ARS Wealth Advisors Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), ARS Wealth Advisors Group, LLC reported 160 stock positions worth $726.9 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 9.9% of the portfolio, followed by iShares MSCI USA Min Vol Fac (USMV, 5.8%) and Broadcom (AVGO, 5.5%). Compared with Q3 2024, it opened 9 new positions, sold out of 21, added to 55 and reduced 65. The biggest buy was SS SPDR P S&P 1500 Comp ETF (SPTM, shares +1%) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- St. Petersburg, FL
- CIK
- 0001886707
- Portfolio Value
- $726.9M (Q4 2024)
- SEC Filing
- 0001725547-25-000084 ↗ filed Jan 14, 2025
Holdings Value
Holdings 160 stocks · $726.9M
| SPTM SS SPDR P S&P 1500 Comp ETF | 9.87% | 1,004,197 | $71.7M | Add +0.6% |
| USMV iShares MSCI USA Min Vol Fac | 5.83% | 477,677 | $42.4M | Reduce -8.2% |
| AVGO Broadcom Inc. | 5.47% | 171,650 | $39.8M | Reduce -3.7% |
| MSFT Microsoft Corp. | 4.79% | 82,558 | $34.8M | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 4.02% | 164,024 | $29.2M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 3.84% | 116,333 | $27.9M | Reduce -2.1% |
| XLK SS Technology Select Sector | 3.71% | 115,970 | $27.0M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 3.38% | 129,211 | $24.6M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 3.02% | 204,176 | $22.0M | Add +0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.94% | 107,809 | $21.4M | Add +1.6% |
| PG The Procter & Gamble Co. | 2.79% | 120,946 | $20.3M | Add +1.2% |
| HON Honeywell International Inc. | 2.44% | 78,659 | $17.8M | Add +1.0% |
| CVX Chevron Corp. | 2.36% | 118,332 | $17.1M | Add +0.3% |
| JNJ Johnson & Johnson | 2.33% | 116,912 | $16.9M | Add +1.3% |
| GLD SPDR Gold Shares | 2.31% | 69,356 | $16.8M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 2.18% | 30,062 | $15.8M | Reduce -0.1% |
| VZ Verizon Communications Inc. | 2.13% | 386,667 | $15.5M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 2.12% | 155,240 | $15.4M | Reduce -2.8% |
| PEP Pepsico Inc. | 2.12% | 101,327 | $15.4M | Reduce -0.8% |
| DUK Duke Energy Corp. | 2.06% | 138,908 | $15.0M | Add +0.3% |
| WMT Walmart Inc. | 2.05% | 165,034 | $14.9M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 1.92% | 27,646 | $14.0M | Add +0.6% |
| HD Home Depot Inc. | 1.69% | 31,489 | $12.2M | Add +2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.25% | 41,282 | $9.1M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 1.19% | 146,387 | $8.7M | Add +0.1% |
| KMI Kinder Morgan Inc. | 1.11% | 293,651 | $8.0M | Reduce -2.0% |
| SO The Southern Co. | 1.09% | 96,545 | $7.9M | Reduce -0.3% |
| LMT Lockheed Martin Corp. | 1.00% | 15,022 | $7.3M | Reduce -0.9% |
| MO Altria Group Inc. | 0.97% | 134,984 | $7.1M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.94% | 11,989 | $6.9M | Reduce -2.6% |
| SLV iShares Silver Trust | 0.83% | 228,274 | $6.0M | Add +1.7% |
| VOO Vanguard S&P 500 ETF | 0.80% | 10,731 | $5.8M | Reduce -1.9% |
| PJUN Innovator U.S. Equity Power | 0.71% | 137,322 | $5.2M | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.70% | 37,765 | $5.1M | Add +2.4% |
| UPS United Parcel Service Class B | 0.62% | 35,734 | $4.5M | Add +1.7% |
| TCAF T Rowe PRC Cap Appreciation | 0.55% | 120,379 | $4.0M | New |
| PMAY Innovator U.S. Equity Power | 0.53% | 108,283 | $3.9M | No change |
| GOOGL Alphabet Inc. Class A | 0.50% | 19,376 | $3.7M | Reduce -1.1% |
| SRLN SS Blackstone Sr Loan ETF | 0.46% | 80,318 | $3.4M | Reduce -0.9% |
| SEPU Allianzim US BF15 Uncap Sep | 0.45% | 127,923 | $3.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.37% | 4,621 | $2.7M | Add +1.9% |
| GD General Dynamics Corp. | 0.35% | 9,677 | $2.5M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.35% | 2,754 | $2.5M | Add +8.9% |
| GAPR FT Vest US Equity Moderate B | 0.31% | 59,927 | $2.2M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.31% | 7,740 | $2.2M | Add +19.6% |
