ARS Wealth Advisors Group, LLC

13F filer, CIK 1886707, St. Petersburg, FL

ARS Wealth Advisors Group, LLC reported $728,196,792 across 162 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. Its ten largest share positions make up 46.87% of the portfolio.

Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001725547-25-000084

Period: 2024-12-31
Reported value: $728M
Holdings: 162
Top 10 weight: 46.87%
New: 11
Sold out: 21

Largest buys vs the previous quarter

Security	Shares change	Approx. value
TCAFnew	+120,379	$4.01M
KOadded	+14,584	$908K
MSFTadded	+1,718	$724K
SPTMadded	+6,145	$439K
DECUnew	+17,471	$429K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLexited	-179,334	-$41.8M
AMZNexited	-152,411	-$28.4M
BRK-Bexited	-14,323	-$6.59M
BACexited	-162,988	-$6.47M
USMVreduced	-42,711	-$3.79M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001725547-25-000084, largest first. % of portfolio is the value over $726,943,617, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPTMSPDR SERIES TRUST	1,004,197	$71.7M	9.87%	+6,145	Timeline
USMVISHARES TR	477,677	$42.4M	5.83%	-42,711	Timeline
AVGOBROADCOM INC	171,650	$39.8M	5.47%	-6,517	Timeline
MSFTMICROSOFT CORP	82,558	$34.8M	4.79%	+1,718	Timeline
QUALISHARES TR	164,024	$29.2M	4.02%	-1,149	Timeline
JPMJPMORGAN CHASE & CO	116,333	$27.9M	3.84%	-2,540	Timeline
XLKSELECT SECTOR SPDR TR	115,970	$27M	3.71%	-638	Timeline
GOOGALPHABET INC	129,211	$24.6M	3.38%	-80	Timeline
XOMEXXON MOBIL CORP	204,176	$22M	3.02%	+1,858	Timeline
VBRVANGUARD INDEX FDS	107,809	$21.4M	2.94%	+1,649	Timeline
PGPROCTER & GAMBLE CO	120,946	$20.3M	2.79%	+1,437	Timeline
HONHONEYWELL INTL INC	78,659	$17.8M	2.44%	+780	Timeline
CVXCHEVRON CORPORATION	118,332	$17.1M	2.36%	+375	Timeline
JNJJOHNSON & JOHNSON	116,912	$16.9M	2.33%	+1,507	Timeline
GLDSPDR GOLD TR	69,356	$16.8M	2.31%	-251	Timeline
MAMASTERCARD INCORPORATED	30,062	$15.8M	2.18%	-28	Timeline
VZVERIZON COMMUNICATIONS INC	386,667	$15.5M	2.13%	-2,014	Timeline
MRKMERCK & CO INC	155,240	$15.4M	2.12%	-4,482	Timeline
PEPPEPSICO INC	101,327	$15.4M	2.12%	-824	Timeline
DUKDUKE ENERGY CORP NEW	138,908	$15M	2.06%	+406	Timeline
WMTWALMART INC	165,034	$14.9M	2.05%	-1,549	Timeline
UNHUNITEDHEALTH GROUP INC	27,646	$14M	1.92%	+165	Timeline
HDHOME DEPOT INC	31,489	$12.2M	1.68%	+651	Timeline
IBMINTERNATIONAL BUSINESS MACHS	41,282	$9.08M	1.25%	-708	Timeline
CSCOCISCO SYS INC	146,387	$8.67M	1.19%	+157	Timeline
KMIKINDER MORGAN INC DEL	293,651	$8.05M	1.11%	-5,875	Timeline
SOSOUTHERN CO	96,545	$7.95M	1.09%	-254	Timeline
LMTLOCKHEED MARTIN CORP	15,022	$7.3M	1%	-137	Timeline
MOALTRIA GROUP INC	134,984	$7.06M	0.97%	-564	Timeline
GSGOLDMAN SACHS GROUP INC	11,989	$6.87M	0.94%	-325	Timeline
SLVISHARES SILVER TR	228,274	$6.01M	0.83%	+3,856	Timeline
