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ARS Wealth Advisors Group

Latest statistics and disclosures from ARS Wealth Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTM, TBUX, AVGO, AAPL, MSFT, and represent 28.18% of ARS Wealth Advisors Group's stock portfolio.
Added to shares of these 10 stocks: TBUX (+$65M), NVDA (+$6.8M), BRK.B (+$5.9M), META, TMO, SPY, TCAF, POCT, AMZN, CVX.
Started 8 new stock positions in FNDX, PLTR, NOBL, NSC, TBUX, LRCX, BRK.A, WMB.
Reduced shares in these 10 stocks: VBR (-$12M), PEP (-$6.0M), AVGO, SLV, SHV, USMV, QUAL, JPM, AAPL, GLD.
Sold out of its positions in CRMD, FIS, GEOS, MIND, OKE, RLI.
ARS Wealth Advisors Group was a net buyer of stock by $73M.
ARS Wealth Advisors Group has $1.0B in assets under management (AUM), dropping by 16.73%.
Central Index Key (CIK): 0001886707

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Portfolio Holdings for ARS Wealth Advisors Group

ARS Wealth Advisors Group holds 188 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfoli S&p1500 (SPTM)	8.1	$82M		1.0M	80.65	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	6.4	$65M	NEW	1.3M	49.84	View chart
Broadcom (AVGO)	5.1	$51M	-3%	155k	329.91	View chart
Apple (AAPL)	4.4	$45M		176k	254.63	View chart
Microsoft Corporation (MSFT)	4.2	$42M		82k	517.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	3.7	$37M		394k	95.14	View chart
JPMorgan Chase & Co. (JPM)	3.5	$35M		111k	315.43	View chart
Amazon (AMZN)	3.4	$34M	+2%	156k	219.57	View chart
Select Sector Spdr Tr Technology (XLK)	3.3	$33M		118k	281.86	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$32M		132k	243.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.2	$32M		164k	194.50	View chart
Exxon Mobil Corporation (XOM)	2.4	$24M	+2%	213k	112.75	View chart
Johnson & Johnson (JNJ)	2.3	$23M		125k	185.42	View chart
Spdr Gold Tr Gold Shs (GLD)	2.1	$21M	-2%	60k	355.47	View chart
Chevron Corporation (CVX)	2.0	$20M	+4%	129k	155.29	View chart
Procter & Gamble Company (PG)	1.9	$19M		124k	153.65	View chart
Verizon Communications (VZ)	1.8	$18M		420k	43.95	View chart
Duke Energy Corp Com New (DUK)	1.7	$18M		143k	123.75	View chart
Honeywell International (HON)	1.7	$18M	+3%	83k	210.50	View chart
Mastercard Incorporated Cl A (MA)	1.7	$17M		30k	568.81	View chart
Wal-Mart Stores (WMT)	1.6	$16M		160k	103.06	View chart
Merck & Co (MRK)	1.4	$14M	+5%	172k	83.93	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.3	$13M	+9%	352k	37.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$13M	+81%	26k	502.74	View chart
Home Depot (HD)	1.3	$13M		32k	405.19	View chart
Thermo Fisher Scientific (TMO)	1.2	$12M	+43%	26k	485.02	View chart
NVIDIA Corporation (NVDA)	1.2	$12M	+127%	66k	186.58	View chart
International Business Machines (IBM)	1.1	$12M	+2%	41k	282.16	View chart
Cisco Systems (CSCO)	1.0	$10M		150k	68.42	View chart
Ishares Silver Tr Ishares Call Option (SLV)	1.0	$10M	-11%	236k	42.37	View chart
Goldman Sachs (GS)	0.9	$9.6M		12k	796.35	View chart
Southern Company (SO)	0.9	$9.6M		101k	94.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$9.4M	-56%	45k	208.71	View chart
Altria (MO)	0.9	$8.9M		135k	66.06	View chart
Pepsi (PEP)	0.8	$8.6M	-41%	61k	140.44	View chart
Bank of America Corporation (BAC)	0.8	$8.3M		160k	51.59	View chart
Kinder Morgan (KMI)	0.8	$8.1M		288k	28.31	View chart
Meta Platforms Cl A (META)	0.8	$8.0M	+112%	11k	734.37	View chart
Lockheed Martin Corporation (LMT)	0.8	$7.7M		15k	499.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$6.8M		11k	612.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.8M		20k	243.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.5	$4.7M		114k	41.15	View chart
Raytheon Technologies Corp (RTX)	0.4	$4.5M		27k	167.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$4.4M	+87%	6.6k	666.16	View chart
Becton, Dickinson and (BDX)	0.4	$4.2M	+9%	22k	187.17	View chart
Aim Etf Products Trust Allianzim Us Equ (ARLU)	0.4	$4.0M		134k	29.78	View chart
United Parcel Service CL B (UPS)	0.4	$3.8M	+8%	46k	83.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$3.6M		93k	38.90	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.3	$3.5M		123k	28.50	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$3.2M		78k	41.58	View chart
Firstservice Corp (FSV)	0.3	$3.0M	+23%	16k	190.49	View chart
General Dynamics Corporation (GD)	0.3	$3.0M		8.7k	340.99	View chart
Costco Wholesale Corporation (COST)	0.3	$2.8M		3.0k	925.77	View chart
Caterpillar (CAT)	0.2	$2.5M		5.2k	477.15	View chart
