Ars Wealth Advisors Group, LLC Top Holdings and 13F Report (2025) About Ars Wealth Advisors Group, LLCInvestment ActivityArs Wealth Advisors Group, LLC has $708.40 million in total holdings as of March 31, 2025.Ars Wealth Advisors Group, LLC owns shares of 161 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.70% of the portfolio was purchased this quarter.About 3.83% of the portfolio was sold this quarter.This quarter, Ars Wealth Advisors Group, LLC has purchased 162 new stocks and bought additional shares in 53 stocks.Ars Wealth Advisors Group, LLC sold shares of 78 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $67,792,175iShares MSCI USA Min Vol Factor ETF $38,705,523Microsoft $30,696,935iShares MSCI USA Quality Factor ETF $27,754,982JPMorgan Chase & Co. $27,684,971 Largest New Holdings this Quarter 00888H612 - AIM ETF PRODUCTS TRUST $3,462,752 Holding00888H489 - AIM ETF PRODUCTS TRUST $2,140,786 Holding00888H497 - AIM ETF PRODUCTS TRUST $1,745,607 Holding00888H513 - AIM ETF PRODUCTS TRUST $1,460,021 Holding65473P105 - NiSource $238,135 Holding Largest Purchases this Quarter T. Rowe Price Capital Appreciation Equity ETF 148,567 shares (about $4.80M)AIM ETF PRODUCTS TRUST 134,197 shares (about $3.46M)AIM ETF PRODUCTS TRUST 88,933 shares (about $2.14M)AIM ETF PRODUCTS TRUST 72,492 shares (about $1.75M)AIM ETF PRODUCTS TRUST 60,034 shares (about $1.46M) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 64,421 shares (about $6.03M)Innovator U.S. Equity Power Buffer ETF - May 58,051 shares (about $2.08M)Broadcom 6,452 shares (about $1.08M)Innovator U.S. Equity Power Buffer ETF - June 27,490 shares (about $1.02M)SPDR Gold Shares 3,404 shares (about $980.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArs Wealth Advisors Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$67,792,175$503,274 ▼-0.7%996,7979.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$38,705,523$6,033,666 ▼-13.5%413,2565.5%ETFMSFTMicrosoft$30,696,935$294,683 ▼-1.0%81,7734.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$27,754,982$275,133 ▼-1.0%162,4143.9%ETFJPMJPMorgan Chase & Co.$27,684,971$851,434 ▼-3.0%112,8623.9%FinanceAVGOBroadcom$27,659,109$1,080,259 ▼-3.8%165,1983.9%Computer and TechnologyXOMExxon Mobil$24,160,576$122,022 ▼-0.5%203,1503.4%EnergyXLKTechnology Select Sector SPDR Fund$23,716,921$228,573 ▼-1.0%114,8633.3%ETFPGProcter & Gamble$20,480,101$131,565 ▼-0.6%120,1742.9%Consumer StaplesGOOGAlphabet$19,946,745$239,812 ▼-1.2%127,6762.8%Computer and TechnologyCVXChevron$19,887,581$91,842 ▲0.5%118,8812.8%EnergyJNJJohnson & Johnson$19,738,840$350,089 ▲1.8%119,0232.8%MedicalVBRVanguard Small-Cap Value ETF$19,662,223$421,576 ▼-2.1%105,5462.8%ETFGLDSPDR Gold Shares$19,003,357$980,826 ▼-4.9%65,9522.7%FinanceVZVerizon Communications$18,180,618$641,391 ▲3.7%400,8072.6%Computer and TechnologyDUKDuke Energy$16,930,494$12,075 ▼-0.1%138,8092.4%UtilitiesHONHoneywell International$16,711,635$55,690 ▲0.3%78,9222.4%Multi-Sector ConglomeratesMAMastercard$16,025,338$452,198 ▼-2.7%29,2372.3%Business ServicesPEPPepsiCo$15,084,744$108,257 ▼-0.7%100,6052.1%Consumer StaplesUNHUnitedHealth Group$15,005,454$525,846 ▲3.6%28,6502.1%MedicalWMTWalmart$14,369,876$118,428 ▼-0.8%163,6852.0%Retail/WholesaleMRKMerck & Co., Inc.