$551 Million is the total value of ARS Wealth Advisors Group, LLC's 134 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 12 | Q2 2024 | 8.7% |
| ISHARES TR | 12 | Q2 2024 | 7.3% |
| SSGA ACTIVE ETF TR | 12 | Q2 2024 | 7.5% |
| MICROSOFT CORP | 12 | Q2 2024 | 4.7% |
| SELECT SECTOR SPDR TR | 12 | Q2 2024 | 3.8% |
| ISHARES TR | 12 | Q2 2024 | 3.7% |
| EXXON MOBIL CORP | 12 | Q2 2024 | 3.2% |
| PROCTER AND GAMBLE CO | 12 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 12 | Q2 2024 | 2.8% |
| SPDR GOLD TR | 12 | Q2 2024 | 2.7% |
View ARS Wealth Advisors Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-11-08 |
View ARS Wealth Advisors Group, 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.