Ars Wealth Advisors Group, LLC Portfolio Holdings

Ars Wealth Advisors Group, LLC

  • $682 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $682 Million
  • Prior Value $714 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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