ARS Wealth Advisors Group, LLC

Q3 2025 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
190
Total value ($000)
$1,013,061
Net value change ($000)
+145,217 (16.7%)
New positions
8
Sold out positions
6
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TBUX 64,994 NEW
GOOGL 8,843 37.9%
AAPL 8,327 22.8%
NVDA 7,669 168.1%
AVGO 6,729 15.1%
BRK-B 6,195 87.9%
SPTM 5,816 7.6%
TMO 5,192 72.0%
JNJ 4,263 22.6%
META 4,228 111.2%
Top Reduces (Value $000, Stocks/ETFs)
VBR -10,770 -53.3%
PEP -5,173 -37.6%
HON -1,217 -6.5%
SHV -1,062 -55.1%
PG -465 -2.4%
UPS -439 -10.3%
KMI -310 -3.7%
RLI -264 -100.0%
NFLX -238 -10.3%
USMV -235 -0.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 578 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type