ARS Wealth Advisors Group, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), ARS Wealth Advisors Group, LLC reported 168 stock positions worth $740.9 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 8.6% of the portfolio, followed by iShares MSCI USA Min Vol Fac (USMV, 5.9%) and Microsoft (MSFT, 4.7%). Compared with Q4 2023, it opened 16 new positions, sold out of 2, added to 49 and reduced 80. The biggest buy was SS SPDR P S&P 1500 Comp ETF (SPTM, shares +12%) and the biggest sale Shell PLC-ADR (SHEL, shares −66%).

Most Recent 13F
Q2 2026
Location
St. Petersburg, FL
CIK
0001886707
Portfolio Value
$740.9M (Q1 2024)
SEC Filing
0001725547-24-002115 ↗ filed May 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $740.9M $740.9M Q1 2024 Q2 2024: $770.6M Q2 2024 Q3 2024: $814.0M Q3 2024 Q4 2024: $726.9M Q4 2024 Q1 2025: $707.4M Q1 2025 Q2 2025: $866.2M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 168 stocks · $740.9M
SPTM SS SPDR P S&P 1500 Comp ETF 8.60% 993,069 $63.7M Add +12.4%
USMV iShares MSCI USA Min Vol Fac 5.87% 520,398 $43.5M Add +1.6%
MSFT Microsoft Corp. 4.69% 82,519 $34.7M Reduce -1.4%
AAPL Apple Inc. 4.23% 182,753 $31.3M Add +0.3%
AMZN Amazon.com Inc. 3.89% 159,741 $28.8M Reduce -0.7%
QUAL iShares MSCI USA Quality Fac 3.69% 166,319 $27.3M Add +2.6%
XLK SS Technology Select Sector 3.33% 118,606 $24.7M Add +6.3%
JPM JPMorgan Chase & Co. 3.31% 122,436 $24.5M Add +1.9%
AVGO Broadcom Inc. 3.26% 18,200 $24.1M Reduce -0.9%
XOM Exxon Mobil Corp. 3.03% 193,272 $22.5M Add +34.7%
MRK Merck & Co. Inc. 2.78% 155,851 $20.6M Add +8.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.76% 106,430 $20.4M Add +9.8%
GOOG Alphabet Inc. Class C 2.71% 131,903 $20.1M Add +31.3%
PG The Procter & Gamble Co. 2.60% 118,859 $19.3M Add +6.0%
PEP Pepsico Inc. 2.34% 98,948 $17.3M Add +3.7%
JNJ Johnson & Johnson 2.29% 107,477 $17.0M Add +9.5%
HON Honeywell International Inc. 2.11% 76,102 $15.6M Add +5.0%
VZ Verizon Communications Inc. 2.09% 369,586 $15.5M Reduce -0.1%
GLD SPDR Gold Shares 1.94% 69,812 $14.4M Reduce -7.8%
MA Mastercard Inc. Class A 1.93% 29,736 $14.3M Add +8.0%
UNH Unitedhealth Group Inc. 1.74% 26,118 $12.9M Add +17.2%
DUK Duke Energy Corp. 1.71% 131,331 $12.7M Add +13.6%
HD Home Depot Inc. 1.68% 32,394 $12.4M Reduce -8.0%
WMT Walmart Inc. 1.38% 170,380 $10.3M Reduce -6.0%
KIM Kimco Realty Corp. 1.36% 515,714 $10.1M Add +11.1%
CVX Chevron Corp. 1.26% 59,357 $9.4M Reduce -4.6%
SLV iShares Silver Trust 1.22% 398,472 $9.1M Reduce -11.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.12% 43,275 $8.3M Reduce -8.2%
CSCO Cisco Systems Inc. 0.99% 146,874 $7.3M Reduce -9.8%
LMT Lockheed Martin Corp. 0.95% 15,427 $7.0M Reduce -19.6%
