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
$19.4B
$255,000 0.03% of portfolio
4,959
Q1 2025 Reduced 4.23%
$0
$250,000 0.03% of portfolio
16,300
Q2 2025 Reduced 0.61%
$60.6B
$275,000 0.03% of portfolio
6,399
Q2 2025 Added 0.42%
$163M
$157,000 0.02% of portfolio
12,550
Q2 2025 New
$46.9B
$135,000 0.02% of portfolio
12,531
Q2 2025 Added 19.96%
$16B
$202,000 0.02% of portfolio
1,796
Q2 2025 New
$465M
$123,000 0.01% of portfolio
10,000
Q2 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 44.5%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 13.95%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 12.59%
$0
$23,000 0.0% of portfolio
39,359
Q2 2024 Added 3.96%
$23.2M
$20,000 0.0% of portfolio
17,730
Q4 2024 Reduced 32.04%

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
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