Ars Wealth Advisors Group, LLC Portfolio Holdings

Ars Wealth Advisors Group, LLC

  • $714 Million
  • Q4 2024

Ars Wealth Advisors Group, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $714 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $71.7M, Ishares Msci Usa Min Vol Facto with a value of $42.4M, Broadcom Inc. with a value of $39.8M, Microsoft Corp with a value of $34.8M, and Ishares Msci Usa Quality Facto with a value of $29.2M.

Examining the 13F form we can see an decrease of $91.2M in the current position value, from $805M to 714M.

Ars Wealth Advisors Group, LLC is based out at St. Petersburg, FL

Below you can find more details about Ars Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $714 Million
ETFs: $263 Million
Technology: $99.3 Million
Consumer Defensive: $63.4 Million
Financial Services: $54.8 Million
Healthcare: $52 Million
Energy: $51.2 Million
Communication Services: $49.4 Million
Industrials: $37.9 Million
Other: $42.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $714 Million
  • Prior Value $805 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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