SO The Southern Co. 0.94% 96,735 $6.9M Reduce -10.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.85% 166,568 $6.3M Reduce -7.7%
MO Altria Group Inc. 0.83% 140,201 $6.1M Reduce -15.1%
BRK.B Berkshire Hathaway Inc. Class B 0.81% 14,264 $6.0M Reduce -4.7%
KMI Kinder Morgan Inc. 0.75% 304,631 $5.6M Reduce -11.3%
VOO Vanguard S&P 500 ETF 0.74% 11,382 $5.5M Add +2.3%
GS Goldman Sachs Group Inc. 0.72% 12,802 $5.3M Reduce -13.0%
UPS United Parcel Service Class B 0.69% 34,600 $5.1M Reduce -13.3%
SRLN SS Blackstone Sr Loan ETF 0.50% 87,903 $3.7M Reduce -4.2%
GOOGL Alphabet Inc. Class A 0.44% 21,605 $3.3M Add +0.1%
GD General Dynamics Corp. 0.40% 10,454 $3.0M Reduce -60.5%
RTX RTX Corp. 0.36% 27,105 $2.6M Reduce -4.6%
NVDA Nvidia Corp. 0.33% 2,671 $2.4M Reduce -0.8%
SHEL Shell PLC-ADR 0.32% 35,757 $2.4M Reduce -66.0%
META Meta Platforms Inc. Class A 0.31% 4,795 $2.3M Reduce -1.1%
BLK BlackRock Finance Inc. 0.31% 2,752 $2.3M Reduce -2.5%
MCD McDonald's Corp. 0.28% 7,490 $2.1M Reduce -2.5%
SHV iShares 0-1 Year Treasury Bo 0.28% 19,015 $2.1M Reduce -13.5%
GAPR FT Vest US Equity Moderate B 0.28% 61,042 $2.1M Reduce -0.4%
CVS CVS Health Corp. 0.27% 25,098 $2.0M Reduce -48.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 3,705 $1.9M Add +57.7%
CAT Caterpillar Inc. 0.26% 5,279 $1.9M Reduce -0.2%
COST Costco Wholesale Corp. 0.24% 2,422 $1.8M Add +6.4%
POCT Innovator U.S. Equity Power 0.22% 42,879 $1.6M No change
LLY Eli Lilly & Co. 0.21% 2,022 $1.6M Reduce -0.9%
FYX First Trust Small Cap Core A 0.18% 13,982 $1.3M Reduce -0.3%
AMGN Amgen Inc. 0.17% 4,367 $1.2M Reduce -5.7%
MUB iShares National Muni Bond E 0.15% 10,610 $1.1M No change
PAPR Innovator U.S. Equity Power 0.15% 33,752 $1.1M New
PNOV Innovator U.S. Equity Power 0.15% 31,798 $1.1M Reduce -1.3%
SUB iShares Short-Term National 0.15% 10,700 $1.1M No change
FTCS First Trust Capital Strength 0.15% 12,970 $1.1M Add +9.7%
PJAN Innovator U.S. Equity Power 0.15% 27,706 $1.1M No change
UNP Union Pacific Corp. 0.14% 4,311 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.14% 4,021 $1.0M Add +7.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.14% 20,250 $1.0M No change
ABBV Abbvie Inc. 0.14% 5,539 $1.0M Reduce -3.4%
TMO Thermo Fisher Scientific Inc. 0.14% 1,728 $1.0M Add +0.8%
PMAR Innovator U.S. Equity Power 0.13% 25,842 $951K New
NFLX Netflix Inc. 0.13% 1,550 $941K Reduce -0.3%
CRM Salesforce Inc. 0.13% 3,077 $927K Reduce -3.4%
LOW Lowe's Cos Inc. 0.12% 3,490 $889K Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 7,003 $857K Add +1.1%
PDEC Innovator U.S. Equity Power 0.12% 23,275 $852K No change
PJUN Innovator U.S. Equity Power 0.11% 24,149 $834K Reduce -1.6%
QQQ Invesco QQQ Trust Series 1 0.11% 1,841 $817K Add +18.1%