Aim Etf Products Trust Allianzim Us Equ (MARU)	0.2	$2.4M		88k	27.35	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	-5%	7.0k	303.90	View chart
Netflix (NFLX)	0.2	$2.1M	-14%	1.7k	1198.92	View chart
Shell Spon Ads (SHEL)	0.2	$1.9M		27k	71.53	View chart
Aim Etf Products Trust Allianzim Us Eq (FEBU)	0.2	$1.9M	-3%	70k	27.27	View chart
Abbvie (ABBV)	0.2	$1.8M	+3%	7.7k	231.53	View chart
Coca-Cola Company (KO)	0.2	$1.8M		27k	66.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.7M	+15%	38k	45.60	View chart
Eli Lilly & Co. (LLY)	0.2	$1.7M	+2%	2.2k	762.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.7M	+98%	40k	43.10	View chart
Aim Etf Products Trust Allianzim Us Equ (JANU)	0.2	$1.6M	-4%	57k	27.63	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$1.4M	+63%	34k	42.47	View chart
Tesla Motors (TSLA)	0.1	$1.4M	+5%	3.1k	444.72	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$1.4M		13k	108.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M		4.0k	328.19	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.1	$1.2M	+10%	2.1k	600.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$1.2M		31k	39.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.1M		12k	93.64	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$1.0M		13k	79.95	View chart
Amgen (AMGN)	0.1	$1.0M	-4%	3.6k	282.19	View chart
Union Pacific Corporation (UNP)	0.1	$973k		4.1k	236.37	View chart
Walt Disney Company (DIS)	0.1	$969k		8.5k	114.51	View chart
American Electric Power Company (AEP)	0.1	$962k	+2%	8.6k	112.50	View chart
Abbott Laboratories (ABT)	0.1	$947k		7.1k	133.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$940k		8.8k	106.78	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$922k	+2%	38k	24.40	View chart
Welltower Inc Com reit (WELL)	0.1	$889k		5.0k	178.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$876k		1.3k	669.27	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$864k	-55%	7.8k	110.49	View chart
salesforce (CRM)	0.1	$847k	+6%	3.6k	237.03	View chart
CSX Corporation (CSX)	0.1	$831k		23k	35.51	View chart
Nextera Energy (NEE)	0.1	$829k		11k	75.49	View chart
Visa Com Cl A (V)	0.1	$827k	+12%	2.4k	341.42	View chart
Lowe's Companies (LOW)	0.1	$817k		3.2k	251.31	View chart
PNC Financial Services (PNC)	0.1	$813k		4.0k	200.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k	NEW	1.00	754200.00	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$742k		8.1k	91.61	View chart
Ge Aerospace Com New (GE)	0.1	$733k		2.4k	300.81	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.1	$711k		13k	55.26	View chart
Pfizer (PFE)	0.1	$677k		27k	25.48	View chart
At&t (T)	0.1	$668k	+4%	24k	28.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$654k		4.5k	145.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$629k	-28%	2.9k	215.76	View chart
Oracle Corporation (ORCL)	0.1	$627k	-2%	2.2k	281.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$613k		12k	50.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$600k		13k	45.80	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$586k		34k	17.16	View chart
CVS Caremark Corporation (CVS)	0.1	$572k		7.6k	75.39	View chart
Hershey Company (HSY)	0.1	$564k		3.0k	187.02	View chart
Constellation Energy (CEG)	0.1	$554k		1.7k	329.07	View chart
DaVita (DVA)	0.1	$545k		4.1k	132.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$538k	+61%	13k	42.95	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$536k	+39%	1.4k	378.94	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$528k		5.0k	106.49	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$513k	-5%	1.7k	294.25	View chart
Eaton Corp SHS (ETN)	0.1	$510k	-2%	1.4k	374.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$495k	+39%	1.0k	479.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$488k		12k	42.02	View chart
Valero Energy Corporation (VLO)	0.0	$477k		2.8k	170.26	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$469k		18k	26.88	View chart
Corning Incorporated (GLW)	0.0	$466k	-3%	5.7k	82.03	View chart
Nike CL B (NKE)	0.0	$459k		6.6k	69.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$423k	-17%	5.1k	82.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$421k	-4%	3.5k	118.82	View chart
Philip Morris International (PM)	0.0	$418k	+2%	2.6k	162.19	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.0	$418k		2.3k	178.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$416k	-6%	2.2k	186.47	View chart
Applied Materials (AMAT)	0.0	$413k		2.0k	204.74	View chart