$14,369,515$435,157 ▲3.1%160,0882.0%MedicalHDHome Depot$11,628,092$87,592 ▲0.8%31,7281.6%Retail/WholesaleIBMInternational Business Machines$10,096,712$168,594 ▼-1.6%40,6041.4%Computer and TechnologySOSouthern$9,084,644$207,347 ▲2.3%98,8001.3%UtilitiesCSCOCisco Systems$9,065,716$32,151 ▲0.4%146,9081.3%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$8,681,577$4,795,743 ▲123.4%268,9461.2%ETFKMIKinder Morgan$8,274,210$103,649 ▼-1.2%290,0181.2%EnergyMOAltria Group$8,187,481$85,768 ▲1.1%136,4131.2%Consumer StaplesSLViShares Silver Trust$6,986,448$87,764 ▼-1.2%225,4421.0%ETFLMTLockheed Martin$6,772,638$62,093 ▲0.9%15,1611.0%AerospaceGSThe Goldman Sachs Group$6,624,083$74,839 ▲1.1%12,1260.9%FinanceVOOVanguard S&P 500 ETF$5,235,887$279,062 ▼-5.1%10,1880.7%ETFUPSUnited Parcel Service$4,255,851$325,461 ▲8.3%38,6930.6%TransportationPJUNInnovator U.S. Equity Power Buffer ETF - June$4,064,882$1,017,405 ▼-20.0%109,8320.6%ETFNVDANVIDIA$3,983,882$109,140 ▼-2.7%36,7580.6%Computer and TechnologyAIM ETF PRODUCTS TRUST$3,462,752$3,462,752 ▲New Holding134,1970.5%ALLIANZIM US EQUSRLNSPDR Blackstone Senior Loan ETF$3,225,654$77,818 ▼-2.4%78,4260.5%ETFAIM ETF PRODUCTS TRUST$3,119,964$74,874 ▼-2.3%124,9250.4%ALLIANZIM US EQUGOOGLAlphabet$3,004,417$8,041 ▲0.3%19,4280.4%Computer and TechnologyMETAMeta Platforms$2,709,785$46,681 ▲1.8%4,7020.4%Computer and TechnologyCOSTCostco Wholesale$2,656,333$52,011 ▲2.0%2,8090.4%Retail/WholesaleGDGeneral Dynamics$2,514,523$123,205 ▼-4.7%9,2250.4%AerospaceMCDMcDonald's$2,351,582$66,224 ▼-2.7%7,5280.3%Retail/WholesaleSHELShell$2,171,008$69,836 ▼-3.1%29,6260.3%EnergyAIM ETF PRODUCTS TRUST$2,140,786$2,140,786 ▲New Holding88,9330.3%ALLIANZIM US EQUSPYSPDR S&P 500 ETF Trust$2,011,316$64,322 ▲3.3%3,5960.3%FinanceSHViShares Short Treasury Bond ETF$1,932,608$4,860 ▼-0.3%17,4960.3%ETFKOCoca-Cola$1,861,403$46,625 ▼-2.4%25,9900.3%Consumer StaplesCATCaterpillar$1,838,461$54,751 ▼-2.9%5,5740.3%IndustrialsPMAYInnovator U.S. Equity Power Buffer ETF - May$1,798,306$2,078,226 ▼-53.6%50,2320.3%ETFLLYEli Lilly and Company$1,746,480$1,652 ▲0.1%2,1150.2%MedicalAIM ETF PRODUCTS TRUST$1,745,607$1,745,607 ▲New Holding72,4920.2%ALLIANZIM US EQABBVAbbVie$1,519,231$4,609 ▼-0.3%7,2510.2%MedicalAIM ETF PRODUCTS TRUST$1,460,021$1,460,021 ▲New Holding60,0340.2%ALLIANZIM US EQUNFLXNetflix$1,368,022$27,043 ▲2.0%1,4670.2%Consumer DiscretionaryGAPRFT Cboe Vest U.S. Equity Moderate Buffer ETF - April$1,322,261$928,915 ▼-41.3%35,1990.