VOOVANGUARD INDEX FDS	10,731	$5.78M	0.8%	-205	Timeline
PJUNINNOVATOR ETFS TRUST	137,322	$5.15M	0.71%	-1,228	Timeline
NVDANVIDIA CORPORATION	37,765	$5.07M	0.7%	+894	Timeline
UPSUNITED PARCEL SVCS INC	35,734	$4.51M	0.62%	+605	Timeline
TCAFT ROWE PRICE EXCHANGE-TRADED	120,379	$4.01M	0.55%	new	Timeline
PMAYINNOVATOR ETFS TRUST	108,283	$3.89M	0.53%	0	Timeline
GOOGLALPHABET INC	19,376	$3.67M	0.5%	-211	Timeline
SRLNSSGA ACTIVE ETF TR	80,318	$3.35M	0.46%	-714	Timeline
SEPUAIM ETF PRODUCTS TRUST	127,923	$3.3M	0.45%	-890	Timeline
METAMETA PLATFORMS INC	4,621	$2.71M	0.37%	+85	Timeline
GDGENERAL DYNAMICS CORP	9,677	$2.55M	0.35%	-85	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,754	$2.52M	0.35%	+226	Timeline
GAPRFIRST TR EXCHNG TRADED FD VI	59,927	$2.25M	0.31%	-840	Timeline
MCDMCDONALDS CORP	7,740	$2.24M	0.31%	+1,271	Timeline
CATCATERPILLAR INC	5,740	$2.08M	0.29%	+8	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,481	$2.04M	0.28%	-99	Timeline
SHVISHARES TR	17,540	$1.93M	0.27%	-220	Timeline
SHELSHELL PLC	30,579	$1.92M	0.26%	-1,716	Timeline
POCTINNOVATOR ETFS TRUST	42,437	$1.68M	0.23%	0	Timeline
PJULINNOVATOR ETFS TRUST	40,633	$1.67M	0.23%	-257	Timeline
KOCOCA COLA CO	26,641	$1.66M	0.23%	+14,584	Timeline
LLYELI LILLY & CO	2,113	$1.63M	0.22%	+27	Timeline
SUBISHARES TR	12,700	$1.34M	0.18%	+2,000	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	12,859	$1.3M	0.18%	-1,131	Timeline
ABBVABBVIE INC	7,273	$1.29M	0.18%	+905	Timeline
NFLXNETFLIX INC.	1,438	$1.28M	0.18%	+23	Timeline
VTEBVANGUARD MUN BD FDS	24,250	$1.22M	0.17%	+4,000	Timeline
PAUGINNOVATOR ETFS TRUST	31,248	$1.2M	0.17%	-1,411	Timeline
MUBISHARES TR	11,022	$1.17M	0.16%	+2,000	Timeline
VTIVANGUARD INDEX FDS	3,996	$1.16M	0.16%	-228	Timeline
PJANINNOVATOR ETFS TRUST	27,395	$1.16M	0.16%	-171	Timeline
TSLATESLA INC	2,753	$1.11M	0.15%	+295	Timeline
PAPRINNOVATOR ETFS TRUST	30,286	$1.11M	0.15%	0	Timeline
PNOVINNOVATOR ETFS TRUST	26,924	$1.02M	0.14%	-928	Timeline
UNPUNION PAC CORP	4,430	$1.01M	0.14%	+154	Timeline
CRMSALESFORCE INC	2,868	$959K	0.13%	+16	Timeline
PMARINNOVATOR ETFS TRUST	23,690	$952K	0.13%	0	Timeline
DISDISNEY WALT CO	7,975	$888K	0.12%	+750	Timeline
LOWLOWES COS INC	3,571	$881K	0.12%	+164	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,538	$800K	0.11%	-190	Timeline
PDECINNOVATOR ETFS TRUST	20,291	$780K	0.11%	-949	Timeline
PNCPNC FINL SVCS GROUP INC	4,026	$776K	0.11%	0	Timeline
IVVISHARES TR	1,251	$736K	0.1%	-206	Timeline
NEENEXTERA ENERGY INC	10,268	$736K	0.1%	+40	Timeline
VVISA INC	2,251	$711K	0.1%	+122	Timeline
TDTORONTO DOMINION BK ONT	13,270	$707K	0.1%	0	Timeline
FNKFIRST TR EXCHANGE-TRADED ALP	13,183	$705K	0.1%	+4	Timeline
ETENERGY TRANSFER L P	35,159	$689K	0.09%	-1,781	Timeline
PFEPFIZER INC	24,967	$662K	0.09%	+1,176	Timeline
