Ars Wealth Advisors Group, LLC Sells in Q2 2025

Ars Wealth Advisors Group, LLC

  • $840 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11.9K
- 2.88%
$85.42 - $94.39 $1.02M - $1.13M
401K $37.7M
MO
Altria Group, Inc.

Consumer Defensive
-1.76K
- 1.29%
$55.56 - $60.91 $97.6K - $107K
135K $7.89M
GLD
Spdr Gold Trust

ETFs
-4.54K
- 6.88%
$273.71 - $316.29 $1.24M - $1.43M
61.4K $18.7M
SHEL
Shell PLC

Energy
-2.66K
- 8.98%
$59.75 - $73.05 $159K - $194K
27K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-188
- 2.5%
$285.55 - $321.23 $53.7K - $60.4K
7.34K $2.14M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-4.07K
- 35.87%
$37.18 - $42.23 $151K - $172K
7.27K $306K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.99K
- 18.47%
$38.7 - $44.05 $116K - $132K
13.2K $580K
LOW
Lowes Companies Inc

Consumer Cyclical
-216
- 6.22%
$210.83 - $235.28 $45.5K - $50.8K
3.25K $721K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.51K
- 25.29%
$33.22 - $37.29 $83.5K - $93.7K
7.42K $276K
RLI
Rli Corp

Financial Services
-466
- 11.29%
$71.27 - $80.82 $33.2K - $37.7K
3.66K $264K
T
At&T Inc.

Communication Services
-2.49K
- 9.86%
$26.33 - $28.94 $65.5K - $72K
22.7K $658K
UNP
Union Pacific Corp

Industrials
-70
- 1.7%
$208.27 - $238.46 $14.6K - $16.7K
4.06K $933K
XLE
Energy Sector Spdr

ETFs
-200
- 6.33%
$76.44 - $94.13 $15.3K - $18.8K
2.96K $251K
ET
Energy Transfer LP

Energy
-1K
- 2.84%
$15.65 - $18.93 $15.7K - $18.9K
34.2K $619K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-412
- 6.25%
$82.21 - $83.12 $33.9K - $34.2K
6.18K $511K
XLV
Select Sector Spdr Fund Health

ETFs
-6
- 0.27%
$128.77 - $144.3 $773 - $866
2.25K $303K
XLP
Consumer Staples Sector Spdr

ETFs
-299
- 10.51%
N/A
2.55K $193K
HSY
Hershey CO

Consumer Defensive
-39
- 1.28%
$151.29 - $173.13 $5.9K - $6.75K
3.01K $499K
TSLA
Tesla, Inc.

Consumer Cyclical
-746
- 20.11%
$221.86 - $362.89 $166K - $271K
2.96K $941K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.03K
- 9.0%
$35.3 - $40.46 $71.7K - $82.2K
20.5K $831K
QCOM
Qualcomm Inc

Technology
-149
- 6.42%
$124.66 - $159.48 $18.6K - $23.8K
2.17K $345K
VLO
Valero Energy Corp

Energy
-100
- 3.45%
$104.69 - $141.77 $10.5K - $14.2K
2.8K $376K
WM
Waste Management Inc

Industrials
-12
- 0.79%
$216.47 - $242.1 $2.6K - $2.91K
1.52K $346K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-100
- 0.61%
$15.1 - $15.75 $1.51K - $1.58K
16.3K $250K
SHV
Ishares Tr

ETFs
-49
- 0.28%
$110.06 - $110.46 $5.39K - $5.41K
17.4K $1.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-100
- 6.47%
$152.93 - $181.74 $15.3K - $18.2K
1.45K $262K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-26
- 1.04%
$96.84 - $99.46 $2.52K - $2.59K
2.48K $246K
First Tr Exchng Traded Fd Vi
-3.61K
- 10.26%
N/A
31.6K $0
PDEC
Innovator U.S. Equity Power Bu
-1.67K
- 12.59%
N/A
11.6K $0
Aim ETF Products Trust
-17
- 0.1%
N/A
17.5K $0
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-100
- 0.7%
$17.99 - $18.99 $1.8K - $1.9K
14.2K $270K
IWM
Ishares Russell 2000 ETF

ETFs
-83
- 6.31%
$174.82 - $215.79 $14.5K - $17.9K
1.23K $266K
IWR
Ishares Russell Mid Cap ETF

ETFs
-242
- 6.92%
$74.88 - $91.97 $18.1K - $22.3K
3.26K $299K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.18K
- 5.57%
$36.35 - $41.3 $42.8K - $48.7K
20K $824K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-99
- 2.6%
$90.56 - $109.49 $8.97K - $10.8K
3.71K $405K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-66
- 1.1%
$51.16 - $62.02 $3.38K - $4.09K
5.95K $369K
GD
General Dynamics Corp

Industrials
-420
- 4.55%
$247.68 - $291.66 $104K - $122K
8.81K $2.57M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 0.9%
$108.12 - $135.04 $4.32K - $5.4K
4.42K $597K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.68%
$498.8 - $620.9 $4.49K - $5.59K
1.32K $820K
VTI
Vanguard Total Stock Market Et

ETFs
-40
- 1.0%
$243.75 - $303.93 $9.75K - $12.2K
3.96K $1.2M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-61
- 0.19%
$37.66 - $43.85 $2.3K - $2.67K
32.5K $1.42M
ORCL
Oracle Corp

Technology
-170
- 6.9%
$122.82 - $218.63 $20.9K - $37.2K
2.3K $501K
SPY
Spdr S&P 500 ETF Trust

ETFs
-77
- 2.14%
$496.48 - $617.85 $38.2K - $47.6K
3.52K $2.17M
KMI
Kinder Morgan, Inc.

Energy
-2.34K
- 0.81%
$25.21 - $29.4 $59.1K - $68.9K
288K $8.46M
CAT
Caterpillar Inc

Industrials
-360
- 6.46%
$273.94 - $388.21 $98.6K - $140K
5.21K $2.02M
DIS
Walt Disney CO

Communication Services
-5
- 0.06%
$81.72 - $124.01 $409 - $620
8.34K $1.03M
NVDA
Nvidia Corp

Technology
-7.88K
- 21.45%
$94.31 - $157.99 $743K - $1.25M
28.9K $4.56M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.99K
- 1.88%
$162.76 - $195.77 $323K - $389K
104K $20.2M
WMT
Walmart Inc.

Consumer Defensive
-3.53K
- 2.16%
$81.79 - $99.98 $289K - $353K
160K $15.7M
Activity Summary
Buys All Purchases 103 New Holdings 33 Increased Positions 70 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Ars Wealth Advisors Group, LLC Portfolio

Follow Ars Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ars Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ars Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email