Ars Wealth Advisors Group, LLC Portfolio Holdings

Ars Wealth Advisors Group, LLC

  • $840 Million
  • Q2 2025

Ars Wealth Advisors Group, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $840 Million distributed in 189 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $76.1M, Broadcom Inc. with a value of $44.5M, Microsoft Corp with a value of $40.7M, Ishares Msci Usa Min Vol Facto with a value of $37.7M, and Apple Inc. with a value of $36.5M.

Examining the 13F form we can see an increase of $158M in the current position value, from $682M to 840M.

Ars Wealth Advisors Group, LLC is based out at St. Petersburg, FL

Below you can find more details about Ars Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $840 Million
ETFs: $267 Million
Technology: $152 Million
Financial Services: $77.3 Million
Consumer Defensive: $63.1 Million
Communication Services: $52.9 Million
Energy: $52.1 Million
Consumer Cyclical: $50.1 Million
Healthcare: $50 Million
Other: $75 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$44.5 Million 5.3% of portfolio
161,535
Q2 2025 Reduced 2.22%
$3.75T
$40.7 Million 4.85% of portfolio
81,797
Q2 2025 Added 0.03%
$3.35T
$36.5 Million 4.35% of portfolio
178,098
Q2 2025 New
$2.3T
$33.5 Million 3.99% of portfolio
152,591
Q2 2025 New
$847B
$32.7 Million 3.89% of portfolio
112,768
Q2 2025 Reduced 0.08%
$1.11T
$23.3 Million 2.78% of portfolio
131,531
Q2 2025 Added 3.02%
$475B
$22.4 Million 2.67% of portfolio
207,835
Q2 2025 Added 2.31%
$364B
$19.5 Million 2.32% of portfolio
122,184
Q2 2025 Added 1.67%
$410B
$18.8 Million 2.24% of portfolio
123,367
Q2 2025 Added 3.65%
$160B
$18.7 Million 2.23% of portfolio
80,440
Q2 2025 Added 1.92%
$175B
$17.8 Million 2.12% of portfolio
412,247
Q2 2025 Added 2.85%
$297B
$17.7 Million 2.11% of portfolio
123,475
Q2 2025 Added 3.86%
$90.8B
$16.6 Million 1.98% of portfolio
140,792
Q2 2025 Added 1.43%
$527B
$16.6 Million 1.97% of portfolio
29,505
Q2 2025 Added 0.92%
$260B
$15.7 Million 1.87% of portfolio
160,155
Q2 2025 Reduced 2.16%
$187B
$13.8 Million 1.64% of portfolio
104,286
Q2 2025 Added 3.66%
$379B
$11.7 Million 1.4% of portfolio
32,002
Q2 2025 Added 0.86%
$254B
$11.8 Million 1.4% of portfolio
39,996
Q2 2025 Reduced 1.5%
$278B
$10.3 Million 1.23% of portfolio
148,723
Q2 2025 Added 1.24%
$101B
$9.2 Million 1.1% of portfolio
100,186
Q2 2025 Added 1.4%
$243B
$8.69 Million 1.03% of portfolio
12,277
Q2 2025 Added 1.25%
$63.7B
$8.46 Million 1.01% of portfolio
287,675
Q2 2025 Reduced 0.81%
$104B
$7.89 Million 0.94% of portfolio
134,656
Q2 2025 Reduced 1.29%
$378B
$7.56 Million 0.9% of portfolio
159,722
Q2 2025 New
$167B
$7.21 Million 0.86% of portfolio
17,782
Q2 2025 Added 1,037.68%
$124B
$7.11 Million 0.85% of portfolio
15,344
Q2 2025 Added 1.21%
$631B
$7.05 Million 0.84% of portfolio
14,511
Q2 2025 New
$409B
$4.56 Million 0.54% of portfolio
28,875
Q2 2025 Reduced 21.45%
$73B
$4.27 Million 0.51% of portfolio
42,300
Q2 2025 Added 9.32%
$219B
$3.92 Million 0.47% of portfolio
26,838
Q2 2025 New
$1.62T
$3.8 Million 0.45% of portfolio
5,149
Q2 2025 Added 9.51%
$1.07T
$3.53 Million 0.42% of portfolio
20,007
Q2 2025 Added 2.98%
$50.5B
$3.5 Million 0.42% of portfolio
20,293
Q2 2025 New
$434B
$2.94 Million 0.35% of portfolio
2,968
Q2 2025 Added 5.66%
$83.7B
$2.57 Million 0.31% of portfolio
8,805
Q2 2025 Reduced 4.55%
$562B
$2.31 Million 0.27% of portfolio
1,724
Q2 2025 Added 17.52%
$7.91B
$2.27 Million 0.27% of portfolio
13,000
Q2 2025 New
$222B
$2.14 Million 0.26% of portfolio
7,340
Q2 2025 Reduced 2.5%
$214B
$2.02 Million 0.24% of portfolio
5,214
Q2 2025 Reduced 6.46%
$256B
$1.9 Million 0.23% of portfolio
26,967
Q2 2025 Reduced 8.98%
$300B
$1.89 Million 0.22% of portfolio
26,674
Q2 2025 Added 2.63%
$760B
$1.71 Million 0.2% of portfolio
2,193
Q2 2025 Added 3.69%
$339B
$1.38 Million 0.16% of portfolio
7,453
Q2 2025 Added 2.79%
$159B
$1.05 Million 0.13% of portfolio
3,773
Q2 2025 New
$219B
$1.03 Million 0.12% of portfolio
8,344
Q2 2025 Reduced 0.06%
$143B
$933,000 0.11% of portfolio
4,056
Q2 2025 Reduced 1.7%
$134B
$963,000 0.11% of portfolio
13,120
Q1 2025 Reduced 1.13%
$1T
$941,000 0.11% of portfolio
2,963
Q2 2025 Reduced 20.11%
$231B
$959,000 0.11% of portfolio
7,056
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $840 Million
  • Prior Value $682 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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