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
First Tr Exchng Traded Fd Vi
-24.7K
- 41.26%
N/A
35.2K $0
PSEP
Innovator U.S. Equity Power Bu
-6.22K
- 44.5%
N/A
7.76K $0
Aim ETF Products Trust
-3K
- 2.34%
N/A
125K $0
PDEC
Innovator U.S. Equity Power Bu
-7.02K
- 34.59%
N/A
13.3K $0
SHV
Ishares Tr

ETFs
-44
- 0.25%
$110.11 - $110.51 $4.84K - $4.86K
17.5K $1.93M
SCHW
Schwab Charles Corp

Financial Services
-74
- 2.7%
$71.24 - $83.64 $5.27K - $6.19K
2.67K $208K
XLE
Energy Sector Spdr

ETFs
-90
- 2.77%
$85.7 - $93.96 $7.71K - $8.46K
3.16K $292K
VLO
Valero Energy Corp

Energy
-100
- 3.33%
$121.76 - $142.99 $12.2K - $14.3K
2.9K $383K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-30
- 0.82%
$56.12 - $68.15 $1.68K - $2.04K
3.65K $247K
V
Visa Inc.

Financial Services
-138
- 6.13%
$306.92 - $362.71 $42.4K - $50.1K
2.11K $740K
TD
Toronto Dominion Bank

Financial Services
-150
- 1.13%
$53.12 - $61.15 $7.97K - $9.17K
13.1K $786K
PM
Philip Morris International Inc.

Consumer Defensive
-10
- 0.4%
$117.15 - $158.79 $1.17K - $1.59K
2.5K $396K
MCD
Mcdonalds Corp

Consumer Cyclical
-212
- 2.74%
$279.74 - $321.29 $59.3K - $68.1K
7.53K $2.35M
WELL
Welltower Inc.

Real Estate
-33
- 0.66%
$124.05 - $156.86 $4.09K - $5.18K
4.99K $764K
CVS
Cvs Health Corp

Healthcare
-807
- 9.61%
$44.22 - $68.64 $35.7K - $55.4K
7.59K $514K
MA
Mastercard Inc

Financial Services
-825
- 2.74%
$504.67 - $576.31 $416K - $475K
29.2K $16M
KO
Coca Cola CO

Consumer Defensive
-651
- 2.44%
$60.81 - $72.32 $39.6K - $47.1K
26K $1.86M
PG
Procter & Gamble CO

Consumer Defensive
-772
- 0.64%
$158.56 - $176.26 $122K - $136K
120K $20.5M
ABBV
Abb Vie Inc.

Healthcare
-22
- 0.3%
$169.2 - $216.66 $3.72K - $4.77K
7.25K $1.52M
KMI
Kinder Morgan, Inc.

Energy
-3.63K
- 1.24%
$26.1 - $31.22 $94.8K - $113K
290K $8.27M
SHEL
Shell PLC

Energy
-953
- 3.12%
$62.84 - $73.29 $59.9K - $69.8K
29.6K $2.15M
SLV
I Shares Silver Trust

ETFs
-2.83K
- 1.24%
$26.93 - $31.32 $76.3K - $88.7K
225K $6.99M
IBM
International Business Machines Corp

Technology
-678
- 1.64%
$217.4 - $264.74 $147K - $179K
40.6K $10.1M
DUK
Duke Energy Corp

Utilities
-99
- 0.07%
$105.87 - $121.97 $10.5K - $12.1K
139K $16.9M
XOM
Exxon Mobil Corp

Energy
-1.03K
- 0.5%
$105.44 - $118.93 $108K - $122K
203K $24.2M
GLD
Spdr Gold Trust

ETFs
-3.4K
- 4.91%
$243.19 - $288.14 $828K - $981K
66K $19M
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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