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$1,306,939$326,102 ▼-20.0%32,5190.2%ETFFYXFirst Trust Small Cap Core AlphaDEX Fund$1,123,911$34,596 ▼-3.0%12,4750.2%ManufacturingVTIVanguard Total Stock Market ETF$1,098,2970.0%3,9960.2%ETFUNPUnion Pacific$974,651$71,811 ▼-6.9%4,1260.1%TransportationTSLATesla$961,224$247,757 ▲34.7%3,7090.1%Auto/Tires/TrucksISHARES SILVER TR$960,690$238,623 ▼-19.9%31,0000.1%ISHARESSUBiShares Short-Term National Muni Bond ETF$929,280$411,840 ▼-30.7%8,8000.1%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$852,884$327,666 ▼-27.8%22,5750.1%ETFCRMSalesforce$824,462$54,749 ▲7.1%3,0720.1%Computer and TechnologyDISWalt Disney$824,003$36,912 ▲4.7%8,3490.1%Consumer DiscretionaryPOCTInnovator U.S. Equity Power Buffer ETF - October$821,522$827,155 ▼-50.2%21,1460.1%ETFLOWLowe's Companies$809,239$23,554 ▼-2.8%3,4700.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$791,196$244,788 ▲44.8%4,0790.1%ETFTDToronto-Dominion Bank$786,425$8,991 ▼-1.1%13,1200.1%FinanceTMOThermo Fisher Scientific$777,803$12,441 ▲1.6%1,5630.1%MedicalWELLWelltower$764,211$5,056 ▼-0.7%4,9880.1%FinanceIVViShares Core S&P 500 ETF$747,428$44,396 ▲6.3%1,3300.1%ETFVVisa$740,597$48,368 ▼-6.1%2,1130.1%Business ServicesTAT&T$713,620$4,497 ▲0.6%25,2340.1%Computer and TechnologyPNCThe PNC Financial Services Group$707,7150.0%4,0260.1%FinanceNEENextEra Energy$685,077$42,817 ▼-5.9%9,6640.1%UtilitiesPJANInnovator U.S. Equity Power Buffer ETF - January$670,694$465,376 ▼-41.0%16,1730.1%ETFETEnergy Transfer$653,6060.0%35,1590.1%EnergyFNKFirst Trust Mid Cap Value AlphaDEX Fund$648,524$16,392 ▼-2.5%12,8580.1%ETFDVADaVita$627,1770.0%4,1000.1%MedicalPFEPfizer$614,222$18,448 ▼-2.9%24,2390.1%MedicalVTEBVanguard Tax-Exempt Bond ETF$607,845$595,440 ▼-49.5%12,2500.1%ETFFNYFirst Trust Mid Cap Growth AlphaDEX Fund$606,2280.0%8,0960.1%ETFCSXCSX$587,033$88 ▲0.0%19,9470.1%TransportationSHYiShares 1-3 Year Treasury Bond ETF$544,9430.0%6,5870.1%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$544,595$50,873 ▼-8.5%4,4640.1%ETFMUBiShares National Muni Bond ETF$522,982$639,177 ▼-55.0%4,9600.1%ETFHSYHershey$521,833$342 ▲0.1%3,0510.1%Consumer StaplesCVSCVS Health$514,210$54,673 ▼-9.6%7,5900.1%MedicalPDECInnovator U.S. Equity Power Buffer ETF - December$499,027$263,914 ▼-34.6%13,2720.1%ETFGEGeneral Electric$455,212$3,403 ▼-0.7%2,2740.1%TransportationPMARInnovator U.S. Equity Power Buffer ETF - March$452,621$493,434 ▼-52.2%11,3340.1%TransportationVTHRVanguard Russell 3000 ETF$452,563$2,714 ▲0.6%1,8340.1%ETFAIM ETF PRODUCTS TRUST$419,7370.0%17,4710.1%ALLIANZIM US EQUVTVVanguard Value ETF$414,349$35,925 ▲9.5%2,3990.1%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$406,386$1,044 ▲0.3%2,3350.1%ETFIJRiShares Core S&P Small-Cap ETF$398,276$5,333 ▲1.4%3,8090.1%ETFPMPhilip Morris International$396,954$1,587 ▼-0.4%2,5010.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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