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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
SLVIshares Silver Tr
Recent Activity
Increased 1.72%
0.83%
$6.01M
228,274 shares@ $26.33 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.87%
0.8%
$5.782M
10,731 shares@ $538.82 avg price
PJUNInnovator Etfs Trust
Recent Activity
Decreased -0.88%
0.71%
$5.152M
137,322 shares@ $37.52 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
TCAFT Rowe Price Etf Inc
Recent Activity
New Position
0.55%
$4.005M
120,379 shares@ $33.27 avg price
PMAYInnovator Etfs Trust
Recent Activity
0.54%
$3.888M
108,283 shares@ $35.91 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.07%
0.51%
$3.668M
19,376 shares@ $189.3 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -0.88%
0.47%
$3.352M
80,318 shares@ $41.73 avg price
SEPUAim Etf Products Trust
Recent Activity
Decreased -0.69%
0.46%
$3.297M
127,923 shares@ $25.78 avg price