| CAT Caterpillar Inc. | 0.29% | 5,740 | $2.1M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 3,481 | $2.0M | Reduce -2.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.27% | 17,540 | $1.9M | Reduce -1.2% |
| SHEL Shell PLC-ADR | 0.26% | 30,579 | $1.9M | Reduce -5.3% |
| POCT Innovator U.S. Equity Power | 0.23% | 42,437 | $1.7M | No change |
| PJUL Innovator U.S. Equity Power | 0.23% | 40,633 | $1.7M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.23% | 26,641 | $1.7M | Add +121.0% |
| LLY Eli Lilly & Co. | 0.22% | 2,113 | $1.6M | Add +1.3% |
| SUB iShares Short-Term National | 0.18% | 12,700 | $1.3M | Add +18.7% |
| FYX First Trust Small Cap Core A | 0.18% | 12,859 | $1.3M | Reduce -8.1% |
| ABBV Abbvie Inc. | 0.18% | 7,273 | $1.3M | Add +14.2% |
| NFLX Netflix Inc. | 0.18% | 1,438 | $1.3M | Add +1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 24,250 | $1.2M | Add +19.8% |
| PAUG Innovator U.S. Equity Power | 0.17% | 31,248 | $1.2M | Reduce -4.3% |
| MUB iShares National Muni Bond E | 0.16% | 11,022 | $1.2M | Add +22.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 3,996 | $1.2M | Reduce -5.4% |
| PJAN Innovator U.S. Equity Power | 0.16% | 27,395 | $1.2M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.15% | 2,753 | $1.1M | Add +12.0% |
| PAPR Innovator U.S. Equity Power | 0.15% | 30,286 | $1.1M | No change |
| PNOV Innovator U.S. Equity Power | 0.14% | 26,924 | $1.0M | Reduce -3.3% |
| UNP Union Pacific Corp. | 0.14% | 4,430 | $1.0M | Add +3.6% |
| CRM Salesforce Inc. | 0.13% | 2,868 | $959K | Add +0.6% |
| PMAR Innovator U.S. Equity Power | 0.13% | 23,690 | $952K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 7,975 | $888K | Add +10.4% |
| LOW Lowe's Cos Inc. | 0.12% | 3,571 | $881K | Add +4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,538 | $800K | Reduce -11.0% |
| PDEC Innovator U.S. Equity Power | 0.11% | 20,291 | $780K | Reduce -4.5% |
| PNC PNC Financial Services Group | 0.11% | 4,026 | $776K | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,251 | $736K | Reduce -14.1% |
| NEE Nextera Energy Inc. | 0.10% | 10,268 | $736K | Add +0.4% |
| V Visa Inc. Class A | 0.10% | 2,251 | $711K | Add +5.7% |
| TD Toronto-Dominion Bank | 0.10% | 13,270 | $707K | No change |
| FNK First Trust Mid Cap Value | 0.10% | 13,183 | $705K | Add +0.0% |
| ET Energy Transfer LP | 0.09% | 35,159 | $689K | Reduce -4.8% |
| PFE Pfizer Inc. | 0.09% | 24,967 | $662K | Add +4.9% |
| FNY First Trust Mid Cap Growth | 0.09% | 8,096 | $648K | Reduce -13.9% |
| CSX CSX Corp. | 0.09% | 19,944 | $644K | Add +3.6% |
| WELL Welltower Inc. | 0.09% | 5,021 | $633K | No change |
| ITOT iShares Core S&P Total U.S. | 0.09% | 4,881 | $628K | Reduce -3.0% |
| DVA Davita Inc. | 0.08% | 4,100 | $613K | No change |
| T AT&T Inc. | 0.08% | 25,075 | $571K | Add +4.1% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,817 | $552K | Add +3.6% |
| PSEP Innovator U.S. Equity Power | 0.08% | 13,983 | $547K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.07% | 6,587 | $540K | No change |
| PFEB Innovator U.S. Equity Power | 0.07% | 14,289 | $526K | Reduce -2.4% |
| HSY The Hershey Co. | 0.07% | 3,049 | $516K | Add +12.9% |
| VTHR Vanguard Russell 3000 | 0.07% | 1,823 | $473K | Reduce -3.1% |
| ETN Eaton Corp. PLC | 0.07% | 1,425 | $473K | Add +8.9% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 3,758 | $433K | Reduce -0.3% |
| DECU Allianzim US BF15 Uncap Dec | 0.06% | 17,471 | $429K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.06% | 5,682 | $421K | No change |
| EIX Edison International | 0.06% | 5,178 | $413K | No change |
| LGLV SPDR US LC Low Vol Idx | 0.05% | 2,329 | $385K | Reduce -0.9% |
| GE General Electric filed as GE AEROSPACE | 0.05% | 2,291 | $382K | Add +13.3% |
| CVS CVS Health Corp. | 0.05% | 8,397 | $377K | Reduce -0.6% |
Options reported separately and not counted above: ISHARES SILVER TR calls ($1.0M), META PLATFORMS INC calls ($234K).
