ARS Wealth Advisors Group, LLC Portfolio Holdings
Q3 2025•183 long positions•$1.0B portfolio value
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Holding189 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $81.9M 8.17% | -$38.6K Sold | — 1.0M shares | 1.0M → 1.0M −$38.6K | -0.05% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $65.0M 6.48% | +$65.0M New | — 1.3M shares | 0 → 1.3M +$65.0M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $51.3M 5.11% | -$2.0M Sold | 0.003% 155.4K shares | 161.5K → 155.4K −$2.0M | -3.82% | $1.56T Mega Cap | Q3 2022 Held for 3y 2m | |
Consumer Electronics Technology | $44.9M 4.48% | -$482.0K Sold | 0.001% 176.2K shares | 178.1K → 176.2K −$482.0K | -1.06% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $42.4M 4.23% | +$80.8K Bought | 0.001% 82.0K shares | 81.8K → 82.0K +$80.8K | +0.19% | $3.85T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $37.4M 3.73% | -$744.3K Sold | — 393.5K shares | 401.3K → 393.5K −$744.3K | -1.95% | — — | Q3 2021 Held for 4y 2m | |
Banks - Diversified Financial Services | $35.1M 3.5% | -$499.6K Sold | 0.004% 111.2K shares | 112.8K → 111.2K −$499.6K | -1.4% | $867.35B Mega Cap | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $34.3M 3.43% | +$845.1K Bought | 0.001% 156.4K shares | 152.6K → 156.4K +$845.1K | +2.52% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $33.4M 3.33% | +$328.1K Bought | — 118.4K shares | 117.2K → 118.4K +$328.1K | +0.99% | — — | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $32.2M 3.21% | +$140.3K Bought | 0.001% 132.1K shares | 131.5K → 132.1K +$140.3K | +0.44% | $2.95T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $32.0M 3.19% | -$513.1K Sold | — 164.3K shares | 167.0K → 164.3K −$513.1K | -1.58% | — — | Q3 2021 Held for 4y 2m | |
Oil & Gas Integrated Energy | $24.0M 2.39% | +$529.0K Bought | 0.005% 212.5K shares | 207.8K → 212.5K +$529.0K | +2.26% | $480.68B Mega Cap | Q3 2021 Held for 4y 2m | |
Drug Manufacturers - General Healthcare | $23.1M 2.3% | +$232.1K Bought | 0.005% 124.6K shares | 123.4K → 124.6K +$232.1K | +1.01% | $446.55B Mega Cap | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $21.4M 2.13% | -$467.4K Sold | — 60.1K shares | 61.4K → 60.1K −$467.4K | -2.14% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $20.0M 1.99% | +$794.6K Bought | 0.006% 128.6K shares | 123.5K → 128.6K +$794.6K | +4.14% | $312.88B Mega Cap | Q3 2021 Held for 4y 2m | |
Household & Personal Products Consumer Defensive | $19.0M 1.9% | +$227.7K Bought | 0.005% 123.7K shares | 122.2K → 123.7K +$227.7K | +1.21% | $359.62B Mega Cap | Q3 2021 Held for 4y 2m | |
Telecommunications Services Communication Services | $18.4M 1.84% | +$317.2K Bought | 0.01% 419.5K shares | 412.2K → 419.5K +$317.2K | +1.75% | $185.31B Large Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $17.7M 1.77% | +$303.9K Bought | 0.018% 143.2K shares | 140.8K → 143.2K +$303.9K | +1.74% | $96.2B Large Cap | Q3 2021 Held for 4y 2m | |
Conglomerates Industrials | $17.5M 1.75% | +$583.3K Bought | 0.013% 83.2K shares | 80.4K → 83.2K +$583.3K | +3.44% | $133.65B Large Cap | Q3 2021 Held for 4y 2m | |
Financial - Credit Services Financial Services | $17.0M 1.7% | +$220.1K Bought | 0.003% 29.9K shares | 29.5K → 29.9K +$220.1K | +1.31% | $514.21B Mega Cap | Q3 2021 Held for 4y 2m | |
Discount Stores Consumer Defensive | $16.4M 1.64% | -$62.4K Sold | 0.002% 159.6K shares | 160.2K → 159.6K −$62.4K | -0.38% | $821.68B Mega Cap | Q3 2021 Held for 4y 2m | |
Drug Manufacturers - General Healthcare | $14.4M 1.44% | +$691.0K Bought | 0.007% 171.5K shares | 163.2K → 171.5K +$691.0K | +5.04% | $209.64B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $13.3M 1.32% | +$1.2M Bought | — 351.8K shares | 319.9K → 351.8K +$1.2M | +9.97% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $13.2M 1.32% | +$5.9M Bought | 0.001% 26.3K shares | 14.5K → 26.3K +$5.9M | +81.55% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $13.1M 1.3% | +$86.3K Bought | 0.003% 32.2K shares | 32.0K → 32.2K +$86.3K | +0.67% | $403.32B Mega Cap | Q3 2021 Held for 4y 2m | |
