Ars Wealth Advisors Group, LLC Purchases in Q4 2025

Ars Wealth Advisors Group, LLC

  • $1.09 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TBUX
T Rowe Price Exchange Traded F

ETFs
1.35M
+ 103.29%
$49.81 - $50.02 $67.1M - $67.4M
2.65M $132M
XLK
Technology Sector Spdr

ETFs
120K
+ 101.28%
$278.39 - $304.13 $33.4M - $36.5M
238K $68.7M
AMZN
Amazon Com Inc

Consumer Cyclical
4.12K
+ 2.63%
$213.04 - $254.0 $878K - $1.05M
161K $37.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.48K
+ 5.79%
$524.58 - $588.02 $777K - $871K
27.1K $15.3M
XOM
Exxon Mobil Corp

Energy
7.19K
+ 3.38%
$110.64 - $119.78 $796K - $862K
220K $25.9M
MRK
Merck & Co., Inc.

Healthcare
3.9K
+ 2.27%
$82.49 - $92.93 $322K - $362K
175K $16.3M
JNJ
Johnson & Johnson

Healthcare
622
+ 0.5%
$185.98 - $199.58 $116K - $124K
125K $25M
CSCO
Cisco Systems, Inc.

Technology
881
+ 0.59%
$67.46 - $78.0 $59.4K - $68.7K
151K $11.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.28K
+ 8.65%
$475.68 - $513.11 $1.08M - $1.17M
28.6K $14.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.85K
+ 0.38%
$78.97 - $83.03 $304K - $320K
1.02M $82.8M
UPS
United Parcel Service Inc

Industrials
2.73K
+ 5.95%
$82.87 - $97.4 $226K - $266K
48.6K $4.58M
DUK
Duke Energy Corp

Utilities
2.97K
+ 2.08%
$121.57 - $129.03 $362K - $384K
146K $18.3M
NVDA
Nvidia Corp

Technology
2.93K
+ 4.47%
$179.83 - $207.04 $527K - $607K
68.5K $12.8M
MUB
Ishares National Muni Bond ETF

ETFs
4.34K
+ 87.56%
$106.36 - $107.61 $462K - $467K
9.3K $995K
CVX
Chevron Corp

Energy
3.24K
+ 2.52%
$148.9 - $157.72 $482K - $511K
132K $20.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.46K
+ 60.91%
$49.98 - $50.59 $373K - $377K
19.7K $990K
PHYS
Sprott Physical Gold Trust

Financial Services
9.56K
New
$29.62 - $33.31 $283K - $318K
9.56K $297K
XLE
Energy Sector Spdr

ETFs
3.06K
+ 94.71%
$85.22 - $92.02 $261K - $282K
6.29K $578K
LMND
Lemonade, Inc.

Financial Services
3.64K
New
$47.55 - $79.14 $173K - $288K
3.64K $256K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
232
+ 2.09%
$600.51 - $631.95 $139K - $147K
11.3K $6.99M
BDX
Becton Dickinson & CO

Healthcare
609
+ 2.73%
$176.39 - $193.93 $107K - $118K
22.9K $4.38M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.4K
New
$23.02 - $24.23 $193K - $203K
8.4K $200K
NEE
Nextera Energy Inc

Utilities
956
+ 8.7%
$78.18 - $86.03 $74.7K - $82.2K
11.9K $1.02M
IAU
Ishares Gold Trust

ETFs
2.48K
New
$72.65 - $82.5 $180K - $205K
2.48K $191K
COF
Capital One Financial Corp

Financial Services
928
New
$201.01 - $225.01 $187K - $209K
928 $186K
SUB
Ishares Short Term National Mu

ETFs
1.12K
+ 12.77%
$106.22 - $106.81 $119K - $120K
9.92K $1.06M
AXP
American Express CO

Financial Services
288
+ 39.94%
$316.26 - $372.77 $91.1K - $107K
1.01K $344K
GLW
Corning Inc

Technology
1K
+ 17.62%
$82.06 - $90.29 $82.1K - $90.3K
6.68K $547K
AEP
American Electric Power CO Inc

Utilities
6
+ 0.07%
$112.75 - $122.73 $677 - $736
8.56K $1.04M
META
Meta Platforms, Inc.

Communication Services
2.35K
+ 21.48%
$609.01 - $751.67 $1.43M - $1.76M
13.3K $8.09M
DE
Deere & CO

Industrials
106
+ 22.46%
$439.11 - $480.78 $46.5K - $51K
578 $275K
CVS
Cvs Health Corp

Healthcare
459
+ 6.05%
$76.69 - $83.04 $35.2K - $38.1K
8.05K $630K
VTI
Vanguard Total Stock Market Et

ETFs
151
+ 3.82%
$321.8 - $337.95 $48.6K - $51K
4.11K $1.35M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.77K
+ 12.83%
$25.85 - $27.19 $45.8K - $48.2K
15.6K $413K
XLV
Select Sector Spdr Fund Health

ETFs
118
+ 5.36%
$141.95 - $152.82 $16.8K - $18K
2.32K $352K
PFE
Pfizer Inc

Healthcare
2.17K
+ 8.16%
$24.23 - $27.37 $52.6K - $59.4K
28.8K $721K
SCHW
Schwab Charles Corp

Financial Services
572
+ 20.65%
$91.91 - $97.71 $52.6K - $55.9K
3.34K $307K
IVV
Ishares Core S&P 500 ETF

ETFs
22
+ 1.68%
$656.2 - $690.71 $14.4K - $15.2K
1.33K $898K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.03%
$211.96 - $244.38 $424 - $489
7.74K $1.81M
SPSB
Spdr Portfolio Short Term Corp

ETFs
615
+ 7.15%
$30.13 - $30.32 $18.5K - $18.6K
9.22K $278K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
28
+ 3.24%
$280.66 - $305.09 $7.86K - $8.54K
892 $251K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.1%
$470.44 - $504.26 $470 - $504
1.03K $499K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
31
+ 0.31%
$31.49 - $33.1 $976 - $1.03K
10.1K $325K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.34%
N/A
2.93K $532K
VTV
Vanguard Value ETF

ETFs
4
+ 0.18%
$182.87 - $189.72 $731 - $759
2.24K $418K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30
+ 0.31%
$25.2 - $26.46 $756 - $794
9.81K $253K
FDLO
Fidelity Covington Tr Low Vola

ETFs
15
+ 0.32%
$64.55 - $66.69 $968 - $1K
4.76K $314K
T Rowe Price ETF Inc
31.6K
+ 8.97%
N/A
383K $0
XEL
Xcel Energy Inc

Utilities
3
+ 0.09%
$79.6 - $81.85 $239 - $246
3.27K $263K
Activity Summary
Buys All Purchases 77 New Holdings 9 Increased Positions 68 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 3 Puts 1
Track This Portfolio

Track Ars Wealth Advisors Group, LLC Portfolio

Follow Ars Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ars Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ars Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email