Ars Wealth Advisors Group, LLC
ARS Wealth Advisors Group, LLC is an SEC-registered investment adviser headquartered in St. Petersburg, Florida. The firm is a subsidiary of Focus Financial Partners, LLC, and as of March 2025 manages approximately $1.5 billion in client assets. Founded in Delaware, the firm employs 21 professionals and primarily serves individual investors (including high net worth individuals), some charities, and select corporations. ARS Wealth Advisors provides investment management, financial planning, tax preparation and planning, trust and estate planning, and insurance review, with a focus on holistic financial advice tailored to each client’s personal goals and unique needs.
Investment Strategy
ARS Wealth Advisors Group, LLC strives to maximize total portfolio return while minimizing risk and volatility. The firm creates customized portfolios based on each client’s specific goals, investment horizons, liquidity needs, tax considerations, and other personal circumstances. Their approach blends investment management with comprehensive financial planning, considering tax, estate, and insurance strategies to optimize clients’ overall financial health and meet long-term objectives.
Top Holdings
Equity Positions (181)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 8.09% | $81.9M | 1,015,987 | $55.19 | $80.65 | +$5.8M |
T TBUX | T ROWE PRICE ETF INC | 6.42% | $65.0M | 1,304,063 | $49.84 | $49.84 | +$65.0M |
A AVGO | BROADCOM INC | 5.06% | $51.3M | 155,364 | $45.86 | $329.91 | +$6.7M |
A AAPL | APPLE INC | 4.43% | $44.9M | 176,205 | $205.17 | $254.63 | +$8.3M |
M MSFT | MICROSOFT CORP | 4.19% | $42.4M | 81,953 | $303.26 | $517.95 | +$1.8M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SLV | ISHARES SILVER TR | Sold | Call | $457.6K | 108 | $42.37 | $32.81 | -270 | -$782.6K |
Q QQQ | INVESCO QQQ TR | New | Put | $120.1K | 2 | $600.37 | $600.37 | +2 | +$120.1K |