AW
| |
ARS Wealth Advisors Group, LLC13F | |
| ARS Wealth Advisors Group, LLC | |
| Last update 2025-04-14 | 161 Stocks (10 new) |
| Value $708.00 Mil | Turnover 3 % |
ARS Wealth Advisors Group, LLC... Top Holdings of 2025-03-31
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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
| 996,797 | 67,792.2 | -0.74% | 9.570 | -0.07% | 0.720 | +16.58% | +6.93% | 10,662.8 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 413,256 | 38,705.5 | -13.49% | 5.460 | -0.78% | 0.160 | +1.95% | +6.79% | 23,944.1 | ||
MSFT | Microsoft Corp | 81,773 | 30,696.9 | -0.95% | 4.330 | -0.05% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
QUAL | iShares MSCI USA Quality Factor ETF | 162,414 | 27,755.0 | -0.98% | 3.920 | -0.04% | 0.060 | +12.61% | +4.33% | 53,585.8 | ||
JPM | JPMorgan Chase & Co | 112,862 | 27,685.0 | -2.98% | 3.910 | -0.11% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
AVGO | Broadcom Inc | 165,198 | 27,659.1 | -3.76% | 3.900 | -0.21% | 0.000 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
XOM | Exxon Mobil Corp | 203,150 | 24,160.6 | -0.50% | 3.410 | -0.02% | 0.000 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
XLK | Technology Select Sector SPDR ETF | 114,863 | 23,716.9 | -0.95% | 3.350 | -0.04% | 0.040 | +31.84% | +10.89% | 80,789.0 | ||
PG | Procter & Gamble Co | 120,174 | 20,480.1 | -0.64% | 2.890 | -0.02% | 0.010 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
GOOG | Alphabet Inc | 127,676 | 19,946.8 | -1.19% | 2.820 | -0.04% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.78% | 87.68 ($92.03) 94.57 | $94.16 | 2.31% | Reduce -13.49% | 413,256 | -64,421 | |
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 2025-03-31 | Add Add | +0.68% | 31.84 ($33.52) 34.63 | $35.62 | 6.26% | Add 123.42% | 268,946 | 148,567 | |
ARLU |
AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF
AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF
| 2025-03-31 | New Buy New Buy | +0.49% | 25.65 ($27.23) 28.34 | $28.14 | 3.35% | New holding | 134,197 | 134,197 | |
MARU |
AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF
AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF
| 2025-03-31 | New Buy New Buy | +0.30% | 23.84 ($24.26) 24.67 | $25.80 | 6.35% | New holding | 88,933 | 88,933 | |
PMAY |
Innovator U.S. Equity Power Buffer ETF - May
Innovator U.S. Equity Power Buffer ETF - May
| 2025-03-31 | Reduce Reduce | -0.28% | 35.29 ($36.15) 36.56 | $37.85 | 4.70% | Reduce -53.61% | 50,232 | -58,051 | |
FEBU |
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
| 2025-03-31 | New Buy New Buy | +0.25% | 23.82 ($24.69) 25.51 | $25.93 | 5.00% | New holding | 72,492 | 72,492 | |
JANU |
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
| 2025-03-31 | New Buy New Buy | +0.21% | 24.1 ($25.1) 25.87 | $26.24 | 4.53% | New holding | 60,034 | 60,034 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.21% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -3.76% | 165,198 | -6,452 | |
PJUN |
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
| 2025-03-31 | Reduce Reduce | -0.14% | 36.56 ($37.71) 38.35 | $39.88 | 5.75% | Reduce -20.02% | 109,832 | -27,490 | |
PNOV |
Innovator U.S. Equity Power Buffer ETF - November
Innovator U.S. Equity Power Buffer ETF - November
| 2025-03-31 | Sold Out Sold Out | -0.14% | 36.92 ($38.02) 38.75 | $39.71 | 4.45% | Sold Out | 0 | -26,924 |
ARS Wealth Advisors Group, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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ARS Wealth Advisors Group, LLC's Hypothetical Growth since 2025-03-31
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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