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  Name: ARS Wealth Advisors Group LLC
  City: St. Petersburg
  State: FL
  Zip: 33701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $740,954,000
  Total Value Change : $65,885,000
  Securities Held Change : 14
   
All Securities Held : 168
  New Positions : 16
  Closed Positions : 2
  Increased Positions : 50
  Unchanged Positions : 23
  Decreased Positions : 79

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PAPR)1 Year Chart         PAPR Innovator S&p 500 Power Buf... 59 New $0.00 $1,134,000 33,752 0.15% 1,134,000 33,752 0.22    N/A
   (PMAR)1 Year Chart         PMAR Innovator S&p 500 Power Buf... 69 New $0.00 $951,000 25,842 0.13% 951,000 25,842 0.058    N/A
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 94 New $0.00 $529,000 15,476 0.07% 529,000 15,476 0.098    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 107 New $144.42 $418,000 2,832 0.06% 418,000 2,832 0    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 110 New $108.82 $391,000 3,536 0.05% 391,000 3,536 0.001    Closed - End Fund - E...
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 115 New $0.00 $359,000 5,682 0.05% 359,000 5,682 0.001    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 120 New $106.98 $339,000 3,115 0.05% 339,000 3,115 0.001    Closed - End Fund - E...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 126 New $230.63 $301,000 1,629 0.04% 301,000 1,629 0    N/A
   (EOS)1 Year Chart         EOS Eaton Vance Enhanced Equity... 136 New $20.88 $272,000 13,500 0.04% 272,000 13,500 0.027    Closed - End Fund - E...
   (FDLO)1 Year Chart         FDLO Fidelity Low Volatility Fac... 137 New $0.00 $270,000 4,810 0.04% 270,000 4,810 0.005    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 142 New $123.18 $244,000 1,977 0.03% 244,000 1,977 0.001    Closed - End Fund - E...
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... 145 New $153.16 $239,000 1,536 0.03% 239,000 1,536 0.031    N/A
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 158 New $0.00 $219,000 4,338 0.03% 219,000 4,338 0.005    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 159 New $0.00 $218,000 5,960 0.03% 218,000 5,960 0.007    N/A
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 160 New $28.21 $213,000 7,289 0.03% 213,000 7,289 0    Independent Oil & Gas
   (FIS)1 Year Chart         FIS Fidelity National Information 163 New $77.79 $201,000 2,708 0.03% 201,000 2,708 0    Business Services

      16 Records Found
  1    
Page 1 of 1
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