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CIK: 0001886707
Total reported value
$1.3B
$1.3B
165 檔
16.8%
At the close of Q2 2024, ARS Wealth Advisors Group, LLC disclosed equity holdings valued at approximately $1.3B, spread across 165 reported holdings.
During Q2 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 | 8.66% | +0.35% | +1.28% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.66% | -0.21% | -0.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.86% | +0.25% | -2.69% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.73% | -0.09% | -1.12% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.87% | +0.18% | -3.29% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.77% | +0.32% | -0.64% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.70% | +0.09% | +0.41% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.47% | +0.83% | -0.29% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | +0.06% | -0.99% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.09% | +0.26% | -1.69% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.99% | -3.14% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.57% | -0.06% | +1.01% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.54% | — | +1.51% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.44% | -0.05% | -3.30% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.28% | -0.58% | +89.19% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.17% | -0.13% | +6.23% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.15% | -0.13% | +1.35% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 2.14% | -1.74% | EXIT | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.02% | -0.38% | +2.01% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.95% | -0.45% | +0.22% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.78% | — | +3.25% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.76% | -0.18% | +3.16% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.72% | -0.06% | +1.12% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.25% | -1.13% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.39% | +0.04% | -3.76% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 1.28% | -0.14% | -6.89% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 0.96% | -0.05% | -1.49% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | +0.08% | -1.88% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | -0.16% | -1.33% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.36% | -0.64% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.07% | -2.46% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | +0.01% | -2.95% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.77% | -0.10% | -1.77% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | +0.01% | -1.40% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | -0.44% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | +0.05% | -2.55% | |
| 37 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.02% | +484.60% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.16% | +1322.84% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.61% | +0.05% | -1.08% | |
| 40 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.02% | +1489.79% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.07% | -4.33% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.44% | +0.50% | -7.83% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.38% | -0.01% | -4.02% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.04% | -1.16% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.01% | -2.46% | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.30% | -0.05% | -9.54% | |
| 47 | BLKCHF | Blackrock Inc | Stock-Other | 0.28% | — | +0.51% | |
| 48 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.28% | -0.01% | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.03% | +5.57% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | -0.78% |
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 165 disclosed positions in Q2 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, AAPL) accounted for 16.8% of total reported equity market value during Q2 2024.
During Q2 2024, ARS Wealth Advisors Group, LLC's top holdings by market value included SPTM (8.7%)、USMV (5.7%)、AAPL (4.9%). The largest single position, SPTM, represented 8.7% of total portfolio value.
In Q2 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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