$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 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SJNK | Spdr Ser Tr Sht Trm Hgh Yld | $271,000 | +1.1% | 8,785 | 0.0% | 0.46% | -6.9% | |
| ETN | Eaton Corp Plc Com Usd 0.50 | $202,000 | +10.4% | 2,654 | 0.0% | 0.34% | +1.5% | |
| IDIX | Idenix Pharmaceuticals Com | $179,000 | +14.7% | 30,000 | 0.0% | 0.30% | +5.6% | |
| FULT | Fulton Financial | $157,000 | +12.1% | 11,980 | 0.0% | 0.26% | +3.1% | |
| Corporate Ppty Assoc17 Glbal Iltd | $100,000 | 0.0% | 10,000 | 0.0% | 0.17% | -8.2% | ||
| HD | Home Depot | $93,000 | +9.4% | 1,124 | 0.0% | 0.16% | 0.0% | |
| LYFE | LYFE Communications Inc Com | $1,000 | – | 24,000 | 0.0% | 0.00% | – | |
| BPIGF | BPI Energy Holdings Com | $0 | – | 31,400 | 0.0% | 0.00% | – | |
| Marriott Internatl Inc Class A | $0 | – | 18,327 | 0.0% | 0.00% | – | ||
| ANXB | Antex Biologics Inc Com New | $0 | – | 25,000 | 0.0% | 0.00% | – |
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.