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 |
|---|---|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 44,891 | $385.9 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 24,091 | $389.1 萬 | 0.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,093 | $410.4 萬 | 0.7% | – | – | 歷史 |
| MMM3M Co | Stock | 26,840 | $470.8 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 32,778 | $493.0 萬 | 0.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 97,725 | $520.7 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 19,897 | $543.1 萬 | 1.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 18,946 | $621.9 萬 | 1.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 120,506 | $650.9 萬 | 1.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 89,676 | $739.0 萬 | 1.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 100,887 | $757.8 萬 | 1.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 80,860 | $789.1 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 25,636 | $891.3 萬 | 1.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,399 | $906.0 萬 | 1.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 65,419 | $914.6 萬 | 1.7% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 114,825 | $974.4 萬 | 1.8% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 65,817 | $1,081 萬 | 2.0% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 83,994 | $1,106 萬 | 2.0% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 189,079 | $1,112 萬 | 2.0% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 549,872 | $1,141 萬 | 2.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 71,028 | $1,163 萬 | 2.1% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 110,551 | $1,168 萬 | 2.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 71,246 | $1,206 萬 | 2.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,363 | $1,433 萬 | 2.6% | – | – | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 198,045 | $1,551 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 69,888 | $1,970 萬 | 3.6% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 135,077 | $2,017 萬 | 3.7% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 1,074,717 | $2,037 萬 | 3.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 443,711 | $2,408 萬 | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 178,998 | $2,533 萬 | 4.6% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 466,634 | $2,845 萬 | 5.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 547,292 | $4,023 萬 | 7.3% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 903,324 | $4,157 萬 | 7.5% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 841,139 | $4,457 萬 | 8.1% | – | – | – |