ARS Wealth Advisors Group, LLC logo

ARS Wealth Advisors Group, LLC

RIA/Wealth

ARS Wealth Advisors Group, LLC is a RIA/Wealth based in Coralville, IA led by Michael William Murray, reporting $1.5B in AUM as of Q3 2025 with 33% ETF concentration.

CEOMichael William Murray
Portfolio Value
$1.0B
Positions
183
Top Holding
SPTM at 8.17%
Last Reported
Q3 2025
Address2771 Oakdale Boulevard,, Suite 4, Coralville, IA, 52241, United States

Top Holdings

Largest long holdings in ARS Wealth Advisors Group, LLC's portfolio (45.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$81.9M
8.17%
-$38.6K
Sold
1.0M shares
ETF
ETF
$65.0M
6.48%
+$65.0M
New
1.3M shares
Semiconductors
Technology
$51.3M
5.11%
-$2.0M
Sold
0.00%
155.4K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$44.9M
4.48%
-$482.0K
Sold
0.00%
176.2K shares
Software - Infrastructure
Technology
$42.4M
4.23%
+$80.8K
Bought
0.00%
82.0K shares
ETF
ETF
$37.4M
3.73%
-$744.3K
Sold
393.5K shares
Banks - Diversified
Financial Services
$35.1M
3.50%
-$499.6K
Sold
0.00%
111.2K shares
8
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$34.3M
3.43%
+$845.1K
Bought
0.00%
156.4K shares
ETF
ETF
$33.4M
3.33%
+$328.1K
Bought
118.4K shares
Internet Content & Information
Communication Services
$32.2M
3.21%
+$140.3K
Bought
0.00%
132.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ARS Wealth Advisors Group, LLC's latest filing

See all changes
Market Value
$1.0B
Prior: $856.7M
Q/Q Change
+17.04%
+$145.9M
Net Flows % of MV
+7.35%
Turnover Ratio
6.41%
New Purchases
5 stocks
$66.1M
Added To
89 stocks
+$34.4M
Sold Out Of
6 stocks
$1.1M
Reduced Holdings
57 stocks
-$25.7M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
RLI logo
RLI
RLI
Sold
2
Oneok logo
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for ARS Wealth Advisors Group, LLC

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Sector Allocation

ETF: 32.90%ETFTechnology: 17.60%TechnologyFinancial Services: 8.70%Financial ServicesCommunication Services: 6.70%Healthcare: 6.20%Consumer Defensive: 5.90%Energy: 5.30%Consumer Cyclical: 5.30%Industrials: 4.40%Utilities: 3.10%Real Estate: 0.40%
ETF
32.90%
Technology
17.60%
Financial Services
8.70%
Communication Services
6.70%
Healthcare
6.20%
Consumer Defensive
5.90%
Energy
5.30%
Consumer Cyclical
5.30%
Industrials
4.40%
Utilities
3.10%
Real Estate
0.40%

Market Cap Distribution

Mega Cap (> $200B): 49.18%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.04%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.39%Small Cap ($300M - $2B): 0.00%Micro Cap ($50M - $300M): 0.00%N/A (ETF or Unknown): 36.38%N/A (ETF or Unknown)
Mega Cap (> $200B)
49.18%
Large Cap ($10B - $200B)
14.04%
Mid Cap ($2B - $10B)
0.39%
Small Cap ($300M - $2B)
0.00%
Micro Cap ($50M - $300M)
0.00%
N/A (ETF or Unknown)
36.38%

Portfolio Concentration

Top 10 Holdings %
45.67%
Top 20 Holdings %
66.62%
Top 50 Holdings %
91.74%
Top 100 Holdings %
97.43%

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