Managers / Q4 2020 · view latest →
ARS Wealth Advisors, LLC
CIK 0001843747 · 111 SECOND AVENUE NE, SUITE 900, ST. PETERSBURG, FL, 33701 · 7273227681
Reported Value
$464M
Q4 2020
Positions
121
Filings on Record
31
2019–present window
Filed
Feb 8, 2021
original filing
Summary
Ars Wealth Advisors, Llc reported $464M in U.S.-listed holdings across 121 positions for Q4 2020.
Its largest position, USMV, represents 12.3% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 44.2% · $205M
- Common Stock · 43.6% · $203M
- Other · 10.3% · $48M
- REIT · 1.8% · $9M
- MLP · 0.0% · $210,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.