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CIK: 0001886707
Total reported value
$1.3B
$1.3B
188 檔
22.3%
At the close of Q3 2025, ARS Wealth Advisors Group, LLC disclosed equity holdings valued at approximately $1.3B, spread across 188 reported holdings.
In Q3 2025, ARS Wealth Advisors Group, LLC displayed an active expansion posture, initiating 14 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.09% | +0.35% | -0.05% | |
| 2 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 6.42% | -0.42% | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.06% | +0.32% | -3.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.43% | +0.25% | -1.06% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | -0.09% | +0.19% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.70% | -0.21% | -1.95% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.46% | +0.06% | -1.40% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.39% | +0.18% | +2.52% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.29% | +0.83% | +0.99% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.18% | +0.26% | +0.44% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.16% | +0.09% | -1.58% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.37% | -3.14% | EXIT | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.28% | -0.13% | +1.01% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.11% | -0.45% | -2.14% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.58% | +4.14% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.88% | -0.06% | +1.21% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.82% | -0.38% | +1.75% | |
| 18 | DUK | Duke Energy CORP | Stock-Utilities | 1.75% | -0.18% | +1.74% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.73% | -1.74% | EXIT | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.68% | -0.06% | +1.31% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.62% | -0.25% | -0.38% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.42% | — | +5.04% | |
| 23 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.31% | +0.18% | +9.96% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.31% | +0.01% | +81.55% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | +0.04% | +0.67% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.02% | +43.79% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.16% | +127.02% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | +0.08% | +2.58% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.36% | +0.88% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.99% | -0.14% | -11.40% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.95% | +0.05% | -1.60% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.95% | -0.05% | +1.03% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.93% | -0.05% | -56.39% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | +0.01% | +0.24% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.13% | -41.30% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.82% | +0.07% | +0.37% | |
| 37 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.80% | -0.10% | +0.04% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.01% | +112.33% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.76% | -0.16% | +0.53% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.01% | +1.01% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.07% | -0.42% | |
| 42 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.46% | -0.02% | -0.94% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.04% | +0.10% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | +87.98% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.41% | +0.01% | +9.96% | |
| 46 | ARLU | Allianzim US Bf15 Uncap Apr | ETF-Other | 0.39% | +0.01% | -0.06% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.38% | +0.05% | +8.44% | |
| 48 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.02% | -1.81% | |
| 49 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 0.35% | -0.01% | -1.46% | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.32% | +0.50% | -1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | -3.88% | Trim |
| 2 | TMO | Thermo Fisher Scientific Inc | +1.1% | +43.79% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +127.02% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +112.33% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +0.44% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +87.98% | Add |
| 7 | PMAY | Innovator U.s. Equity Power | +0.1% | -1.81% | Add |
| 8 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +9.96% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.42% | Add |
| 10 | POCT | Innovator U.s. Equity Power | +0.1% | +98.61% | Add |
| 11 | GS | Goldman Sachs Group Inc | 0% | -1.60% | Trim |
| 12 | SLV | Ishares Silver Trust | — | -11.40% | Add |
| 13 | XLK | Ss Technology Select Sector | -0.1% | +0.99% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.01% | Add |
| 15 | MSFT | Microsoft CORP | -0.1% | +0.19% | Add |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -55.17% | Trim |
| 17 | LMT | Lockheed Martin CORP | -0.2% | +0.53% | Add |
| 18 | CSCO | Cisco Systems Inc | -0.3% | +0.88% | Add |
| 19 | MO | Altria Group Inc | -0.3% | +0.24% | Trim |
| 20 | IBM | Intl Business Machines CORP | -0.3% | +2.58% | Add |
| 21 | HD | Home Depot Inc | -0.4% | +0.67% | Add |
| 22 | WMT | Walmart Inc | -0.4% | -0.38% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.5% | -1.40% | Trim |
| 24 | JNJ | Johnson & Johnson | -0.5% | +1.01% | Add |
| 25 | GLD | Spdr Gold Shares | -0.6% | -2.14% | Trim |
| 26 | MA | Mastercard Inc - A | -0.6% | +1.31% | Add |
| 27 | HON | Honeywell International Inc | -0.6% | +3.44% | Add |
| 28 | DUK | Duke Energy CORP | -0.6% | +1.74% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | -0.8% | -1.58% | Add |
| 30 | PG | Procter & Gamble Co/the | -1% | +1.21% | Add |
| 31 | PEP | Pepsico Inc | -1.3% | -41.30% | Trim |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -1.5% | -0.05% | Add |
| 33 | USMV | Ishares Msci USA Min Vol Fac | -1.8% | -1.95% | Trim |
| 34 | VBR | Vanguard Small-cap Value ETF | -1.9% | -56.39% | Trim |
| 35 | TBUX | T Rowe Price Ultra Short-ter | — | NEW | New buy |
| 36 | AAPL | Apple Inc | — | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | BAC | Bank Of America CORP | — | NEW | New buy |
| 41 | RTX | Rtx CORP | — | NEW | New buy |
| 42 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 43 | FSV | Firstservice CORP | — | NEW | New buy |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 45 | FTCS | First Trust Capital Strength | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | AEP | American Electric Power | — | NEW | New buy |
| 48 | SLV | iShares Silver Trust | — | EXIT | Sold out |
| 49 | ABT | Abbott Laboratories | — | NEW | New buy |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | — | 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 $1.3B across 188 disclosed positions in Q3 2025.
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, TBUX, AVGO) accounted for 22.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
TBUX
市值: $65.0M
Top Position Liquidated / Trimmed
UNH
前期市值: $15.0M
During Q3 2025, ARS Wealth Advisors Group, LLC's top holdings by market value included SPTM (8.1%)、TBUX (6.4%)、AVGO (5.1%). The largest single position, SPTM, represented 8.1% of total portfolio value.
In Q3 2025, ARS Wealth Advisors Group, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 24 positions, trimming 10 holdings, and fully liquidating 2 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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