ARS Wealth Advisors Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$814M
Signature - Title
Andrew J. Swenson - Chief Compliance Officer
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by ARS Wealth Advisors Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ARS Wealth Advisors Group, LLC reported 172 stock holdings with total value $814M as of Q3 2024. Top holdings included SPTM, USMV, AAPL, MSFT, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 172 $814M +$39.9M -$10.6M +$29.3M SPTM, USMV, AAPL, MSFT, AVGO 13F-HR 10/15/2024, 10:02 AM
Q2 2024 165 $771M +$29.1M -$22.7M +$6.4M SPTM, USMV, AAPL, MSFT, AMZN 13F-HR 7/19/2024, 09:40 AM
Q1 2024 168 $741M +$49.4M -$28M +$21.4M SPTM, USMV, MSFT, AAPL, AMZN 13F-HR 5/13/2024, 11:13 AM
Q4 2023 154 $675M +$70.7M -$62.4M +$8.31M SPTM, USMV, AAPL, MSFT, AMZN 13F-HR 2/6/2024, 02:40 PM
Q3 2023 146 $610M +$21.4M -$15.8M +$5.67M SPTM, USMV, AAPL, MSFT, QUAL 13F-HR 10/26/2023, 02:09 PM
Q2 2023 140 $629M +$98.8M -$35M +$63.8M SPTM, AAPL, USMV, MSFT, XLK 13F-HR 7/18/2023, 03:17 PM
Q1 2023 123 $542M +$35M -$107M -$71.8M SPTM, USMV, MSFT, XLK, XOM 13F-HR 5/11/2023, 08:26 AM
Q4 2022 136 $607M +$24.6M -$129M -$104M SPTM, USMV, SRLN, AAPL, XOM 13F-HR 2/13/2023, 10:26 AM
Q3 2022 146 $655M +$54.6M -$80.1M -$25.5M SPTM, SRLN, USMV, AAPL, VCSH Restatement 11/14/2022, 04:28 PM
Q2 2022 155 $728M +$239M -$7.61M +$231M SPTM, SRLN, USMV, AAPL, VEU 13F-HR 8/15/2022, 10:26 AM
Q1 2022 127 $574M +$17.8M -$18.6M -$861K SPTM, SRLN, USMV, AAPL, VEU 13F-HR 5/12/2022, 10:00 AM
Q4 2021 142 $595M +$15.1M -$9.99M +$5.12M SPTM, USMV, SRLN, AAPL, VEU 13F-HR 2/8/2022, 02:04 PM
Q3 2021 134 $551M $0 $0 SPTM, SRLN, USMV, VEU, AAPL 13F-HR 10/26/2021, 02:24 PM