ARS Wealth Advisors Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, ARS Wealth Advisors Group, LLC held in its portfolio 175 assets valued at $1,109,371,732 (i.e. $1.11B).
The most valuable assets in the portfolio included: T ROWE PRICE ETF INC ($132.15M), SPDR SERIES TRUST ($84.83M), and BROADCOM INC ($50.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 175 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ARS Wealth Advisors Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| T ROWE PRICE ETF INC | 2650978 | 132151259 | ULTRA SHRT TRM |
| SPDR SERIES TRUST | 1031415 | 84828785 | STATE STREET SPD |
| BROADCOM INC | 145880 | 50489079 | COM |
| APPLE INC | 175574 | 47731679 | COM |
| ALPHABET INC | 127489 | 40006069 | CAP STK CL C |
| MICROSOFT CORP | 82572 | 39933410 | COM |
| AMAZON COM INC | 160562 | 37060847 | COM |
| JPMORGAN CHASE & CO. | 110680 | 35663292 | COM |
| ISHARES TR | 377494 | 35544842 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 238300 | 34308001 | STATE STREET TEC |
| ISHARES TR | 160623 | 31902848 | MSCI USA QLT FCT |
| EXXON MOBIL CORP | 219721 | 26441209 | COM |
| JOHNSON & JOHNSON | 125241 | 25918651 | COM |
| SPDR GOLD TR | 59278 | 23492525 | GOLD SHS |
| CHEVRON CORP NEW | 131832 | 20092517 | COM |
| MERCK & CO INC | 175370 | 18459425 | COM |
| PROCTER AND GAMBLE CO | 124708 | 17871920 | COM |
| WALMART INC | 155578 | 17332899 | COM |
| MASTERCARD INCORPORATED | 30099 | 17183147 | CL A |
| DUKE ENERGY CORP NEW | 146222 | 17138671 | COM NEW |
| VERIZON COMMUNICATIONS INC | 418322 | 17038248 | COM |
| HONEYWELL INTL INC | 87026 | 16977901 | COM |
| THERMO FISHER SCIENTIFIC INC | 27050 | 15673869 | COM |
| T ROWE PRICE ETF INC | 383326 | 14650727 | CAP APPRECIATION |
| BERKSHIRE HATHAWAY INC DEL | 28622 | 14386879 | CL B NEW |
| INNOVATOR ETFS TRUST | 325292 | 13794597 | US EQTY PWR BUF |
| NVIDIA CORPORATION | 68483 | 12772147 | COM |
| AIM ETF PRODUCTS TRUST | 415920 | 12043511 | ALLIANZIM US EQU |
| INTERNATIONAL BUSINESS MACHS | 40258 | 11924699 | COM |
| ISHARES SILVER TR | 184013 | 11854117 | ISHARES |
| CISCO SYS INC | 150914 | 11624929 | COM |
| HOME DEPOT INC | 32468 | 11172355 | COM |
| GOLDMAN SACHS GROUP INC | 11813 | 10383578 | COM |
| SOUTHERN CO | 103181 | 8997348 | COM |
| META PLATFORMS INC | 13281 | 8766599 | CL A |
| BANK AMERICA CORP | 158771 | 8732415 | COM |
| KINDER MORGAN INC DEL | 291104 | 8002449 | COM |
| ALTRIA GROUP INC | 137588 | 7933349 | COM |
| PEPSICO INC | 54130 | 7768759 | COM |
| LOCKHEED MARTIN CORP | 15587 | 7539075 | COM |
| VANGUARD INDEX FDS | 11315 | 7096260 | S&P 500 ETF SHS |
| ALPHABET INC | 20339 | 6366152 | CAP STK CL A |
| VANGUARD INDEX FDS | 28231 | 5979129 | SM CP VAL ETF |
| UNITED PARCEL SERVICE INC | 48595 | 4820144 | CL B |
| RTX CORPORATION | 25263 | 4633205 | COM |
| BECTON DICKINSON & CO | 22924 | 4448890 | COM |
| SSGA ACTIVE ETF TR | 77316 | 3190843 | STATE STREET BLA |
| SPDR S&P 500 ETF TR | 4271 | 2912274 | TR UNIT |
| CATERPILLAR INC | 5041 | 2888119 | COM |
| GENERAL DYNAMICS CORP | 8429 | 2837682 | COM |
| FIRSTSERVICE CORP NEW | 16000 | 2488480 | COM |
