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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 Q3 2023 · Filed July 18, 2023 · Accession 0001725547-23-000146

Total Value
$629.7M
Positions
140
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (140)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A805801,685$43.6M6.93%
2APPLE INCAAPL196,159$38.0M6.04%
3ISHARES TR46429B697483,126$35.9M5.70%
4MICROSOFT CORPMSFT69,388$23.6M3.75%
5SELECT SECTOR SPDR TR81369Y803111,119$19.3M3.07%
6BROADCOM INCAVGO22,258$19.3M3.07%
7ISHARES TR46432F339136,563$18.4M2.92%
8PROCTER AND GAMBLE CO742718109111,977$17.0M2.70%
9PEPSICO INCPEP86,136$16.0M2.53%
10SPDR GOLD TRGLD88,972$15.9M2.52%
11AMAZON COM INCAMZN121,058$15.8M2.51%
12EXXON MOBIL CORPXOM136,201$14.6M2.32%
13VANGUARD INDEX FDS92290861181,351$13.5M2.14%
14HONEYWELL INTL INC43851610663,805$13.2M2.10%
15VERIZON COMMUNICATIONS INCVZ332,918$12.4M1.97%
16MERCK & CO INCMRK100,943$11.6M1.85%
17WALMART INCWMT70,383$11.1M1.76%
18ALPHABET INCGOOG90,907$11.0M1.75%
19JPMORGAN CHASE & COVYLD75,109$10.9M1.73%
20JOHNSON & JOHNSONJNJ63,071$10.4M1.66%
21CHEVRON CORP NEWCVX65,357$10.3M1.63%
22CISCO SYS INCCSCO192,088$9.9M1.58%
23LOCKHEED MARTIN CORPLMT21,531$9.9M1.57%
24MASTERCARD INCORPORATEDMA24,680$9.7M1.54%
25ISHARES SILVER TRSLV461,309$9.6M1.53%
26ALTRIA GROUP INCMO198,456$9.0M1.43%
27DUKE ENERGY CORP NEWDUKB99,655$8.9M1.42%
28KIMCO RLTY CORP49446R109447,106$8.8M1.40%
29SOUTHERN COSOMN119,589$8.4M1.33%
30CVS HEALTH CORPCVS119,142$8.2M1.31%
31MEDTRONIC PLCMDT86,628$7.6M1.21%
32SHELL PLCRYDAF123,650$7.5M1.19%
33INTERNATIONAL BUSINESS MACHSINTR54,886$7.3M1.17%
34PFIZER INCPFE199,759$7.3M1.16%
35BRISTOL-MYERS SQUIBB COCELG-RI112,991$7.2M1.15%
36UNITED PARCEL SERVICE INCUPS39,060$7.0M1.11%
37GENERAL DYNAMICS CORPGD30,700$6.6M1.05%
38KINDER MORGAN INC DELEP-PC381,941$6.6M1.04%
39HOME DEPOT INCHD19,788$6.1M0.98%
40BANK AMERICA CORP060505104199,430$5.7M0.91%
41SSGA ACTIVE ETF TR78467V608133,830$5.6M0.89%
42BERKSHIRE HATHAWAY INC DELBRK-A16,217$5.5M0.88%
43GOLDMAN SACHS GROUP INCGSCE16,574$5.3M0.85%
44VANGUARD INDEX FDS92290836311,733$4.8M0.76%
45TRUIST FINL CORP89832Q109149,814$4.5M0.72%
46RAYTHEON TECHNOLOGIES CORPRTX36,962$3.6M0.58%
47ALPHABET INCGOOG25,852$3.1M0.49%
48BLACKROCK INCBLK4,007$2.8M0.44%
49ISHARES TR46428867924,278$2.7M0.43%
50DISNEY WALT CO25468710629,865$2.7M0.42%
51MCDONALDS CORPMCD8,079$2.4M0.38%
52CATERPILLAR INCCAT8,031$2.0M0.31%
53GENERAL MTRS CO37045V10050,417$1.9M0.31%
54FIRST TR EXCHNG TRADED FD VI33740F45860,346$1.9M0.30%
55AMGEN INCAMGN7,239$1.6M0.26%
56META PLATFORMS INCMETA4,573$1.3M0.21%
57UNITEDHEALTH GROUP INCUNH2,607$1.3M0.20%
58FIRST TR SML CP CORE ALPHA F33734Y10915,048$1.2M0.20%
59NVIDIA CORPORATIONNVDA2,880$1.2M0.19%
60ISHARES TR46428815810,700$1.1M0.18%
61ISHARES TR46428841410,410$1.1M0.18%
62UNION PAC CORPUNP5,355$1.1M0.17%
63LOWES COS INC5486611074,669$1.1M0.17%
64TESLA INCTSLA3,989$1.0M0.17%
65VANGUARD MUN BD FDS92290774620,250$1.0M0.16%
66SPDR S&P 500 ETF TRSPY2,274$1.0M0.16%
67TORONTO DOMINION BK ONTTORO16,200$1.0M0.16%
68SOUTHWEST AIRLS CO84474110827,136$982,6140.16%