Qualcomm (QCOM)	0.0	$380k	+5%	2.3k	166.34	View chart
Emerson Electric (EMR)	0.0	$380k	+2%	2.9k	131.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$375k	-3%	5.8k	65.26	View chart
Ge Vernova (GEV)	0.0	$368k	+11%	598.00	614.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$364k	+38%	14k	26.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$352k		2.9k	122.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$343k	-14%	1.2k	293.70	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$339k	+16%	22k	15.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$336k	NEW	13k	26.30	View chart
Waste Management (WM)	0.0	$335k		1.5k	220.88	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$331k		2.3k	143.18	View chart
Galaxy Digital Cl A (GLXY)	0.0	$328k		9.7k	33.81	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$322k		10k	32.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$319k		7.3k	43.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$319k		2.9k	111.47	View chart
American Water Works (AWK)	0.0	$316k		2.3k	139.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$315k		3.3k	96.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$314k	+13%	780.00	402.53	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$312k		4.7k	65.87	View chart
General Motors Company (GM)	0.0	$307k	-4%	5.0k	60.97	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$306k	-2%	2.2k	139.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$298k		1.2k	241.96	View chart
Palantir Technologies Cl A (PLTR)	0.0	$294k	NEW	1.6k	182.42	View chart
Truist Financial Corp equities (TFC)	0.0	$294k		6.4k	45.72	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$289k	+9%	3.2k	89.35	View chart
Stryker Corporation (SYK)	0.0	$288k	+4%	780.00	369.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$274k		1.4k	189.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$273k		1.9k	140.95	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$273k		6.0k	45.76	View chart
Yum! Brands (YUM)	0.0	$272k	-3%	1.8k	151.98	View chart
Automatic Data Processing (ADP)	0.0	$268k		913.00	293.50	View chart
Lam Research Corp Com New (LRCX)	0.0	$265k	NEW	2.0k	133.90	View chart
Charles Schwab Corporation (SCHW)	0.0	$264k	+3%	2.8k	95.46	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$264k		7.0k	38.02	View chart
Enterprise Products Partners (EPD)	0.0	$264k	-8%	8.4k	31.27	View chart
Xcel Energy (XEL)	0.0	$263k		3.3k	80.64	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.0	$261k	+8%	8.6k	30.29	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$258k	-9%	6.7k	38.36	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$257k		11k	23.93	View chart
Edison International (EIX)	0.0	$257k	-6%	4.6k	55.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$252k		2.5k	100.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$251k	+4%	9.8k	25.71	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$249k	+10%	571.00	435.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$241k	-11%	864.00	279.29	View chart
Paychex (PAYX)	0.0	$240k		1.9k	126.77	View chart
American Express Company (AXP)	0.0	$240k		721.00	332.16	View chart
Norfolk Southern (NSC)	0.0	$239k	NEW	797.00	300.41	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$238k	-13%	12k	19.34	View chart
McKesson Corporation (MCK)	0.0	$237k	-2%	307.00	772.39	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$235k	-6%	13k	18.24	View chart
AECOM Technology Corporation (ACM)	0.0	$234k		1.8k	130.44	View chart
AFLAC Incorporated (AFL)	0.0	$232k		2.1k	111.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$231k		1.6k	142.08	View chart
Kimberly-Clark Corporation (KMB)	0.0	$230k	-6%	1.9k	124.34	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$230k	-9%	15k	15.58	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$228k		3.7k	62.46	View chart
Intuit (INTU)	0.0	$225k	+7%	330.00	682.91	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.0	$223k		7.9k	28.05	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$218k	-25%	13k	17.29	View chart
Deere & Company (DE)	0.0	$216k	+6%	472.00	457.25	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$212k	+6%	2.7k	78.37	View chart
Williams Companies (WMB)	0.0	$201k	NEW	3.2k	63.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$201k	NEW	1.9k	103.06	View chart
Ford Motor Company (F)	0.0	$133k	-11%	11k	11.96	View chart
I-80 Gold Corp (IAUX)	0.0	$38k		39k	0.96	View chart
Odyssey Marine Expl Com New (OMEX)	0.0	$35k		18k	1.95	View chart

