Ars Wealth Advisors Group, LLC Reduced Holdings in Q4 2024

Ars Wealth Advisors Group, LLC

  • $714 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-42.7K
- 8.21%
$88.59 - $94.57 $3.78M - $4.04M
478K $42.4M
MRK
Merck & Co., Inc.

Healthcare
-4.48K
- 2.81%
$96.31 - $114.76 $432K - $514K
155K $15.4M
VZ
Verizon Communications Inc

Communication Services
-2.01K
- 0.52%
$39.6 - $45.21 $79.8K - $91.1K
387K $15.5M
PEP
Pepsico Inc

Consumer Defensive
-824
- 0.81%
$151.29 - $176.1 $125K - $145K
101K $15.4M
LMT
Lockheed Martin Corp

Industrials
-137
- 0.9%
$479.66 - $614.62 $65.7K - $84.2K
15K $7.3M
SO
Southern CO

Utilities
-254
- 0.26%
$81.5 - $94.15 $20.7K - $23.9K
96.5K $7.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.15K
- 0.7%
$176.42 - $186.91 $203K - $215K
164K $29.2M
GD
General Dynamics Corp

Industrials
-85
- 0.87%
$260.28 - $314.03 $22.1K - $26.7K
9.68K $2.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-190
- 11.0%
$501.29 - $612.85 $95.2K - $116K
1.54K $800K
SHEL
Shell PLC

Energy
-1.72K
- 5.31%
$60.63 - $70.23 $104K - $121K
30.6K $1.92M
CVS
Cvs Health Corp

Healthcare
-50
- 0.59%
$43.78 - $67.46 $2.19K - $3.37K
8.4K $376K
XLV
Select Sector Spdr Fund Health

ETFs
-684
- 24.13%
$136.28 - $154.74 $93.2K - $106K
2.15K $295K
GLD
Spdr Gold Trust

ETFs
-251
- 0.36%
$236.59 - $257.5 $59.4K - $64.6K
69.4K $16.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-206
- 14.14%
$570.51 - $610.59 $118K - $126K
1.25K $736K
FYX
First Tr Small Cap Core Alphad

ETFs
-1.13K
- 8.08%
$96.51 - $110.53 $109K - $125K
12.9K $1.3M
VLO
Valero Energy Corp

Energy
-285
- 8.68%
$118.59 - $144.02 $33.8K - $41K
3K $367K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-292
- 7.35%
$59.25 - $72.99 $17.3K - $21.3K
3.68K $219K
NKE
Nike, Inc.

Consumer Cyclical
-96
- 2.13%
$73.36 - $89.13 $7.04K - $8.56K
4.42K $334K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-321
- 10.22%
$106.56 - $113.11 $34.2K - $36.3K
2.82K $301K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-2.5K
- 13.78%
$18.62 - $19.05 $46.6K - $47.6K
15.6K $292K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-2.25K
- 12.37%
$10.44 - $11.67 $23.4K - $26.2K
15.9K $168K
GIS
General Mills Inc

Consumer Defensive
-26
- 0.6%
$62.78 - $74.62 $1.63K - $1.94K
4.29K $273K
KMB
Kimberly Clark Corp

Consumer Defensive
-113
- 4.84%
$130.37 - $146.09 $14.7K - $16.5K
2.22K $291K
VTI
Vanguard Total Stock Market Et

ETFs
-228
- 5.4%
$280.04 - $302.45 $63.8K - $69K
4K $1.16M
SHV
Ishares Tr

ETFs
-220
- 1.24%
$109.92 - $110.57 $24.2K - $24.3K
17.5K $1.93M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.41K
- 4.32%
$37.61 - $38.92 $53.1K - $54.9K
31.2K $1.2M
XLE
Energy Sector Spdr

ETFs
-299
- 8.42%
$83.32 - $97.27 $24.9K - $29.1K
3.25K $278K
SRLN
Ssga Active Trust

ETFs
-714
- 0.88%
$41.48 - $42.08 $29.6K - $30K
80.3K $3.35M
NEAR
Blackrock Short Maturity Bond

ETFs
-323
- 7.53%
$50.28 - $51.08 $16.2K - $16.5K
3.97K $200K
HDV
Ishares Core High Dividend ETF

ETFs
-8
- 0.27%
$110.82 - $121.28 $887 - $970
2.91K $326K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-700
- 3.63%
$15.17 - $15.89 $10.6K - $11.1K
18.6K $288K
SPY
Spdr S&P 500 ETF Trust

ETFs
-99
- 2.77%
$567.81 - $607.81 $56.2K - $60.2K
3.48K $2.04M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-21
- 0.89%
$164.89 - $177.66 $3.46K - $3.73K
2.33K $384K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-149
- 3.03%
$60.24 - $63.08 $8.98K - $9.4K
4.77K $289K
WM
Waste Management Inc

Industrials
-10
- 0.65%
$201.79 - $228.46 $2.02K - $2.28K
1.53K $307K
OMEX
Odyssey Marine Exploration Inc

Industrials
-8.36K
- 32.04%
$0.33 - $0.76 $2.76K - $6.35K
17.7K $10K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 0.29%
$113.92 - $127.38 $1.25K - $1.4K
3.76K $432K
VTHR
Vanguard Russell 3000 ETF

ETFs
-59
- 3.13%
$251.33 - $271.45 $14.8K - $16K
1.82K $473K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-149
- 2.96%
$124.26 - $134.12 $18.5K - $20K
4.88K $627K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-352
- 2.4%
$35.94 - $36.85 $12.7K - $13K
14.3K $525K
XLP
Consumer Staples Sector Spdr

ETFs
-20
- 0.7%
N/A
2.84K $216K
PNOV
Innovator U.S. Equity Power Bu
-928
- 3.33%
N/A
26.9K $0
First Tr Exchng Traded Fd Vi
-840
- 1.38%
N/A
59.9K $0
FNY
First Trust Mid Cap Growth Alp
-1.31K
- 13.95%
N/A
8.1K $0
PDEC
Innovator U.S. Equity Power Bu
-949
- 4.47%
N/A
20.3K $0
Aim ETF Products Trust
-890
- 0.69%
N/A
128K $0
RLI
Rli Corp

Financial Services
-100
- 4.19%
$151.91 - $180.89 $15.2K - $18.1K
2.29K $376K
IWV
Ishares Russell 3000 ETF

ETFs
-4
- 0.39%
$323.08 - $349.08 $1.29K - $1.4K
1.02K $339K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-205
- 1.87%
$521.84 - $558.82 $107K - $115K
10.7K $5.78M
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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