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ARS WEALTH ADVISORS GROUP, LLC 13F portfolio summary

ARS WEALTH ADVISORS GROUP, LLC of ARS WEALTH ADVISORS GROUP, LLC has 220 current stock holdings with a reported portfolio value of $1.28B. The portfolio 1 year return is +17.07%. Top holdings include SPTM (7.24%), AVGO (4.06%), AAPL (4.05%), XLK (3.51%), GOOG (3.28%).

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ARS WEALTH ADVISORS GROUP, LLC

ARS WEALTH ADVISORS GROUP, LLC
Latest filing: 2026-06-30

ARS WEALTH ADVISORS GROUP, LLC runs ARS WEALTH ADVISORS GROUP, LLC and currently holds 220 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.28B. Their top holdings are SPTM, AVGO, AAPL, XLK, GOOG. The top five represent 22.1% of reported portfolio weight. ARS WEALTH ADVISORS GROUP, LLC ranks #690 out of 1000 investors tracked by Alpha Score. They added to 59 existing positions. They trimmed 33 positions. Their current best-performing preview position is AMAT with returns of +111.53%.

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Top 5 Holdings
SPTM7.2%
AVGO4.1%
AAPL4.1%
XLK3.5%
GOOG3.3%
Top 5: 22.1%
Portfolio Returns
1 Year
+17.07%
#808/1000
3 Year
+54.95%
#663/1000
5 Year
+53.40%
#671/1000

Portfolio Value

$1.28B

Alpha Score

41.9

#690 of 1000

Holdings

220

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220 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SPTM
SPDR SERIES TRUST
7.24%$55.57$92.91+67.20%
Trimmed
-1.29%
AVGO
BROADCOM INC
4.06%$45.86$368.45+703.42%
Trimmed
-3.98%
AAPL
APPLE INC
4.05%$206.38$309.35+49.89%
Added
+0.76%
XLK
SELECT SECTOR SPDR TR
3.51%$150.38$183.35+21.92%
Trimmed
-1.14%
GOOG
ALPHABET INC
3.28%$135.78$341.75+151.69%
Trimmed
-4.91%
AMZN
AMAZON COM INC
3.08%$219.39$258.63+17.89%
Added
+0.08%
JPM
JPMORGAN CHASE & CO
2.81%$163.85$351.64+114.61%
Trimmed
-0.99%
QUAL
ISHARES TR
2.68%$129.27$223.23+72.69%
Trimmed
-2.39%
USMV
ISHARES TR
2.66%$73.36$101.24+38.00%
Trimmed
-3.81%
MSFT
MICROSOFT CORP
2.57%$308.81$483.24+56.48%
Added
+3.52%

Showing 1-10 of 220