FNYFIRST TR EXCHANGE-TRADED ALP	8,096	$648K	0.09%	-1,313	Timeline
CSXCSX CORP	19,944	$644K	0.09%	+700	Timeline
WELLWELLTOWER INC	5,021	$633K	0.09%	0	Timeline
ITOTISHARES TR	4,881	$628K	0.09%	-149	Timeline
DVADAVITA INC	4,100	$613K	0.08%	0	Timeline
TAT&T INC	25,075	$571K	0.08%	+980	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,817	$552K	0.08%	+98	Timeline
PSEPINNOVATOR ETFS TRUST	13,983	$547K	0.08%	0	Timeline
SHYISHARES TR	6,587	$540K	0.07%	0	Timeline
PFEBINNOVATOR ETFS TRUST	14,289	$526K	0.07%	-352	Timeline
HSYHERSHEY CO	3,049	$516K	0.07%	+348	Timeline
VTHRVANGUARD SCOTTSDALE FDS	1,823	$473K	0.07%	-59	Timeline
ETNEATON CORP PLC	1,425	$473K	0.07%	+117	Timeline
IJRISHARES TR	3,758	$433K	0.06%	-11	Timeline
DECUAIM ETF PRODUCTS TRUST	17,471	$429K	0.06%	new	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	5,682	$421K	0.06%	0	Timeline
EIXEDISON INTL	5,178	$413K	0.06%	0	Timeline
LGLVSPDR SERIES TRUST	2,329	$385K	0.05%	-21	Timeline
GEGE AEROSPACE	2,291	$382K	0.05%	+268	Timeline
CVSCVS HEALTH CORP	8,397	$377K	0.05%	-50	Timeline
RLIRLI CORP	2,286	$377K	0.05%	-100	Timeline
VTVVANGUARD INDEX FDS	2,191	$371K	0.05%	+3	Timeline
VLOVALERO ENERGY CORP	3,000	$368K	0.05%	-285	Timeline
CEGCONSTELLATION ENERGY CORP	1,629	$364K	0.05%	0	Timeline
IJHISHARES TR	5,846	$364K	0.05%	+1	Timeline
QCOMQUALCOMM INC	2,345	$360K	0.05%	+2	Timeline
THQABRDN HEALTHCARE OPPORTUNITI	18,785	$354K	0.05%	0	Timeline
ORCLORACLE CORP	2,124	$354K	0.05%	+83	Timeline
EOGEOG RES INC	2,877	$353K	0.05%	0	Timeline
EMREMERSON ELEC CO	2,835	$351K	0.05%	0	Timeline
IWVISHARES TR	1,015	$339K	0.05%	-4	Timeline
NKENIKE INC	4,421	$335K	0.05%	-96	Timeline
IWMISHARES TR	1,502	$332K	0.05%	+1	Timeline
HDVISHARES TR	2,910	$327K	0.04%	-8	Timeline
EOSEATON VANCE ENHANCED EQUITY	13,500	$323K	0.04%	0	Timeline
VOVANGUARD INDEX FDS	1,179	$312K	0.04%	0	Timeline
IWRISHARES TR	3,498	$309K	0.04%	+2	Timeline
WMWASTE MGMT INC DEL	1,526	$308K	0.04%	-10	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	8,518	$305K	0.04%	new	Timeline
PMPHILIP MORRIS INTL INC	2,511	$302K	0.04%	0	Timeline
LQDISHARES TR	2,819	$301K	0.04%	-321	Timeline
XLVSELECT SECTOR SPDR TR	2,151	$296K	0.04%	-684	Timeline
FPEIFIRST TR EXCH TRADED FD III	15,640	$292K	0.04%	-2,500	Timeline
KMBKIMBERLY-CLARK CORP	2,222	$291K	0.04%	-113	Timeline
FDLOFIDELITY COVINGTON TRUST	4,772	$289K	0.04%	-149	Timeline
TFCTRUIST FINL CORP	6,650	$288K	0.04%	+322	Timeline
DBLDOUBLELINE OPPORTUNISTIC CR	18,600	$288K	0.04%	-700	Timeline
SCHKSCHWAB STRATEGIC TR	9,949	$282K	0.04%	+4,710	Timeline
XLESELECT SECTOR SPDR TR	3,250	$278K	0.04%	-299	Timeline
OKEONEOK INC NEW	2,750	$276K	0.04%	0	Timeline
GISGENERAL MILLS INC	4,287	$273K	0.04%	-26	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,545	$271K	0.04%	0	Timeline
