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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 Q2 2023 · Filed May 11, 2023 · Accession 0001725547-23-000124

Total Value
$542.5M
Positions
123
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (123)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A805819,085$41.3M7.61%
2ISHARES TR46429B697498,238$36.2M6.68%
3MICROSOFT CORPMSFT70,013$20.2M3.72%
4SELECT SECTOR SPDR TR81369Y803116,002$17.5M3.23%
5EXXON MOBIL CORPXOM158,926$17.4M3.21%
6SSGA ACTIVE ETF TR78467V608414,061$17.2M3.16%
7PROCTER AND GAMBLE CO742718109113,959$16.9M3.12%
8ISHARES TR46432F339134,192$16.6M3.07%
9PEPSICO INCPEP88,175$16.1M2.96%
10SPDR GOLD TRGLD80,912$14.8M2.73%
11BROADCOM INCAVGO22,776$14.6M2.69%
12VANGUARD INDEX FDS92290861183,482$13.3M2.44%
13VERIZON COMMUNICATIONS INCVZ303,639$11.8M2.18%
14MERCK & CO INCMRK104,587$11.1M2.05%
15CHEVRON CORP NEWCVX67,764$11.1M2.04%
16WALMART INCWMT71,818$10.6M1.95%
17LOCKHEED MARTIN CORPLMT22,166$10.5M1.93%
18CISCO SYS INCCSCO196,593$10.3M1.89%
19JOHNSON & JOHNSONJNJ65,654$10.2M1.88%
20JPMORGAN CHASE & COVYLD76,524$10.0M1.84%
21DUKE ENERGY CORP NEWDUKB98,352$9.5M1.75%
22KIMCO RLTY CORP49446R109477,149$9.3M1.72%
23HONEYWELL INTL INC43851610647,865$9.1M1.69%
24ALTRIA GROUP INCMO202,527$9.0M1.67%
25MASTERCARD INCORPORATEDMA24,507$8.9M1.64%
26ALPHABET INCGOOG83,064$8.6M1.59%
27CVS HEALTH CORPCVS114,073$8.5M1.56%
28SOUTHERN COSOMN118,132$8.2M1.52%
29BRISTOL-MYERS SQUIBB COCELG-RI113,017$7.8M1.44%
30PFIZER INCPFE191,383$7.8M1.44%
31UNITED PARCEL SERVICE INCUPS37,294$7.2M1.33%
32GENERAL DYNAMICS CORPGD31,250$7.1M1.31%
33SHELL PLCRYDAF122,540$7.1M1.30%
34INTERNATIONAL BUSINESS MACHSINTR52,858$6.9M1.28%
35KINDER MORGAN INC DELEP-PC388,416$6.8M1.25%
36MEDTRONIC PLCMDT83,878$6.8M1.25%
37VANGUARD INDEX FDS92290836316,183$6.1M1.12%
38GOLDMAN SACHS GROUP INCGSCE16,466$5.4M0.99%
39HOME DEPOT INCHD18,158$5.4M0.99%
40ISHARES TR46428867941,190$4.6M0.84%
41TRUIST FINL CORP89832Q109127,153$4.3M0.80%
42ISHARES SILVER TRSLV187,209$4.1M0.76%
43BLACKROCK INCBLK5,288$3.5M0.65%
443M COMMM32,623$3.4M0.63%
45ALPHABET INCGOOG26,885$2.8M0.51%
46CATERPILLAR INCCAT11,115$2.5M0.47%
47GENERAL MTRS CO37045V10065,458$2.4M0.44%
48MCDONALDS CORPMCD7,685$2.1M0.40%
49FIRST TR SML CP CORE ALPHA F33734Y10916,989$1.4M0.25%
50DISNEY WALT CO25468710611,564$1.2M0.21%
51UNITEDHEALTH GROUP INCUNH2,443$1.2M0.21%
52ISHARES TR46428841410,410$1.1M0.21%
53ISHARES TR46428815810,700$1.1M0.21%
54VANGUARD MUN BD FDS92290774620,250$1.0M0.19%
55PHILIP MORRIS INTL INC71817210910,327$1.0M0.19%
56THERMO FISHER SCIENTIFIC INCTMO1,713$987,3840.18%
57SPDR S&P 500 ETF TRSPY2,393$980,0570.18%
58UNION PAC CORPUNP4,711$948,1360.17%
59META PLATFORMS INCMETA4,151$879,7630.16%