69FIRST TR EXCHANGE-TRADED FD33733E10412,089$907,6420.14%
70THERMO FISHER SCIENTIFIC INCTMO1,714$894,3360.14%
71LILLY ELI & COLLY1,828$857,2940.14%
72ISHARES TR4642876893,363$855,9200.14%
73COSTCO WHSL CORP NEW22160K1051,569$844,8020.13%
74INNOVATOR ETFS TRINHD26,381$835,4860.13%
75COCA COLA COKO12,679$763,5530.12%
763M COMMM7,499$750,6500.12%
77SALESFORCE INCCRM3,530$745,7480.12%
78ABBVIE INCABBV5,531$745,2980.12%
79NEXTERA ENERGY INCNEE-PW9,860$731,6410.12%
80NETFLIX INCNFLX1,600$704,7840.11%
81FIRST TR EXCHANGE-TRADED ALP33737M10210,543$682,9760.11%
82CSX CORPCSX19,854$677,0400.11%
83HERSHEY COHSY2,701$674,4400.11%
84ISHARES TR4642872001,503$669,9020.11%
85PNC FINL SVCS GROUP INC6934751055,002$630,0040.10%
86FIRST TR EXCHANGE-TRADED ALP33737M20113,681$625,2360.10%
87ABBOTT LABSABLZF5,333$581,4950.09%
88RLI CORPRLI4,168$568,8070.09%
89VANGUARD INDEX FDS9229087692,571$566,5390.09%
90PHILIP MORRIS INTL INC7181721095,731$559,5390.09%
91AMERICAN ELEC PWR CO INC0255371016,352$534,8530.08%
92INTEL CORPINTC15,938$532,9760.08%
93VISA INCV2,230$529,6920.08%
94BERKSHIRE HATHAWAY INC DELBRK-A1$517,8100.08%
95INNOVATOR ETFS TRINHD14,063$481,2360.08%
96VANGUARD SCOTTSDALE FDS92206C5992,150$424,6630.07%
97DAVITA INCDVA4,100$411,9270.07%
98ENERGY TRANSFER L PET-PI32,430$411,8610.07%
99WELLTOWER INCWELL4,691$379,4550.06%
100AFLAC INCAFL5,421$378,4240.06%
101ISHARES TR4642871503,810$372,8650.06%
102AT&T INCT-PC22,836$364,2400.06%
103ISHARES TR46429B6633,589$361,7970.06%
104EDISON INTL2810201075,078$352,6670.06%
105ISHARES TR4642874994,774$348,6470.06%
106ORACLE CORPORCL-PD2,827$336,6710.05%
107VANGUARD TAX-MANAGED FDS9219438587,208$332,8860.05%
108VALERO ENERGY CORPVLO2,800$328,4400.05%
109QUALCOMM INCQCOM2,754$327,8920.05%
110AMERICAN WTR WKS CO INC NEW0304201032,272$324,3280.05%
111RENASANT CORPRNST12,319$321,8950.05%
112GENERAL ELECTRIC CO3696043012,912$319,8830.05%
113INVESCO EXCHANGE TRADED FD TIVZ2,060$308,2580.05%
114GENERAL MLS INC3703341043,945$302,6130.05%
115KIMBERLY-CLARK CORPKMB2,190$302,4270.05%
116STARBUCKS CORPSBUX2,980$295,2250.05%
117APPLIED MATLS INC0382221052,031$293,6050.05%
118FIRST TR EXCH TRADED FD III33739E10818,309$292,3950.05%
119CITIGROUP INCC-PR6,235$287,0660.05%
120EOG RES INCEOG2,496$285,6420.05%
121CORNING INCGLW8,150$285,5760.05%
122STRYKER CORPORATIONSYK905$276,1060.04%
123YUM BRANDS INCYUM1,980$274,4590.04%
124MONDELEZ INTL INC6092071053,724$271,6290.04%
125ISHARES TR4642876551,438$269,2940.04%
126NIKE INCNKE2,303$254,2730.04%
127CONOCOPHILLIPSCOP2,441$252,9120.04%
128DARDEN RESTAURANTS INCDRI1,513$252,8930.04%
129BIOGEN INCBIIB846$240,9830.04%
130VANGUARD SPECIALIZED FUNDS9219088441,469$238,6500.04%
131TARGET HOSPITALITY CORPTH1,765$232,8740.04%
132ADOBE SYSTEMS INCORPORATEDADBE447$218,5790.03%
133VANGUARD INDEX FDS922908629956$210,4800.03%
134INNOVATOR ETFS TRINHD6,980$208,3530.03%
135PAYCHEX INCPAYX1,828$204,5120.03%
136WENDYS CO95058W1009,348$203,3240.03%
137ODYSSEY MARINE EXPL INCOMEX48,456$174,4420.03%
138NEW MTN FIN CORP64755110011,390$141,6920.02%
139SPROTT PHYSICAL SILVER TRSII10,400$81,0160.01%
140I-80 GOLD CORPIAUX-WT11,300$25,4250.00%