HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPTM) |
883,823 | +65,676 | $51,659 |
| SPTM | 883,823 | +65,676 | $51,659 |
| ISHARES TR (USMV) |
511,936 | +22,057 | $39,946 |
| USMV | 511,936 | +22,057 | $39,946 |
| APPLE INC |
182,171 | -8,347 | $35,073 |
| AAPL | 182,171 | -8,347 | $35,073 |
| MICROSOFT CORP |
83,725 | +18,017 | $31,484 |
| MSFT | 83,725 | +18,017 | $31,484 |
| AMAZON COM INC |
160,780 | +29,305 | $24,429 |
| AMZN | 160,780 | +29,305 | $24,429 |
| ISHARES TR (QUAL) |
162,167 | +14,964 | $23,861 |
| QUAL | 162,167 | +14,964 | $23,861 |
| SELECT SECTOR SPDR TR (XLK) |
111,628 | +2,163 | $21,486 |
| XLK | 111,628 | +2,163 | $21,486 |
| BROADCOM INC |
18,368 | -2,959 | $20,504 |
| AVGO | 18,368 | -2,959 | $20,504 |
| JPMORGAN CHASE & CO |
120,178 | +46,332 | $20,442 |
| JPM | 120,178 | +46,332 | $20,442 |
| VANGUARD INDEX FDS (VBR) |
96,963 | +16,274 | $17,450 |
| VBR | 96,963 | +16,274 | $17,450 |
| PROCTER AND GAMBLE CO |
112,120 | +95 | $16,430 |
| PG | 112,120 | +95 | $16,430 |
| PEPSICO INC |
95,454 | +6,365 | $16,212 |
| PEP | 95,454 | +6,365 | $16,212 |
| MERCK & CO INC |
144,061 | +45,138 | $15,706 |
| MRK | 144,061 | +45,138 | $15,706 |
| JOHNSON & JOHNSON |
98,167 | +35,340 | $15,387 |
| JNJ | 98,167 | +35,340 | $15,387 |
| HONEYWELL INTL INC |
72,444 | +3,130 | $15,192 |
| HON | 72,444 | +3,130 | $15,192 |
| SPDR GOLD TR (GLD) |
75,680 | -14,400 | $14,468 |
| GLD | 75,680 | -14,400 | $14,468 |
| EXXON MOBIL CORP |
143,509 | +8,922 | $14,348 |
| XOM | 143,509 | +8,922 | $14,348 |
| ALPHABET INC |
100,433 | +8,182 | $14,154 |
| GOOG | 100,433 | +8,182 | $14,154 |
| VERIZON COMMUNICATIONS INC |
369,936 | +8,512 | $13,947 |
| VZ | 369,936 | +8,512 | $13,947 |
| HOME DEPOT INC |
35,211 | +13,152 | $12,203 |
| HD | 35,211 | +13,152 | $12,203 |
| MASTERCARD INCORPORATED |
27,526 | +2,200 | $11,740 |
| MA | 27,526 | +2,200 | $11,740 |
| UNITEDHEALTH GROUP INC |
22,283 | +19,708 | $11,732 |
| UNH | 22,283 | +19,708 | $11,732 |
| DUKE ENERGY CORP NEW |
115,646 | +12,353 | $11,222 |
| DUK | 115,646 | +12,353 | $11,222 |
| KIMCO RLTY CORP |
464,215 | +13,084 | $9,892 |
| KIM | 464,215 | +13,084 | $9,892 |
| ISHARES SILVER TR (SLV) |
451,721 | -38,695 | $9,838 |
| SLV | 451,721 | -38,695 | $9,838 |
| WALMART INC |
60,433 | -10,410 | $9,527 |
| WMT | 60,433 | -10,410 | $9,527 |
| CHEVRON CORP NEW |
62,213 | -4,231 | $9,280 |
| CVX | 62,213 | -4,231 | $9,280 |
| LOCKHEED MARTIN CORP |
19,177 | -2,331 | $8,692 |
| LMT | 19,177 | -2,331 | $8,692 |
| CISCO SYS INC |
162,850 | -25,045 | $8,227 |
| CSCO | 162,850 | -25,045 | $8,227 |
| INTERNATIONAL BUSINESS MACHS |
47,161 | -7,922 | $7,713 |
| IBM | 47,161 | -7,922 | $7,713 |
| SOUTHERN CO |
108,069 | -13,242 | $7,578 |
| SO | 108,069 | -13,242 | $7,578 |
| SHELL PLC |
105,277 | -17,494 | $6,927 |
| SHEL | 105,277 | -17,494 | $6,927 |
| GENERAL DYNAMICS CORP |
26,481 | -4,326 | $6,876 |
| GD | 26,481 | -4,326 | $6,876 |
| ALTRIA GROUP INC |
165,121 | -31,812 | $6,661 |
| MO | 165,121 | -31,812 | $6,661 |
| UNITED PARCEL SERVICE INC |
39,914 | -149 | $6,276 |
| UPS | 39,914 | -149 | $6,276 |
| BANK AMERICA CORP |
180,360 | -30,314 | $6,073 |
| BAC | 180,360 | -30,314 | $6,073 |
| KINDER MORGAN INC DEL |
343,326 | -35,342 | $6,056 |
| KMI | 343,326 | -35,342 | $6,056 |
| GOLDMAN SACHS GROUP INC |
14,720 | -2,339 | $5,679 |
| GS | 14,720 | -2,339 | $5,679 |
 BERKSHIRE HATHAWAY INC DEL |
$5,337 | ||
| BRK.B | 14,965 | -560 | $5,337 |
| VANGUARD INDEX FDS (VOO) |
11,125 | -263 | $4,859 |
| VOO | 11,125 | -263 | $4,859 |
| SSGA ACTIVE ETF TR (SRLN) |
91,773 | -20,489 | $3,848 |
| SRLN | 91,773 | -20,489 | $3,848 |
| CVS HEALTH CORP |
48,675 | -74,556 | $3,843 |
| CVS | 48,675 | -74,556 | $3,843 |
| ALPHABET INC |
21,594 | -1,188 | $3,016 |
| GOOGL | 21,594 | -1,188 | $3,016 |
| ISHARES TR (SHV) |
21,974 | -753 | $2,420 |
| SHV | 21,974 | -753 | $2,420 |
| RTX CORPORATION |
28,413 | -3,704 | $2,391 |
| RTX | 28,413 | -3,704 | $2,391 |
| BLACKROCK INC |
2,824 | -751 | $2,293 |
| BLK | 2,824 | -751 | $2,293 |
| MCDONALDS CORP |
7,686 | +56 | $2,279 |
| MCD | 7,686 | +56 | $2,279 |
| FIRST TR EXCHNG TRADED FD VI (GAPR) |
61,287 | -235 | $2,006 |
| GAPR | 61,287 | -235 | $2,006 |
| META PLATFORMS INC |
4,846 | +349 | $1,715 |
| META | 4,846 | +349 | $1,715 |
| CATERPILLAR INC |
5,290 | -1,591 | $1,564 |
| CAT | 5,290 | -1,591 | $1,564 |
See Full List: All Stocks Held By ARS Wealth Advisors Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By ARS Wealth Advisors Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $675,069 At 09/30/2023: $610,217 ARS Wealth Advisors Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ARS Wealth Advisors Group LLC 13F filings. Link to 13F filings: SEC filings |
