ARS Wealth Advisors Group, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), ARS Wealth Advisors Group, LLC reported 165 stock positions worth $770.6 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 8.7% of the portfolio, followed by iShares MSCI USA Min Vol Fac (USMV, 5.7%) and Apple (AAPL, 4.9%). Compared with Q1 2024, it opened 6 new positions, sold out of 9, added to 53 and reduced 77. The biggest buy was Chevron (CVX, shares +89%) and the biggest sale Kimco Realty (KIM, shares −98%).

Most Recent 13F
Q2 2026
Location
St. Petersburg, FL
CIK
0001886707
Portfolio Value
$770.6M (Q2 2024)
SEC Filing
0001725547-24-003382 ↗ filed Jul 19, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $740.9M Q1 2024 Q2 2024: $770.6M $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 165 stocks · $770.6M
SPTM SS SPDR P S&P 1500 Comp ETF 8.66% 1,005,772 $66.7M Add +1.3%
USMV iShares MSCI USA Min Vol Fac 5.66% 519,610 $43.6M Reduce -0.1%
AAPL Apple Inc. 4.86% 177,842 $37.5M Reduce -2.7%
MSFT Microsoft Corp. 4.73% 81,592 $36.5M Reduce -1.1%
AMZN Amazon.com Inc. 3.87% 154,479 $29.9M Reduce -3.3%
AVGO Broadcom Inc. 3.77% 18,084 $29.0M Reduce -0.6%
QUAL iShares MSCI USA Quality Fac 3.70% 167,005 $28.5M Add +0.4%
XLK SS Technology Select Sector 3.47% 118,260 $26.8M Reduce -0.3%
JPM JPMorgan Chase & Co. 3.18% 121,227 $24.5M Reduce -1.0%
GOOG Alphabet Inc. Class C 3.09% 129,679 $23.8M Reduce -1.7%
XOM Exxon Mobil Corp. 2.99% 199,975 $23.0M Add +3.5%
PG The Procter & Gamble Co. 2.57% 120,063 $19.8M Add +1.0%
MRK Merck & Co. Inc. 2.54% 158,212 $19.6M Add +1.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.44% 102,922 $18.8M Reduce -3.3%
CVX Chevron Corp. 2.28% 112,295 $17.6M Add +89.2%
JNJ Johnson & Johnson 2.17% 114,169 $16.7M Add +6.2%
PEP Pepsico Inc. 2.15% 100,281 $16.5M Add +1.4%
HON Honeywell International Inc. 2.14% 77,083 $16.5M Add +1.3%
VZ Verizon Communications Inc. 2.02% 377,011 $15.5M Add +2.0%
GLD SPDR Gold Shares 1.95% 69,968 $15.0M Add +0.2%
UNH Unitedhealth Group Inc. 1.78% 26,966 $13.7M Add +3.3%
DUK Duke Energy Corp. 1.76% 135,476 $13.6M Add +3.2%
MA Mastercard Inc. Class A 1.72% 30,070 $13.3M Add +1.1%
WMT Walmart Inc. 1.48% 168,447 $11.4M Reduce -1.1%
HD Home Depot Inc. 1.39% 31,175 $10.7M Reduce -3.8%
SLV iShares Silver Trust 1.28% 371,003 $9.9M Reduce -6.9%
SO The Southern Co. 0.96% 95,294 $7.4M Reduce -1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.95% 42,461 $7.3M Reduce -1.9%
LMT Lockheed Martin Corp. 0.92% 15,222 $7.1M Reduce -1.3%
CSCO Cisco Systems Inc. 0.90% 145,938 $6.9M Reduce -0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.84% 162,476 $6.5M Reduce -2.5%
MO Altria Group Inc. 0.80% 136,069 $6.2M Reduce -3.0%
KMI Kinder Morgan Inc. 0.77% 299,226 $5.9M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.74% 14,064 $5.7M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.74% 11,332 $5.7M Reduce -0.4%
GS Goldman Sachs Group Inc. 0.73% 12,476 $5.6M Reduce -2.5%
PJUN Innovator U.S. Equity Power 0.65% 141,176 $5.0M Add +484.6%
NVDA Nvidia Corp. 0.61% 38,004 $4.7M Add +42.3%
UPS United Parcel Service Class B 0.61% 34,226 $4.7M Reduce -1.1%
