ARS Wealth Advisors Group, LLC
- SEC CIK
- 0001886707
- 最新申報
- 2026/7/16
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/26 申報。只含多頭部位。
- 持股檔數
- 134
- 2021 年第 2 季沒有申報
- 總值
- $5.51 億
- 2021 年第 2 季沒有申報
ARS Wealth Advisors Group, LLC 沒有申報 2021 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 841,139 | $4,457 萬 | 8.1% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 903,324 | $4,157 萬 | 7.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 547,292 | $4,023 萬 | 7.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 466,634 | $2,845 萬 | 5.2% | – | – | – |
| AAPLApple Inc. | Stock | 178,998 | $2,533 萬 | 4.6% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 443,711 | $2,408 萬 | 4.4% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 1,074,717 | $2,037 萬 | 3.7% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 135,077 | $2,017 萬 | 3.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 69,888 | $1,970 萬 | 3.6% | – | – | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 198,045 | $1,551 萬 | 2.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,363 | $1,433 萬 | 2.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 71,246 | $1,206 萬 | 2.2% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 110,551 | $1,168 萬 | 2.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 71,028 | $1,163 萬 | 2.1% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 549,872 | $1,141 萬 | 2.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 189,079 | $1,112 萬 | 2.0% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 83,994 | $1,106 萬 | 2.0% | – | – | – |
| GLDSPDR Gold Trust | ETF | 65,817 | $1,081 萬 | 2.0% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 114,825 | $974.4 萬 | 1.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 65,419 | $914.6 萬 | 1.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,399 | $906.0 萬 | 1.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 25,636 | $891.3 萬 | 1.6% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 80,860 | $789.1 萬 | 1.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 100,887 | $757.8 萬 | 1.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 89,676 | $739.0 萬 | 1.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 120,506 | $650.9 萬 | 1.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 18,946 | $621.9 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 19,897 | $543.1 萬 | 1.0% | – | – | 歷史 |
| INTCIntel Corp | Stock | 97,725 | $520.7 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 32,778 | $493.0 萬 | 0.9% | – | – | 歷史 |
| MMM3M Co | Stock | 26,840 | $470.8 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,093 | $410.4 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 24,091 | $389.1 萬 | 0.7% | – | – | 歷史 |
| RTXRTX Corp | Stock | 44,891 | $385.9 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,314 | $351.4 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 16,268 | $345.3 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,730 | $282.8 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 65,452 | $281.5 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,432 | $255.8 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 14,726 | $249.1 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 17,677 | $246.4 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 9,695 | $216.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 8,451 | $215.4 萬 | 0.4% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 8,192 | $160.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,481 | $156.6 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 6,530 | $150.9 萬 | 0.3% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 23,053 | $118.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,700 | $115.1 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,250 | $110.9 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 20,537 | $107.8 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,719 | $106.2 萬 | 0.2% | – | – | 歷史 |
| FSVFirstService Corp | COM | 5,835 | $105.3 萬 | 0.2% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 19,547 | $103.0 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,876 | $99.3 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 15,239 | $94.4 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,009 | $90.3 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,826 | $89.5 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 19,970 | $84.8 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,352 | $84.2 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,300 | $79.3 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,336 | $76.3 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,253 | $74.7 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,713 | $73.5 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 27,180 | $73.4 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,758 | $71.8 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,320 | $68.8 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 10,806 | $67.8 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 3,390 | $67.1 萬 | 0.1% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 2,700 | $66.4 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 8,180 | $64.2 萬 | 0.1% | – | – | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 37,163 | $63.7 萬 | 0.1% | – | – | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 6,253 | $63.7 萬 | 0.1% | – | – | – |
| VanEck ETF Trust92189F387 | SHRT HGH YLD MUN | 25,377 | $63.7 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,153 | $61.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 6,068 | $59.7 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,964 | $58.6 萬 | 0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,862 | $55.3 萬 | 0.1% | – | – | – |
| BIIBBiogen Inc. | COM | 1,909 | $54.0 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,692 | $50.6 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 2,989 | $50.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 6,380 | $49.9 萬 | 0.1% | – | – | – |
| AFLAflac Inc | Stock | 9,396 | $49.0 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 618 | $47.9 萬 | 0.1% | – | – | 歷史 |
| DVADavita Inc. | COM | 4,100 | $47.7 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 15,711 | $46.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,090 | $43.0 萬 | 0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 2,538 | $42.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,257 | $41.7 萬 | 0.1% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 4,000 | $41.7 萬 | 0.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,936 | $40.9 萬 | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 911 | $39.2 萬 | 0.1% | – | – | – |
| WELLWelltower Inc. | REIT | 4,658 | $38.4 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,921 | $37.7 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 947 | $35.8 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,135 | $34.6 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,584 | $33.7 萬 | 0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,483 | $32.9 萬 | 0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,588 | $32.9 萬 | 0.1% | – | – | – |
| OMEXOdyssey Marine Exploration Inc | COM NEW | 46,289 | $32.4 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,585 | $32.2 萬 | 0.1% | – | – | 歷史 |