| COSTCO WHSL CORP NEW | 2856 | 2462788 | COM |
| ELI LILLY & CO | 2148 | 2307997 | COM |
| MCDONALDS CORP | 6943 | 2122047 | COM |
| AIM ETF PRODUCTS TRUST | 70303 | 1947013 | ALLIANZIM US EQ |
| SHELL PLC | 26376 | 1938088 | SPON ADS |
| COCA COLA CO | 25830 | 1805805 | COM |
| ABBVIE INC | 7740 | 1768553 | COM |
| NETFLIX INC | 16908 | 1585294 | COM |
| INNOVATOR ETFS TRUST | 33170 | 1434603 | US EQTY PWR BF |
| TESLA INC | 3145 | 1414369 | COM |
| VANGUARD INDEX FDS | 4107 | 1377118 | TOTAL STK MKT |
| FIRST TR EXCHANGE-TRADED ALP | 11568 | 1308774 | COM SHS |
| TORONTO DOMINION BK ONT | 13120 | 1235923 | COM NEW |
| AMGEN INC | 3566 | 1167272 | COM |
| FIRST TR EXCHNG TRADED FD VI | 28847 | 1153684 | FT VEST US EQT |
| INVESCO QQQ TR | 1804 | 1108508 | UNIT SER 1 |
| PROFESIONALLY MANAGED PORTFO | 16269 | 1065782 | AKRE FOCUS ETF |
| ISHARES TR | 9924 | 1058891 | SHRT NAT MUN ETF |
| INNOVATOR ETFS TRUST | 52844 | 1013019 | EQUITY DUAL NOV |
| FIRST TR EXCHANGE-TRADED FD | 10904 | 1008746 | CAP STRENGTH ETF |
| ISHARES TR | 9303 | 996444 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 19711 | 991266 | TAX EXEMPT BD |
| AMERICAN ELEC PWR CO INC | 8559 | 986894 | COM |
| NEXTERA ENERGY INC | 11941 | 958587 | COM |
| SOLSTICE ADVANCED MATLS INC | 19620 | 953140 | COM SHS |
| WELLTOWER INC | 4988 | 925823 | COM |
| SCHWAB STRATEGIC TR | 37803 | 921259 | SHT TM US TRES |
| ISHARES TR | 1331 | 911404 | CORE S&P500 ETF |
| DISNEY WALT CO | 7985 | 908417 | COM |
| SALESFORCE INC | 3394 | 899154 | COM |
| ABBOTT LABS | 7146 | 895325 | COM |
| VISA INC | 2365 | 829289 | COM CL A |
| PNC FINL SVCS GROUP INC | 3795 | 792207 | COM |
| UNION PAC CORP | 3397 | 785794 | COM |
| LOWES COS INC | 3190 | 769204 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| GE AEROSPACE | 2413 | 743332 | COM NEW |
| PFIZER INC | 28757 | 716055 | COM |
| INNOVATOR ETFS TRUST | 35615 | 682027 | EQUITY DUAL DIRE |
| VANGUARD SPECIALIZED FUNDS | 2925 | 642854 | DIV APP ETF |
| FIRST TR EXCHANGE-TRADED ALP | 7040 | 642006 | MID CP GR ALPH |
| FIRST TR EXCHANGE-TRADED ALP | 11485 | 639143 | MID CAP VAL FD |
| CVS HEALTH CORP | 8047 | 638642 | COM |
| AT&T INC | 25076 | 622879 | COM |
| ISHARES TR | 4180 | 621522 | CORE S&P TTL STK |
| VALERO ENERGY CORP | 3800 | 618602 | COM |
| CONSTELLATION ENERGY CORP | 1683 | 594561 | COM |
| CORNING INC | 6675 | 584463 | COM |
| ENERGY TRANSFER L P | 34159 | 563282 | COM UT LTD PTN |
| HERSHEY CO | 3070 | 558608 | COM |
| ISHARES TR | 1415 | 547393 | RUSSELL 3000 ETF |
| VANGUARD SCOTTSDALE FDS | 1734 | 520732 | VNG RUS3000IDX |
| APPLIED MATLS INC | 2015 | 517844 | COM |
| SPROTT ASSET MANAGEMENT LP | 21600 | 510840 | PHYSICAL SILVER |
| VANGUARD INDEX FDS | 1034 | 504364 | GROWTH ETF |
| DAVITA INC | 4100 | 465801 | COM |
| EATON CORP PLC | 1363 | 433974 | SHS |
| ORACLE CORP | 2221 | 432979 | COM |
| VANGUARD INDEX FDS | 2236 | 426997 | VALUE ETF |
| PHILIP MORRIS INTL INC | 2644 | 424067 | COM |
| SCHWAB STRATEGIC TR | 15580 | 419270 | US LRG CAP ETF |
| GENERAL MTRS CO | 5010 | 407424 | COM |
| GE VERNOVA INC | 622 | 406574 | COM |
