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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
LLYEli Lilly & Co
Recent Activity
Increased 1.3%
0.23%
$1.631M
2,113 shares@ $771.86 avg price
SUBIshares Tr
Recent Activity
Increased 18.7%
0.19%
$1.34M
12,700 shares@ $105.48 avg price
ABBVAbbvie Inc
Recent Activity
Increased 14.22%
0.18%
$1.292M
7,273 shares@ $177.71 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.63%
0.18%
$1.282M
1,438 shares@ $891.32 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 19.76%
0.17%
$1.216M
24,250 shares@ $50.14 avg price
MUBIshares Tr
Recent Activity
Increased 22.17%
0.17%
$1.174M
11,022 shares@ $106.55 avg price
TSLATesla Inc
Recent Activity
Increased 12.01%
0.16%
$1.112M
2,753 shares@ $403.85 avg price
UNPUnion Pac Corp
Recent Activity
Increased 3.61%
0.14%
$1.01M
4,430 shares@ $228.03 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.57%
0.14%
$958,765
2,868 shares@ $334.3 avg price
DISDisney Walt Co
Recent Activity
Increased 10.39%
0.13%
$887,990
7,975 shares@ $111.35 avg price