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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 $728,196,792
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,004,197 $71,729,778 9.85%
2.
Ishares Tr - MSCI USA MIN VOL
 477,677 $42,412,946 5.82%
3.
Broadcom Inc.
 AVGO 171,650 $39,795,249 5.46%
4.
Microsoft Corp
 MSFT 82,558 $34,798,402 4.77%
5.
Ishares Tr - MSCI USA QLT FCT
 164,024 $29,209,312 4.01%
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)