Andrew J. Swenson

@Ars Wealth Advisors Group, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$728.197M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EPDEnterprise Prods Partners L Recent Activity Increased 16.1%	0.04%	$255,553 8,149 shares@ $31.37 avg price	Increased 16.1%
AGGIshares Tr Recent Activity Increased 2.15%	0.04%	$253,494 2,616 shares@ $96.91 avg price	Increased 2.15%
COPConocophillips Recent Activity Increased 13.32%	0.04%	$242,272 2,443 shares@ $99.17 avg price	Increased 13.32%
VYMVanguard Whitehall Fds Recent Activity Increased 1.09%	0.04%	$238,531 1,870 shares@ $127.56 avg price	Increased 1.09%
MGKVanguard World Fd Recent Activity Increased 0.15%	0.04%	$234,871 684 shares@ $343.38 avg price	Increased 0.15%
SCHBSchwab Strategic Tr Recent Activity Increased 201.07%	0.03%	$211,517 9,318 shares@ $22.7 avg price	Increased 201.07%