ARS Wealth Advisors Group, LLC Diversified Active

CIK: 0001886707 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $813,955 (100.0% shares, 0.0% debt)

Holdings (172)

SPTM SPDR SER TR 8.6%
Value ($000) $69,924 Shares 998,052 Est. Cost $54.67 Unrealized
USMV ISHARES TR 5.8%
Value ($000) $47,517 Shares 520,388 Est. Cost $73.34 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $41,785 Shares 179,334 Est. Cost $172.06 Unrealized +29.0%
MSFT MICROSOFT CORP 4.3%
Value ($000) $34,786 Shares 80,840 Est. Cost $293.25 Unrealized +44.3%
AVGO BROADCOM INC 3.8%
Value ($000) $30,734 Shares 178,167 Est. Cost $146.87 Unrealized +7.6%
QUAL ISHARES TR 3.6%
Value ($000) $29,616 Shares 165,173 Est. Cost $127.60 Unrealized
AMZN AMAZON COM INC 3.5%
Value ($000) $28,399 Shares 152,411 Est. Cost $120.21 Unrealized +51.8%
XLK SELECT SECTOR SPDR TR 3.2%
Value ($000) $26,325 Shares 116,608 Est. Cost $153.59 Unrealized
JPM JPMORGAN CHASE & CO. 3.1%
Value ($000) $25,066 Shares 118,873 Est. Cost $141.23 Unrealized +45.1%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $23,716 Shares 202,318 Est. Cost $66.46 Unrealized +65.6%
GOOG ALPHABET INC 2.7%
Value ($000) $21,616 Shares 129,291 Est. Cost $120.35 Unrealized +39.8%
VBR VANGUARD INDEX FDS 2.6%
Value ($000) $21,315 Shares 106,160 Est. Cost $172.93 Unrealized
PG PROCTER AND GAMBLE CO 2.5%
Value ($000) $20,699 Shares 119,509 Est. Cost $132.77 Unrealized +23.7%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $18,703 Shares 115,405 Est. Cost $150.12 Unrealized +1.7%
MRK MERCK & CO INC 2.2%
Value ($000) $18,138 Shares 159,722 Est. Cost $80.25 Unrealized +40.8%
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $17,456 Shares 388,681 Est. Cost $36.64 Unrealized +4.8%
CVX CHEVRON CORP NEW 2.1%
Value ($000) $17,371 Shares 117,957 Est. Cost $141.76 Unrealized -1.3%
PEP PEPSICO INC 2.1%
Value ($000) $17,371 Shares 102,151 Est. Cost $146.56 Unrealized +11.2%
GLD SPDR GOLD TR 2.1%
Value ($000) $16,919 Shares 69,607 Est. Cost $166.65 Unrealized
HON HONEYWELL INTL INC 2.0%
Value ($000) $16,098 Shares 77,879 Est. Cost $174.89 Unrealized +7.7%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $16,068 Shares 27,481 Est. Cost $497.25 Unrealized +10.3%
DUK DUKE ENERGY CORP NEW 2.0%
Value ($000) $15,969 Shares 138,502 Est. Cost $87.77 Unrealized +20.7%
MA MASTERCARD INCORPORATED 1.8%
Value ($000) $14,858 Shares 30,090 Est. Cost $365.62 Unrealized +26.3%
WMT WALMART INC 1.7%
Value ($000) $13,452 Shares 166,583 Est. Cost $51.89 Unrealized +39.7%
HD HOME DEPOT INC 1.5%
Value ($000) $12,496 Shares 30,838 Est. Cost $291.71 Unrealized +20.9%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $9,283 Shares 41,990 Est. Cost $121.97 Unrealized +54.9%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $8,861 Shares 15,159 Est. Cost $390.47 Unrealized +32.2%
SO SOUTHERN CO 1.1%
Value ($000) $8,729 Shares 96,799 Est. Cost $62.56 Unrealized +30.5%
CSCO CISCO SYS INC 1.0%
Value ($000) $7,782 Shares 146,230 Est. Cost $42.94 Unrealized +9.0%
MO ALTRIA GROUP INC 0.8%
Value ($000) $6,918 Shares 135,548 Est. Cost $38.04 Unrealized +19.7%
KMI KINDER MORGAN INC DEL 0.8%
Value ($000) $6,617 Shares 299,526 Est. Cost $15.30 Unrealized +29.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $6,592 Shares 14,323 Est. Cost $328.46 Unrealized +34.6%
BAC BANK AMERICA CORP 0.8%
Value ($000) $6,467 Shares 162,988 Est. Cost $26.68 Unrealized +45.3%
SLV ISHARES SILVER TR 0.8%
Value ($000) $6,376 Shares 224,418 Est. Cost $21.23 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $6,097 Shares 12,314 Est. Cost $287.61 Unrealized +65.2%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $5,770 Shares 10,936 Est. Cost $365.17 Unrealized
PJUN INNOVATOR ETFS TRUST 0.6%
Value ($000) $5,109 Shares 138,550 Est. Cost $34.94 Unrealized
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $4,789 Shares 35,129 Est. Cost $154.03 Unrealized -21.7%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $4,478 Shares 36,871 Est. Cost $95.38 Unrealized +23.8%
PMAY INNOVATOR ETFS TRUST 0.5%
Value ($000) $3,816 Shares 108,283 Est. Cost $33.84 Unrealized
