Top 50 Ars Wealth Advisors Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TBUX | T ROWE PRICE ETF INC | 14.3% | 3.40M | $169.3M | +28.38%(+752.31K) | $49.81(-0.01%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 6.89% | 1.03M | $81.6M | +1.20%(+12.25K) | $55.00(+59.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.81% | 177.7K | $45.1M | +1.21%(+2.13K) | $145.75(+94.98%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.74% | 143.0K | $44.3M | -1.99%(-2.91K) | $47.17(+806.07%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.14% | 219.2K | $37.2M | -0.22%(-479) | $80.93(+91.38%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.02% | 124.8K | $35.8M | -2.13%(-2.72K) | $130.38(+194.72%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.9% | 165.0K | $34.4M | +2.79%(+4.49K) | $153.22(+78.54%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.87% | 366.6K | $34.0M | -2.88%(-10.87K) | $73.46(+28.58%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.75% | 110.8K | $32.6M | +0.08%(+89) | $156.96(+97.13%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.68% | 238.3K | $31.7M | -0.00%(-8) | $78.82(+110.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.34% | +57.47% |
| Top 20 Holdings Unweighted | +16.35% | +57.51% |
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