|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| ARS Wealth Advisors Group LLC
✚
|
|
|---|---|
| CRD # | 314882 |
| SEC # | 801-121501 |
| CIK # | 0001886707, 0001843747 |
| AUM | $1.5 B (2025-03-13) |
| Employees | 21 (57% Investors, 0% Brokers) |
| Phone | 727-322-7681 |
| Address | 111 Second Avenue NE St Petersburg, FL 33701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001886707 0001843747 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 44.6 | ||
| Microsoft Corp | 40.7 | ||
| Apple Inc | 36.5 | ||
| Amazon Com Inc | 33.5 | ||
| J P Morgan Chase & Co | 32.7 | ||
| Alphabet Inc | 23.3 | ||
| Exxon Mobil Corp | 22.4 | ||
| Procter & Gamble Co | 19.5 | ||
| Johnson & Johnson | 18.8 | ||
| Honeywell International Inc | 18.7 | ||
| SPDR Gold Trust | 18.7 | ||
| Verizon Communications Inc | 17.8 | ||
| Chevron Corp | 17.7 | ||
| Duke Energy Corp | 16.6 | ||
| Mastercard Inc | 16.6 | ||
| Wal Mart Stores Inc | 15.7 | ||
| PepsiCo Inc | 13.8 | ||
| Merck & Co Inc | 12.9 | ||
| International Business Machines Corp | 11.8 | ||
| Home Depot Inc | 11.7 | ||
| Cisco Systems Inc | 10.3 | ||
| Southern Co | 9.2 | ||
| iShares Silver Trust | 8.7 | ||
| Goldman Sachs Group Inc | 8.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 576 | 218.8 |
| (b) Individuals (high net worth individuals) | 458 | 1,214.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 36.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,652 | 1,470.4 |
| By Discretionary | ||
| Discretionary | 2,652 | 1,470.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,652 | 1,470.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,470.4 | |
| Total | 2,652 | 1,470.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843747] | |
| 13F-HR | [0001886707] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Chip Partners LLC
✚
|
MI | 1.5 |
|
Healthequity Advisors LLC
✚
|
UT | 1.5 |
|
Rodgers & Associates LLC
✚
|
PA | 1.5 |
|
LGT Wealth Management US Limited
✚
|
1.4 | |
|
Kimelman & Baird LLC
✚
|
NY | 1.4 |
|
Willis Johnson & Associates Inc
✚
|
TX | 1.4 |
|
Telos Capital Management Inc
✚
|
CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
✚
|
IN | 1.4 |
|
Bloom Advisors Inc
✚
|
MI | 1.4 |
|
Ally Invest Advisors Inc
✚
|
NC | 1.4 |