Ars Wealth Advisors Group, LLC Incresed Positions in Q3 2024

Ars Wealth Advisors Group, LLC

  • $805 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.49K
+ 0.84%
$207.23 - $234.82 $309K - $350K
179K $41.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
778
+ 0.15%
$83.76 - $91.82 $65.2K - $71.4K
520K $47.5M
VBR
Vanguard Small Cap Value ETF

ETFs
3.24K
+ 3.15%
$179.99 - $201.6 $583K - $653K
106K $21.3M
DUK
Duke Energy Corp

Utilities
3.03K
+ 2.23%
$99.35 - $117.71 $301K - $356K
139K $16M
UNH
Unitedhealth Group Inc

Healthcare
515
+ 1.91%
$488.01 - $604.18 $251K - $311K
27.5K $16.1M
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 1.08%
$145.48 - $167.38 $180K - $207K
115K $18.7M
VZ
Verizon Communications Inc

Communication Services
11.7K
+ 3.1%
$38.89 - $45.0 $454K - $525K
389K $17.5M
AVGO
Broadcom Inc.

Technology
160K
+ 885.22%
$136.27 - $1745.86 $21.8M - $279M
178K $30.7M
MA
Mastercard Inc

Financial Services
20
+ 0.07%
$429.6 - $500.99 $8.59K - $10K
30.1K $14.9M
SO
Southern CO

Utilities
1.51K
+ 1.58%
$77.0 - $90.52 $116K - $136K
96.8K $8.73M
CSCO
Cisco Systems, Inc.

Technology
292
+ 0.2%
$44.74 - $53.22 $13.1K - $15.5K
146K $7.78M
PEP
Pepsico Inc

Consumer Defensive
1.87K
+ 1.86%
$161.9 - $179.3 $303K - $335K
102K $17.4M
XOM
Exxon Mobil Corp

Energy
2.34K
+ 1.17%
$109.72 - $119.0 $257K - $279K
202K $23.7M
KMI
Kinder Morgan, Inc.

Energy
300
+ 0.1%
$19.72 - $22.22 $5.92K - $6.67K
300K $6.62M
CAT
Caterpillar Inc

Industrials
452
+ 8.56%
$316.8 - $391.12 $143K - $177K
5.73K $2.24M
NEE
Nextera Energy Inc

Utilities
2.49K
+ 32.09%
$69.9 - $84.97 $174K - $211K
10.2K $864K
T
At&T Inc.

Communication Services
8.51K
+ 54.57%
$18.21 - $22.28 $155K - $190K
24.1K $530K
ABBV
Abb Vie Inc.

Healthcare
261
+ 4.27%
$163.84 - $199.33 $42.8K - $52K
6.37K $1.26M
FYX
First Tr Small Cap Core Alphad

ETFs
4
+ 0.03%
$89.32 - $100.62 $357 - $402
14K $1.39M
KO
Coca Cola CO

Consumer Defensive
395
+ 3.39%
$62.69 - $73.01 $24.8K - $28.8K
12.1K $866K
UPS
United Parcel Service Inc

Industrials
903
+ 2.64%
$123.32 - $147.38 $111K - $133K
35.1K $4.79M
AEP
American Electric Power CO Inc

Utilities
10
+ 0.16%
$87.11 - $104.95 $871 - $1.05K
6.4K $656K
EIX
Edison International

Utilities
100
+ 1.97%
$71.19 - $87.72 $7.12K - $8.77K
5.18K $450K
ABT
Abbott Laboratories

Healthcare
101
+ 1.62%
$100.07 - $118.13 $10.1K - $11.9K
6.32K $720K
NFLX
Netflix Inc

Communication Services
35
+ 2.54%
$598.55 - $722.26 $20.9K - $25.3K
1.42K $1M
PSLV
Sprott Physical Silver Trust

Financial Services
5.2K
+ 38.81%
$9.17 - $10.84 $47.7K - $56.4K
18.6K $194K
ET
Energy Transfer LP

Energy
4.01K
+ 12.18%
$15.43 - $16.44 $61.9K - $65.9K
36.9K $592K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
168
+ 4.67%
$105.53 - $118.34 $17.7K - $19.9K
3.77K $440K
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 1.53%
$520.18 - $576.82 $11.4K - $12.7K
1.46K $840K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
629
+ 13.64%
$49.82 - $55.29 $31.3K - $34.8K
5.24K $289K
GIS
General Mills Inc

Consumer Defensive
25
+ 0.58%
$62.5 - $75.15 $1.56K - $1.88K
4.31K $318K
FNK
First Trust Mid Cap Value Alph

ETFs
3
+ 0.02%
$50.08 - $55.68 $150 - $167
13.2K $718K
PFE
Pfizer Inc

Healthcare
794
+ 3.45%
$27.7 - $31.39 $22K - $24.9K
23.8K $688K
IWM
Ishares Russell 2000 ETF

ETFs
85
+ 6.0%
$200.87 - $224.6 $17.1K - $19.1K
1.5K $331K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
6
+ 0.26%
$151.63 - $169.74 $910 - $1.02K
2.35K $397K
VTV
Vanguard Value ETF

ETFs
51
+ 2.39%
$159.75 - $174.57 $8.15K - $8.9K
2.19K $381K
MUB
Ishares National Muni Bond ETF

ETFs
162
+ 1.83%
$106.13 - $108.7 $17.2K - $17.6K
9.02K $980K
TFC
Truist Financial Corp

Financial Services
223
+ 3.65%
$38.22 - $44.94 $8.52K - $10K
6.33K $270K
VO
Vanguard Mid Cap ETF

ETFs
20
+ 1.73%
$237.84 - $263.83 $4.76K - $5.28K
1.18K $311K
XLV
Select Sector Spdr Fund Health

ETFs
43
+ 1.54%
$143.3 - $157.24 $6.16K - $6.76K
2.84K $436K
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
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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