GURUFOCUS.COM Guru List Institutional Investment Manager (13F) ARS Wealth Advisors Group, LLC Stock Picks
ARS Wealth Advisors Group, LLC
|ARS Wealth Advisors Group, LLC|
|Last update 2023-02-14||137 Stocks (14 new)|
|Value $607.00 Mil||Turnover 4 %|
Top Holdings: SPTM(6.24%) USMV(5.90%) SRLN(5.19%) AAPL(4.10%) XOM(2.81%)Portfolio Report
ARS Wealth Advisors Group, LLC has disclosed 137 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $607.00 Mil. The turnover rate is 4%.
In ARS Wealth Advisors Group, LLC's current portfolio as of 2022-12-31, the top 5 holdings are SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM), iShares MSCI USA Min Vol Factor ETF (USMV), SPDR Blackstone Senior Loan ETF (SRLN), Apple Inc (AAPL), Exxon Mobil Corp (XOM), not including call and put options. ARS Wealth Advisors Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for ARS Wealth Advisors Group, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for ARS Wealth Advisors Group, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for ARS Wealth Advisors Group, LLC.
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