SRLN SSGA ACTIVE ETF TR 0.4%
Value ($000) $3,384 Shares 81,032 Est. Cost $46.01 Unrealized
SEPU AIM ETF PRODUCTS TRUST 0.4%
Value ($000) $3,273 Shares 128,813 Est. Cost $25.41 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $3,248 Shares 19,587 Est. Cost $111.19 Unrealized +49.9%
RTX RTX CORPORATION 0.4%
Value ($000) $3,175 Shares 26,209 Est. Cost $92.28 Unrealized +20.4%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $2,950 Shares 9,762 Est. Cost $213.38 Unrealized +34.3%
BLACKROCK INC 0.3%
Value ($000) $2,606 Shares 2,744 Est. Cost $605.83 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $2,596 Shares 4,536 Est. Cost $334.54 Unrealized +53.1%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,242 Shares 5,732 Est. Cost $207.26 Unrealized +63.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,241 Shares 2,528 Est. Cost $520.59 Unrealized +65.6%
GAPR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $2,233 Shares 60,767 Est. Cost $31.06 Unrealized
SHEL SHELL PLC 0.3%
Value ($000) $2,130 Shares 32,295 Est. Cost $53.62 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $2,054 Shares 3,580 Est. Cost $461.55 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,970 Shares 6,469 Est. Cost $218.83 Unrealized +21.9%
SHV ISHARES TR 0.2%
Value ($000) $1,965 Shares 17,760 Est. Cost $109.94 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,848 Shares 2,086 Est. Cost $297.56 Unrealized +199.2%
PJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,655 Shares 40,890 Est. Cost $37.62 Unrealized
POCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,653 Shares 42,437 Est. Cost $33.96 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $1,392 Shares 13,990 Est. Cost $76.65 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,374 Shares 4,265 Est. Cost $213.65 Unrealized +46.6%
ABBV ABBVIE INC 0.2%
Value ($000) $1,258 Shares 6,368 Est. Cost $124.42 Unrealized +43.6%
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,236 Shares 32,659 Est. Cost $37.86 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,196 Shares 4,224 Est. Cost $226.71 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,178 Shares 12,970 Est. Cost $76.02 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,139 Shares 27,566 Est. Cost $37.24 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $1,136 Shares 10,700 Est. Cost $107.57 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,088 Shares 30,286 Est. Cost $33.59 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,069 Shares 1,728 Est. Cost $547.08 Unrealized +7.7%
UNP UNION PAC CORP 0.1%
Value ($000) $1,054 Shares 4,276 Est. Cost $193.62 Unrealized +21.2%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,035 Shares 20,250 Est. Cost $54.77 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,028 Shares 27,852 Est. Cost $34.44 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,004 Shares 1,415 Est. Cost $26.83 Unrealized +149.3%
MUB ISHARES TR 0.1%
Value ($000) $980 Shares 9,022 Est. Cost $115.90 Unrealized
PMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $930 Shares 23,690 Est. Cost $36.81 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $923 Shares 3,407 Est. Cost $186.85 Unrealized +26.4%
KO COCA COLA CO 0.1%
Value ($000) $866 Shares 12,057 Est. Cost $52.70 Unrealized +24.6%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $865 Shares 10,228 Est. Cost $71.93 Unrealized +4.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $863 Shares 1,768 Est. Cost $380.34 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $841 Shares 1,457 Est. Cost $447.53 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $839 Shares 13,270 Est. Cost $59.64 Unrealized -0.9%
PDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $814 Shares 21,240 Est. Cost $35.10 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $781 Shares 2,852 Est. Cost $248.81 Unrealized +2.0%
FNY FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $749 Shares 9,409 Est. Cost $54.67 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $744 Shares 4,026 Est. Cost $153.13 Unrealized +9.4%
