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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
LOWLowes Cos Inc
Recent Activity
Increased 4.82%
0.13%
$881,423
3,571 shares@ $246.83 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.4%
0.11%
$736,129
10,268 shares@ $71.7 avg price
VVisa Inc
Recent Activity
Increased 5.74%
0.1%
$711,459
2,251 shares@ $316.07 avg price
FNKFirst Tr Exchange-traded Alp
Recent Activity
Increased 0.04%
0.1%
$705,397
13,183 shares@ $53.51 avg price
PFEPfizer Inc
Recent Activity
Increased 4.95%
0.1%
$662,365
24,967 shares@ $26.53 avg price
CSXCsx Corp
Recent Activity
Increased 3.64%
0.09%
$643,582
19,944 shares@ $32.27 avg price
TAt&t Inc
Recent Activity
Increased 4.07%
0.08%
$570,966
25,075 shares@ $22.78 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 3.61%
0.08%
$551,591
2,817 shares@ $195.81 avg price
HSYHershey Co
Recent Activity
Increased 12.89%
0.08%
$516,378
3,049 shares@ $169.36 avg price
ETNEaton Corp Plc
Recent Activity
Increased 8.95%
0.07%
$472,753
1,425 shares@ $331.76 avg price