$59.5 Million is the total value of Aris Wealth Services, Inc.'s 99 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CTXS | Exit | Citrix Systems Inc | $0 | – | -907 | -100.0% | -0.12% | – |
| HYG | Exit | IShares Tr High Yld Corppfd | $0 | – | -2,935 | -100.0% | -0.49% | – |
| BEAM | Exit | Beam Inc Com | $0 | – | -5,250 | -100.0% | -0.62% | – |
| APA | Exit | Apache | $0 | – | -5,006 | -100.0% | -0.78% | – |
| VOO | Exit | Vanguard Index Fds S&P 500 Etf | $0 | – | -7,743 | -100.0% | -1.09% | – |
| IEFA | Exit | iShares Core MSCI EAFE ETF | $0 | – | -10,860 | -100.0% | -1.14% | – |
| AGG | Exit | IShares TR Aggregate Bondpfd | $0 | – | -15,178 | -100.0% | -2.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EATON VANCE RISK MNGD DIV EQ COM | 10 | Q3 2015 | 9.3% |
| KAYNE ANDERSON MLP INVT CO COM | 10 | Q3 2015 | 8.9% |
| Exxon Mobil Corporation | 10 | Q3 2015 | 9.5% |
| NUVEEN ENERGY MLP TOTL RTRNF COM | 10 | Q3 2015 | 7.7% |
| CHAMBERS STR PPTYS COM | 10 | Q3 2015 | 5.2% |
| Realty Income Corporation | 10 | Q3 2015 | 2.7% |
| HCP INC COM | 10 | Q3 2015 | 2.2% |
| APPLE INC COM | 10 | Q3 2015 | 1.5% |
| VERIZON COMMUNICATIONS INC COM | 10 | Q3 2015 | 1.5% |
| Celgene Corp New | 10 | Q3 2015 | 1.7% |
View Aris Wealth Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-11-10 |
| 13F-HR | 2015-08-13 |
| 13F-HR | 2015-05-12 |
| 13F-HR | 2015-01-15 |
| 13F-HR | 2014-10-08 |
| 13F-HR | 2014-07-14 |
| 13F-HR | 2014-05-09 |
| 13F-HR | 2014-01-30 |
| 13F-HR | 2013-10-21 |
| 13F-HR | 2013-07-23 |
View Aris Wealth Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.