ABT ABBOTT LABS 0.1%
Value ($000) $720 Shares 6,319 Est. Cost $102.16 Unrealized +4.8%
FNK FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $718 Shares 13,179 Est. Cost $40.70 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $695 Shares 7,225 Est. Cost $117.26 Unrealized -22.8%
PFE PFIZER INC 0.1%
Value ($000) $689 Shares 23,791 Est. Cost $39.28 Unrealized -32.1%
DVA DAVITA INC 0.1%
Value ($000) $672 Shares 4,100 Est. Cost $125.24 Unrealized +18.0%
CSX CSX CORP 0.1%
Value ($000) $664 Shares 19,244 Est. Cost $30.07 Unrealized +10.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $656 Shares 6,397 Est. Cost $79.20 Unrealized +17.5%
TSLA TESLA INC 0.1%
Value ($000) $643 Shares 2,458 Est. Cost $227.16 Unrealized +0.4%
WELL WELLTOWER INC 0.1%
Value ($000) $643 Shares 5,021 Est. Cost $77.71 Unrealized +46.5%
ITOT ISHARES TR 0.1%
Value ($000) $632 Shares 5,030 Est. Cost $101.33 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $593 Shares 36,940 Est. Cost $10.48 Unrealized
V VISA INC 0.1%
Value ($000) $585 Shares 2,129 Est. Cost $227.75 Unrealized +17.5%
SHY ISHARES TR 0.1%
Value ($000) $548 Shares 6,587 Est. Cost $81.98 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $539 Shares 13,983 Est. Cost $32.40 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $538 Shares 2,719 Est. Cost $156.56 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $531 Shares 8,447 Est. Cost $72.31 Unrealized -23.7%
T AT&T INC 0.1%
Value ($000) $530 Shares 24,095 Est. Cost $16.86 Unrealized +11.4%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $528 Shares 14,641 Est. Cost $34.16 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $518 Shares 2,701 Est. Cost $160.29 Unrealized +16.1%
VTHR VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $478 Shares 1,882 Est. Cost $197.91 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $451 Shares 5,178 Est. Cost $59.54 Unrealized +27.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $444 Shares 3,285 Est. Cost $125.37 Unrealized +11.2%
IJR ISHARES TR 0.1%
Value ($000) $441 Shares 3,769 Est. Cost $110.74 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $437 Shares 2,835 Est. Cost $147.83 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $434 Shares 1,308 Est. Cost $317.31 Unrealized -5.1%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $424 Shares 1,629 Est. Cost $140.32 Unrealized +40.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $415 Shares 2,056 Est. Cost $136.90 Unrealized +47.8%
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $415 Shares 18,785 Est. Cost $18.21 Unrealized
NKE NIKE INC 0.0%
Value ($000) $399 Shares 4,517 Est. Cost $108.74 Unrealized -30.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $398 Shares 2,343 Est. Cost $130.00 Unrealized +31.7%
LGLV SPDR SER TR 0.0%
Value ($000) $398 Shares 2,350 Est. Cost $154.64 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $382 Shares 2,188 Est. Cost $146.12 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $381 Shares 2,023 Est. Cost $48.96 Unrealized +243.0%
RLI RLI CORP 0.0%
Value ($000) $370 Shares 2,386 Est. Cost $45.65 Unrealized +51.6%
IJH ISHARES TR 0.0%
Value ($000) $364 Shares 5,845 Est. Cost $97.88 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $355 Shares 3,140 Est. Cost $108.92 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $354 Shares 2,877 Est. Cost $72.43 Unrealized +66.2%
ORCL ORACLE CORP 0.0%
Value ($000) $348 Shares 2,041 Est. Cost $100.39 Unrealized +42.5%
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $346 Shares 18,140 Est. Cost $17.92 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $343 Shares 2,918 Est. Cost $97.59 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $333 Shares 1,019 Est. Cost $252.86 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $332 Shares 2,272 Est. Cost $138.40 Unrealized -0.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $332 Shares 2,335 Est. Cost $116.52 Unrealized +15.2%
IWM ISHARES TR 0.0%
