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CIK: 0001886707
Total reported value
$1.4B
$1.4B
162 檔
15.9%
The Q4 2024 SEC filing reveals that ARS Wealth Advisors Group, LLC held a total portfolio value of $1.4B, covering 162 public equity positions.
In Q4 2024, ARS Wealth Advisors Group, LLC adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 21 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.85% | -0.45% | +0.62% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.82% | -0.27% | -8.21% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.46% | -0.65% | -3.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | +0.78% | +2.13% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.01% | -0.17% | -0.70% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.83% | -0.21% | -2.14% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.70% | -0.18% | -0.55% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.38% | -0.37% | -0.06% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 3.02% | — | +0.92% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.93% | -0.08% | +1.55% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.78% | -0.12% | +1.20% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 2.44% | — | +1.00% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.35% | +0.25% | +0.32% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.32% | -0.11% | +1.31% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 2.31% | -0.06% | -0.36% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.17% | +0.01% | -0.09% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.12% | +0.02% | -0.52% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.12% | +0.08% | -2.81% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.12% | -0.08% | -0.81% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 2.06% | -0.23% | +0.29% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 2.05% | -0.20% | -0.93% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.92% | — | +0.60% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | -0.22% | +2.11% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.25% | -0.25% | -1.69% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.19% | -0.22% | +0.11% | |
| 26 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.10% | -0.09% | -1.96% | |
| 27 | SO | Southern Co/the | Stock-Utilities | 1.09% | -0.16% | -0.26% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.00% | -0.04% | -0.90% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.97% | -0.10% | -0.42% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.94% | -0.16% | -2.64% | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 0.83% | +0.08% | +1.72% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.58% | EXIT | |
| 33 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.71% | -0.02% | -0.89% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.13% | +2.42% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | -0.09% | +1.72% | |
| 36 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.55% | +0.01% | — | |
| 37 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.02% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | -0.08% | -1.08% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.46% | +0.75% | -0.88% | |
| 40 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 0.45% | -0.01% | -0.69% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | +0.14% | +1.87% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.35% | -0.03% | -0.87% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.03% | +8.94% | |
| 44 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 0.31% | — | -1.38% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.03% | +19.65% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | -0.12% | +0.14% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | -0.01% | -2.77% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | -1.24% | |
| 49 | SHEL | Shell Plc-adr | Stock-Energy | 0.26% | +0.02% | -5.31% | |
| 50 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.7% | -3.66% | Trim |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.3% | +0.62% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +0.8% | -2.14% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | -0.06% | Trim |
| 5 | TCAF | T Rowe Prc Cap Appreciation | +0.6% | NEW | New buy |
| 6 | MSFT | Microsoft CORP | +0.5% | +2.13% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.5% | -0.55% | Trim |
| 8 | HON | Honeywell International Inc | +0.5% | +1.00% | Add |
| 9 | WMT | Walmart Inc | +0.4% | -0.93% | Trim |
| 10 | QUAL | Ishares Msci USA Quality Fac | +0.4% | -0.70% | Trim |
| 11 | MA | Mastercard Inc - A | +0.3% | -0.09% | Trim |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.3% | +1.55% | Add |
| 13 | KMI | Kinder Morgan, Inc. | +0.3% | -1.96% | Trim |
| 14 | PG | Procter & Gamble Co/the | +0.2% | +1.20% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.2% | +0.11% | Add |
| 16 | GLD | Spdr Gold Shares | +0.2% | -0.36% | Trim |
| 17 | CVX | Chevron CORP | +0.2% | +0.32% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | -2.64% | Trim |
| 19 | NVDA | Nvidia CORP | +0.2% | +2.42% | Add |
| 20 | SLV | iShares Silver Trust | +0.1% | NEW | New buy |
| 21 | HD | Home Depot Inc | +0.1% | +2.11% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | +120.96% | Add |
| 23 | MO | Altria Group Inc | +0.1% | -0.42% | Trim |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +0.92% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -1.69% | Trim |
| 26 | DUK | Duke Energy CORP | +0.1% | +0.29% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.08% | Trim |
| 28 | PJUN | Innovator U.s. Equity Power | +0.1% | -0.89% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.87% | Trim |
| 30 | TSLA | Tesla Inc | +0.1% | +12.00% | Add |
| 31 | COST | Costco Wholesale CORP | +0.1% | +8.94% | Add |
| 32 | MCD | Mcdonald's CORP | +0.1% | +19.65% | Add |
| 33 | DECU | Allianzim US Bf15 Uncap Dec | +0.1% | NEW | New buy |
| 34 | NFLX | Netflix Inc | +0.1% | +1.63% | Add |
| 35 | PMAY | Innovator U.s. Equity Power | +0.1% | — | Unchanged |
| 36 | SLV | Ishares Silver Trust | +0.1% | +1.72% | Add |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +1.87% | Add |
| 38 | SEPU | Allianzim US Bf15 Uncap Sep | +0.1% | -0.69% | Trim |
| 39 | SDVY | First Trust Smid Cap Rising | 0% | NEW | New buy |
| 40 | SUB | Ishares Short-term National | 0% | +18.69% | Add |
| 41 | MUB | Ishares National Muni Bond E | 0% | +22.17% | Add |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +19.75% | Add |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | 0% | -0.88% | Trim |
| 44 | GAPR | Ft Vest US Equity Moderate B | 0% | -1.38% | Trim |
| 45 | UPS | United Parcel Service-cl B | 0% | +1.72% | Add |
| 46 | TMUS | T-mobile US Inc | 0% | NEW | New buy |
| 47 | ROK | Rockwell Automation Inc | 0% | NEW | New buy |
| 48 | META | Meta Platforms, Inc. | 0% | NEW | New buy |
| 49 | GM | General Motors Co | 0% | NEW | New buy |
| 50 | SCHW | Schwab (charles) CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, ARS Wealth Advisors Group, LLC reported a total U.S. public equity portfolio value of $1.4B across 162 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, USMV, AVGO) accounted for 15.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
TCAF
市值: $4.0M
Top Position Liquidated / Trimmed
AAPL
前期市值: $41.8M
During Q4 2024, ARS Wealth Advisors Group, LLC's top holdings by market value included SPTM (9.8%)、USMV (5.8%)、AVGO (5.5%). The largest single position, SPTM, represented 9.8% of total portfolio value.
In Q4 2024, ARS Wealth Advisors Group, LLC made 152 total portfolio adjustments, initiating 11 new buys, adding to 56 positions, trimming 64 holdings, and fully liquidating 21 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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