Managers / Q1 2021 · view latest →
ARS Wealth Advisors, LLC
CIK 0001843747 · 111 SECOND AVENUE NE, SUITE 900, ST. PETERSBURG, FL, 33701 · 7273227681
Reported Value
$459M
Q1 2021
Positions
128
Filings on Record
31
2019–present window
Filed
May 18, 2021
original filing
Summary
Ars Wealth Advisors, Llc reported $459M in U.S.-listed holdings across 128 positions for Q1 2021.
Its largest position, USMV, represents 9.0% of the portfolio.
Compared with Q4 2020, the fund opened 19 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 48.7% · $224M
- Common Stock · 48.7% · $224M
- REIT · 2.3% · $11M
- Other · 0.1% · $592,000
- MLP · 0.1% · $287,000
- Other · 0.0% · $167,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
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 ↗.