Past Filings by ARS Wealth Advisors Group

SEC 13F filings are viewable for ARS Wealth Advisors Group going back to 2021

ARS Wealth Advisors Group 2025 Q3 filed Oct. 6, 2025
ARS Wealth Advisors Group 2025 Q2 filed July 10, 2025
ARS Wealth Advisors Group 2025 Q1 filed April 14, 2025
ARS Wealth Advisors Group 2024 Q4 filed Jan. 14, 2025
ARS Wealth Advisors Group 2024 Q3 filed Oct. 15, 2024
ARS Wealth Advisors Group 2024 Q2 filed July 19, 2024
ARS Wealth Advisors Group 2024 Q1 filed May 13, 2024
ARS Wealth Advisors Group 2023 Q4 filed Feb. 6, 2024
ARS Wealth Advisors Group 2023 Q3 filed Oct. 26, 2023
ARS Wealth Advisors Group 2023 Q2 filed July 18, 2023
ARS Wealth Advisors Group 2023 Q1 filed May 11, 2023
ARS Wealth Advisors Group 2022 Q4 filed Feb. 13, 2023
ARS Wealth Advisors Group 2022 Q3 restated filed Nov. 14, 2022
ARS Wealth Advisors Group 2022 Q3 filed Nov. 8, 2022
ARS Wealth Advisors Group 2022 Q2 filed Aug. 15, 2022
ARS Wealth Advisors Group 2022 Q1 filed May 12, 2022

View all past filings

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