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Sold out | 0.00% | −5.13 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −3.49 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.81 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.79 |
| RTX RTX Corp. | Sold out | 0.00% | −0.39 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.32 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.17 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -2.8% | 2.12% | −0.10 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 1.00% | −0.08 |
| AEP American Electric Power | Sold out | 0.00% | −0.08 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.05 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.04 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.03 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.03 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.02 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.0% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.5% | 2.13% | −0.02 |
| NMFC New Mountain Finance Corp. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.8% | 2.12% | −0.01 |
| CVS CVS Health Corp. | Reduce -0.6% | 0.05% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -24.1% | 0.04% | −0.01 |
| GD General Dynamics Corp. | Reduce -0.9% | 0.35% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.3% | 0.03% | −0.01 |
| VLO Valero Energy Corp. | Reduce -8.7% | 0.05% | −0.00 |
| MORT Vaneck Mortgage REIT Income | Reduce -12.4% | 0.02% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -8.2% | 5.83% | −0.00 |
| FNY First Trust Mid Cap Growth | Reduce -13.9% | 0.09% | −0.00 |
| NKE Nike Inc. Class B | Reduce -2.1% | 0.05% | −0.00 |
| FPEI First Trust Institutional PR | Reduce -13.8% | 0.04% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -10.2% | 0.04% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -14.1% | 0.10% | −0.00 |
| GIS General Mills Inc. | Reduce -0.6% | 0.04% | −0.00 |
| OMEX Odyssey Marine Exploration | Reduce -32.0% | 0.00% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -4.8% | 0.04% | −0.00 |
| XLE SS Energy Select Sector | Reduce -8.4% | 0.04% | 0.00 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -7.5% | 0.03% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.7% | 0.03% | +0.00 |
| SHEL Shell PLC-ADR | Reduce -5.3% | 0.26% | +0.00 |
| DBL Doubleline Opport Credit | Reduce -3.6% | 0.04% | +0.00 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -3.0% | 0.04% | +0.00 |
| HDV iShares Core High Dividend E | Reduce -0.3% | 0.04% | +0.00 |
| SCHK Schwab 1000 Index ETF | Reduce -5.0% | 0.04% | +0.00 |
| WM Waste Management Inc. | Reduce -0.7% | 0.04% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.6% | 9.87% | +1.28 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.55% | +0.55 |
| MSFT Microsoft Corp. | Add +2.1% | 4.79% | +0.51 |
| HON Honeywell International Inc. | Add +1.0% | 2.44% | +0.47 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.6% | 2.94% | +0.32 |
| PG The Procter & Gamble Co. | Add +1.2% | 2.79% | +0.25 |
| CSCO Cisco Systems Inc. | Add +0.1% | 1.19% | +0.24 |