| ISHARES TR | 4764 | 394554 | 1 3 YR TREAS BD |
| NIKE INC | 6188 | 394258 | CL B |
| ISHARES TR | 5763 | 380370 | CORE S&P MCP ETF |
| EMERSON ELEC CO | 2835 | 376236 | COM |
| AMERICAN EXPRESS CO | 1009 | 373235 | COM |
| ISHARES TR | 3026 | 363650 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 2320 | 359202 | STATE STREET HEA |
| SCHWAB STRATEGIC TR | 12792 | 348070 | FUNDAMENTAL US L |
| QUALCOMM INC | 2029 | 347038 | COM |
| CSX CORP | 9487 | 343899 | COM |
| ISHARES TR | 2814 | 342166 | CORE HIGH DV ETF |
| LAM RESEARCH CORP | 1980 | 338936 | COM NEW |
| SCHWAB CHARLES CORP | 3342 | 333856 | COM |
| WASTE MGMT INC DEL | 1516 | 333023 | COM |
| SCHWAB STRATEGIC TR | 10068 | 330222 | 1000 INDEX ETF |
| FIDELITY COVINGTON TRUST | 4756 | 317454 | LOW VOLITY ETF |
| TRUIST FINL CORP | 6446 | 317191 | COM |
| SPROTT ASSET MANAGEMENT LP | 9561 | 315704 | PHYSICAL GOLD TR |
| ISHARES TR | 3261 | 313897 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 1070 | 310548 | MID CAP ETF |
| VANGUARD WORLD FD | 746 | 308031 | MEGA GRWTH IND |
| ISHARES TR | 2781 | 306427 | IBOXX INV CP ETF |
| ISHARES TR | 1233 | 303515 | RUSSELL 2000 ETF |
| AMERICAN WTR WKS CO INC NEW | 2272 | 296496 | COM |
| PALANTIR TECHNOLOGIES INC | 1586 | 281912 | CL A |
| SELECT SECTOR SPDR TR | 6291 | 281254 | STATE STREET ENE |
| DIMENSIONAL ETF TRUST | 5960 | 278928 | US CORE EQT MKT |
| INVESCO EXCHANGE TRADED FD T | 1445 | 276804 | S&P500 EQL WGT |
| STRYKER CORPORATION | 780 | 274147 | COM |
| EDISON INTL | 4564 | 273931 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 892 | 271070 | SPONSORED ADS |
| YUM BRANDS INC | 1791 | 270882 | COM |
| ENTERPRISE PRODS PARTNERS L | 8449 | 270875 | COM |
| DEERE & CO | 578 | 269247 | COM |
| VANGUARD WHITEHALL FDS | 1829 | 262463 | HIGH DIV YLD |
| LEMONADE INC | 3640 | 259095 | COM |
| FIRST TR EXCHANGE-TRADED FD | 6752 | 258722 | SMID RISNG ETF |
| SCHWAB STRATEGIC TR | 9809 | 257284 | US BRD MKT ETF |
| VANGUARD ADMIRAL FDS INC | 571 | 253861 | 500 GRTH IDX F |
| MCKESSON CORP | 307 | 251827 | COM |
| XCEL ENERGY INC | 3269 | 241476 | COM |
| ABRDN HEALTHCARE OPPORTUNITI | 12596 | 240961 | SHS |
| FIRST TR EXCH TRADED FD III | 12282 | 238148 | INSTL PFD SECS |
| ISHARES TR | 2364 | 236122 | CORE US AGGBD ET |
| AUTOMATIC DATA PROCESSING IN | 913 | 234851 | COM |
| NORFOLK SOUTHN CORP | 797 | 230110 | COM |
| ISHARES TR | 1628 | 229745 | SELECT DIVID ETF |
| AFLAC INC | 2076 | 228921 | COM |
| ROBINHOOD MKTS INC | 1999 | 226087 | COM CL A |
| CAPITAL ONE FINL CORP | 928 | 224910 | COM |
| ISHARES TR | 7939 | 223835 | LARGE CAP MAX BU |
| GALAXY DIGITAL INC. | 9700 | 216892 | CL A |
| DOUBLELINE OPPORTUNISTIC CR | 14000 | 213500 | COM |
| PAYCHEX INC | 1886 | 211599 | COM |
| MONDELEZ INTL INC | 3786 | 203782 | CL A |
| PROSHARES TR | 1949 | 202812 | S&P 500 DV ARIST |
| SCHWAB STRATEGIC TR | 8397 | 201857 | INTL EQTY ETF |
| ISHARES GOLD TR | 2482 | 201464 | ISHARES NEW |
| FORD MTR CO | 10125 | 132845 | COM |
| I-80 GOLD CORP | 39359 | 57464 | COM |
| ODYSSEY MARINE EXPL INC | 17730 | 34751 | COM NEW |
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