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Home > Institutional Investor > Ars Wealth Advisors Group, Llc > Profile

Instuitional Investor - Ars Wealth Advisors Group, Llc

Fund Profile
Filing Period:
Fund Name: Ars Wealth Advisors Group, Llc
Portfolio Value $708,397,539
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 996,797 $67,792,175 9.57%
2.
Ishares Tr - MSCI USA MIN VOL
 413,256 $38,705,523 5.46%
3.
Microsoft Corp
 MSFT 81,773 $30,696,935 4.33%
4.
Ishares Tr - MSCI USA QLT FCT
 162,414 $27,754,982 3.92%
5.
Jpmorgan Chase & Co
 JPM 112,862 $27,684,971 3.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)