Aris Wealth Services, Inc. - Q3 2015 holdings

$47.7 Million is the total value of Aris Wealth Services, Inc.'s 386 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .

 Value Shares↓ Weighting
WELL NewWelltower Inc Comltd$1,203,00017,766
+100.0%
2.52%
KMT NewKennametal Inc$40,0001,600
+100.0%
0.08%
PPG NewPPG Industries$35,000400
+100.0%
0.07%
SCG NewSCANA Corp New$32,000568
+100.0%
0.07%
KHC NewKraft Heinz Co Com$30,000423
+100.0%
0.06%
ACETQ NewAceto Corp$28,0001,019
+100.0%
0.06%
SPG NewSimon Property Group New$25,000136
+100.0%
0.05%
VER NewVereit Inc Com$24,0003,099
+100.0%
0.05%
PYPL NewPaypal Hldgs Inc Com$22,000715
+100.0%
0.05%
TKR NewTimken$8,000280
+100.0%
0.02%
PFF NewIShares Tr US Pfd Stk Indxpfd$8,000200
+100.0%
0.02%
ECL NewEcolab Inc$7,00060
+100.0%
0.02%
PDM NewPiedmount Office Realty Com Clltd$4,000200
+100.0%
0.01%
IJT NewiShares S&P Small-Cap 600 Grow$3,00025
+100.0%
0.01%
VAW NewVanguard World Fds Materials E$2,00025
+100.0%
0.00%
CC NewChemours Co Com$2,000305
+100.0%
0.00%
CSAL NewCommunications Sales & Leasing$1,00056
+100.0%
0.00%
TMST NewTimkensteel Corp Com Isin$1,000140
+100.0%
0.00%
WPG NewWP Glimcher In Com$1,00068
+100.0%
0.00%
CPGX NewColumbia Pipeline Group Inc$07
+100.0%
0.00%
WIN NewWindstream Holdings Inc Com Ne$047
+100.0%
0.00%
BTXWS NewBiltime Inc Wt Exp 100118wt$015
+100.0%
0.00%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2015-11-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
EATON VANCE RISK MNGD DIV EQ COM10Q3 20159.3%
KAYNE ANDERSON MLP INVT CO COM10Q3 20158.9%
Exxon Mobil Corporation10Q3 20159.5%
NUVEEN ENERGY MLP TOTL RTRNF COM10Q3 20157.7%
CHAMBERS STR PPTYS COM10Q3 20155.2%
Realty Income Corporation10Q3 20152.7%
HCP INC COM10Q3 20152.2%
APPLE INC COM10Q3 20151.5%
VERIZON COMMUNICATIONS INC COM10Q3 20151.5%
Celgene Corp New10Q3 20151.7%

View Aris Wealth Services, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2015-11-10
13F-HR2015-08-13
13F-HR2015-05-12
13F-HR2015-01-15
13F-HR2014-10-08
13F-HR2014-07-14
13F-HR2014-05-09
13F-HR2014-01-30
13F-HR2013-10-21
13F-HR2013-07-23

View Aris Wealth Services, Inc.'s complete filings history.

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