ARS Wealth Advisors Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), ARS Wealth Advisors Group, LLC reported 160 stock positions worth $707.4 million. Its top holding was SS SPDR P S&P 1500 Comp ETF (SPTM) at 9.6% of the portfolio, followed by iShares MSCI USA Min Vol Fac (USMV, 5.5%) and Microsoft (MSFT, 4.3%). Compared with Q4 2024, it opened 10 new positions, sold out of 10, added to 52 and reduced 78. The biggest buy was T Rowe PRC Cap Appreciation (TCAF, shares +123%) and the biggest sale Broadcom (AVGO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- St. Petersburg, FL
- CIK
- 0001886707
- Portfolio Value
- $707.4M (Q1 2025)
- SEC Filing
- 0001725547-25-001408 ↗ filed Apr 14, 2025
Holdings Value
Holdings 160 stocks · $707.4M
| SPTM SS SPDR P S&P 1500 Comp ETF | 9.58% | 996,797 | $67.8M | Reduce -0.7% |
| USMV iShares MSCI USA Min Vol Fac | 5.47% | 413,256 | $38.7M | Reduce -13.5% |
| MSFT Microsoft Corp. | 4.34% | 81,773 | $30.7M | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 3.92% | 162,414 | $27.8M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 3.91% | 112,862 | $27.7M | Reduce -3.0% |
| AVGO Broadcom Inc. | 3.91% | 165,198 | $27.7M | Reduce -3.8% |
| XOM Exxon Mobil Corp. | 3.42% | 203,150 | $24.2M | Reduce -0.5% |
| XLK SS Technology Select Sector | 3.35% | 114,863 | $23.7M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 2.90% | 120,174 | $20.5M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 2.82% | 127,676 | $19.9M | Reduce -1.2% |
| CVX Chevron Corp. | 2.81% | 118,881 | $19.9M | Add +0.5% |
| JNJ Johnson & Johnson | 2.79% | 119,023 | $19.7M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.78% | 105,546 | $19.7M | Reduce -2.1% |
| GLD SPDR Gold Shares | 2.69% | 65,952 | $19.0M | Reduce -4.9% |
| VZ Verizon Communications Inc. | 2.57% | 400,807 | $18.2M | Add +3.7% |
| DUK Duke Energy Corp. | 2.39% | 138,809 | $16.9M | Reduce -0.1% |
| HON Honeywell International Inc. | 2.36% | 78,922 | $16.7M | Add +0.3% |
| MA Mastercard Inc. Class A | 2.27% | 29,237 | $16.0M | Reduce -2.7% |
| PEP Pepsico Inc. | 2.13% | 100,605 | $15.1M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 2.12% | 28,650 | $15.0M | Add +3.6% |
| WMT Walmart Inc. | 2.03% | 163,685 | $14.4M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 2.03% | 160,088 | $14.4M | Add +3.1% |
| HD Home Depot Inc. | 1.64% | 31,728 | $11.6M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.43% | 40,604 | $10.1M | Reduce -1.6% |
| SO The Southern Co. | 1.28% | 98,800 | $9.1M | Add +2.3% |
| CSCO Cisco Systems Inc. | 1.28% | 146,908 | $9.1M | Add +0.4% |
| TCAF T Rowe PRC Cap Appreciation | 1.23% | 268,946 | $8.7M | Add +123.4% |
| KMI Kinder Morgan Inc. | 1.17% | 290,018 | $8.3M | Reduce -1.2% |
| MO Altria Group Inc. | 1.16% | 136,413 | $8.2M | Add +1.1% |
| SLV iShares Silver Trust | 0.99% | 225,442 | $7.0M | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 0.96% | 15,161 | $6.8M | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.94% | 12,126 | $6.6M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.74% | 10,188 | $5.2M | Reduce -5.1% |
| UPS United Parcel Service Class B | 0.60% | 38,693 | $4.3M | Add +8.3% |
| PJUN Innovator U.S. Equity Power | 0.57% | 109,832 | $4.1M | Reduce -20.0% |
| NVDA Nvidia Corp. | 0.56% | 36,758 | $4.0M | Reduce -2.7% |
| ARLU Allianzim US BF15 Uncap Apr | 0.49% | 134,197 | $3.5M | New |
| SRLN SS Blackstone Sr Loan ETF | 0.46% | 78,426 | $3.2M | Reduce -2.4% |