KO The Coca-Cola Co. 0.10% 12,712 $778K Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.10% 1,441 $758K Add +46.4%
PFE Pfizer Inc. 0.10% 27,219 $755K Reduce -15.4%
FNK First Trust Mid Cap Value 0.10% 13,547 $734K Add +0.0%
TD Toronto-Dominion Bank 0.10% 12,000 $725K No change
CSX CSX Corp. 0.10% 19,243 $713K No change
FNY First Trust Mid Cap Growth 0.10% 9,409 $711K No change
ABT Abbott Laboratories 0.09% 5,867 $667K Add +17.3%
PNC PNC Financial Services Group 0.09% 4,026 $651K Reduce -32.7%
V Visa Inc. Class A 0.09% 2,280 $636K Reduce -2.2%
TSLA Tesla Inc. 0.08% 3,572 $628K Reduce -15.7%
PSEP Innovator U.S. Equity Power 0.08% 17,082 $623K No change
SHY iShares 1-3 Year Treasury Bo 0.08% 7,530 $616K Add +31.6%
DVA Davita Inc. 0.08% 4,100 $566K No change
ITOT iShares Core S&P Total U.S. 0.08% 4,847 $559K Reduce -3.4%
AEP American Electric Power 0.07% 6,373 $549K Add +18.2%
HSY The Hershey Co. 0.07% 2,733 $532K Add +1.2%
PFEB Innovator U.S. Equity Power 0.07% 15,476 $529K New
VLO Valero Energy Corp. 0.07% 3,050 $521K Add +8.9%
NEE Nextera Energy Inc. 0.07% 8,073 $516K Reduce -23.3%
ET Energy Transfer LP 0.07% 32,430 $510K No change
WELL Welltower Inc. 0.06% 5,057 $473K Reduce -2.8%
VIG Vanguard Dividend Apprec ETF 0.06% 2,572 $470K Reduce -1.5%
TFC Truist Financial Corp. 0.06% 12,015 $468K Reduce -16.5%
NKE Nike Inc. Class B 0.06% 4,749 $446K Reduce -11.0%
IWV iShares Russell 3000 ETF 0.06% 1,485 $446K Reduce -39.1%
VTHR Vanguard Russell 3000 0.06% 1,893 $441K No change
PM Philip Morris International 0.06% 4,767 $437K Reduce -17.3%
HDV iShares Core High Dividend E 0.06% 3,957 $436K Add +21.3%
GE General Electric 0.06% 2,394 $420K Reduce -2.1%
XLV SS Health Care Select Sector 0.06% 2,832 $418K New
PJUL Innovator U.S. Equity Power 0.06% 10,931 $415K Reduce -1.9%
RLI Rli Corp. 0.06% 2,787 $414K Reduce -17.8%
IJR iShares Core S&P Small-Cap E 0.05% 3,536 $391K New
QCOM Qualcomm Inc. 0.05% 2,302 $390K Add +16.9%
THQ Abrdn Healthcare Opport 0.05% 19,085 $384K Add +5.5%
EOG EOG Resources Inc. 0.05% 2,877 $368K Reduce -1.0%
EIX Edison International 0.05% 5,199 $368K No change
GBTC Grayscale Bitcoin Trust ETF 0.05% 5,682 $359K New
AMAT Applied Materials Inc. 0.05% 1,731 $357K Reduce -3.0%
IJH iShares Core S&P Midcap ETF 0.05% 5,845 $355K Add +1.6%
GM General Motors Co. 0.05% 7,776 $353K Reduce -14.1%
IWR iShares Russell Mid-Cap ETF 0.05% 4,112 $346K Add +0.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.05% 3,115 $339K New
FPEI First Trust Institutional PR 0.05% 18,482 $337K Add +30.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 1,333 $333K Add +39.3%
WM Waste Management Inc. 0.04% 1,530 $326K Add +0.1%
