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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
HDHome Depot Inc
Recent Activity
Increased 2.12%
1.69%
$12.249M
31,489 shares@ $389.0 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.11%
1.2%
$8.666M
146,387 shares@ $59.2 avg price
SLVIshares Silver Tr
Recent Activity
Increased 1.72%
0.83%
$6.01M
228,274 shares@ $26.33 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.43%
0.7%
$5.072M
37,765 shares@ $134.3 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 1.73%
0.62%
$4.506M
35,734 shares@ $126.1 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.88%
0.38%
$2.706M
4,621 shares@ $585.57 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 8.94%
0.35%
$2.523M
2,754 shares@ $916.13 avg price
MCDMcdonalds Corp
Recent Activity
Increased 19.65%
0.31%
$2.244M
7,740 shares@ $289.9 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.14%
0.29%
$2.082M
5,740 shares@ $362.78 avg price
KOCoca Cola Co
Recent Activity
Increased 120.96%
0.23%
$1.659M
26,641 shares@ $62.26 avg price