| SEPU Allianzim US BF15 Uncap Sep | 0.44% | 124,925 | $3.1M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.42% | 19,428 | $3.0M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.38% | 4,702 | $2.7M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.38% | 2,809 | $2.7M | Add +2.0% |
| GD General Dynamics Corp. | 0.36% | 9,225 | $2.5M | Reduce -4.7% |
| MCD McDonald's Corp. | 0.33% | 7,528 | $2.4M | Reduce -2.7% |
| SHEL Shell PLC-ADR | 0.31% | 29,626 | $2.2M | Reduce -3.1% |
| MARU Allianzim US BF15 Uncap Mar | 0.30% | 88,933 | $2.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 3,596 | $2.0M | Add +3.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.27% | 17,496 | $1.9M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.26% | 25,990 | $1.9M | Reduce -2.4% |
| CAT Caterpillar Inc. | 0.26% | 5,574 | $1.8M | Reduce -2.9% |
| PMAY Innovator U.S. Equity Power | 0.25% | 50,232 | $1.8M | Reduce -53.6% |
| LLY Eli Lilly & Co. | 0.25% | 2,115 | $1.7M | Add +0.1% |
| FEBU Allianzim US BF15 Uncap Feb | 0.25% | 72,492 | $1.7M | New |
| ABBV Abbvie Inc. | 0.21% | 7,251 | $1.5M | Reduce -0.3% |
| JANU Allianzim US BF15 Uncap Jan | 0.21% | 60,034 | $1.5M | New |
| NFLX Netflix Inc. | 0.19% | 1,467 | $1.4M | Add +2.0% |
| GAPR FT Vest US Equity Moderate B | 0.19% | 35,199 | $1.3M | Reduce -41.3% |
| PJUL Innovator U.S. Equity Power | 0.18% | 32,519 | $1.3M | Reduce -20.0% |
| FYX First Trust Small Cap Core A | 0.16% | 12,475 | $1.1M | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 3,996 | $1.1M | No change |
| UNP Union Pacific Corp. | 0.14% | 4,126 | $975K | Reduce -6.9% |
| TSLA Tesla Inc. | 0.14% | 3,709 | $961K | Add +34.7% |
| SUB iShares Short-Term National | 0.13% | 8,800 | $929K | Reduce -30.7% |
| PAUG Innovator U.S. Equity Power | 0.12% | 22,575 | $853K | Reduce -27.8% |
| CRM Salesforce Inc. | 0.12% | 3,072 | $824K | Add +7.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 8,349 | $824K | Add +4.7% |
| POCT Innovator U.S. Equity Power | 0.12% | 21,146 | $822K | Reduce -50.2% |
| LOW Lowe's Cos Inc. | 0.11% | 3,470 | $809K | Reduce -2.8% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 4,079 | $791K | Add +44.8% |
| TD Toronto-Dominion Bank | 0.11% | 13,120 | $786K | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,563 | $778K | Add +1.6% |
| WELL Welltower Inc. | 0.11% | 4,988 | $764K | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.11% | 1,330 | $747K | Add +6.3% |
| V Visa Inc. Class A | 0.10% | 2,113 | $741K | Reduce -6.1% |
| T AT&T Inc. | 0.10% | 25,234 | $714K | Add +0.6% |
| PNC PNC Financial Services Group | 0.10% | 4,026 | $708K | No change |
| NEE Nextera Energy Inc. | 0.10% | 9,664 | $685K | Reduce -5.9% |
| PJAN Innovator U.S. Equity Power | 0.09% | 16,173 | $671K | Reduce -41.0% |
| ET Energy Transfer LP | 0.09% | 35,159 | $654K | No change |
| FNK First Trust Mid Cap Value | 0.09% | 12,858 | $649K | Reduce -2.5% |
| DVA Davita Inc. | 0.09% | 4,100 | $627K | No change |
| PFE Pfizer Inc. | 0.09% | 24,239 | $614K | Reduce -2.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 12,250 | $608K | Reduce -49.5% |
| FNY First Trust Mid Cap Growth | 0.09% | 8,096 | $606K | No change |
| CSX CSX Corp. | 0.08% | 19,947 | $587K | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.08% | 6,587 | $545K | No change |
| ITOT iShares Core S&P Total U.S. | 0.08% | 4,464 | $545K | Reduce -8.5% |
| MUB iShares National Muni Bond E | 0.07% | 4,960 | $523K | Reduce -55.0% |
| HSY The Hershey Co. | 0.07% | 3,051 | $522K | Add +0.1% |
| CVS CVS Health Corp. | 0.07% | 7,590 | $514K | Reduce -9.6% |