XLE SS Energy Select Sector 0.04% 3,269 $309K Add +26.3%
BMY Bristol-Myers Squibb Co. 0.04% 5,564 $302K Reduce -32.1%
CEG Constellation Energy 0.04% 1,629 $301K New
INTC Intel Corp. 0.04% 6,771 $299K Reduce -10.1%
GIS General Mills Inc. 0.04% 4,265 $298K Reduce -2.4%
IWM iShares Russell 2000 ETF 0.04% 1,416 $298K Add +2.2%
DBL Doubleline Opport Credit 0.04% 19,300 $298K Add +28.7%
MDLZ Mondelez International Inc. Class A 0.04% 4,124 $289K Reduce -1.0%
KMB Kimberly-Clark Corp. 0.04% 2,221 $287K Reduce -6.0%
T AT&T Inc. 0.04% 15,994 $282K Reduce -7.5%
AWK American Water Works Co. Inc. 0.04% 2,272 $278K No change
EMR Emerson Electric Co. 0.04% 2,404 $273K No change
EOS Eaton Vance Enh Eqt Inc. II 0.04% 13,500 $272K New
FDLO Fidelity Low Volat Fact ETF 0.04% 4,810 $270K New
FPE FT-Preferred Secur & Inc. ETF 0.04% 15,382 $266K Add +3.4%
SYK Stryker Corp. 0.04% 743 $266K Reduce -15.6%
ORCL Oracle Corp. 0.04% 2,092 $263K Reduce -8.0%
RSP Invesco S&P 500 Equal Weight 0.04% 1,545 $262K Reduce -0.2%
DVY iShares Select Dividend ETF 0.03% 1,977 $244K New
COP Conocophillips 0.03% 1,906 $243K No change
MORT Vaneck Mortgage REIT Income 0.03% 20,575 $241K Add +43.4%
LGLV SPDR US LC Low Vol Idx 0.03% 1,536 $239K New
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 689 $237K Reduce -5.5%
MDT Medtronic PLC 0.03% 2,700 $235K Reduce -35.3%
PAYX Paychex Inc. 0.03% 1,913 $235K Reduce -8.4%
SBUX Starbucks Corp. 0.03% 2,549 $233K Reduce -1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 1,423 $232K Reduce -12.9%
IWB iShares Russell 1000 ETF 0.03% 801 $231K Reduce -0.3%
DRI Darden Restaurants Inc. 0.03% 1,363 $228K Reduce -3.2%
PMAY Innovator U.S. Equity Power 0.03% 6,980 $227K No change
ADP Automatic Data Processing 0.03% 907 $227K Reduce -34.4%
AFL Aflac Inc. 0.03% 2,636 $226K Reduce -47.1%
CHDN Churchill Downs Inc. 0.03% 1,800 $223K No change
BA The Boeing Co. 0.03% 1,150 $222K Reduce -5.3%
NEAR iShares SH Dba ETF Usd Inc. 0.03% 4,338 $219K New
DFAU Dimensional US Core Equity M 0.03% 5,960 $218K New
EPD Enterprise Products Partners 0.03% 7,289 $213K New
ADBE Adobe Inc. 0.03% 416 $210K Reduce -0.2%
TIP iShares Tips Bond ETF 0.03% 1,890 $203K Reduce -7.4%
FIS Fidelity National Info Serv 0.03% 2,708 $201K New
OMEX Odyssey Marine Exploration 0.02% 48,339 $184K Add +0.1%
PMO Franklin Muncipl Opps Tst-Ui 0.02% 15,094 $153K No change
NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP 0.02% 11,390 $144K No change
PSLV Sprott Physical Silver Trust 0.01% 12,400 $103K No change
IAUX I-80 Gold Corp. 0.01% 37,859 $51K Add +55.4%

Portfolio Sells Q4 2023 → Q1 2024
SHEL Shell PLC-ADR Reduce -66.0% 0.32% −0.70
GD General Dynamics Corp. Reduce -60.5% 0.40% −0.62
LMT Lockheed Martin Corp. Reduce -19.6% 0.95% −0.34