PMAY Innovator U.S. Equity Power 0.49% 110,967 $3.8M Add +1489.8%
GOOGL Alphabet Inc. Class A 0.49% 20,670 $3.8M Reduce -4.3%
SRLN SS Blackstone Sr Loan ETF 0.44% 81,018 $3.4M Reduce -7.8%
GD General Dynamics Corp. 0.38% 10,034 $2.9M Reduce -4.0%
RTX RTX Corp. 0.35% 26,790 $2.7M Reduce -1.2%
META Meta Platforms Inc. Class A 0.31% 4,677 $2.4M Reduce -2.5%
SHEL Shell PLC-ADR 0.30% 32,347 $2.3M Reduce -9.5%
BLK BlackRock Finance Inc. 0.28% 2,766 $2.2M Add +0.5%
GAPR FT Vest US Equity Moderate B 0.28% 61,042 $2.2M No change
COST Costco Wholesale Corp. 0.28% 2,557 $2.2M Add +5.6%
SHV iShares 0-1 Year Treasury Bo 0.27% 18,867 $2.1M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 3,663 $2.0M Reduce -1.1%
LLY Eli Lilly & Co. 0.24% 2,066 $1.9M Add +2.2%
CAT Caterpillar Inc. 0.23% 5,280 $1.8M Add +0.0%
MCD McDonald's Corp. 0.23% 6,855 $1.7M Reduce -8.5%
POCT Innovator U.S. Equity Power 0.21% 42,879 $1.6M No change
PJUL Innovator U.S. Equity Power 0.21% 41,126 $1.6M Add +276.2%
AMGN Amgen Inc. 0.17% 4,313 $1.3M Reduce -1.2%
FYX First Trust Small Cap Core A 0.16% 13,986 $1.3M Add +0.0%
PAPR Innovator U.S. Equity Power 0.15% 33,752 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.15% 4,351 $1.2M Add +8.2%
SUB iShares Short-Term National 0.15% 10,700 $1.1M No change
PJAN Innovator U.S. Equity Power 0.14% 27,566 $1.1M Reduce -0.5%
FTCS First Trust Capital Strength 0.14% 12,970 $1.1M No change
PNOV Innovator U.S. Equity Power 0.14% 29,771 $1.1M Reduce -6.4%
ABBV Abbvie Inc. 0.14% 6,107 $1.0M Add +10.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 20,250 $1.0M No change
PMAR Innovator U.S. Equity Power 0.13% 25,842 $980K No change
UNP Union Pacific Corp. 0.13% 4,276 $967K Reduce -0.8%
TMO Thermo Fisher Scientific Inc. 0.12% 1,728 $956K No change
MUB iShares National Muni Bond E 0.12% 8,860 $944K Reduce -16.5%
NFLX Netflix Inc. 0.12% 1,380 $931K Reduce -11.0%
PDEC Innovator U.S. Equity Power 0.11% 22,672 $850K Reduce -2.6%
QQQ Invesco QQQ Trust Series 1 0.11% 1,737 $832K Reduce -5.7%
IVV iShares Core S&P 500 ETF 0.10% 1,435 $785K Reduce -0.4%
LOW Lowe's Cos Inc. 0.10% 3,412 $752K Reduce -2.2%
KO The Coca-Cola Co. 0.10% 11,662 $742K Reduce -8.3%
CRM Salesforce Inc. 0.10% 2,861 $735K Reduce -7.0%
TD Toronto-Dominion Bank 0.09% 13,270 $729K Add +10.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 7,178 $713K Add +2.5%
FNY First Trust Mid Cap Growth 0.09% 9,409 $692K No change
ITOT iShares Core S&P Total U.S. 0.09% 5,826 $692K Add +20.2%
FNK First Trust Mid Cap Value 0.09% 13,176 $673K Reduce -2.7%
ABT Abbott Laboratories 0.08% 6,218 $646K Add +6.0%
CSX CSX Corp. 0.08% 19,244 $644K Add +0.0%
PFE Pfizer Inc. 0.08% 22,997 $643K Reduce -15.5%
PSEP Innovator U.S. Equity Power 0.08% 17,082 $640K No change
PNC PNC Financial Services Group 0.08% 4,026 $626K No change
SHY iShares 1-3 Year Treasury Bo 0.08% 7,287 $595K Reduce -3.2%
DVA Davita Inc. 0.07% 4,100 $568K No change
V Visa Inc. Class A 0.07% 2,135 $560K Reduce -6.4%
AEP American Electric Power 0.07% 6,387 $560K Add +0.2%
NEE Nextera Energy Inc. 0.07% 7,743 $548K Reduce -4.1%
