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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ARS Wealth Advisors Group, LLC

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001725547-23-000058

Total Value
$607.2M
Positions
136
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (136)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A805801,249$37.9M6.24%
2ISHARES TR46429B697497,156$35.8M5.90%
3SSGA ACTIVE ETF TR78467V608771,127$31.5M5.19%
4APPLE INCAAPL191,590$24.9M4.10%
5EXXON MOBIL CORPXOM154,874$17.1M2.81%
6PROCTER AND GAMBLE CO742718109111,943$17.0M2.79%
7PEPSICO INCPEP88,478$16.0M2.63%
8MICROSOFT CORPMSFT66,007$15.8M2.61%
9ISHARES TR46432F339132,897$15.1M2.49%
10SELECT SECTOR SPDR TR81369Y803114,796$14.3M2.35%
11SPDR GOLD TRGLD78,302$13.3M2.19%
12CHEVRON CORP NEWCVX73,460$13.2M2.17%
13VANGUARD INDEX FDS92290861181,927$13.0M2.14%
14BROADCOM INCAVGO22,110$12.4M2.04%
15LOCKHEED MARTIN CORPLMT24,393$11.9M1.95%
16MERCK & CO INCMRK102,614$11.4M1.87%
17WALMART INCWMT76,037$10.8M1.78%
18VANGUARD INDEX FDS92290836330,545$10.7M1.77%
19HONEYWELL INTL INC43851610650,010$10.7M1.76%
20VERIZON COMMUNICATIONS INCVZ266,370$10.5M1.73%
21KIMCO RLTY CORP49446R109490,440$10.4M1.71%
22CVS HEALTH CORPCVS110,059$10.3M1.69%
23JPMORGAN CHASE & COVYLD74,154$9.9M1.64%
24CISCO SYS INCCSCO207,204$9.9M1.63%
25JOHNSON & JOHNSONJNJ55,799$9.9M1.62%
26PFIZER INCPFE188,674$9.7M1.59%
27DUKE ENERGY CORP NEWDUKB87,900$9.1M1.49%
28BLACKROCK INCBLK12,443$8.8M1.45%
29ALTRIA GROUP INCMO190,725$8.7M1.44%
30MASTERCARD INCORPORATEDMA23,792$8.3M1.36%
31BRISTOL-MYERS SQUIBB COCELG-RI114,493$8.2M1.36%
32GENERAL DYNAMICS CORPGD33,201$8.2M1.36%
33AMAZON COM INCAMZN91,748$7.7M1.27%
34KINDER MORGAN INC DELEP-PC412,877$7.5M1.23%
35ALPHABET INCGOOG76,219$6.8M1.11%
36BANK AMERICA CORP060505104190,052$6.3M1.04%
37CATERPILLAR INCCAT25,151$6.0M0.99%
38SOUTHERN COSOMN81,260$5.8M0.96%
39GENERAL MTRS CO37045V100171,709$5.8M0.95%
40AMGEN INCAMGN21,636$5.7M0.94%
41GOLDMAN SACHS GROUP INCGSCE16,498$5.7M0.93%
42ISHARES TR46428867950,731$5.6M0.92%
43MEDTRONIC PLCMDT70,879$5.5M0.91%
44INTERNATIONAL BUSINESS MACHSINTR37,033$5.2M0.86%
45SHELL PLCRYDAF90,669$5.2M0.85%
46HOME DEPOT INCHD16,296$5.1M0.85%
47BERKSHIRE HATHAWAY INC DELBRK-A16,556$5.1M0.84%
48UNITED PARCEL SERVICE INCUPS24,810$4.3M0.71%
493M COMMM29,408$3.5M0.58%
50RAYTHEON TECHNOLOGIES CORPRTX34,183$3.4M0.57%
51CITIGROUP INCC-PR71,953$3.3M0.54%
52ALPHABET INCGOOG26,793$2.4M0.39%
53FIRST TR EXCHANGE TRAD FD VI33739H10189,789$2.2M0.36%
54MCDONALDS CORPMCD7,943$2.1M0.34%
55FIRST TR SML CP CORE ALPHA F33734Y10925,649$2.0M0.33%
56FIRSTSERVICE CORP NEWFSV13,835$1.7M0.28%
57FIRST TR EXCHANGE-TRADED FD33738R50632,364$1.4M0.23%
58UNITEDHEALTH GROUP INCUNH2,566$1.4M0.22%
59FIRST TR EXCHANGE-TRADED FD33733E10415,214$1.1M0.19%
60ISHARES TR46428815810,700$1.1M0.18%
61ISHARES TR46428841410,520$1.1M0.18%
62VANGUARD MUN BD FDS92290774620,250$1.0M0.17%
63FIRST TR EXCHANGE-TRADED ALP33737M20122,783$978,9860.16%
64FIRST TR EXCHANGE-TRADED ALP33737M10215,537$876,1310.14%
65DISNEY WALT CO25468710610,065$874,4390.14%
