AW
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ARS Wealth Advisors Group, LLC13F | |
| ARS Wealth Advisors Group, LLC | |
| Last update 2025-07-10 | 189 Stocks (33 new) |
| Value $868.00 Mil | Turnover 15 % |
ARS Wealth Advisors Group, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 1,016,466 | 76,123.1 | +1.97% | 8.770 | +0.17% | 0.720 | +18.27% | +8.09% | 10,777.8 | ||
AVGO | Broadcom Inc | 161,535 | 44,527.2 | -2.22% | 5.130 | -0.09% | 0.000 | +58.72% | +21.48% | 1,317,630.4 | Semiconductors | |
MSFT | Microsoft Corp | 81,797 | 40,686.6 | +0.03% | 4.690 | 0% | 0.000 | +34.84% | +20.01% | 3,745,333.2 | Software | |
USMV | iShares MSCI USA Min Vol Factor ETF | 401,337 | 37,673.5 | -2.88% | 4.340 | -0.16% | 0.160 | +4.22% | +6.44% | 23,810.1 | ||
AAPL | Apple Inc | 178,098 | 36,540.4 | New Holding | 4.210 | +4.21% | 0.000 | +4.49% | -14.53% | 3,189,022.9 | Hardware | |
AMZN | Amazon.com Inc | 152,591 | 33,476.9 | New Holding | 3.860 | +3.86% | 0.000 | +26.19% | +3.88% | 2,419,413.6 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 112,768 | 32,692.6 | -0.08% | 3.770 | 0% | 0.000 | +23.13% | +25.13% | 811,607.6 | Banks | |
QUAL | iShares MSCI USA Quality Factor ETF | 166,971 | 30,525.6 | +2.81% | 3.520 | +0.10% | 0.060 | +13.71% | +4.75% | 53,353.1 | ||
XLK | Technology Select Sector SPDR ETF | 117,229 | 29,685.8 | +2.06% | 3.420 | +0.07% | 0.040 | +31.28% | +12.01% | 82,476.7 | ||
GOOG | Alphabet Inc | 131,531 | 23,332.3 | +3.02% | 2.690 | +0.08% | 0.000 | +20.99% | +0.31% | 2,307,662.6 | Interactive Media |
ARS Wealth Advisors Group, LLC's Historical Top Holdings Breakdowns
ARS Wealth Advisors Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | New Buy New Buy | +4.21% | 172.42 ($202.27) 223.89 | $213.49 | 5.55% | New holding | 178,098 | 178,098 | |
AMZN | Amazon.com Inc | 2025-06-30 | New Buy New Buy | +3.86% | 167.32 ($197.77) 223.3 | $228.04 | 15.31% | New holding | 152,591 | 152,591 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -2.12% | 274.35 ($384.44) 599.47 | $287.95 | -25.10% | Sold Out | 0 | -28,650 | |
BAC | Bank of America Corp | 2025-06-30 | New Buy New Buy | +0.87% | 34.39 ($42.07) 47.46 | $48.12 | 14.38% | New holding | 159,722 | 159,722 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | New Buy New Buy | +0.81% | 483.48 ($508.26) 539.8 | $483.99 | -4.78% | New holding | 14,511 | 14,511 | |
TMO | Thermo Fisher Scientific Inc | 2025-06-30 | Add Add | +0.76% | 390.26 ($419.37) 497.6 | $473.35 | 12.87% | Add 1037.68% | 17,782 | 16,219 | |
RTX | RTX Corp | 2025-06-30 | New Buy New Buy | +0.45% | 113.75 ($133.23) 148.48 | $154.75 | 16.15% | New holding | 26,838 | 26,838 | |
BDX | Becton Dickinson & Co | 2025-06-30 | New Buy New Buy | +0.40% | 165.15 ($184.01) 229.06 | $181.09 | -1.58% | New holding | 20,293 | 20,293 | |
FSV | FirstService Corp | 2025-06-30 | New Buy New Buy | +0.26% | 158.93 ($173.08) 179.74 | $178.79 | 3.30% | New holding | 13,000 | 13,000 | |
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 2025-06-30 | Add Add | +0.21% | 28.96 ($32.79) 35.28 | $36.22 | 10.46% | Add 18.94% | 319,889 | 50,943 |
ARS Wealth Advisors Group, LLC Total Holding History ($B)
ARS Wealth Advisors Group, LLC's Asset Allocation
ARS Wealth Advisors Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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ARS Wealth Advisors Group, LLC's Hypothetical Growth since 2025-06-30
ARS Wealth Advisors Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ARS Wealth Advisors Group, LLC's Holdings Heat Map
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ARS Wealth Advisors Group, LLC's Holdings Bubble Chart
ARS Wealth Advisors Group, LLC News
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