ET Energy Transfer LP 0.07% 32,930 $534K Add +1.5%
PFEB Innovator U.S. Equity Power 0.07% 15,155 $532K Reduce -2.1%
WELL Welltower Inc. 0.07% 5,057 $527K No change
CVS CVS Health Corp. 0.07% 8,920 $527K Reduce -64.5%
TSLA Tesla Inc. 0.07% 2,637 $522K Reduce -26.2%
HSY The Hershey Co. 0.06% 2,701 $497K Reduce -1.2%
AMAT Applied Materials Inc. 0.06% 2,071 $489K Add +19.6%
VIG Vanguard Dividend Apprec ETF 0.06% 2,633 $481K Add +2.4%
VLO Valero Energy Corp. 0.06% 3,000 $470K Reduce -1.6%
QCOM Qualcomm Inc. 0.06% 2,299 $458K Reduce -0.1%
VTHR Vanguard Russell 3000 0.06% 1,882 $451K Reduce -0.6%
ETN Eaton Corp. PLC 0.06% 1,374 $431K New
XLV SS Health Care Select Sector 0.05% 2,792 $407K Reduce -1.4%
IJR iShares Core S&P Small-Cap E 0.05% 3,601 $384K Add +1.8%
THQ Abrdn Healthcare Opport 0.05% 18,785 $383K Reduce -1.6%
EIX Edison International 0.05% 5,078 $365K Reduce -2.3%
EOG EOG Resources Inc. 0.05% 2,877 $362K No change
NKE Nike Inc. Class B 0.05% 4,770 $359K Add +0.4%
LGLV SPDR US LC Low Vol Idx 0.05% 2,344 $358K Add +52.6%
RLI Rli Corp. 0.05% 2,511 $353K Reduce -9.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,137 $343K Add +50.2%
IJH iShares Core S&P Midcap ETF 0.04% 5,845 $342K No change
WM Waste Management Inc. 0.04% 1,577 $336K Add +3.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 3,125 $335K Add +0.3%
FPEI First Trust Institutional PR 0.04% 18,182 $334K Reduce -1.6%
CEG Constellation Energy 0.04% 1,629 $326K No change
GE General Electric filed as GE AEROSPACE 0.04% 2,045 $325K Reduce -14.6%
HDV iShares Core High Dividend E 0.04% 2,911 $316K Reduce -26.4%
IWV iShares Russell 3000 ETF 0.04% 1,019 $315K Reduce -31.4%
EMR Emerson Electric Co. 0.04% 2,835 $312K Add +17.9%
KMB Kimberly-Clark Corp. 0.04% 2,222 $307K Add +0.1%
GBTC Grayscale Bitcoin Trust ETF 0.04% 5,682 $303K No change
T AT&T Inc. 0.04% 15,588 $298K Reduce -2.5%
XLE SS Energy Select Sector 0.04% 3,266 $298K Reduce -0.1%
DBL Doubleline Opport Credit 0.04% 19,300 $296K No change
ORCL Oracle Corp. 0.04% 2,094 $296K Add +0.1%
EOS Eaton Vance Enh Eqt Inc. II 0.04% 13,500 $294K No change
AWK American Water Works Co. Inc. 0.04% 2,272 $293K No change
IWM iShares Russell 2000 ETF 0.04% 1,416 $287K No change
IWR iShares Russell Mid-Cap ETF 0.04% 3,494 $283K Reduce -15.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 1,159 $281K Reduce -13.1%
FDLO Fidelity Low Volat Fact ETF 0.04% 4,906 $280K Add +2.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 733 $274K Add +6.4%
GIS General Mills Inc. 0.04% 4,288 $271K Add +0.5%
FPE FT-Preferred Secur & Inc. ETF 0.03% 15,382 $267K No change
MDLZ Mondelez International Inc. Class A 0.03% 4,021 $263K Reduce -2.5%
PM Philip Morris International 0.03% 2,511 $254K Reduce -47.3%
RSP Invesco S&P 500 Equal Weight 0.03% 1,545 $254K No change
SYK Stryker Corp. 0.03% 743 $253K No change
CHDN Churchill Downs Inc. 0.03% 1,800 $251K No change
OMEX Odyssey Marine Exploration 0.03% 51,089 $249K Add +5.7%
KIM Kimco Realty Corp. 0.03% 12,439 $242K Reduce -97.6%
SCHK Schwab 1000 Index ETF 0.03% 4,610 $241K New
DVY iShares Select Dividend ETF 0.03% 1,978 $239K Add +0.1%
