test

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
TCAFT Rowe Price Etf Inc
Recent Activity
New Position
0.55%
$4.005M
120,379 shares@ $33.27 avg price
4642⤦Ishares Silver Tr
Recent Activity
New Position
0.14%
$1.019M↑ Call
38,700 shares@ $26.33 avg price
DECUAim Etf Products Trust
Recent Activity
New Position
0.06%
$429,088
17,471 shares@ $24.57 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$305,367
8,518 shares@ $35.85 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.04%
$245,893
1,114 shares@ $220.73 avg price
ROKRockwell Automation Inc
Recent Activity
New Position
0.04%
$237,206
830 shares@ $285.8 avg price
3030⤦Meta Platforms Inc
Recent Activity
New Position
0.04%
$234,204↑ Call
400 shares@ $585.51 avg price
GMGeneral Mtrs Co
Recent Activity
New Position
0.03%
$204,723
3,843 shares@ $53.28 avg price
SCHWSchwab Charles Corp
Recent Activity
New Position
0.03%
$202,703
2,739 shares@ $74.01 avg price
FFord Mtr Co
Recent Activity
New Position
0.03%
$198,069
20,007 shares@ $9.9 avg price