ARS WEALTH ADVISORS GROUP, LLC 13F Portfolio
ARS WEALTH ADVISORS GROUP, LLC runs ARS WEALTH ADVISORS GROUP, LLC and currently holds 220 stock positions, which is fewer than the average of 231 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 #671 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%.
Portfolio Value
$1.28B
Alpha Score
44.4
#671 of 1000
Holdings
220
ARS WEALTH ADVISORS GROUP, LLC Current 13F Holdings
Reported holdings from ARS WEALTH ADVISORS GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
220 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SPTM SPDR SERIES TRUST | 7.24% | $55.57 | $94.01 | +69.17% | Trimmed -1.29% |
AVGO BROADCOM INC | 4.06% | $45.86 | $361.54 | +688.36% | Trimmed -3.98% |
AAPL APPLE INC | 4.05% | $206.38 | $336.68 | +63.14% | Added +0.76% |
XLK SELECT SECTOR SPDR TR | 3.51% | $150.38 | $198.78 | +32.19% | Trimmed -1.14% |
GOOG ALPHABET INC | 3.28% | $135.78 | $347.86 | +156.19% | Trimmed -4.91% |
AMZN AMAZON COM INC | 3.08% | $219.39 | $262.43 | +19.62% | Added +0.08% |
JPM JPMORGAN CHASE & CO | 2.81% | $163.85 | $333.01 | +103.24% | Trimmed -0.99% |
QUAL ISHARES TR | 2.68% | $129.27 | $227.05 | +75.64% | Trimmed -2.39% |
USMV ISHARES TR | 2.66% | $73.36 | $100.49 | +36.98% | Trimmed -3.81% |
MSFT MICROSOFT CORP | 2.57% | $308.81 | $535.07 | +73.27% | Added +3.52% |
Showing 1-10 of 220