Medical - Diagnostics & Research Healthcare | $12.4M 1.24% | +$3.8M Bought | 0.007% 25.6K shares | 17.8K → 25.6K +$3.8M | +43.79% | $183.15B Large Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $12.2M 1.22% | +$6.8M Bought | 0.0% 65.6K shares | 28.9K → 65.6K +$6.8M | +127.02% | $4.54T Mega Cap | Q3 2021 Held for 4y 2m | |
Information Technology Services Technology | $11.6M 1.15% | +$291.2K Bought | 0.004% 41.0K shares | 40.0K → 41.0K +$291.2K | +2.58% | $262.84B Mega Cap | Q2 2022 Held for 3y 5m | |
Communication Equipment Technology | $10.3M 1.02% | +$89.6K Bought | 0.004% 150.0K shares | 148.7K → 150.0K +$89.6K | +0.88% | $270.48B Mega Cap | Q3 2021 Held for 4y 2m | |
Financial - Capital Markets Financial Services | $9.6M 0.96% | -$156.1K Sold | 0.004% 12.1K shares | 12.3K → 12.1K −$156.1K | -1.6% | $241.07B Mega Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $9.6M 0.957% | +$97.9K Bought | 0.009% 101.2K shares | 100.2K → 101.2K +$97.9K | +1.03% | $104.25B Large Cap | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $9.5M 0.95% | -$140.9K Sold | — 224.8K shares | 228.1K → 224.8K −$140.9K | -1.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.4M 0.94% | -$12.2M Sold | — 45.2K shares | 103.6K → 45.2K −$12.2M | -56.39% | — — | Q3 2021 Held for 4y 2m | |
Tobacco Consumer Defensive | $8.9M 0.889% | +$21.5K Bought | 0.008% 135.0K shares | 134.7K → 135.0K +$21.5K | +0.24% | $110.97B Large Cap | Q3 2021 Held for 4y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $8.6M 0.857% | -$6.0M Sold | 0.004% 61.2K shares | 104.3K → 61.2K −$6.0M | -41.3% | $192.27B Large Cap | Q3 2021 Held for 4y 2m | |
Banks - Diversified Financial Services | $8.3M 0.825% | +$30.8K Bought | 0.002% 160.3K shares | 159.7K → 160.3K +$30.8K | +0.37% | $382.12B Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Midstream Energy | $8.1M 0.813% | +$3.4K Bought | 0.013% 287.8K shares | 287.7K → 287.8K +$3.4K | +0.04% | $62.9B Large Cap | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $8.0M 0.801% | +$4.2M Bought | 0.0% 10.9K shares | 5.1K → 10.9K +$4.2M | +112.33% | $1.84T Mega Cap | Q3 2021 Held for 4y 2m | |
Aerospace & Defense Industrials | $7.7M 0.768% | +$40.9K Bought | 0.007% 15.4K shares | 15.3K → 15.4K +$40.9K | +0.53% | $116.55B Large Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $6.8M 0.677% | +$68.0K Bought | — 11.1K shares | 11.0K → 11.1K +$68.0K | +1.01% | — — | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $4.8M 0.483% | -$20.4K Sold | 0.0% 19.9K shares | 20.0K → 19.9K −$20.4K | -0.42% | $2.95T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $4.7M 0.467% | -$44.5K Sold | — 113.7K shares | 114.8K → 113.7K −$44.5K | -0.94% | — — | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $4.5M 0.448% | +$4.7K Bought | 0.002% 26.9K shares | 26.8K → 26.9K +$4.7K | +0.1% | $223.98B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $4.4M 0.44% | +$2.1M Bought | — 6.6K shares | 3.5K → 6.6K +$2.1M | +87.98% | — — | Q3 2021 Held for 4y 2m | |
Medical - Instruments & Supplies Healthcare | $4.2M 0.417% | +$378.5K Bought | 0.008% 22.3K shares | 20.3K → 22.3K +$378.5K | +9.96% | $53.6B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $4.0M 0.398% | -$2.2K Sold | — 134.1K shares | 134.2K → 134.1K −$2.2K | -0.06% | — — | Q1 2025 Held for 8 months | |
Integrated Freight & Logistics Industrials | $3.8M 0.382% | +$298.0K Bought | 0.005% 45.9K shares | 42.3K → 45.9K +$298.0K | +8.43% | $70.8B Large Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.6M 0.36% | -$66.8K Sold | — 92.9K shares | 94.6K → 92.9K −$66.8K | -1.81% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.2M 0.322% | -$33.6K Sold | — 77.6K shares | 78.5K → 77.6K −$33.6K | -1.03% | — — | Q3 2021 Held for 4y 2m | |
Real Estate - Services Real Estate | $3.0M 0.304% | +$571.5K Bought | 0.035% 16.0K shares | 13.0K → 16.0K +$571.5K | +23.08% | $8.7B Mid Cap | Q2 2025 Held for 5 months |
