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Ars Wealth Advisors Group, Llc

Portfolio Manager
ARS Wealth Advisors Group, LLC
Performance
-0.89% (2026 Q1)
AUM (13F)
$1.18B
# of Holdings
198
Performance Rank
Allocation (Top 20)
66.76%

Ars Wealth Advisors Group, Llc Holdings Map

Top 50 Ars Wealth Advisors Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TBUX
T ROWE PRICE ETF INC
14.3%3.40M$169.3M
+28.38%(+752.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.30M shares2025-Q4: 2.65M shares2026-Q1: 3.40M shares
$49.81(-0.01%)
2026-03-31
SPTM
SPDR SERIES TRUST
6.89%1.03M$81.6M
+1.20%(+12.25K)
2025-Q1: 996.8K shares2025-Q2: 1.02M shares2025-Q3: 1.02M shares2025-Q4: 1.02M shares2026-Q1: 1.03M shares
$55.00(+59.76%)
2026-03-31
AAPL
APPLE INC
3.81%177.7K$45.1M
+1.21%(+2.13K)
2025-Q1: 0 shares2025-Q2: 178.1K shares2025-Q3: 176.2K shares2025-Q4: 175.6K shares2026-Q1: 177.7K shares
$145.75(+94.98%)
2026-03-31
AVGO
BROADCOM INC
3.74%143.0K$44.3M
-1.99%(-2.91K)
2025-Q1: 165.2K shares2025-Q2: 161.5K shares2025-Q3: 155.4K shares2025-Q4: 145.9K shares2026-Q1: 143.0K shares
$47.17(+806.07%)
2026-03-31
XOM
EXXON MOBIL CORP
3.14%219.2K$37.2M
-0.22%(-479)
2025-Q1: 203.2K shares2025-Q2: 207.8K shares2025-Q3: 212.5K shares2025-Q4: 219.7K shares2026-Q1: 219.2K shares
$80.93(+91.38%)
2026-03-31
GOOG
ALPHABET INC
3.02%124.8K$35.8M
-2.13%(-2.72K)
2025-Q1: 127.7K shares2025-Q2: 131.5K shares2025-Q3: 132.1K shares2025-Q4: 127.5K shares2026-Q1: 124.8K shares
$130.38(+194.72%)
2026-03-31
AMZN
AMAZON COM INC
2.9%165.0K$34.4M
+2.79%(+4.49K)
2025-Q1: 0 shares2025-Q2: 152.6K shares2025-Q3: 156.4K shares2025-Q4: 160.6K shares2026-Q1: 165.0K shares
$153.22(+78.54%)
2026-03-31
USMV
ISHARES TR
2.87%366.6K$34.0M
-2.88%(-10.87K)
2025-Q1: 413.3K shares2025-Q2: 401.3K shares2025-Q3: 393.5K shares2025-Q4: 377.5K shares2026-Q1: 366.6K shares
$73.46(+28.58%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.75%110.8K$32.6M
+0.08%(+89)
2025-Q1: 112.9K shares2025-Q2: 112.8K shares2025-Q3: 111.2K shares2025-Q4: 110.7K shares2026-Q1: 110.8K shares
$156.96(+97.13%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
2.68%238.3K$31.7M
-0.00%(-8)
2025-Q1: 114.9K shares2025-Q2: 117.2K shares2025-Q3: 118.4K shares2025-Q4: 238.3K shares2026-Q1: 238.3K shares
$78.82(+110.14%)
2026-03-31

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