| CVX Chevron Corp. | Add +0.3% | 2.36% | +0.22 |
| HD Home Depot Inc. | Add +2.1% | 1.69% | +0.15 |
| NVDA Nvidia Corp. | Add +2.4% | 0.70% | +0.15 |
| KO The Coca-Cola Co. | Add +121.0% | 0.23% | +0.12 |
| XOM Exxon Mobil Corp. | Add +0.9% | 3.02% | +0.11 |
| DUK Duke Energy Corp. | Add +0.3% | 2.06% | +0.10 |
| TSLA Tesla Inc. | Add +12.0% | 0.15% | +0.07 |
| COST Costco Wholesale Corp. | Add +8.9% | 0.35% | +0.07 |
| MCD McDonald's Corp. | Add +19.6% | 0.31% | +0.07 |
| DECU Allianzim US BF15 Uncap Dec | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +1.9% | 0.37% | +0.05 |
| NFLX Netflix Inc. | Add +1.6% | 0.18% | +0.05 |
| SUB iShares Short-Term National | Add +18.7% | 0.18% | +0.04 |
| SLV iShares Silver Trust | Add +1.7% | 0.83% | +0.04 |
| SDVY First Trust Smid Cap Rising | New | 0.04% | +0.04 |
| MUB iShares National Muni Bond E | Add +22.2% | 0.16% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +19.8% | 0.17% | +0.04 |
| DIS The Walt Disney Co. | Add +10.4% | 0.12% | +0.04 |
| CRM Salesforce Inc. | Add +0.6% | 0.13% | +0.04 |
| TMUS T-Mobile US Inc. | New | 0.03% | +0.03 |
| ROK Rockwell Automation Inc. | New | 0.03% | +0.03 |
| UPS United Parcel Service Class B | Add +1.7% | 0.62% | +0.03 |
| GM General Motors Co. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +1.3% | 2.33% | +0.03 |
| SCHW Schwab (charles) Corp. | New | 0.03% | +0.03 |
| F Ford Motor Co. | New | 0.03% | +0.03 |
| V Visa Inc. Class A | Add +5.7% | 0.10% | +0.03 |
| ABBV Abbvie Inc. | Add +14.2% | 0.18% | +0.02 |
| T AT&T Inc. | Add +4.1% | 0.08% | +0.01 |
| ETN Eaton Corp. PLC | Add +8.9% | 0.07% | +0.01 |
| CAT Caterpillar Inc. | Add +0.1% | 0.29% | +0.01 |
| EPD Enterprise Products Partners | Add +16.1% | 0.04% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +3.6% | 0.08% | +0.01 |
| UNP Union Pacific Corp. | Add +3.6% | 0.14% | +0.01 |
| FNK First Trust Mid Cap Value | Add +0.0% | 0.10% | +0.01 |
| LOW Lowe's Cos Inc. | Add +4.8% | 0.12% | +0.01 |
| HSY The Hershey Co. | Add +12.9% | 0.07% | +0.01 |
| CSX CSX Corp. | Add +3.6% | 0.09% | +0.01 |
| PFE Pfizer Inc. | Add +4.9% | 0.09% | +0.01 |
| TFC Truist Financial Corp. | Add +5.1% | 0.04% | +0.01 |
| ORCL Oracle Corp. | Add +4.1% | 0.05% | +0.01 |
| GE General Electric | Add +13.3% | 0.05% | +0.01 |
| COP Conocophillips | Add +13.3% | 0.03% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| ISHARES SILVER TR | call | New | 38,700 | $1.0M |
| META PLATFORMS INC | call | New | 400 | $234K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 220 | $1.3B | TBUX, SPTM, AVGO, AAPL, XLK |
| Q1 2026 | 198 | $1.2B | TBUX, SPTM, AAPL, AVGO, XOM |
| Q4 2025 | 188 | $1.1B | TBUX, SPTM, AVGO, AAPL, GOOG |
| Q3 2025 | 188 | $1.0B | SPTM, TBUX, AVGO, AAPL, MSFT |
| Q2 2025 | 186 | $866.2M | SPTM, AVGO, MSFT, USMV, AAPL |
| Q1 2025 | 160 | $707.4M | SPTM, USMV, MSFT, QUAL, JPM |
| Q4 2024 | 160 | $726.9M | SPTM, USMV, AVGO, MSFT, QUAL |
| Q3 2024 | 172 | $814.0M | SPTM, USMV, AAPL, MSFT, AVGO |
| Q2 2024 | 165 | $770.6M | SPTM, USMV, AAPL, MSFT, AMZN |
| Q1 2024 | 168 | $740.9M | SPTM, USMV, MSFT, AAPL, AMZN |