Portfolio (Quarterly)
Guide ↗
ARS Wealth Advisors Group, LLC
· CIK 0001886707| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 219,242 | $37.2M | 3.14% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 91,237 | $20.6M | 1.74% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,536 | $225K | 0.02% | SOLD |
| 4 | BP | BP PLC | Energy | 4,488 | $211K | 0.02% | SOLD |
| 5 | VOOG | VANGUARD ADMIRAL FDS INC | — | 515 | $210K | 0.02% | SOLD |
| 6 | NVDA CALL | NVIDIA CORPORATION | Technology | 200 | $35K | 0.00% | SOLD |
| 7 | ORCL CALL | ORACLE CORP | Technology | 100 | $15K | 0.00% | SOLD |
| 8 | NFLX CALL | NETFLIX INC. | Communication Services | 100 | $10K | 0.00% | SOLD |
Sector Allocation
Technology
28.9%
Financial Services
17.0%
Healthcare
13.8%
Consumer Defensive
9.2%
Consumer Cyclical
8.8%
Communication Services
5.7%
Energy
5.5%
Utilities
5.2%
Industrials
5.1%
Real Estate
0.5%