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CIK: 0001886707
Total reported value
$1.4B
$1.4B
188 檔
25.8%
As reported in its official Q4 2025 Form 13F filing, ARS Wealth Advisors Group, LLC's tracked investment portfolio stood at $1.4B with 188 total positions.
ARS Wealth Advisors Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 9 holdings and trimming 71 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 11.91% | -0.42% | +103.29% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.58% | -0.45% | +0.38% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.55% | -0.65% | -6.10% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.30% | +0.57% | -0.36% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.61% | -0.37% | -3.50% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | +0.78% | +0.76% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -0.11% | +2.63% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.21% | -0.21% | -0.45% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.20% | -0.27% | -4.07% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 3.09% | -0.18% | +101.28% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.88% | -0.17% | -2.26% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.38% | — | +3.38% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | -0.11% | +0.50% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.12% | -0.06% | -1.37% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.81% | +0.25% | +2.52% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.66% | +0.08% | +2.27% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.61% | -0.12% | +0.84% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.20% | -2.49% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.55% | +0.01% | +0.69% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.54% | -0.23% | +2.08% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.54% | +0.02% | -0.27% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.53% | — | +4.58% | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | +0.28% | +5.79% | |
| 24 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 1.32% | +0.01% | +8.97% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.12% | +8.65% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.13% | +4.47% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | -0.25% | -1.88% | |
| 28 | SLV | Ishares Silver Trust | ETF-Commodities | 1.07% | +0.08% | -21.89% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 1.05% | -0.22% | +0.59% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.22% | +0.79% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.94% | -0.16% | -2.22% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.16% | +1.94% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.14% | +21.48% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | -0.08% | -0.97% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.72% | -0.09% | +1.15% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.72% | -0.10% | +1.93% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.08% | -11.57% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.04% | +1.04% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.58% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.08% | +2.09% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | -0.08% | -37.49% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.43% | -0.09% | +5.95% | |
| 43 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.02% | -0.79% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.04% | -5.97% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.40% | +0.04% | +2.73% | |
| 46 | ARLU | Allianzim US Bf15 Uncap Apr | ETF-Other | 0.36% | -0.02% | -1.86% | |
| 47 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.02% | -1.77% | |
| 48 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 0.32% | -0.01% | — | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.29% | +0.75% | -0.42% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.01% | -35.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TBUX | T Rowe Price Ultra Short-ter | +5.5% | +103.29% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -3.50% | Trim |
| 3 | MRK | Merck & Co. Inc. | +0.2% | +2.27% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.2% | +5.79% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.09% | Add |
| 6 | SLV | Ishares Silver Trust | +0.1% | -21.89% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.1% | +0.50% | Add |
| 8 | UPS | United Parcel Service-cl B | +0.1% | +5.95% | Add |
| 9 | CSCO | Cisco Systems Inc | 0% | +0.59% | Add |
| 10 | LLY | Eli Lilly & Co | 0% | -4.19% | Trim |
| 11 | MUB | Ishares National Muni Bond E | 0% | +87.56% | Add |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +60.91% | Add |
| 13 | PSLV | Sprott Physical Silver Trust | 0% | — | Unchanged |
| 14 | XOM | Exxon Mobil CORP | 0% | +3.38% | Add |
| 15 | GLD | Spdr Gold Shares | 0% | -1.37% | Trim |
| 16 | TCAF | T Rowe Prc Cap Appreciation | 0% | +8.97% | Add |
| 17 | CAT | Caterpillar Inc | 0% | -3.83% | Trim |
| 18 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 19 | AMGN | Amgen Inc | 0% | -1.19% | Trim |
| 20 | VLO | Valero Energy CORP | 0% | +35.71% | Add |
| 21 | AXP | American Express Co | 0% | +39.94% | Add |
| 22 | NEE | Nextera Energy Inc | 0% | +8.70% | Add |
| 23 | SUB | Ishares Short-term National | 0% | +12.77% | Add |
| 24 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 25 | GM | General Motors Co | 0% | -0.54% | Trim |
| 26 | IAUX | I-80 Gold CORP | 0% | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | — | +21.48% | Add |
| 28 | GLW | Corning Inc | — | +17.62% | Add |
| 29 | LRCX | Lam Research CORP | — | — | Unchanged |
| 30 | SCHW | Schwab (charles) CORP | — | +20.65% | Add |
| 31 | CVS | Cvs Health CORP | — | +6.05% | Add |
| 32 | SCHX | Schwab US Large-cap ETF | — | +12.83% | Add |
| 33 | DE | Deere & Co | — | +22.46% | Add |
| 34 | XLV | Ss Health Care Select Sector | — | +5.36% | Add |
| 35 | CRM | Salesforce Inc | — | -5.06% | Trim |
| 36 | CEG | Constellation Energy | — | — | Unchanged |
| 37 | GEV | GE Vernova Inc | — | +4.01% | Add |
| 38 | VO | Vanguard Mid-cap ETF | — | -8.47% | Trim |
| 39 | ITOT | Ishares Core S&p Total U.s. | — | -6.92% | Trim |
| 40 | TSM | Taiwan Semiconductor-sp Adr | — | +3.24% | Add |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | — | -6.61% | Trim |
| 42 | PAYX | Paychex Inc | — | -0.26% | Trim |
| 43 | MDLZ | Mondelez International Inc-a | — | +3.73% | Add |
| 44 | TFC | Truist Financial CORP | — | +0.36% | Add |
| 45 | THQ | Abrdn Healthcare Opport | — | — | Unchanged |
| 46 | AWK | American Water Works Co Inc | — | — | Unchanged |
| 47 | SPSB | Ss Spdr P St C CORP ETF | — | +7.15% | Add |
| 48 | DBL | Doubleline Opport Credit | — | -5.19% | Trim |
| 49 | AGG | Ishares Core U.s. Aggregate | — | -5.93% | Trim |
| 50 | PDEC | Innovator U.s. Equity Power | — | — | Unchanged |
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 188 disclosed positions in Q4 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 TBUX, SPTM, AVGO) accounted for 25.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $1.1M
Top Position Liquidated / Trimmed
SHV
前期市值: $864.1K
During Q4 2025, ARS Wealth Advisors Group, LLC's top holdings by market value included TBUX (11.9%)、SPTM (7.6%)、AVGO (4.5%). The largest single position, TBUX, represented 11.9% of total portfolio value.
In Q4 2025, ARS Wealth Advisors Group, LLC made 158 total portfolio adjustments, initiating 9 new buys, adding to 69 positions, trimming 71 holdings, and fully liquidating 9 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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