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ARS Wealth Advisors Group, LLC

SEC CIK
0001886707
Latest filing
Jul 16, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 26, 2021. Long positions only.

Institution overview
Positions
134
No filing for Q2 2021
Portfolio value
$550.9M
No filing for Q2 2021
Filed
Oct 26, 2021
SEC

ARS Wealth Advisors Group, LLC did not file a 13F for Q2 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of ARS Wealth Advisors Group, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
RTXRTX CorpStock44,891$3.86M0.7%––History
JNJJohnson & JohnsonStock24,091$3.89M0.7%––History
METAMeta Platforms, Inc.Stock12,093$4.10M0.7%––History
MMM3M CoStock26,840$4.71M0.9%––History
PEPPepsiCo IncStock32,778$4.93M0.9%––History
INTCIntel CorpStock97,725$5.21M0.9%––History
BRK.BBerkshire Hathaway IncStock19,897$5.43M1.0%––History
HDHome Depot, Inc.Stock18,946$6.22M1.1%––History
VZVerizon Communications IncStock120,506$6.51M1.2%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD89,676$7.39M1.3%–––
MRKMerck & Co., Inc.Stock100,887$7.58M1.4%––History
DUKDuke Energy CORPStock80,860$7.89M1.4%––History
MAMastercard IncStock25,636$8.91M1.6%––History
GOOGAlphabet Inc.Stock3,399$9.06M1.6%––History
PGProcter & Gamble CoStock65,419$9.15M1.7%––History
CVSCVS Health CorpStock114,825$9.74M1.8%––History
GLDSPDR Gold TrustETF65,817$10.8M2.0%––History
iShares MSCI USA Quality Factor ETF46432F339ETF83,994$11.1M2.0%–––
XOMExxonMobil Holdings CorpCOM189,079$11.1M2.0%––History
KIMKimco Realty CorpCOM549,872$11.4M2.1%––History
JPMJPMorgan Chase & CoStock71,028$11.6M2.1%––History
iShares Tr46429B7470-5 YR TIPS ETF110,551$11.7M2.1%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF71,246$12.1M2.2%–––
AMZNAmazon Com IncStock4,363$14.3M2.6%––History
Vanguard Emerging Markets Government Bond ETF921946885ETF198,045$15.5M2.8%–––
MSFTMicrosoft CorpStock69,888$19.7M3.6%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF135,077$20.2M3.7%–––
Invesco Exchange Traded FD T46137V621FINL PFD ETF1,074,717$20.4M3.7%–––
J P Morgan Exchange Traded F46641Q241BETABUILDERS US443,711$24.1M4.4%–––
AAPLApple Inc.Stock178,998$25.3M4.6%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF466,634$28.4M5.2%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF547,292$40.2M7.3%–––
Ssga Active ETF Tr78467V608ST STR BL LN ETF903,324$41.6M7.5%–––
SPDR Series Trust78464A805ST STR PR SP1500841,139$44.6M8.1%–––