CVS CVS Health Corp. Reduce -48.4% 0.27% −0.30
UPS United Parcel Service Class B Reduce -13.3% 0.69% −0.24
SLV iShares Silver Trust Reduce -11.8% 1.22% −0.23
CSCO Cisco Systems Inc. Reduce -9.8% 0.99% −0.23
GLD SPDR Gold Shares Reduce -7.8% 1.94% −0.20
SO The Southern Co. Reduce -10.5% 0.94% −0.19
MO Altria Group Inc. Reduce -15.1% 0.83% −0.16
KMI Kinder Morgan Inc. Reduce -11.3% 0.75% −0.14
HD Home Depot Inc. Reduce -8.0% 1.68% −0.13
GS Goldman Sachs Group Inc. Reduce -13.0% 0.72% −0.12
CVX Chevron Corp. Reduce -4.6% 1.26% −0.11
SHV iShares 0-1 Year Treasury Bo Reduce -13.5% 0.28% −0.07
TSLA Tesla Inc. Reduce -15.7% 0.08% −0.07
SRLN SS Blackstone Sr Loan ETF Reduce -4.2% 0.50% −0.07
MCD McDonald's Corp. Reduce -2.5% 0.28% −0.05
PNC PNC Financial Services Group Reduce -32.7% 0.09% −0.05
BAC Bank of America Corp. Reduce -7.7% 0.85% −0.05
IWV iShares Russell 3000 ETF Reduce -39.1% 0.06% −0.04
PFE Pfizer Inc. Reduce -15.4% 0.10% −0.04
YUM Yum! Brands Inc. Sold out 0.00% −0.03
LUV Southwest Airlines Co. Sold out 0.00% −0.03
AFL Aflac Inc. Reduce -47.1% 0.03% −0.03
AMGN Amgen Inc. Reduce -5.7% 0.17% −0.03
BLK BlackRock Finance Inc. Reduce -2.5% 0.31% −0.03
WMT Walmart Inc. Reduce -6.0% 1.38% −0.03
IBM Intl Business Machines Corp. Reduce -8.2% 1.12% −0.03
NKE Nike Inc. Class B Reduce -11.0% 0.06% −0.03
NEE Nextera Energy Inc. Reduce -23.3% 0.07% −0.03
BMY Bristol-Myers Squibb Co. Reduce -32.1% 0.04% −0.02
PM Philip Morris International Reduce -17.3% 0.06% −0.02
GAPR FT Vest US Equity Moderate B Reduce -0.4% 0.28% −0.02
MDT Medtronic PLC Reduce -35.3% 0.03% −0.02
ADP Automatic Data Processing Reduce -34.4% 0.03% −0.02
BA The Boeing Co. Reduce -5.3% 0.03% −0.02
INTC Intel Corp. Reduce -10.1% 0.04% −0.02
TFC Truist Financial Corp. Reduce -16.5% 0.06% −0.02
FYX First Trust Small Cap Core A Reduce -0.3% 0.18% −0.01
PNOV Innovator U.S. Equity Power Reduce -1.3% 0.15% −0.01
RLI Rli Corp. Reduce -17.8% 0.06% −0.01
PJUN Innovator U.S. Equity Power Reduce -1.6% 0.11% −0.01
ADBE Adobe Inc. Reduce -0.2% 0.03% −0.01
KO The Coca-Cola Co. Reduce -0.4% 0.10% −0.01
MDLZ Mondelez International Inc. Class A Reduce -1.0% 0.04% −0.01
WELL Welltower Inc. Reduce -2.8% 0.06% −0.01
SBUX Starbucks Corp. Reduce -1.1% 0.03% −0.01
TIP iShares Tips Bond ETF Reduce -7.4% 0.03% −0.01
PAYX Paychex Inc. Reduce -8.4% 0.03% −0.01

Portfolio Buys Q4 2023 → Q1 2024
SPTM SS SPDR P S&P 1500 Comp ETF Add +12.4% 8.60% +0.95
XOM Exxon Mobil Corp. Add +34.7% 3.03% +0.91
GOOG Alphabet Inc. Class C Add +31.3% 2.71% +0.61
MRK Merck & Co. Inc. Add +8.2% 2.78% +0.45
JPM JPMorgan Chase & Co. Add +1.9% 3.31% +0.28
MA Mastercard Inc. Class A Add +8.0% 1.93% +0.19
