Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARS WEALTH ADVISORS GROUP LLC | 07-19-2024 | 06-30-2024 | 165 | 770,577,486 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 1 | $66,732,960 | 1,005,772 | 0.01 | 0.01 | 12,703 | 1.28 | 06-30-2024 |
| ISHARES TR | MSCI USA MIN VOL | 2 | $43,626,485 | 519,610 | 0.01 | 0.01 | -788 | -0.15 | 06-30-2024 |
| APPLE INC | COM | 3 | $37,457,048 | 177,842 | 0.00 | 0.00 | -4,911 | -2.69 | 06-30-2024 |
| MICROSOFT CORP | COM | 4 | $36,467,438 | 81,592 | 0.00 | 0.00 | -927 | -1.12 | 06-30-2024 |