66SPDR S&P 500 ETF TRSPY2,229$852,2760.14%
67PNC FINL SVCS GROUP INC6934751054,994$788,7410.13%
68COSTCO WHSL CORP NEW22160K1051,689$771,0990.13%
69NEXTERA ENERGY INCNEE-PW9,158$765,5670.13%
70LOWES COS INC5486611073,836$764,3610.13%
71SOUTHWEST AIRLS CO84474110821,954$739,1910.12%
72SALESFORCE INCCRM5,407$716,9140.12%
73THERMO FISHER SCIENTIFIC INCTMO1,257$692,2770.11%
74ISHARES TR4642876893,108$685,8860.11%
75VANGUARD INDEX FDS9229087693,520$672,9490.11%
76LILLY ELI & COLLY1,833$670,5260.11%
77ABBVIE INCABBV4,091$661,0880.11%
78ISHARES TR4642872001,720$660,8410.11%
79UNION PAC CORPUNP3,070$635,7050.10%
80RLI CORPRLI4,768$625,8950.10%
81CONOCOPHILLIPSCOP5,229$617,0220.10%
82HERSHEY COHSY2,645$612,5030.10%
83VISA INCV2,639$548,2970.09%
84INTEL CORPINTC20,712$547,4160.09%
85QUALCOMM INCQCOM4,622$508,1660.08%
86CSX CORPCSX16,327$505,8150.08%
87BIOGEN INCBIIB1,820$503,9940.08%
88COCA COLA COKO7,913$503,3270.08%
89ABBOTT LABSABLZF4,482$492,1140.08%
90FIRST TR MID CAP CORE ALPHAD33735B1085,510$483,9430.08%
91META PLATFORMS INCMETA3,863$464,8730.08%
92ISHARES TR4642871505,326$451,6570.07%
93FIRST TR EXCH TRADED FD III33739E10825,972$436,3300.07%
94NVIDIA CORPORATIONNVDA2,969$433,8660.07%
95AMERICAN ELEC PWR CO INC0255371014,226$401,2970.07%
96ISHARES TR46429B6633,589$374,1220.06%
97ENERGY TRANSFER L PET-PI31,205$370,4030.06%
98NETFLIX INCNFLX1,233$363,5870.06%
99TRUIST FINL CORP89832Q1098,306$357,3940.06%
100KIMBERLY-CLARK CORPKMB2,606$353,7030.06%
101AMERICAN WTR WKS CO INC NEW0304201032,311$352,2430.06%
102VANGUARD SCOTTSDALE FDS92206C5992,028$348,3040.06%
103EOG RES INCEOG2,666$345,3000.06%
104AFLAC INCAFL4,698$337,9740.06%
105AT&T INCT-PC18,322$337,3090.06%
106DAVITA INCDVA4,100$306,1470.05%
107WELLTOWER INCWELL4,658$305,3320.05%
108ISHARES SILVER TRSLV13,850$304,9770.05%
109VANGUARD TAX-MANAGED FDS9219438587,208$302,5380.05%
110INVESCO QQQ TRIVZ1,118$297,5850.05%
111INVESCO EXCHANGE TRADED FD TIVZ2,060$290,9750.05%
112ISHARES TR4642874994,264$287,6030.05%
113HP INCHPQ10,479$281,5730.05%
114VANGUARD INDEX FDS9229086291,312$267,4050.04%
115ISHARES TR4642875071,061$256,6450.04%
116TESLA INCTSLA2,083$256,5840.04%
117ENTERPRISE PRODS PARTNERS L29379210710,545$254,3450.04%
118ISHARES TR4642876551,458$254,2170.04%
119GENERAL ELECTRIC CO3696043012,932$245,6730.04%
120NORFOLK SOUTHN CORP655844108982$241,9840.04%
121YUM BRANDS INCYUM1,879$240,6980.04%
122EMERSON ELEC COEMR2,471$237,3460.04%
123PHILIP MORRIS INTL INC7181721092,281$230,9050.04%
124VANGUARD SPECIALIZED FUNDS9219088441,493$226,7850.04%
125VANGUARD INDEX FDS9229087441,601$224,7440.04%
126STRYKER CORPORATIONSYK905$221,2630.04%
127DIMENSIONAL ETF TRUST25434V1048,040$217,2410.04%
128APPLIED MATLS INC0382221052,208$215,0150.04%
129WENDYS CO95058W1009,348$211,5510.03%
130PAYCHEX INCPAYX1,778$205,4240.03%
131SELECT SECTOR SPDR TR81369Y2091,483$201,4340.03%
132ODYSSEY MARINE EXPL INCOMEX48,289$187,3610.03%
133HEWLETT PACKARD ENTERPRISE CHPE-PC10,487$167,3740.03%
134NEW MTN FIN CORP64755110011,390$140,8940.02%
135CORMEDIX INCCRMD12,000$76,8000.01%
136CORBUS PHARMACEUTICALS HLDGSCRBP10,000$1,1050.00%