| PDEC Innovator U.S. Equity Power | 0.07% | 13,272 | $499K | Reduce -34.6% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,274 | $455K | Reduce -0.7% |
| PMAR Innovator U.S. Equity Power | 0.06% | 11,334 | $453K | Reduce -52.2% |
| VTHR Vanguard Russell 3000 | 0.06% | 1,834 | $453K | Add +0.6% |
| DECU Allianzim US BF15 Uncap Dec | 0.06% | 17,471 | $420K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 2,399 | $414K | Add +9.5% |
| LGLV SPDR US LC Low Vol Idx | 0.06% | 2,335 | $406K | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 3,809 | $398K | Add +1.4% |
| PM Philip Morris International | 0.06% | 2,501 | $397K | Reduce -0.4% |
| EOG EOG Resources Inc. | 0.05% | 3,002 | $385K | Add +4.3% |
Options reported separately and not counted above: ISHARES SILVER TR calls ($961K).
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -3.8% | 3.91% | −1.56 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 2.82% | −0.57 |
| MSFT Microsoft Corp. | Reduce -0.9% | 4.34% | −0.45 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -13.5% | 5.47% | −0.36 |
| XLK SS Technology Select Sector | Reduce -0.9% | 3.35% | −0.36 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.7% | 9.58% | −0.28 |
| PMAY Innovator U.S. Equity Power | Reduce -53.6% | 0.25% | −0.28 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.1% | 2.78% | −0.16 |
| PNOV Innovator U.S. Equity Power | Sold out | 0.00% | −0.14 |
| NVDA Nvidia Corp. | Reduce -2.7% | 0.56% | −0.13 |
| PJUN Innovator U.S. Equity Power | Reduce -20.0% | 0.57% | −0.13 |
| GAPR FT Vest US Equity Moderate B | Reduce -41.3% | 0.19% | −0.12 |
| POCT Innovator U.S. Equity Power | Reduce -50.2% | 0.12% | −0.11 |
| PAPR Innovator U.S. Equity Power | Reduce -67.2% | 0.05% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.0% | 3.92% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -55.0% | 0.07% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -49.5% | 0.09% | −0.08 |
| PFEB Innovator U.S. Equity Power | Sold out | 0.00% | −0.07 |
| PMAR Innovator U.S. Equity Power | Reduce -52.2% | 0.06% | −0.07 |
| PJAN Innovator U.S. Equity Power | Reduce -41.0% | 0.09% | −0.06 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -5.1% | 0.74% | −0.06 |
| SUB iShares Short-Term National | Reduce -30.7% | 0.13% | −0.05 |
| PJUL Innovator U.S. Equity Power | Reduce -20.0% | 0.18% | −0.05 |
| PAUG Innovator U.S. Equity Power | Reduce -27.8% | 0.12% | −0.04 |
| PDEC Innovator U.S. Equity Power | Reduce -34.6% | 0.07% | −0.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.03 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.03 |
| PSEP Innovator U.S. Equity Power | Reduce -44.5% | 0.04% | −0.03 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.03 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.03 |
| GM General Motors Co. | Sold out | 0.00% | −0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -2.9% | 0.26% | −0.03 |
| FYX First Trust Small Cap Core A | Reduce -3.0% | 0.16% | −0.02 |
| WMT Walmart Inc. | Reduce -0.8% | 2.03% | −0.02 |
| EIX Edison International | Reduce -4.2% | 0.04% | −0.02 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -21.5% | 0.03% | −0.01 |
| SEPU Allianzim US BF15 Uncap Sep | Reduce -2.3% | 0.44% | −0.01 |
| F Ford Motor Co. | Reduce -47.8% | 0.01% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.8% | 0.05% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -8.5% | 0.08% | −0.01 |
| SDVY First Trust Smid Cap Rising | Reduce -18.4% | 0.03% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -12.4% | 0.04% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.11% | −0.01 |
