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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 $1,109,371,732
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
T Rowe Price Etf Inc - ULTRA SHRT TRM
 2,650,978 $132,151,259 11.91%
2.
Spdr Series Trust
 1,019,838 $84,136,665 7.58%
3.
Broadcom Inc.
 AVGO 145,880 $50,489,079 4.55%
4.
Apple Inc.
 AAPL 175,574 $47,731,679 4.3%
5.
Alphabet Inc.
 GOOGL 127,489 $40,006,069 3.61%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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