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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
SPTMSpdr Ser Tr
Recent Activity
Increased 0.62%
9.86%
$71.73M
1.004M shares@ $71.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.13%
4.78%
$34.798M
82,558 shares@ $421.51 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.92%
3.02%
$21.963M
204,176 shares@ $107.57 avg price
VBRVanguard Index Fds
Recent Activity
Increased 1.56%
2.94%
$21.366M
107,809 shares@ $198.18 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.21%
2.79%
$20.277M
120,946 shares@ $167.65 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 1.01%
2.45%
$17.768M
78,659 shares@ $225.9 avg price
CVXChevron Corp New
Recent Activity
Increased 0.32%
2.36%
$17.139M
118,332 shares@ $144.84 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.31%
2.33%
$16.908M
116,912 shares@ $144.62 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 0.3%
2.06%
$14.966M
138,908 shares@ $107.74 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.61%
1.93%
$13.985M
27,646 shares@ $505.86 avg price