Fund Holdings

ARS Wealth Advisors Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
T ROWE PRICE ETF INC03,403,290+3,403,2900169,313,65414.30%+169,313,654
ISHARES U S ETF TR0174,313+174,313014,922,9721.26%+14,922,972
EXXON MOBIL CORP(XOM)0219,242+219,242037,196,6743.14%+37,196,674
CHEVRON CORPORATION(CVX)0133,216+133,216027,562,2902.33%+27,562,290
GSK PLC(GSK)0127,516+127,51607,037,6190.59%+7,037,619
SSGA ACTIVE ETF TR0191,140+191,14007,672,3650.65%+7,672,365
VERIZON COMMUNICATIONS INC(VZ)0425,683+425,683021,369,3031.81%+21,369,303
JOHNSON & JOHNSON(JNJ)0123,176+123,176030,109,1642.54%+30,109,164
HONEYWELL INTL INC(HON)091,237+91,237020,622,1911.74%+20,622,191
ISHARES TR038,374+38,37403,168,5410.27%+3,168,541
MERCK & CO INC(MRK)0176,368+176,368021,215,2951.79%+21,215,295
INNOVATOR ETFS TRUST0144,077+144,07702,726,9600.23%+2,726,960
BLACKROCK INC(BLK)02,398+2,39802,306,0400.19%+2,306,040
DUKE ENERGY CORP NEW(DUK)0148,064+148,064019,387,4591.64%+19,387,459
VANGUARD SCOTTSDALE FDS026,527+26,52702,102,7950.18%+2,102,795
SSGA ACTIVE ETF TR050,253+50,25301,996,5520.17%+1,996,552
LOCKHEED MARTIN CORP(LMT)015,501+15,50109,368,5190.79%+9,368,519
KINDER MORGAN INC DEL(KMI)0291,692+291,69209,780,4210.83%+9,780,421
WALMART INC(WMT)0152,519+152,519018,955,1121.60%+18,955,112
SOUTHERN CO(SO)0108,109+108,109010,434,6960.88%+10,434,696
INNOVATOR ETFS TRUST071,577+71,57701,342,7850.11%+1,342,785
ALTRIA GROUP INC(MO)0139,776+139,77609,223,8390.78%+9,223,839
VANECK ETF TRUST08,922+8,9220818,7720.07%+818,772
WATERS CORP(WAT)02,709+2,7090806,7400.07%+806,740
PROCTER & GAMBLE CO(PG)0128,976+128,976018,629,3071.57%+18,629,307
PEPSICO INC(PEP)054,501+54,50108,463,5130.71%+8,463,513
CATERPILLAR INC(CAT)05,046+5,04603,574,6050.30%+3,574,605
WEC ENERGY GROUP INC(WEC)05,674+5,6740656,8900.06%+656,890
UNITED PARCEL SVCS INC(UPS)054,246+54,24605,336,7220.45%+5,336,722
SOLSTICE ADVANCED MATLS INC(SOLS)018,469+18,46901,406,6190.12%+1,406,619
INNOVATOR ETFS TRUST023,071+23,0710433,1050.04%+433,105
SHELL PLC(SHEL)025,436+25,43602,365,5310.20%+2,365,531
SPDR SERIES TRUST04,630+4,6300424,2930.04%+424,293
SCHWAB STRATEGIC TR011,139+11,1390341,7350.03%+341,735
COSTCO WHOLESALE CORPORATION(COST)02,812+2,81202,801,9240.24%+2,801,924
CONOCOPHILLIPS(COP)02,243+2,2430296,0560.03%+296,056
ISHARES GOLD TR(IAU)05,594+5,5940493,1670.04%+493,167
INVESCO EXCH TRADED FD TR II03,875+3,8750283,4380.02%+283,438
MARATHON PETE CORP(MPC)01,148+1,1480280,3190.02%+280,319
JOHNSON CONTROLS INTERNATION01,962+1,9620256,9240.02%+256,924
T ROWE PRICE ETF INC0418,559+418,559014,896,5211.26%+14,896,521
VALERO ENERGY CORP(VLO)02,800+2,8000691,8240.06%+691,824
WILLIAMS COS INC(WMB)03,189+3,1890232,0950.02%+232,095
ROCKWELL AUTOMATION INC(ROK)0633+6330227,1710.02%+227,171
ONEOK INC NEW(OKE)02,475+2,4750223,7150.02%+223,715
BP PLC(BP)04,488+4,4880210,9540.02%+210,954
SCHWAB STRATEGIC TR045,397+45,39701,101,7850.09%+1,101,785
APPLIED MATLS INC02,041+2,0410697,6050.06%+697,605
DAVITA INC(DVA)04,100+4,1000630,1290.05%+630,129
COCA COLA CO(KO)025,887+25,88701,968,7380.17%+1,968,738
GE VERNOVA INC(GEV)0631+6310550,9130.05%+550,913
RTX CORPORATION(RTX)024,736+24,73604,771,5280.40%+4,771,528
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,159+1,1590391,6840.03%+391,684
AT&T INC(T)025,586+25,5860741,7290.06%+741,729
CORNING INC(GLW)05,170+5,1700702,9650.06%+702,965
CISCO SYS INC(CSCO)0151,296+151,296011,739,0850.99%+11,739,085
UNION PAC CORP(UNP)03,709+3,7090899,8780.08%+899,878
AMERICAN ELEC PWR CO INC08,389+8,38901,099,6090.09%+1,099,609
ENERGY TRANSFER L P(ET)034,386+34,3860663,6500.06%+663,650
EMERSON ELEC CO(EMR)03,637+3,6370476,4950.04%+476,495
WELLTOWER INC(WELL)05,113+5,11301,010,8910.09%+1,010,891
LAM RESEARCH CORP(LRCX)01,980+1,9800423,0470.04%+423,047
ENTERPRISE PRODS PARTNERS L(EPD)09,315+9,3150352,4800.03%+352,480
SELECT SECTOR SPDR TR05,891+5,8910360,8790.03%+360,879
FIRST TR EXCHANGE-TRADED ALP011,569+11,56901,380,8090.12%+1,380,809
DEERE & CO(DE)0603+6030339,8480.03%+339,848
ISHARES TR01,979+1,9790299,6100.03%+299,610
CSX CORP(CSX)09,844+9,8440404,1130.03%+404,113
NEXTERA ENERGY INC(NEE)010,929+10,92901,015,1250.09%+1,015,125
PFIZER INC(PFE)027,406+27,4060769,5660.07%+769,566
EDISON INTL(EIX)04,465+4,4650326,7490.03%+326,749
NVIDIA CORPORATION(NVDA)073,515+73,515012,821,0791.08%+12,821,079
PHILIP MORRIS INTL INC(PM)02,856+2,8560472,1800.04%+472,180
ISHARES TR02,818+2,8180382,4890.03%+382,489
HERSHEY CO(HSY)02,873+2,8730597,2370.05%+597,237
INNOVATOR ETFS TRUST014,052+14,0520648,2190.05%+648,219
EATON CORP PLC(ETN)01,311+1,3110468,9050.04%+468,905
NVIDIA CORPORATION(NVDA)(Call)0200+200034,880+34,880
AMGEN INC(AMGN)03,412+3,41201,200,3630.10%+1,200,363
NETFLIX INC.(NFLX)015,792+15,79201,518,4010.13%+1,518,401
ISHARES TR02,604+2,6040258,4710.02%+258,471
GENERAL DYNAMICS CORP(GD)08,325+8,32502,857,3830.24%+2,857,383
XCEL ENERGY INC(XEL)03,274+3,2740260,0510.02%+260,051
PNC FINL SVCS GROUP INC(PNC)03,889+3,8890809,3390.07%+809,339
FIRST TR EXCHANGE-TRADED ALP011,488+11,4880655,6970.06%+655,697
WASTE MGMT INC DEL(WM)01,516+1,5160348,4000.03%+348,400
VANGUARD WHITEHALL FDS01,874+1,8740277,5030.02%+277,503
AMERICAN WTR WKS CO INC NEW02,272+2,2720309,1960.03%+309,196
VANGUARD INDEX FDS01,118+1,1180320,9710.03%+320,971
SCHWAB STRATEGIC TR012,792+12,7920356,2570.03%+356,257
YUM BRANDS INC(YUM)01,792+1,7920278,5420.02%+278,542
FIRST TR EXCHANGE TRADED FD06,753+6,7530266,2690.02%+266,269
SPDR SERIES TRUST02,364+2,3640420,9770.04%+420,977
STRYKER CORPORATION(SYK)0856+8560281,2730.02%+281,273
MCKESSON CORP(MCK)0297+2970257,0570.02%+257,057
PROSHARES TR01,949+1,9490206,5930.02%+206,593
ISHARES TR03,262+3,2620317,1600.03%+317,160
ISHARES TR01,233+1,2330305,7840.03%+305,784
ISHARES TR05,663+5,6630382,4410.03%+382,441
VISA INC(V)02,750+2,7500831,0980.07%+831,098
Page 1 of 3