Ars Wealth Advisors Group, LLC Reduced Holdings in Q3 2025

Ars Wealth Advisors Group, LLC

  • $982 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-58.4K
- 56.39%
$195.41 - $212.37 $11.4M - $12.4M
45.2K $9.43M
PEP
Pepsico Inc

Consumer Defensive
-43.1K
- 41.3%
$133.81 - $152.16 $5.76M - $6.55M
61.2K $8.6M
SHV
Ishares Tr

ETFs
-9.63K
- 55.17%
$110.06 - $110.49 $1.06M - $1.06M
7.82K $864K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7.82K
- 1.95%
$92.18 - $95.14 $721K - $744K
394K $37.4M
VIG
Vanguard Dividend Appreciation

ETFs
-1.16K
- 28.54%
N/A
2.92K $530K
KO
Coca Cola CO

Consumer Defensive
-184
- 0.69%
$65.67 - $71.67 $12.1K - $13.2K
26.5K $1.76M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-4.3K
- 25.45%
$15.26 - $18.63 $65.6K - $80.1K
12.6K $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.07K
- 17.39%
$82.38 - $83.0 $88.5K - $89.1K
5.1K $423K
VO
Vanguard Mid Cap ETF

ETFs
-191
- 14.04%
$279.83 - $293.74 $53.4K - $56.1K
1.17K $343K
AMGN
Amgen Inc

Healthcare
-164
- 4.35%
$271.18 - $309.22 $44.5K - $50.7K
3.61K $1.02M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.96K
- 13.75%
$18.93 - $19.47 $37.1K - $38.1K
12.3K $237K
MCD
Mcdonalds Corp

Consumer Cyclical
-368
- 5.01%
$291.67 - $316.99 $107K - $117K
6.97K $2.12M
KMB
Kimberly Clark Corp

Consumer Defensive
-128
- 6.46%
$121.72 - $136.77 $15.6K - $17.5K
1.85K $230K
EPD
Enterprise Products Partners L.P.

Energy
-775
- 8.4%
$30.74 - $32.14 $23.8K - $24.9K
8.45K $264K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-1.53K
- 9.4%
$15.1 - $15.88 $23.1K - $24.3K
14.8K $228K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-704
- 9.48%
$37.32 - $38.38 $26.3K - $27K
6.72K $257K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-841
- 6.13%
$17.81 - $18.39 $15K - $15.5K
12.9K $235K
VTV
Vanguard Value ETF

ETFs
-167
- 6.96%
$175.51 - $186.57 $29.3K - $31.2K
2.23K $416K
F
Ford Motor CO

Consumer Cyclical
-1.43K
- 11.4%
$10.82 - $12.09 $15.5K - $17.3K
11.1K $132K
YUM
Yum Brands Inc

Consumer Cyclical
-67
- 3.61%
$139.5 - $153.94 $9.35K - $10.3K
1.79K $272K
Aim ETF Products Trust
-2.19K
- 3.02%
N/A
70.3K $0
Aim ETF Products Trust
-3K
- 5.0%
N/A
57K $0
Aim ETF Products Trust
-1.82K
- 1.46%
N/A
123K $0
Aim ETF Products Trust
-75
- 0.06%
N/A
134K $0
Aim ETF Products Trust
-1.52K
- 1.71%
N/A
87.7K $0
First Tr Exchng Traded Fd Vi
-398
- 1.26%
N/A
31.2K $0
EIX
Edison International

Utilities
-313
- 6.31%
$50.42 - $56.35 $15.8K - $17.6K
4.65K $256K
XLV
Select Sector Spdr Fund Health

ETFs
-51
- 2.26%
$129.01 - $139.72 $6.58K - $7.13K
2.2K $306K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-200
- 3.36%
$62.09 - $66.51 $12.4K - $13.3K
5.75K $375K
MCK
Mckesson Corp

Healthcare
-8
- 2.54%
$659.01 - $772.54 $5.27K - $6.18K
307 $237K
HDV
Ishares Core High Dividend ETF

ETFs
-45
- 1.54%
$118.16 - $123.66 $5.32K - $5.56K
2.88K $352K
ETN
Eaton Corp PLC

Industrials
-37
- 2.64%
$342.99 - $392.76 $12.7K - $14.5K
1.36K $510K
VTHR
Vanguard Russell 3000 ETF

ETFs
-92
- 5.02%
$272.54 - $295.85 $25.1K - $27.2K
1.74K $512K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-169
- 4.56%
$108.46 - $120.63 $18.3K - $20.4K
3.54K $420K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-86
- 0.65%
$43.95 - $45.8 $3.78K - $3.94K
13.1K $595K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-26
- 0.37%
$35.42 - $38.65 $921 - $1K
6.95K $264K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-115
- 11.75%
$224.68 - $282.71 $25.8K - $32.5K
864 $241K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.72K
- 1.81%
$37.73 - $38.9 $64.8K - $66.8K
92.9K $3.61M
CVS
Cvs Health Corp

Healthcare
-83
- 1.08%
$58.75 - $76.5 $4.88K - $6.35K
7.59K $572K
GM
General Motors CO

Consumer Cyclical
-218
- 4.15%
$48.89 - $61.24 $10.7K - $13.4K
5.04K $307K
IVV
Ishares Core S&P 500 ETF

ETFs
-12
- 0.91%
$620.67 - $670.08 $7.45K - $8.04K
1.31K $876K
NEE
Nextera Energy Inc

Utilities
-103
- 0.93%
$69.77 - $77.54 $7.19K - $7.99K
11K $829K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.16%
$546.99 - $602.2 $1.64K - $1.81K
1.86K $1.12M
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.15%
$215.01 - $273.02 $1.08K - $1.37K
3.25K $816K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.08K
- 0.94%
$39.79 - $41.15 $43K - $44.5K
114K $4.68M
WELL
Welltower Inc.

Real Estate
-6
- 0.12%
$150.71 - $178.14 $904 - $1.07K
4.99K $888K
ORCL
Oracle Corp

Technology
-67
- 2.92%
$218.96 - $328.33 $14.7K - $22K
2.23K $626K
FYX
First Tr Small Cap Core Alphad

ETFs
-13
- 0.1%
$96.35 - $111.0 $1.25K - $1.44K
12.5K $1.36M
GLW
Corning Inc

Technology
-178
- 3.04%
$51.6 - $82.03 $9.18K - $14.6K
5.68K $465K
Activity Summary
Buys All Purchases 97 New Holdings 8 Increased Positions 89 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 1 Puts 1
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