TFC Truist Financial Corp. 0.03% 6,105 $237K Reduce -49.2%
AFL Aflac Inc. 0.03% 2,636 $235K No change
COP Conocophillips 0.03% 2,006 $229K Add +5.3%
DFAU Dimensional US Core Equity M 0.03% 5,960 $223K No change
PAYX Paychex Inc. 0.03% 1,858 $220K Reduce -2.9%
NEAR iShares SH Dba ETF Usd Inc. 0.03% 4,360 $219K Add +0.5%
ADBE Adobe Inc. 0.03% 395 $219K Reduce -5.0%
IWB iShares Russell 1000 ETF 0.03% 728 $217K Reduce -9.1%
ADP Automatic Data Processing 0.03% 907 $216K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.03% 682 $214K New
XLP SS Consumer Staples Sel Sect 0.03% 2,763 $212K New
HUM Humana Inc. 0.03% 564 $211K New
DRI Darden Restaurants Inc. 0.03% 1,364 $206K Add +0.1%
MPC Marathon Petroleum Corp. 0.03% 1,187 $206K New
FIS Fidelity National Info Serv 0.03% 2,708 $204K No change
MORT Vaneck Mortgage REIT Income 0.03% 18,075 $202K Reduce -12.2%
PSLV Sprott Physical Silver Trust 0.02% 13,400 $133K Add +8.1%
NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP 0.02% 10,790 $132K Reduce -5.3%
IAUX I-80 Gold Corp. 0.01% 39,359 $43K Add +4.0%

Portfolio Sells Q1 2024 → Q2 2024
KIM Kimco Realty Corp. Reduce -97.6% 0.03% −1.33
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.3% 2.44% −0.32
HD Home Depot Inc. Reduce -3.8% 1.39% −0.28
USMV iShares MSCI USA Min Vol Fac Reduce -0.1% 5.66% −0.21
CVS CVS Health Corp. Reduce -64.5% 0.07% −0.20
IBM Intl Business Machines Corp. Reduce -1.9% 0.95% −0.16
JPM JPMorgan Chase & Co. Reduce -1.0% 3.18% −0.13
CSCO Cisco Systems Inc. Reduce -0.6% 0.90% −0.09
UPS United Parcel Service Class B Reduce -1.1% 0.61% −0.09
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 0.74% −0.07
SRLN SS Blackstone Sr Loan ETF Reduce -7.8% 0.44% −0.06
MCD McDonald's Corp. Reduce -8.5% 0.23% −0.06
GM General Motors Co. Sold out 0.00% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.04
INTC Intel Corp. Sold out 0.00% −0.04
TFC Truist Financial Corp. Reduce -49.2% 0.03% −0.03
MDT Medtronic PLC Sold out 0.00% −0.03
MUB iShares National Muni Bond E Reduce -16.5% 0.12% −0.03
SBUX Starbucks Corp. Sold out 0.00% −0.03
BA The Boeing Co. Sold out 0.00% −0.03
CRM Salesforce Inc. Reduce -7.0% 0.10% −0.03
EPD Enterprise Products Partners Sold out 0.00% −0.03
TIP iShares Tips Bond ETF Sold out 0.00% −0.03
PM Philip Morris International Reduce -47.3% 0.03% −0.03
LMT Lockheed Martin Corp. Reduce -1.3% 0.92% −0.02
LOW Lowe's Cos Inc. Reduce -2.2% 0.10% −0.02
MO Altria Group Inc. Reduce -3.0% 0.80% −0.02
GD General Dynamics Corp. Reduce -4.0% 0.38% −0.02
PMO Franklin Muncipl Opps Tst-Ui Sold out 0.00% −0.02
SHEL Shell PLC-ADR Reduce -9.5% 0.30% −0.02
IWV iShares Russell 3000 ETF Reduce -31.4% 0.04% −0.02
PFE Pfizer Inc. Reduce -15.5% 0.08% −0.02
HDV iShares Core High Dividend E Reduce -26.4% 0.04% −0.02
UNP Union Pacific Corp. Reduce -0.8% 0.13% −0.02
TSLA Tesla Inc. Reduce -26.2% 0.07% −0.02
AMZN Amazon.com Inc. Reduce -3.3% 3.87% −0.01
GE General Electric Reduce -14.6% 0.04% −0.01
BAC Bank of America Corp. Reduce -2.5% 0.84% −0.01
V Visa Inc. Class A Reduce -6.4% 0.07% −0.01
SHV iShares 0-1 Year Treasury Bo Reduce -0.8% 0.27% −0.01
