ARS Wealth Advisors Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$771M
Signature - Title
Andrew J. Swenson - Chief Compliance Officer
Location
111 Second Avenue Ne, Suite 900, St. Petersburg, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$12.2M +$9.28M SPTM, USMV, AAPL, MSFT, QUAL 13F-HR 10/26/2023, 02:09 PM
Q2 2023 139 $629M +$98.8M -$33.6M +$65.2M SPTM, AAPL, USMV, MSFT, XLK 13F-HR 7/18/2023, 03:17 PM
Q1 2023 122 $542M +$35M -$43.3M -$8.27M SPTM, USMV, MSFT, XLK, XOM 13F-HR 5/11/2023, 08:26 AM
Q4 2022 135 $607M +$24.6M -$56.4M -$31.8M SPTM, USMV, SRLN, AAPL, XOM 13F-HR 2/13/2023, 09:26 AM
Q3 2022 144 $655M +$54.6M -$44.1M +$10.5M SPTM, SRLN, USMV, AAPL, VCSH Restatement 11/14/2022, 03:28 PM
Q2 2022 155 $728M +$239M -$5.3M +$234M SPTM, SRLN, USMV, AAPL, VEU 13F-HR 8/15/2022, 10:26 AM
Q1 2022 127 $574M +$17.8M -$11.6M +$6.2M SPTM, SRLN, USMV, AAPL, VEU 13F-HR 5/12/2022, 10:00 AM
Q4 2021 142 $596M +$15.2M -$9.47M +$5.71M SPTM, USMV, SRLN, AAPL, VEU 13F-HR 2/8/2022, 01:04 PM
Q3 2021 134 $551M $0 $0 SPTM, SRLN, USMV, VEU, AAPL 13F-HR 10/26/2021, 02:24 PM