ARS Wealth Advisors, LLC 13F Holdings
CIK 0001843747 · St. Petersburg, FL
As of Jun 30, 2021, ARS Wealth Advisors, LLC reported 139 positions worth $556.2K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN BETABUILDERS US AGGREGATE BOND ETF | BBAG | — | 862,426 | $47.0K | 8.44% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 837,950 | $44.4K | 7.98% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 574,357 | $42.3K | 7.60% |
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF | SRLN | — | 874,312 | $40.5K | 7.28% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 436,728 | $27.7K | 4.98% |
| APPLE INC | AAPL | Technology | 179,211 | $24.5K | 4.41% |
| INVESCO FINANCIAL PREFERRED ETF | PGF | — | 1,058,423 | $20.4K | 3.67% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 137,733 | $20.3K | 3.66% |
| MICROSOFT CORP | MSFT | Technology | 69,394 |