SYKSTRYKER CORPORATION	743	$268K	0.04%	0	Timeline
VUGVANGUARD INDEX FDS	639	$262K	0.04%	0	Timeline
PAYXPAYCHEX INC	1,865	$262K	0.04%	+3	Timeline
EPDENTERPRISE PRODS PARTNERS L	8,149	$256K	0.04%	+1,130	Timeline
AGGISHARES TR	2,616	$253K	0.03%	+55	Timeline
TMUST-MOBILE US INC	1,114	$246K	0.03%	new	Timeline
COPCONOCOPHILLIPS	2,443	$242K	0.03%	+287	Timeline
DFAUDIMENSIONAL ETF TRUST	5,960	$241K	0.03%	0	Timeline
CHDNCHURCHILL DOWNS INC	1,800	$240K	0.03%	0	Timeline
VYMVANGUARD WHITEHALL FDS	1,870	$239K	0.03%	+20	Timeline
ROKROCKWELL AUTOMATION INC	830	$237K	0.03%	new	Timeline
MGKVANGUARD WORLD FD	684	$235K	0.03%	+1	Timeline
IWBISHARES TR	701	$226K	0.03%	0	Timeline
XLPSELECT SECTOR SPDR TR	2,844	$224K	0.03%	-20	Timeline
DVYISHARES TR	1,678	$220K	0.03%	0	Timeline
MDLZMONDELEZ INTL INC	3,680	$220K	0.03%	-292	Timeline
FISFIDELITY NATL INFORMATION SV	2,708	$219K	0.03%	0	Timeline
SCHBSCHWAB STRATEGIC TR	9,318	$212K	0.03%	+6,223	Timeline
MAXJISHARES TR	7,939	$207K	0.03%	0	Timeline
GMGENERAL MTRS CO	3,843	$205K	0.03%	new	Timeline
SCHWCHARLES SCHWAB CORP (THE)	2,739	$203K	0.03%	new	Timeline
NEARISHARES U S ETF TR	3,965	$200K	0.03%	-323	Timeline
FFORD MTR CO	20,007	$198K	0.03%	new	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	18,600	$179K	0.02%	0	Timeline
MORTVANECK ETF TRUST	15,909	$169K	0.02%	-2,246	Timeline
IAUXI-80 GOLD CORP	39,359	$19.1K	<0.01%	0	Timeline
OMEXODYSSEY MARINE EXPL INC	17,730	$12.8K	<0.01%	-8,359	Timeline
ENLVENLIVEX LTD	10,000	$11.7K	<0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
ISHARES SILVER TRISHARES SILVER TR CALL	call	38,700	$1.02M	new
META PLATFORMS INCMETA PLATFORMS INC CALL	call	400	$234K	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AAPLAPPLE INC	179,334	$41.8M	shares
AMZNAMAZON COM INC	152,411	$28.4M	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	14,323	$6.59M	shares
BACBANK OF AMER CORP	162,988	$6.47M	shares
RTXRTX CORPORATION	26,209	$3.18M	shares
BLACKROCK INCBLACKROCK INC	2,744	$2.61M	shares
AMGNAMGEN INC	4,265	$1.37M	shares
FTCSFIRST TR EXCHANGE-TRADED FD	12,970	$1.18M	shares
QQQINVESCO QQQ TR	1,768	$863K	shares
ABTABBOTT LABORATORIES	6,319	$720K	shares
AEPAMERICAN ELEC PWR CO INC	6,397	$656K	shares
AMATAPPLIED MATLS INC	2,056	$415K	shares
AWKAMERICAN WTR WKS CO INC NEW	2,272	$332K	shares
AFLAFLAC INC	2,636	$295K	shares
ADPAUTOMATIC DATA PROCESSING IN	907	$251K	shares
FPEFIRST TR EXCH TRADED FD III	13,729	$248K	shares
DRIDARDEN RESTAURANTS INC	1,364	$224K	shares
NOBLPROSHARES TR	1,949	$208K	shares
TIPISHARES TR	1,829	$202K	shares
YUMYUM BRANDS INC	1,434	$200K	shares
NMFCNEW MTN FIN CORP	10,790	$129K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001725547-25-000084	base		2025-01-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC