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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 Q4 2024 · Filed January 14, 2025 · Accession 0001725547-25-000084

Total Value
$728.2M
Positions
164
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (164)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8051,004,197$71.7M9.85%
2ISHARES TR46429B697477,677$42.4M5.82%
3BROADCOM INCAVGO171,650$39.8M5.46%
4MICROSOFT CORPMSFT82,558$34.8M4.78%
5ISHARES TR46432F339164,024$29.2M4.01%
6JPMORGAN CHASE & CO.VYLD116,333$27.9M3.83%
7SELECT SECTOR SPDR TR81369Y803115,970$27.0M3.70%
8ALPHABET INCGOOG129,211$24.6M3.38%
9EXXON MOBIL CORPXOM204,176$22.0M3.02%
10VANGUARD INDEX FDS922908611107,809$21.4M2.93%
11PROCTER AND GAMBLE CO742718109120,946$20.3M2.78%
12HONEYWELL INTL INC43851610678,659$17.8M2.44%
13CHEVRON CORP NEWCVX118,332$17.1M2.35%
14JOHNSON & JOHNSONJNJ116,912$16.9M2.32%
15SPDR GOLD TRGLD69,356$16.8M2.31%
16MASTERCARD INCORPORATEDMA30,062$15.8M2.17%
17VERIZON COMMUNICATIONS INCVZ386,667$15.5M2.12%
18MERCK & CO INCMRK155,240$15.4M2.12%
19PEPSICO INCPEP101,327$15.4M2.12%
20DUKE ENERGY CORP NEWDUKB138,908$15.0M2.06%
21WALMART INCWMT165,034$14.9M2.05%
22UNITEDHEALTH GROUP INCUNH27,646$14.0M1.92%
23HOME DEPOT INCHD31,489$12.2M1.68%
24INTERNATIONAL BUSINESS MACHSINTR41,282$9.1M1.25%
25CISCO SYS INCCSCO146,387$8.7M1.19%
26KINDER MORGAN INC DELEP-PC293,651$8.0M1.10%
27SOUTHERN COSOMN96,545$7.9M1.09%
28LOCKHEED MARTIN CORPLMT15,022$7.3M1.00%
29ALTRIA GROUP INCMO134,984$7.1M0.97%
30GOLDMAN SACHS GROUP INCGSCE11,989$6.9M0.94%
31ISHARES SILVER TRSLV228,274$6.0M0.83%
32VANGUARD INDEX FDS92290836310,731$5.8M0.79%
33INNOVATOR ETFS TRUSTINHD137,322$5.2M0.71%
34NVIDIA CORPORATIONNVDA37,765$5.1M0.70%
35UNITED PARCEL SERVICE INCUPS35,734$4.5M0.62%
36T ROWE PRICE ETF INC87283Q867120,379$4.0M0.55%
37INNOVATOR ETFS TRUSTINHD108,283$3.9M0.53%
38ALPHABET INCGOOG19,376$3.7M0.50%
39SSGA ACTIVE ETF TR78467V60880,318$3.4M0.46%
40AIM ETF PRODUCTS TRUST00888H554127,923$3.3M0.45%
41META PLATFORMS INCMETA4,621$2.7M0.37%
42GENERAL DYNAMICS CORPGD9,677$2.5M0.35%
43COSTCO WHSL CORP NEW22160K1052,754$2.5M0.35%
44FIRST TR EXCHNG TRADED FD VI33740F45859,927$2.2M0.31%
45MCDONALDS CORPMCD7,740$2.2M0.31%
46CATERPILLAR INCCAT5,740$2.1M0.29%
47SPDR S&P 500 ETF TRSPY3,481$2.0M0.28%
48ISHARES TR46428867917,540$1.9M0.27%
49SHELL PLCRYDAF30,579$1.9M0.26%
50INNOVATOR ETFS TRUSTINHD42,437$1.7M0.23%
51INNOVATOR ETFS TRUSTINHD40,633$1.7M0.23%
52COCA COLA COKO26,641$1.7M0.23%
53ELI LILLY & COLLY2,113$1.6M0.22%
54ISHARES TR46428815812,700$1.3M0.18%
55FIRST TR SML CP CORE ALPHA F33734Y10912,859$1.3M0.18%
56ABBVIE INCABBV7,273$1.3M0.18%
57NETFLIX INCNFLX1,438$1.3M0.18%
58VANGUARD MUN BD FDS92290774624,250$1.2M0.17%
59INNOVATOR ETFS TRUSTINHD31,248$1.2M0.17%
60ISHARES TR46428841411,022$1.2M0.16%
61VANGUARD INDEX FDS9229087693,996$1.2M0.16%
62INNOVATOR ETFS TRUSTINHD27,395$1.2M0.16%
63TESLA INCTSLA2,753$1.1M0.15%
64INNOVATOR ETFS TRUSTINHD30,286$1.1M0.15%
65INNOVATOR ETFS TRUSTINHD26,924$1.0M0.14%
66UNION PAC CORPUNP4,430$1.0M0.14%
67SALESFORCE INCCRM2,868$958,7650.13%
68INNOVATOR ETFS TRUSTINHD23,690$952,1010.13%
69DISNEY WALT CO2546871067,975$887,9900.12%
70LOWES COS INC5486611073,571$881,4230.12%
71THERMO FISHER SCIENTIFIC INCTMO1,538$800,1700.11%
72INNOVATOR ETFS TRUSTINHD20,291$779,5800.11%
73PNC FINL SVCS GROUP INC6934751054,026$776,4850.11%
74ISHARES TR4642872001,251$736,3160.10%
75NEXTERA ENERGY INCNEE-PW10,268$736,1290.10%
76VISA INCV2,251$711,4590.10%
77TORONTO DOMINION BK ONTTORO13,270$706,5050.10%
78FIRST TR EXCHANGE-TRADED ALP33737M20113,183$705,3970.10%
79ENERGY TRANSFER L PET-PI35,159$688,7650.09%
80PFIZER INCPFE24,967$662,3650.09%
81FIRST TR EXCHANGE-TRADED ALP33737M1028,096$647,6800.09%
82CSX CORPCSX19,944$643,5820.09%
83WELLTOWER INCWELL5,021$632,7970.09%
84ISHARES TR4642871504,881$627,7790.09%
85DAVITA INCDVA4,100$613,1550.08%
86AT&T INCT-PC25,075$570,9660.08%
87VANGUARD SPECIALIZED FUNDS9219088442,817$551,5910.08%
88INNOVATOR ETFS TRUSTINHD13,983$546,5300.08%
89ISHARES TR4642874576,587$540,0020.07%
90INNOVATOR ETFS TRUSTINHD14,289$525,8350.07%
91HERSHEY COHSY3,049$516,3780.07%
92VANGUARD SCOTTSDALE FDS92206C5991,823$473,4330.07%
93EATON CORP PLCETN1,425$472,7530.06%
94ISHARES SILVER TRSLV16,500$434,4450.06%
95ISHARES TR4642878043,758$433,0140.06%
96AIM ETF PRODUCTS TRUST00888H52117,471$429,0880.06%
97GRAYSCALE BITCOIN TRUST ETFGBTC5,682$420,5820.06%
98EDISON INTL2810201075,178$413,4120.06%
99SPDR SER TR78468R8042,329$384,7400.05%
100GE AEROSPACE3696043012,291$382,1300.05%
101CVS HEALTH CORPCVS8,397$376,9460.05%
102RLI CORPRLI2,286$376,7340.05%
103VANGUARD INDEX FDS9229087442,191$370,8630.05%
104VALERO ENERGY CORPVLO3,000$367,7700.05%
105CONSTELLATION ENERGY CORPCEG1,629$364,4240.05%
106ISHARES TR4642875075,846$364,2460.05%
107QUALCOMM INCQCOM2,345$360,1940.05%
108ABRDN HEALTHCARE OPPORTUNITITHQ18,785$354,4730.05%
109ORACLE CORPORCL-PD2,124$353,8800.05%
110EOG RES INCEOG2,877$352,6630.05%
111EMERSON ELEC COEMR2,835$351,3180.05%
