Ars Wealth Advisors Group, LLC Purchases in Q3 2024

Ars Wealth Advisors Group, LLC

  • $805 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
31
+ 1.78%
$434.77 - $502.96 $13.5K - $15.6K
1.77K $862K
PAYX
Paychex Inc

Industrials
4
+ 0.22%
$116.17 - $135.19 $465 - $541
1.86K $249K
HDV
Ishares Core High Dividend ETF

ETFs
7
+ 0.24%
$107.62 - $118.76 $753 - $831
2.92K $343K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$79.92 - $88.19 $160 - $176
3.5K $308K
KMB
Kimberly Clark Corp

Consumer Defensive
113
+ 5.09%
$135.05 - $148.35 $15.3K - $16.8K
2.34K $332K
FDLO
Fidelity Covington Tr Low Vola

ETFs
15
+ 0.31%
$56.38 - $61.35 $846 - $920
4.92K $301K
LQD
Ishares Iboxx $ Investment Gra

ETFs
15
+ 0.48%
$106.11 - $113.72 $1.59K - $1.71K
3.14K $354K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
80
+ 0.44%
$10.79 - $12.29 $863 - $983
18.2K $219K
VIG
Vanguard Dividend Appreciation

ETFs
86
+ 3.27%
$182.15 - $182.15 $15.7K - $15.7K
2.72K $495K
XLE
Energy Sector Spdr

ETFs
283
+ 8.67%
$84.35 - $93.39 $23.9K - $26.4K
3.55K $311K
XLP
Consumer Staples Sector Spdr

ETFs
101
+ 3.66%
$76.04 - $76.04 $7.68K - $7.68K
2.86K $217K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.15%
$285.48 - $330.24 $285 - $330
683 $219K
Ishares Tr
7.94K
New
N/A
7.94K $0
Aim ETF Products Trust
129K
New
N/A
129K $0
COP
Conocophillips

Energy
150
+ 7.48%
$102.3 - $116.61 $15.3K - $17.5K
2.16K $226K
SRLN
Ssga Active Trust

ETFs
14
+ 0.02%
$40.93 - $41.85 $573 - $586
81K $3.38M
DIS
Walt Disney CO

Communication Services
47
+ 0.65%
$85.6 - $98.61 $4.02K - $4.63K
7.23K $694K
LLY
Eli Lilly & CO

Healthcare
20
+ 0.97%
$772.14 - $960.02 $15.4K - $19.2K
2.09K $1.85M
VLO
Valero Energy Corp

Energy
285
+ 9.5%
$132.81 - $163.48 $37.9K - $46.6K
3.29K $443K
QCOM
Qualcomm Inc

Technology
44
+ 1.91%
$156.12 - $209.64 $6.87K - $9.22K
2.34K $398K
CVX
Chevron Corp

Energy
5.66K
+ 5.04%
$137.88 - $161.97 $781K - $917K
118K $17.4M
HON
Honeywell International Inc

Industrials
796
+ 1.03%
$196.73 - $220.21 $157K - $175K
77.9K $16.1M
MRK
Merck & Co., Inc.

Healthcare
1.51K
+ 0.95%
$111.15 - $128.97 $168K - $195K
160K $18.1M
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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