home Depot, Inc.

Consumer Cyclical
274
+ 0.86%
$335.24 - $380.78 $91.9K - $104K
32K $11.7M
CRM
Salesforce, Inc.

Technology
290
+ 9.44%
$236.26 - $291.15 $68.5K - $84.4K
3.36K $916K
NEE
Nextera Energy Inc

Utilities
1.42K
+ 14.74%
$64.11 - $75.0 $91.3K - $107K
11.1K $769K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.01%
$79.22 - $97.28 $79.2 - $97.3
12.5K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.68%
$149.23 - $184.95 $2.54K - $3.14K
2.52K $458K
YUM
Yum Brands Inc

Consumer Cyclical
421
+ 29.32%
$138.36 - $161.45 $58.2K - $68K
1.86K $275K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
150
+ 1.42%
$18.53 - $24.21 $2.78K - $3.63K
10.8K $260K
SRLN
Ssga Active Trust

ETFs
27
+ 0.03%
$39.47 - $41.59 $1.07K - $1.12K
78.5K $3.26M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.04%
$69.06 - $91.24 $69.1 - $91.2
2.67K $243K
F
Ford Motor CO

Consumer Cyclical
2.09K
+ 19.96%
$8.69 - $10.85 $18.1K - $22.6K
12.5K $135K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
29
+ 0.29%
$23.87 - $29.82 $692 - $865
10K $298K
V
Visa Inc.

Financial Services
50
+ 2.37%
$308.27 - $373.31 $15.4K - $18.7K
2.16K $767K
KO
Coca Cola CO

Consumer Defensive
684
+ 2.63%
$68.37 - $73.9 $46.8K - $50.5K
26.7K $1.89M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27
+ 0.29%
$19.1 - $23.83 $516 - $643
9.37K $223K
FNK
First Trust Mid Cap Value Alph

ETFs
2
+ 0.02%
$43.24 - $51.76 $86.5 - $104
12.9K $665K
DE
Deere & CO

Industrials
4
+ 0.91%
$412.99 - $531.48 $1.65K - $2.13K
445 $226K
SYK
Stryker Corp

Healthcare
3
+ 0.4%
$337.37 - $395.63 $1.01K - $1.19K
746 $295K
PFE
Pfizer Inc

Healthcare
1.84K
+ 7.58%
$21.59 - $24.84 $39.7K - $45.7K
26.1K $632K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 6.72%
$29.82 - $30.19 $14.9K - $15.1K
7.94K $239K
CVS
Cvs Health Corp

Healthcare
81
+ 1.07%
$60.04 - $70.18 $4.86K - $5.68K
7.67K $529K
UPS
United Parcel Service Inc

Industrials
3.61K
+ 9.32%
$91.92 - $110.2 $332K - $397K
42.3K $4.27M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24
+ 0.35%
$29.52 - $35.31 $708 - $847
6.98K $246K
TFC
Truist Financial Corp

Financial Services
27
+ 0.42%
$34.79 - $42.99 $939 - $1.16K
6.4K $275K
FDLO
Fidelity Covington Tr Low Vola

ETFs
17
+ 0.36%
$54.44 - $62.8 $925 - $1.07K
4.73K $296K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.05%
$114.78 - $133.31 $115 - $133
1.94K $258K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
7
+ 0.3%
$157.93 - $175.89 $1.11K - $1.23K
2.34K $408K
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 12.16%
$28.95 - $34.22 $29K - $34.2K
9.22K $286K
LQD
Ishares Iboxx $ Investment Gra

ETFs
16
+ 0.57%
$105.23 - $109.61 $1.68K - $1.75K
2.85K $311K
WELL
Welltower Inc.

Real Estate
6
+ 0.12%
$136.49 - $155.22 $819 - $931
4.99K $767K
Aim ETF Products Trust
8
+ 0.01%
N/A
134K $0
T Rowe Price ETF Inc
50.9K
+ 18.94%
N/A
320K $0
Galaxy Digital Inc.
9.7K
New
N/A
9.7K $0
Ge Vernova Inc
538
New
N/A
538 $0
Aim ETF Products Trust
300
+ 0.34%
N/A
89.2K $0
Mind Technology Inc
15K
New
N/A
15K $0
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 0.21%
$108.41 - $120.51 $650 - $723
2.92K $342K
PAYX
Paychex Inc

Industrials
3
+ 0.16%
$137.01 - $159.78 $411 - $479
1.87K $272K
LLY
Eli Lilly & CO

Healthcare
78
+ 3.69%
$713.71 - $898.95 $55.7K - $70.1K
2.19K $1.71M
ABBV
Abb Vie Inc.

Healthcare
202
+ 2.79%
$170.16 - $206.27 $34.4K - $41.7K
7.45K $1.38M
DUK
Duke Energy Corp

Utilities
1.98K
+ 1.43%
$112.46 - $124.05 $223K - $246K
141K $16.6M
VZ
Verizon Communications Inc

Communication Services
11.4K
+ 2.85%
$41.67 - $45.62 $477K - $522K
412K $17.8M
JNJ
Johnson & Johnson

Healthcare
4.34K
+ 3.65%
$146.36 - $159.82 $636K - $694K
123K $18.8M
PG
Procter & Gamble CO

Consumer Defensive
2.01K
+ 1.67%
$157.66 - $172.39 $317K - $347K
122K $19.5M
PEP
Pepsico Inc

Consumer Defensive
3.68K
+ 3.66%
$128.02 - $151.37 $471K - $557K
104K $13.8M
Activity Summary
Buys All Purchases 103 New Holdings 33 Increased Positions 70 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 3 Puts 0
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