Value ($000) $332 Shares 1,501 Est. Cost $194.33 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $319 Shares 1,536 Est. Cost $163.65 Unrealized +24.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $318 Shares 4,313 Est. Cost $74.10 Unrealized -11.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $312 Shares 3,549 Est. Cost $86.18 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $311 Shares 1,179 Est. Cost $219.30 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $310 Shares 2,835 Est. Cost $91.03 Unrealized +15.4%
IWR ISHARES TR 0.0%
Value ($000) $308 Shares 3,496 Est. Cost $75.40 Unrealized
DOUBLELINE OPPORTUNISTIC CR 0.0%
Value ($000) $305 Shares 19,300 Est. Cost $15.37 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $305 Shares 2,511 Est. Cost $85.70 Unrealized +28.1%
FDLO FIDELITY COVINGTON TRUST 0.0%
Value ($000) $302 Shares 4,921 Est. Cost $56.20 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $295 Shares 2,636 Est. Cost $63.80 Unrealized +54.8%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $293 Shares 13,500 Est. Cost $20.17 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $293 Shares 3,972 Est. Cost $61.45 Unrealized +9.3%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $290 Shares 5,239 Est. Cost $52.68 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $287 Shares 5,682 Est. Cost $63.17 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $277 Shares 1,545 Est. Cost $157.77 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $271 Shares 6,328 Est. Cost $35.22 Unrealized +12.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $268 Shares 743 Est. Cost $219.76 Unrealized +54.9%
AGG ISHARES TR 0.0%
Value ($000) $259 Shares 2,561 Est. Cost $101.27 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $251 Shares 907 Est. Cost $229.35 Unrealized +10.5%
OKE ONEOK INC NEW 0.0%
Value ($000) $251 Shares 2,750 Est. Cost $81.49 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $250 Shares 1,862 Est. Cost $107.07 Unrealized +13.9%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $248 Shares 13,729 Est. Cost $16.01 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 639 Est. Cost $278.40 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $243 Shares 1,800 Est. Cost $122.52 Unrealized +12.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $238 Shares 2,864 Est. Cost $76.81 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $237 Shares 1,850 Est. Cost $128.20 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $237 Shares 5,960 Est. Cost $36.54 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $227 Shares 2,156 Est. Cost $63.67 Unrealized +65.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $227 Shares 2,708 Est. Cost $62.59 Unrealized +22.4%
DVY ISHARES TR 0.0%
Value ($000) $227 Shares 1,678 Est. Cost $123.23 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $224 Shares 1,364 Est. Cost $136.04 Unrealized +7.0%
IWB ISHARES TR 0.0%
Value ($000) $220 Shares 701 Est. Cost $262.26 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $220 Shares 683 Est. Cost $314.16 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $220 Shares 4,288 Est. Cost $50.46 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $219 Shares 18,155 Est. Cost $11.78 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $208 Shares 1,949 Est. Cost $106.75 Unrealized
MAXJ ISHARES TR 0.0%
Value ($000) $206 Shares 7,939 Est. Cost $25.99 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $206 Shares 3,095 Est. Cost $66.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $204 Shares 7,019 Est. Cost $29.11 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $202 Shares 1,829 Est. Cost $110.47 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $200 Shares 1,434 Est. Cost $129.38 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $194 Shares 18,600 Est. Cost $8.63 Unrealized
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $129 Shares 10,790 Est. Cost $8.43 Unrealized +21.1%
IAUX I-80 GOLD CORP 0.0%
Value ($000) $46 Shares 39,359 Est. Cost $1.87 Unrealized -43.9%
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value ($000) $22 Shares 26,089 Est. Cost $5.98 Unrealized -37.3%