ARS Wealth Advisors Group, LLC
Top Portfolio Positions
115 positions ·
$684,367,571 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
177,700 | $45,098,483 | 6.59% | |
| AVGO |
Broadcom Inc.
Technology
|
142,971 | $44,250,954 | 6.47% | |
| XOM |
Exxon Mobil Corp
Energy
|
219,242 | $37,196,597 | 5.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
165,049 | $34,374,755 | 5.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
110,769 | $32,583,809 | 4.76% | |
| MSFT |
Microsoft Corp
Technology
|
85,093 | $31,498,875 | 4.60% | |
| JNJ |
Johnson & Johnson
Healthcare
|
123,176 | $30,109,141 | 4.40% | |
| CVX |
Chevron Corp
Energy
|
133,216 | $27,562,390 | 4.03% | |
| GLD |
Spdr Gold Trust
|
53,901 | $23,193,061 | 3.39% | |
| VZ |
Verizon Communications Inc
Communication Services
|
425,683 | $21,369,286 | 3.12% |
Portfolio Trend
19 quarters · across all stocks
Holdings in DBL
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $180,310 | 12,350 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $213,500 | 14,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $230,069 | 14,767 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $250,694 | 16,300 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $256,332 | 16,400 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $288,300 | 18,600 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $305,326 | 19,300 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $296,448 | 19,300 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $297,606 | 19,300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $230,250 | 15,000 | Shares | Sole | 2024-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||