VBR Vngrd Mrngst SL-CP Val ETF-U Add +9.8% 2.76% +0.17
PG The Procter & Gamble Co. Add +6.0% 2.60% +0.17
QUAL iShares MSCI USA Quality Fac Add +2.6% 3.69% +0.15
PAPR Innovator U.S. Equity Power New 0.15% +0.15
XLK SS Technology Select Sector Add +6.3% 3.33% +0.15
PMAR Innovator U.S. Equity Power New 0.13% +0.13
SPY SS SPDR S&P 500 ETF Trust-US Add +57.7% 0.26% +0.10
PFEB Innovator U.S. Equity Power New 0.07% +0.07
XLV SS Health Care Select Sector New 0.06% +0.06
IJR iShares Core S&P Small-Cap E New 0.05% +0.05
DUK Duke Energy Corp. Add +13.6% 1.71% +0.05
GBTC Grayscale Bitcoin Trust ETF New 0.05% +0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.05% +0.05
CEG Constellation Energy New 0.04% +0.04
EOS Eaton Vance Enh Eqt Inc. II New 0.04% +0.04
FDLO Fidelity Low Volat Fact ETF New 0.04% +0.04
DVY iShares Select Dividend ETF New 0.03% +0.03
IVV iShares Core S&P 500 ETF Add +46.4% 0.10% +0.03
LGLV SPDR US LC Low Vol Idx New 0.03% +0.03
NEAR iShares SH Dba ETF Usd Inc. New 0.03% +0.03
DFAU Dimensional US Core Equity M New 0.03% +0.03
EPD Enterprise Products Partners New 0.03% +0.03
FIS Fidelity National Info Serv New 0.03% +0.03
DIS The Walt Disney Co. Add +1.1% 0.12% +0.02
VOO Vanguard S&P 500 ETF Add +2.3% 0.74% +0.02
COST Costco Wholesale Corp. Add +6.4% 0.24% +0.02
VLO Valero Energy Corp. Add +8.9% 0.07% +0.02
QQQ Invesco QQQ Trust Series 1 Add +18.1% 0.11% +0.02
JNJ Johnson & Johnson Add +9.5% 2.29% +0.02
SHY iShares 1-3 Year Treasury Bo Add +31.6% 0.08% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +39.3% 0.04% +0.01
QCOM Qualcomm Inc. Add +16.9% 0.05% +0.01
FTCS First Trust Capital Strength Add +9.7% 0.15% +0.01
VTI VG Morningstar TS MKT ETF-US Add +7.6% 0.14% +0.01
HDV iShares Core High Dividend E Add +21.3% 0.06% +0.01
XLE SS Energy Select Sector Add +26.3% 0.04% +0.01
AEP American Electric Power Add +18.2% 0.07% +0.01
ABT Abbott Laboratories Add +17.3% 0.09% +0.01
FPEI First Trust Institutional PR Add +30.3% 0.05% +0.01
MORT Vaneck Mortgage REIT Income Add +43.4% 0.03% +0.01
DBL Doubleline Opport Credit Add +28.7% 0.04% +0.01
UNH Unitedhealth Group Inc. Add +17.2% 1.74% +0.01
WM Waste Management Inc. Add +0.1% 0.04% +0.00
THQ Abrdn Healthcare Opport Add +5.5% 0.05% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 220$1.3BTBUX, SPTM, AVGO, AAPL, XLK
Q1 2026 198$1.2BTBUX, SPTM, AAPL, AVGO, XOM
Q4 2025 188$1.1BTBUX, SPTM, AVGO, AAPL, GOOG
Q3 2025 188$1.0BSPTM, TBUX, AVGO, AAPL, MSFT
Q2 2025 186$866.2MSPTM, AVGO, MSFT, USMV, AAPL
Q1 2025 160$707.4MSPTM, USMV, MSFT, QUAL, JPM
Q4 2024 160$726.9MSPTM, USMV, AVGO, MSFT, QUAL
Q3 2024 172$814.0MSPTM, USMV, AAPL, MSFT, AVGO
Q2 2024 165$770.6MSPTM, USMV, AAPL, MSFT, AMZN
Q1 2024 168$740.9MSPTM, USMV, MSFT, AAPL, AMZN