60FIRST TR EXCHANGE-TRADED ALP33737M20120,133$879,6110.16%
61SALESFORCE INCCRM4,360$871,0410.16%
62SOUTHWEST AIRLS CO84474110826,279$855,1230.16%
63NVIDIA CORPORATIONNVDA3,024$840,2100.15%
64FIRST TR EXCHANGE-TRADED ALP33737M10214,022$834,1690.15%
65ISHARES TR4642876893,468$816,4630.15%
66NEXTERA ENERGY INCNEE-PW10,446$805,2050.15%
67TESLA INCTSLA3,826$793,7420.15%
68COSTCO WHSL CORP NEW22160K1051,579$784,6350.14%
69LOWES COS INC5486611073,853$770,5610.14%
70LILLY ELI & COLLY2,203$756,7450.14%
71HERSHEY COHSY2,701$687,1610.13%
72ISHARES TR4642872001,593$654,8500.12%
73ABBVIE INCABBV4,065$647,9620.12%
74PNC FINL SVCS GROUP INC6934751054,997$635,1520.12%
75CSX CORPCSX19,973$598,0040.11%
76COCA COLA COKO9,428$584,8620.11%
77VANGUARD INDEX FDS9229087692,722$555,6600.10%
78RLI CORPRLI4,168$553,9690.10%
79VISA INCV2,449$552,2150.10%
80CONOCOPHILLIPSCOP5,532$548,8300.10%
81CITIGROUP INCC-PR10,559$495,1120.09%
82QUALCOMM INCQCOM3,765$480,4310.09%
83NETFLIX INCNFLX1,335$461,2160.09%
84ISHARES TR4642874996,457$451,5270.08%
85BIOGEN INCBIIB1,610$447,6280.08%
86ISHARES TR4642871504,452$403,1980.07%
87ENERGY TRANSFER L PET-PI31,930$398,1670.07%
88VALERO ENERGY CORPVLO2,800$390,8800.07%
89VANGUARD SCOTTSDALE FDS92206C5992,028$371,7910.07%
90ISHARES TR46429B6633,589$364,8950.07%
91AT&T INCT-PC18,882$363,4920.07%
92EDISON INTL2810201075,078$358,4560.07%
93KIMBERLY-CLARK CORPKMB2,605$349,7170.06%
94ISHARES TR4642876551,931$344,4900.06%
95WELLTOWER INCWELL4,658$333,9320.06%
96DAVITA INCDVA4,100$332,5510.06%
97VANGUARD TAX-MANAGED FDS9219438587,208$325,6050.06%
98INTEL CORPINTC9,637$314,8610.06%
99HP INCHPQ10,479$307,5610.06%
100INVESCO EXCHANGE TRADED FD TIVZ2,060$297,9170.05%
101GENERAL ELECTRIC CO3696043013,032$289,8640.05%
102EOG RES INCEOG2,496$286,1160.05%
103ENTERPRISE PRODS PARTNERS L29379210710,845$280,8860.05%
104NIKE INCNKE2,270$278,4380.05%
105STARBUCKS CORPSBUX2,663$277,3430.05%
106ISHARES TR4642875071,061$265,4200.05%
107YUM BRANDS INCYUM1,980$261,5350.05%
108MONDELEZ INTL INC6092071053,724$259,6370.05%
109STRYKER CORPORATIONSYK905$258,3500.05%
110CHURCHILL DOWNS INCCHDN900$231,3450.04%
111CORNING INCGLW6,450$227,5560.04%
112VANGUARD SPECIALIZED FUNDS9219088441,469$226,2790.04%
113DARDEN RESTAURANTS INCDRI1,363$211,5770.04%
114ADOBE SYSTEMS INCORPORATEDADBE549$211,5680.04%
115PAYCHEX INCPAYX1,833$210,0520.04%
116WENDYS CO95058W1009,348$203,6050.04%
117VANGUARD INDEX FDS922908629949$200,1700.04%
118DIMENSIONAL ETF TRUST25434V1046,954$200,0670.04%
119HEWLETT PACKARD ENTERPRISE CHPE-PC10,487$167,0590.03%
120ODYSSEY MARINE EXPL INCOMEX48,289$156,9390.03%
121NEW MTN FIN CORP64755110011,390$138,6160.03%
122CORMEDIX INCCRMD11,000$74,7450.01%
123MULLEN AUTOMOTIVE INC62526P10911,600$1,5230.00%