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CIK: 0001886707
Total reported value
$1.3B
$1.3B
168 檔
15.8%
The Q1 2024 SEC filing reveals that ARS Wealth Advisors Group, LLC held a total portfolio value of $1.3B, covering 168 public equity positions.
During Q1 2024, ARS Wealth Advisors Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.60% | +0.35% | +12.36% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.87% | -0.21% | +1.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.09% | -1.44% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.23% | +0.25% | +0.32% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.89% | +0.18% | -0.65% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.69% | +0.09% | +2.56% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.33% | +0.83% | +6.25% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.31% | +0.06% | +1.88% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 3.26% | +0.32% | -0.91% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 3.03% | -3.14% | EXIT | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.78% | — | +8.18% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.76% | -0.05% | +9.76% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.71% | +0.26% | +31.33% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.60% | -0.06% | +6.01% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.34% | -0.13% | +3.66% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.29% | -0.13% | +9.48% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 2.11% | -1.74% | EXIT | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.09% | -0.38% | -0.09% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.94% | -0.45% | -7.75% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.93% | -0.06% | +8.03% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.74% | — | +17.21% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.71% | -0.18% | +13.56% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | +0.04% | -8.00% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.25% | +181.93% | |
| 25 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.36% | — | +11.09% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.26% | -0.58% | -4.59% | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 1.22% | -0.14% | -11.79% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | +0.08% | -8.24% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.36% | -9.81% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.95% | -0.16% | -19.55% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.94% | -0.05% | -10.49% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.07% | -7.65% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.83% | +0.01% | -15.09% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | +0.01% | -4.68% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.75% | -0.10% | -11.27% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | +2.31% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.72% | +0.05% | -13.03% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.69% | +0.05% | -13.31% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.50% | +0.50% | -4.22% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.07% | +0.05% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.40% | -0.01% | -60.52% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.36% | -0.04% | -4.60% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.16% | -0.85% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.32% | -0.05% | -66.04% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.01% | -1.05% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.31% | — | -2.55% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.02% | -2.55% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.28% | — | -13.47% | |
| 49 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.28% | -0.01% | -0.40% | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.27% | +0.02% | -48.44% |
According to official SEC Form 13F filings, ARS Wealth Advisors Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 168 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, USMV, MSFT) accounted for 15.8% of total reported equity market value during Q1 2024.
During Q1 2024, ARS Wealth Advisors Group, LLC's top holdings by market value included SPTM (8.6%)、USMV (5.9%)、MSFT (4.7%). The largest single position, SPTM, represented 8.6% of total portfolio value.
In Q1 2024, ARS Wealth Advisors Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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