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CIK: 0001886707
Total reported value
$1.3B
$1.3B
161 檔
15.1%
In Q1 2025, ARS Wealth Advisors Group, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 161 disclosed stock positions.
In Q1 2025, ARS Wealth Advisors Group, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, USMV, MSFT) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
ARLU
市值: $3.5M
Top Position Liquidated / Trimmed
PNOV
前期市值: $1.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 9.57% | +0.35% | -0.74% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 5.46% | -0.21% | -13.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.09% | -0.95% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.92% | +0.09% | -0.98% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.91% | +0.06% | -2.98% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.90% | +0.32% | -3.76% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.41% | -3.14% | EXIT | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.35% | +0.83% | -0.95% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.89% | -0.06% | -0.64% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.82% | +0.26% | -1.19% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.81% | -0.58% | +0.46% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.79% | -0.13% | +1.81% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.78% | -0.05% | -2.10% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.68% | -0.45% | -4.91% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.57% | -0.38% | +3.66% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 2.39% | -0.18% | -0.07% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 2.36% | -1.74% | EXIT | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 2.26% | -0.06% | -2.74% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.13% | -0.13% | -0.71% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.12% | — | +3.63% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 2.03% | -0.25% | -0.82% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.03% | — | +3.12% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.64% | +0.04% | +0.76% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.43% | +0.08% | -1.64% | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.28% | -0.05% | +2.34% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.28% | +0.36% | +0.36% | |
| 27 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.23% | +0.18% | +123.42% | |
| 28 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.17% | -0.10% | -1.24% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 1.16% | +0.01% | +1.06% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.99% | -0.14% | -1.24% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.96% | -0.16% | +0.93% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.94% | +0.05% | +1.14% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | -5.06% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.60% | +0.05% | +8.28% | |
| 35 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.02% | -20.02% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.16% | -2.67% | |
| 37 | ARLU | Allianzim US Bf15 Uncap Apr | ETF-Other | 0.49% | +0.01% | — | |
| 38 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.46% | +0.50% | -2.36% | |
| 39 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 0.44% | -0.01% | -2.34% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.07% | +0.27% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.01% | +1.75% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.03% | +2.00% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.35% | -0.01% | -4.67% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.02% | -2.74% | |
| 45 | SHEL | Shell Plc-adr | Stock-Energy | 0.31% | -0.05% | -3.12% | |
| 46 | MARU | Allianzim US Bf15 Uncap Mar | ETF-Other | 0.30% | +0.01% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | +3.30% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | -0.25% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | +0.02% | -2.44% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.12% | -2.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TCAF | T Rowe Prc Cap Appreciation | +0.7% | +123.42% | Add |
| 2 | ARLU | Allianzim US Bf15 Uncap Apr | +0.5% | NEW | New buy |
| 3 | JNJ | Johnson & Johnson | +0.5% | +1.81% | Add |
| 4 | CVX | Chevron CORP | +0.5% | +0.46% | Add |
| 5 | VZ | Verizon Communications Inc | +0.5% | +3.66% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.4% | -0.50% | Trim |
| 7 | GLD | Spdr Gold Shares | +0.4% | -4.91% | Trim |
| 8 | DUK | Duke Energy CORP | +0.3% | -0.07% | Trim |
| 9 | MARU | Allianzim US Bf15 Uncap Mar | +0.3% | NEW | New buy |
| 10 | FEBU | Allianzim US Bf15 Uncap Feb | +0.3% | NEW | New buy |
| 11 | JANU | Allianzim US Bf15 Uncap Jan | +0.2% | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | +3.63% | Add |
| 13 | SO | Southern Co/the | +0.2% | +2.34% | Add |
| 14 | MO | Altria Group Inc | +0.2% | +1.06% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.2% | -1.64% | Trim |
| 16 | SLV | Ishares Silver Trust | +0.2% | -1.24% | Trim |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.36% | Add |
| 18 | PEP | Pepsico Inc | 0% | -0.71% | Trim |
| 19 | WMT | Walmart Inc | 0% | -0.82% | Trim |
| 20 | HD | Home Depot Inc | 0% | +0.76% | Add |
| 21 | LMT | Lockheed Martin CORP | 0% | +0.93% | Add |
| 22 | PDEC | Innovator U.s. Equity Power | 0% | -34.59% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | -0.1% | -5.06% | Trim |
| 24 | SUB | Ishares Short-term National | -0.1% | -30.71% | Trim |
| 25 | PJUL | Innovator U.s. Equity Power | -0.1% | -19.97% | Trim |
| 26 | PAUG | Innovator U.s. Equity Power | -0.1% | -27.76% | Trim |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | EXIT | Sold out |
| 28 | PFEB | Innovator U.s. Equity Power | -0.1% | EXIT | Sold out |
| 29 | PMAR | Innovator U.s. Equity Power | -0.1% | -52.16% | Trim |
| 30 | PJAN | Innovator U.s. Equity Power | -0.1% | -40.96% | Trim |
| 31 | HON | Honeywell International Inc | -0.1% | +0.33% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.27% | Add |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -49.48% | Trim |
| 34 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -0.98% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | +3.12% | Add |
| 36 | MUB | Ishares National Muni Bond E | -0.1% | -55.00% | Trim |
| 37 | PAPR | Innovator U.s. Equity Power | -0.1% | -67.19% | Trim |
| 38 | POCT | Innovator U.s. Equity Power | -0.1% | -50.17% | Trim |
| 39 | GAPR | Ft Vest US Equity Moderate B | -0.1% | -41.26% | Trim |
| 40 | NVDA | Nvidia CORP | -0.1% | -2.67% | Trim |
| 41 | PJUN | Innovator U.s. Equity Power | -0.1% | -20.02% | Trim |
| 42 | PNOV | Innovator U.s. Equity Power | -0.1% | EXIT | Sold out |
| 43 | VBR | Vanguard Small-cap Value ETF | -0.2% | -2.10% | Trim |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -0.74% | Trim |
| 45 | PMAY | Innovator U.s. Equity Power | -0.3% | -53.61% | Trim |
| 46 | XLK | Ss Technology Select Sector | -0.4% | -0.95% | Trim |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | -13.49% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.95% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | -0.6% | -1.19% | Trim |
| 50 | AVGO | Broadcom Inc | -1.6% | -3.76% | Trim |
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 161 disclosed positions in Q1 2025.
During Q1 2025, ARS Wealth Advisors Group, LLC's top holdings by market value included SPTM (9.6%)、USMV (5.5%)、MSFT (4.3%). The largest single position, SPTM, represented 9.6% of total portfolio value.
In Q1 2025, ARS Wealth Advisors Group, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 13 positions, trimming 30 holdings, and fully liquidating 3 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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