PNOV Innovator U.S. Equity Power Reduce -6.4% 0.14% −0.01
FNK First Trust Mid Cap Value Reduce -2.7% 0.09% −0.01
RLI Rli Corp. Reduce -9.9% 0.05% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -15.0% 0.04% −0.01
VLO Valero Energy Corp. Reduce -1.6% 0.06% −0.01
KO The Coca-Cola Co. Reduce -8.3% 0.10% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -13.1% 0.04% −0.01
META Meta Platforms Inc. Class A Reduce -2.5% 0.31% −0.01
RTX RTX Corp. Reduce -1.2% 0.35% −0.01
HSY The Hershey Co. Reduce -1.2% 0.06% −0.01

Portfolio Buys Q1 2024 → Q2 2024
CVX Chevron Corp. Add +89.2% 2.28% +1.02
PJUN Innovator U.S. Equity Power Add +484.6% 0.65% +0.54
PMAY Innovator U.S. Equity Power Add +1489.8% 0.49% +0.46
NVDA Nvidia Corp. Add +42.3% 0.61% +0.28
PJUL Innovator U.S. Equity Power Add +276.2% 0.21% +0.15
SPTM SS SPDR P S&P 1500 Comp ETF Add +1.3% 8.66% +0.06
ETN Eaton Corp. PLC New 0.06% +0.06
DUK Duke Energy Corp. Add +3.2% 1.76% +0.05
COST Costco Wholesale Corp. Add +5.6% 0.28% +0.04
UNH Unitedhealth Group Inc. Add +3.3% 1.78% +0.04
SCHK Schwab 1000 Index ETF New 0.03% +0.03
LLY Eli Lilly & Co. Add +2.2% 0.24% +0.03
HON Honeywell International Inc. Add +1.3% 2.14% +0.03
MGK Vngrd Mrgstr MG CP GR ETF-Ui New 0.03% +0.03
XLP SS Consumer Staples Sel Sect New 0.03% +0.03
HUM Humana Inc. New 0.03% +0.03
MPC Marathon Petroleum Corp. New 0.03% +0.03
AMAT Applied Materials Inc. Add +19.6% 0.06% +0.02
ITOT iShares Core S&P Total U.S. Add +20.2% 0.09% +0.01
LGLV SPDR US LC Low Vol Idx Add +52.6% 0.05% +0.01
GLD SPDR Gold Shares Add +0.2% 1.95% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +50.2% 0.04% +0.01
QUAL iShares MSCI USA Quality Fac Add +0.4% 3.70% +0.01
VTI VG Morningstar TS MKT ETF-US Add +8.2% 0.15% +0.01
OMEX Odyssey Marine Exploration Add +5.7% 0.03% +0.01
EMR Emerson Electric Co. Add +17.9% 0.04% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +6.4% 0.04% +0.00
PSLV Sprott Physical Silver Trust Add +8.1% 0.02% +0.00
ORCL Oracle Corp. Add +0.1% 0.04% +0.00
KMB Kimberly-Clark Corp. Add +0.1% 0.04% +0.00
ET Energy Transfer LP Add +1.5% 0.07% +0.00
ABBV Abbvie Inc. Add +10.3% 0.14% −0.00
FDLO Fidelity Low Volat Fact ETF Add +2.0% 0.04% −0.00
WM Waste Management Inc. Add +3.1% 0.04% −0.00
VIG Vanguard Dividend Apprec ETF Add +2.4% 0.06% −0.00
NEAR iShares SH Dba ETF Usd Inc. Add +0.5% 0.03% −0.00
AEP American Electric Power Add +0.2% 0.07% −0.00
IAUX I-80 Gold Corp. Add +4.0% 0.01% −0.00
DVY iShares Select Dividend ETF Add +0.1% 0.03% −0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +0.3% 0.04% −0.00
IJR iShares Core S&P Small-Cap E Add +1.8% 0.05% −0.00
COP Conocophillips Add +5.3% 0.03% −0.00
TD Toronto-Dominion Bank Add +10.6% 0.09% −0.00
DRI Darden Restaurants Inc. Add +0.1% 0.03% −0.00
GIS General Mills Inc. Add +0.5% 0.04% −0.01
ABT Abbott Laboratories Add +6.0% 0.08% −0.01
FYX First Trust Small Cap Core A Add +0.0% 0.16% −0.01
CSX CSX Corp. Add +0.0% 0.08% −0.01
NKE Nike Inc. Class B Add +0.4% 0.05% −0.01
DIS The Walt Disney Co. Add +2.5% 0.09% −0.02

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