ARS Wealth Advisors Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW ARS Wealth Advisors Group, LLC | Institutional Filer | ▲ 6.79% | $1.17B | 195 |
Current Portfolio Holdings
Showing all 195 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TBUX | T ROWE PRICE ETF INC | — | 3.4M | $169.3M | 14.48% |
| 2 | SPTM | SPDR SERIES TRUST | — | 1.0M | $81.6M | 6.98% |
| 3 | AAPL | Apple Inc. | Technology | 178K | $45.1M | 3.86% |
| 4 | AVGO | Broadcom Inc. | Technology | 143K | $44.3M | 3.78% |
| 5 | XOM | Exxon Mobil Corporation | Energy | 219K | $37.2M | 3.18% |
| 6 | GOOG | Alphabet Inc. | Technology | 125K | $35.8M | 3.06% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 165K | $34.4M | 2.94% |
| 8 | USMV | ISHARES TR | — | 367K | $34.0M | 2.91% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 111K | $32.6M | 2.79% |
| 10 | XLK | Technology Select Sector SPDR Fund | — | 238K | $31.7M | 2.71% |
| 11 | MSFT | Microsoft Corporation | Technology | 85K | $31.5M | 2.69% |
| 12 | QUAL | ISHARES TR | — | 160K | $30.7M | 2.62% |
| 13 | JNJ | Johnson & Johnson | Healthcare | 123K | $30.1M | 2.58% |
| 14 | CVX | Chevron Corporation | Energy | 133K | $27.6M | 2.36% |
| 15 | GLD | SPDR GOLD TR | — | 54K | $23.2M | 1.98% |
Showing 1 to 15 of 195 holdings