112ISHARES TR4642876891,015$339,2640.05%
113NIKE INCNKE4,421$334,5580.05%
114ISHARES TR4642876551,502$331,7840.05%
115ISHARES TR46429B6632,910$326,7260.04%
116EATON VANCE ENHANCED EQUITYETN13,500$323,3250.04%
117VANGUARD INDEX FDS9229086291,179$311,5350.04%
118ISHARES TR4642874993,498$309,2160.04%
119WASTE MGMT INC DEL94106L1091,526$307,9810.04%
120FIRST TR EXCHANGE-TRADED FD33741X1028,518$305,3670.04%
121ISHARES SILVER TRSLV11,500$302,7950.04%
122PHILIP MORRIS INTL INC7181721092,511$302,1760.04%
123ISHARES TR4642872422,819$301,1780.04%
124SELECT SECTOR SPDR TR81369Y2092,151$295,8450.04%
125FIRST TR EXCH TRADED FD III33739P85515,640$292,4680.04%
126KIMBERLY-CLARK CORPKMB2,222$291,1120.04%
127FIDELITY COVINGTON TRUST3160928244,772$289,1590.04%
128TRUIST FINL CORP89832Q1096,650$288,4830.04%
129DOUBLELINE OPPORTUNISTIC CRDBL18,600$288,3000.04%
130ISHARES SILVER TRSLV10,700$281,7310.04%
131SCHWAB STRATEGIC TR8085247229,949$281,6690.04%
132SELECT SECTOR SPDR TR81369Y5063,250$278,3650.04%
133ONEOK INC NEWOKE2,750$276,1000.04%
134GENERAL MLS INC3703341044,287$273,3770.04%
135INVESCO EXCHANGE TRADED FD TIVZ1,545$270,7300.04%
136STRYKER CORPORATIONSYK743$267,5170.04%
137VANGUARD INDEX FDS922908736639$262,4450.04%
138PAYCHEX INCPAYX1,865$261,5440.04%
139ENTERPRISE PRODS PARTNERS L2937921078,149$255,5530.04%
140ISHARES TR4642872262,616$253,4940.03%
141T-MOBILE US INCTMUSZ1,114$245,8930.03%
142CONOCOPHILLIPSCOP2,443$242,2720.03%
143DIMENSIONAL ETF TRUST25434V1045,960$241,3200.03%
144CHURCHILL DOWNS INCCHDN1,800$240,3720.03%
145VANGUARD WHITEHALL FDS9219464061,870$238,5310.03%
146ROCKWELL AUTOMATION INCROK830$237,2060.03%
147VANGUARD WORLD FD921910816684$234,8710.03%
148META PLATFORMS INCMETA400$234,2040.03%
149ISHARES TR464287622701$225,8340.03%
150SELECT SECTOR SPDR TR81369Y3082,844$223,5720.03%
151ISHARES TR4642871681,678$220,2760.03%
152MONDELEZ INTL INC6092071053,680$219,7860.03%
153FIDELITY NATL INFORMATION SV31620M1062,708$218,7250.03%
154SCHWAB STRATEGIC TR8085241029,318$211,5170.03%
155ISHARES TR46438G6127,939$207,4900.03%
156GENERAL MTRS CO37045V1003,843$204,7230.03%
157SCHWAB CHARLES CORPSCHW-PJ2,739$202,7030.03%
158ISHARES U S ETF TR46431W5073,965$200,2270.03%
159FORD MTR CO34537086020,007$198,0690.03%
160SPROTT PHYSICAL SILVER TRSII18,600$179,4900.02%
161VANECK ETF TRUST92189F45215,909$168,9540.02%
162I-80 GOLD CORPIAUX-WT39,359$19,0890.00%
163ODYSSEY MARINE EXPL INCOMEX17,730$12,7660.00%
164ENLIVEX THERAPEUTICS LTDENLV10,000$11,7000.00%