Ars Wealth Advisors Group, LLC Reduced Holdings in Q1 2025

Ars Wealth Advisors Group, LLC

  • $682 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-6.45K
- 3.76%
$167.43 - $244.7 $1.08M - $1.58M
165K $27.7M
GOOG
Alphabet Inc.

Communication Services
-1.54K
- 1.19%
$156.06 - $207.71 $240K - $319K
128K $19.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.4K
- 0.74%
$67.03 - $74.61 $496K - $552K
997K $67.4M
MSFT
Microsoft Corp

Technology
-785
- 0.95%
$375.39 - $447.2 $295K - $351K
81.8K $30.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-64.4K
- 13.49%
$87.68 - $94.52 $5.65M - $6.09M
413K $38.3M
XLK
Technology Sector Spdr

ETFs
-1.11K
- 0.95%
$206.38 - $242.18 $228K - $268K
115K $23.7M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-58.1K
- 53.61%
$35.29 - $36.56 $2.05M - $2.12M
50.2K $1.79M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.26K
- 2.1%
$183.02 - $207.75 $414K - $470K
106K $19.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.61K
- 0.98%
$168.16 - $186.21 $271K - $300K
162K $27.5M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-27.5K
- 20.02%
$36.56 - $38.35 $1.01M - $1.05M
110K $4.04M
POCT
Innovator U.S. Equity Power Bu

ETFs
-21.3K
- 50.17%
$38.53 - $40.49 $820K - $862K
21.1K $818K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-20.4K
- 67.19%
$35.21 - $37.69 $717K - $767K
9.94K $352K
MUB
Ishares National Muni Bond ETF

ETFs
-6.06K
- 55.0%
$104.71 - $107.69 $635K - $653K
4.96K $521K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12K
- 49.48%
$49.25 - $50.66 $591K - $608K
12.3K $606K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-543
- 5.06%
$507.05 - $563.67 $275K - $306K
10.2K $5.21M
WMT
Walmart Inc.

Consumer Defensive
-1.35K
- 0.82%
$84.5 - $105.05 $114K - $142K
164K $14.4M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-12.4K
- 52.16%
$39.51 - $41.0 $488K - $507K
11.3K $451K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-11.2K
- 40.96%
$41.09 - $43.24 $461K - $485K
16.2K $668K
SUB
Ishares Short Term National Mu

ETFs
-3.9K
- 30.71%
$105.3 - $106.24 $411K - $414K
8.8K $928K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-8.11K
- 19.97%
$39.81 - $42.17 $323K - $342K
32.5K $1.3M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-8.67K
- 27.76%
$37.4 - $39.42 $324K - $342K
22.6K $849K
PEP
Pepsico Inc

Consumer Defensive
-722
- 0.71%
$142.64 - $156.42 $103K - $113K
101K $15.1M
CAT
Caterpillar Inc

Industrials
-166
- 2.89%
$326.75 - $407.63 $54.2K - $67.7K
5.57K $1.84M
JPM
Jpmorgan Chase & CO

Financial Services
-3.47K
- 2.98%
$225.19 - $279.95 $782K - $972K
113K $27.7M
FYX
First Tr Small Cap Core Alphad

ETFs
-384
- 2.99%
$89.26 - $104.61 $34.3K - $40.2K
12.5K $1.13M
SRLN
Ssga Active Trust

ETFs
-1.89K
- 2.36%
$41.02 - $41.99 $77.6K - $79.4K
78.4K $3.22M
EIX
Edison International

Utilities
-219
- 4.23%
$50.06 - $80.01 $11K - $17.5K
4.96K $292K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-2.9K
- 21.48%
$21.0 - $24.67 $60.9K - $71.5K
10.6K $222K
F
Ford Motor CO

Consumer Cyclical
-9.56K
- 47.79%
$9.12 - $10.43 $87.2K - $99.7K
10.4K $104K
ETN
Eaton Corp PLC

Industrials
-25
- 1.75%
$271.83 - $371.23 $6.8K - $9.28K
1.4K $380K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-417
- 8.54%
$120.29 - $134.6 $50.2K - $56.1K
4.46K $541K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.57K
- 18.38%
$32.49 - $37.99 $50.9K - $59.5K
6.95K $232K
LOW
Lowes Companies Inc

Consumer Cyclical
-101
- 2.83%
$222.66 - $268.42 $22.5K - $27.1K
3.47K $809K
IWM
Ishares Russell 2000 ETF

ETFs
-186
- 12.38%
$198.1 - $229.79 $36.8K - $42.7K
1.32K $263K
FNK
First Trust Mid Cap Value Alph

ETFs
-325
- 2.47%
$48.96 - $55.86 $15.9K - $18.2K
12.9K $644K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-5.5K
- 34.57%
$10.35 - $11.79 $56.9K - $64.8K
10.4K $114K
NEE
Nextera Energy Inc

Utilities
-604
- 5.88%
$66.96 - $76.16 $40.4K - $46K
9.66K $685K
PFE
Pfizer Inc

Healthcare
-728
- 2.92%
$25.01 - $27.13 $18.2K - $19.8K
24.2K $614K
UNP
Union Pacific Corp

Industrials
-304
- 6.86%
$225.21 - $254.42 $68.5K - $77.3K
4.13K $974K
GD
General Dynamics Corp

Industrials
-452
- 4.67%
$241.94 - $272.58 $109K - $123K
9.23K $2.51M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-2.2K
- 11.83%
$15.51 - $15.85 $34.1K - $34.9K
16.4K $256K
GIS
General Mills Inc

Consumer Defensive
-188
- 4.39%
$57.56 - $65.3 $10.8K - $12.3K
4.1K $245K
TFC
Truist Financial Corp

Financial Services
-278
- 4.18%
$39.48 - $48.15 $11K - $13.4K
6.37K $262K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-1.3K
- 8.31%
$18.54 - $18.88 $24.1K - $24.5K
14.3K $267K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-1.89K
- 10.06%
$18.63 - $21.12 $35.2K - $39.9K
16.9K $345K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-109
- 4.17%
$95.85 - $99.25 $10.4K - $10.8K
2.51K $247K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-62
- 1.3%
$59.43 - $63.22 $3.68K - $3.92K
4.71K $283K
DVY
Ishares Tr

ETFs
-50
- 2.98%
$128.58 - $138.1 $6.43K - $6.91K
1.63K $216K
QCOM
Qualcomm Inc

Technology
-24
- 1.02%
$151.94 - $175.86 $3.65K - $4.22K
2.32K $356K
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 1 Puts 0
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