test

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
GEGe Aerospace
Recent Activity
Increased 13.25%
0.06%
$382,130
2,291 shares@ $166.8 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.14%
0.06%
$370,863
2,191 shares@ $169.27 avg price
IJHIshares Tr
Recent Activity
Increased 0.02%
0.06%
$364,246
5,846 shares@ $62.31 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.09%
0.05%
$360,194
2,345 shares@ $153.61 avg price
ORCLOracle Corp
Recent Activity
Increased 4.07%
0.05%
$353,880
2,124 shares@ $166.62 avg price
IWMIshares Tr
Recent Activity
Increased 0.07%
0.05%
$331,784
1,502 shares@ $220.9 avg price
IWRIshares Tr
Recent Activity
Increased 0.06%
0.05%
$309,216
3,498 shares@ $88.4 avg price
TFCTruist Finl Corp
Recent Activity
Increased 5.09%
0.04%
$288,483
6,650 shares@ $43.39 avg price
SCHKSchwab Strategic Tr
Recent Activity
Increased 89.91%
0.04%
$281,669
9,949 shares@ $28.32 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.17%
0.04%
$261,544
1,865 shares@ $140.24 avg price