| MORT Vaneck Mortgage REIT Income | Reduce -34.6% | 0.02% | −0.01 |
| FNK First Trust Mid Cap Value | Reduce -2.5% | 0.09% | −0.01 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -2.4% | 0.46% | −0.01 |
| RLI Rli Corp. | Reduce -9.8% | 0.05% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -5.9% | 0.10% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| TCAF T Rowe PRC Cap Appreciation | Add +123.4% | 1.23% | +0.68 |
| ARLU Allianzim US BF15 Uncap Apr | New | 0.49% | +0.49 |
| JNJ Johnson & Johnson | Add +1.8% | 2.79% | +0.46 |
| CVX Chevron Corp. | Add +0.5% | 2.81% | +0.45 |
| VZ Verizon Communications Inc. | Add +3.7% | 2.57% | +0.44 |
| MARU Allianzim US BF15 Uncap Mar | New | 0.30% | +0.30 |
| FEBU Allianzim US BF15 Uncap Feb | New | 0.25% | +0.25 |
| JANU Allianzim US BF15 Uncap Jan | New | 0.21% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +3.6% | 2.12% | +0.20 |
| SO The Southern Co. | Add +2.3% | 1.28% | +0.19 |
| MO Altria Group Inc. | Add +1.1% | 1.16% | +0.19 |
| CSCO Cisco Systems Inc. | Add +0.4% | 1.28% | +0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +44.8% | 0.11% | +0.04 |
| NI Nisource Inc. | New | 0.03% | +0.03 |
| YUM Yum! Brands Inc. | New | 0.03% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.03% | +0.03 |
| SCHO Schwab Short-Term US Treas | New | 0.03% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.03% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.38% | +0.03 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.25% | +0.02 |
| T AT&T Inc. | Add +0.6% | 0.10% | +0.02 |
| NFLX Netflix Inc. | Add +2.0% | 0.19% | +0.02 |
| META Meta Platforms Inc. Class A | Add +1.8% | 0.38% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.5% | 0.06% | +0.01 |
| WM Waste Management Inc. | Add +0.1% | 0.05% | +0.01 |
| EOG EOG Resources Inc. | Add +4.3% | 0.05% | +0.01 |
| XLV SS Health Care Select Sector | Add +5.0% | 0.05% | +0.01 |
| HDV iShares Core High Dividend E | Add +0.2% | 0.05% | +0.01 |
| PAYX Paychex Inc. | Add +0.2% | 0.04% | +0.00 |
| EPD Enterprise Products Partners | Add +0.9% | 0.04% | +0.00 |
| LGLV SPDR US LC Low Vol Idx | Add +0.3% | 0.06% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +6.3% | 0.11% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.6% | 0.05% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.3% | 0.28% | +0.00 |
| HSY The Hershey Co. | Add +0.1% | 0.07% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.8% | 0.04% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +3.5% | 0.04% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +0.0% | 0.03% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.3% | 0.04% | +0.00 |
| ORCL Oracle Corp. | Add +16.1% | 0.05% | 0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1.6% | 0.11% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.04% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +2.9% | 0.05% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.03% | −0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.04% | −0.00 |
| VTHR Vanguard Russell 3000 | Add +0.6% | 0.06% | −0.00 |
| NKE Nike Inc. Class B | Add +10.2% | 0.04% | −0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 0.03% | −0.00 |
| CEG Constellation Energy | Add +2.1% | 0.05% | −0.00 |
Options Activity Q4 2024 → Q1 2025
| ISHARES SILVER TR | call | Reduce -19.9% | 31,000 | $961K |
| META PLATFORMS INC | call | Sold out | 400 | $234Kbefore exit |
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 |