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Andrew J. Swenson

@Ars Wealth Advisors Group, Llc

Latest period2024 - Q4ReportedManaged Assets$728.197MTotal holdings162
Assets growth rate-10.53%Assets growth rate (2-Q avg)-2.45%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ars Wealth Advisors Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Ars Wealth Advisors Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 728.197M in assets, with a quarterly growth rate of -10.53% and a 2-quarter average growth rate of -2.45%. The portfolio is managed by Andrew J. Swenson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr
Recent Activity
Decreased -8.2%
5.83%
$42.413M
477,677 shares@ $88.8 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.65%
5.47%
$39.795M
171,650 shares@ $231.84 avg price
QUALIshares Tr
Recent Activity
Decreased -0.69%
4.02%
$29.209M
164,024 shares@ $178.08 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.13%
3.83%
$27.886M
116,333 shares@ $239.71 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.54%
3.71%
$26.965M
115,970 shares@ $232.52 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.06%
3.38%
$24.607M
129,211 shares@ $190.45 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.36%
2.31%
$16.793M
69,356 shares@ $242.13 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.09%
2.18%
$15.83M
30,062 shares@ $526.57 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.51%
2.13%
$15.463M
386,667 shares@ $40.0 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -2.8%
2.13%
$15.443M
155,240 shares@ $99.48 avg price