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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
ENLVEnlivex Therapeutics Ltd
Recent Activity
New Position
0.01%
$11,700
10,000 shares@ $1.17 avg price