ARS Wealth Advisors Group, LLC
CIK: 0001886707SEC EDGAR →
Portfolio Value
$1.1B
Holdings
188
As of
Q4 2025
New Positions
8
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | T ROWE PRICE ETF INC | 2,650,978 | $132.2M | 11.91% |
| 2 | SPDR SERIES TRUST | 1,019,838 | $84.1M | 7.58% |
| 3 | BROADCOM INC | 145,880 | $50.5M | 4.55% |
| 4 | APPLE INC | 175,574 | $47.7M | 4.30% |
| 5 | ALPHABET INC | 127,489 | $40.0M | 3.61% |
| 6 | MICROSOFT CORP | 82,572 | $39.9M | 3.60% |
| 7 | AMAZON COM INC | 160,562 | $37.1M | 3.34% |
| 8 | JPMORGAN CHASE & CO. | 110,680 | $35.7M | 3.21% |
| 9 | ISHARES TR | 377,494 | $35.5M | 3.20% |
| 10 | SELECT SECTOR SPDR TR | 238,300 | $34.3M | 3.09% |
Quarterly Changes
Top Buys
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $486.4M | 43.9% |
| Technology | 17 | $190.4M | 17.2% |
| Healthcare | 13 | $73.0M | 6.6% |
| Communication Services | 6 | $58.3M | 5.3% |
| Energy | 7 | $57.9M | 5.2% |
| Consumer Defensive | 8 | $55.9M | 5.0% |
| Unknown | 17 | $55.9M | 5.0% |
| Consumer Cyclical | 9 | $53.7M | 4.8% |
| Industrials | 17 | $43.7M | 3.9% |
| Utilities | 8 | $29.6M | 2.7% |
| Real Estate | 2 | $3.4M | 0.3% |
| Basic Materials | 1 | $953K | 0.1% |