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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
WMTWalmart Inc
Recent Activity
Decreased -0.92%
2.05%
$14.911M
165,034 shares@ $90.35 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.61%
1.93%
$13.985M
27,646 shares@ $505.86 avg price
HDHome Depot Inc
Recent Activity
Increased 2.12%
1.69%
$12.249M
31,489 shares@ $389.0 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.68%
1.25%
$9.075M
41,282 shares@ $219.84 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.11%
1.2%
$8.666M
146,387 shares@ $59.2 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -1.96%
1.11%
$8.046M
293,651 shares@ $27.41 avg price
SOSouthern Co
Recent Activity
Decreased -0.26%
1.1%
$7.948M
96,545 shares@ $82.33 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.9%
1.01%
$7.3M
15,022 shares@ $485.96 avg price
MOAltria Group Inc
Recent Activity
Decreased -0.41%
0.97%
$7.058M
134,984 shares@ $52.29 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -2.63%
0.95%
$6.865M
11,989 shares@ $572.62 avg price