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 Market Cap. of $200 Billions or more