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 |
|---|---|---|---|---|---|---|---|
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 10,000 | $11.6 萬 | <0.1% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 10,428 | $14.9 萬 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,442 | $20.0 萬 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,045 | $20.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,245 | $20.1 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $20.3 萬 | <0.1% | – | – | – |
| ZTSZoetis Inc. | Stock | 1,070 | $20.8 萬 | <0.1% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,375 | $20.8 萬 | <0.1% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 3,388 | $21.2 萬 | <0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 802 | $21.3 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,500 | $21.6 萬 | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 2,484 | $21.6 萬 | <0.1% | – | – | 歷史 |
| CHDNChurchill Downs Inc | COM | 900 | $21.6 萬 | <0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 5,950 | $21.7 萬 | <0.1% | – | – | 歷史 |
| RGRSturm Ruger & Co Inc | Stock | 3,000 | $22.1 萬 | <0.1% | – | – | 歷史 |
| WENWendy's Co | Stock | 10,587 | $23.0 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,445 | $23.2 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,103 | $24.5 萬 | <0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 400 | $24.9 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,209 | $25.4 萬 | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,772 | $26.3 萬 | <0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,877 | $27.1 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,194 | $27.6 萬 | 0.1% | – | – | – |
| HPQHP Inc | Stock | 10,428 | $28.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,313 | $28.5 萬 | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 4,807 | $28.6 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,586 | $29.1 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,822 | $29.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,149 | $30.2 萬 | 0.1% | – | – | – |
| EOGEOG Resources Inc | Stock | 3,816 | $30.6 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,411 | $31.0 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,729 | $32.0 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,404 | $32.0 萬 | 0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 33,505 | $32.1 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,585 | $32.2 萬 | 0.1% | – | – | 歷史 |
| OMEXOdyssey Marine Exploration Inc | COM NEW | 46,289 | $32.4 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% | – | – | – |
| AMGNAmgen Inc | Stock | 1,584 | $33.7 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,135 | $34.6 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 947 | $35.8 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,921 | $37.7 萬 | 0.1% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 4,658 | $38.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 911 | $39.2 萬 | 0.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,936 | $40.9 萬 | 0.1% | – | – | – |
| 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% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 2,538 | $42.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,090 | $43.0 萬 | 0.1% | – | – | – |
| CSXCSX Corp | Stock | 15,711 | $46.7 萬 | 0.1% | – | – | 歷史 |
| DVADavita Inc. | COM | 4,100 | $47.7 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 618 | $47.9 萬 | 0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 9,396 | $49.0 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 6,380 | $49.9 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,692 | $50.6 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 2,989 | $50.6 萬 | 0.1% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 1,909 | $54.0 萬 | 0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,862 | $55.3 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,964 | $58.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 6,068 | $59.7 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,153 | $61.8 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% | – | – | – |
| NEENextera Energy Inc | Stock | 8,180 | $64.2 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,700 | $66.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 3,390 | $67.1 萬 | 0.1% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 10,806 | $67.8 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,320 | $68.8 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,758 | $71.8 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 27,180 | $73.4 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,713 | $73.5 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,253 | $74.7 萬 | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,336 | $76.3 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,300 | $79.3 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,352 | $84.2 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 19,970 | $84.8 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,826 | $89.5 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,009 | $90.3 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 15,239 | $94.4 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,876 | $99.3 萬 | 0.2% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 19,547 | $103.0 萬 | 0.2% | – | – | 歷史 |
| FSVFirstService Corp | COM | 5,835 | $105.3 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,719 | $106.2 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 20,537 | $107.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,250 | $110.9 萬 | 0.2% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,700 | $115.1 萬 | 0.2% | – | – | – |
| LUVSouthwest Airlines Co | COM | 23,053 | $118.6 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 6,530 | $150.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,481 | $156.6 萬 | 0.3% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 8,192 | $160.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 8,451 | $215.4 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 9,695 | $216.0 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 17,677 | $246.4 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 14,726 | $249.1 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,432 | $255.8 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 65,452 | $281.5 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 11,730 | $282.8 萬 | 0.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 16,268 | $345.3 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,314 | $351.4 萬 | 0.6% | – | – | 歷史 |