Ars Wealth Advisors Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $682 Million distributed in 161 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 $67.4M, Ishares Msci Usa Min Vol Facto with a value of $38.3M, Microsoft Corp with a value of $30.7M, Jpmorgan Chase & CO with a value of $27.7M, and Broadcom Inc. with a value of $27.7M.
Examining the 13F form we can see an decrease of $31.6M in the current position value, from $714M to 682M.
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
$682 Million
ETFs: $241 Million
Technology: $83.2 Million
Consumer Defensive: $64.4 Million
Energy: $56.7 Million
Healthcare: $55.2 Million
Financial Services: $54.4 Million
Communication Services: $46.7 Million
Industrials: $35.7 Million
Other: $44.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
