Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 31 | Q2 2021 | 28.4% |
SELECT SECTOR SPDR TR | 31 | Q2 2021 | 8.5% |
ISHARES TR | 31 | Q2 2021 | 11.1% |
PROCTER & GAMBLE CO | 31 | Q2 2021 | 7.5% |
SELECT SECTOR SPDR TR | 31 | Q2 2021 | 8.7% |
DISNEY WALT CO | 31 | Q2 2021 | 2.4% |
VERIZON COMMUNICATIONS INC | 31 | Q2 2021 | 1.9% |
CVS HEALTH CORP | 31 | Q2 2021 | 2.0% |
JOHNSON & JOHNSON | 31 | Q2 2021 | 1.5% |
PFIZER INC | 31 | Q2 2021 | 1.3% |
View ARS Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-07-15 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
13F-HR | 2021-06-11 |
View ARS Wealth Advisors, LLC'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.