0001347935-14-000014.txt : 20140714 0001347935-14-000014.hdr.sgml : 20140714 20140714123748 ACCESSION NUMBER: 0001347935-14-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140714 DATE AS OF CHANGE: 20140714 EFFECTIVENESS DATE: 20140714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aris Wealth Services, Inc. CENTRAL INDEX KEY: 0001347935 IRS NUMBER: 251724474 STATE OF INCORPORATION: PA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12746 FILM NUMBER: 14973189 BUSINESS ADDRESS: STREET 1: 270 WALKER DRIVE STREET 2: P.O. BOX 1318 CITY: STATE COLLEGE STATE: PA ZIP: 16804-1318 BUSINESS PHONE: 814-231-3710 MAIL ADDRESS: STREET 1: 270 WALKER DRIVE STREET 2: P.O. BOX 1318 CITY: STATE COLLEGE STATE: PA ZIP: 16804-1318 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001347935 XXXXXXXX 06-30-2014 06-30-2014 false Aris Wealth Services, Inc.

270 Walker Drive P.O. Box 1318 State College PA 16804-1318

13F HOLDINGS REPORT 028-12746 N Chas Boyd 814-231-3710 Chas Boyd State College PA 07-14-2014 0 106 76522 INFORMATION TABLE 2 infotable.xml Actavis Inc Com COM g0083b108 818 3667 SH SOLE 2745 0 922 Allergan Inc COM 018490102 617 3644 SH SOLE 3052 0 592 Allstate Corp COM 020002101 624 10626 SH SOLE 8677 0 1949 Ameriprise Financial Inc COM 03076C106 664 5529 SH SOLE 4447 0 1082 Antex Biologics Inc Com New COM 03672W308 0 25000 SH SOLE 0 0 25000 Apple Computer COM 037833100 1069 11506 SH SOLE 8485 0 3021 AT&T Inc Com COM 00206R102 511 14441 SH SOLE 2090 0 12351 Bank of America Corp COM 060505104 479 31151 SH SOLE 25464 0 5687 BPI Energy Holdings Com COM 055934103 0 31400 SH SOLE 0 0 31400 Capital One Finl Corp COM 14040H105 513 6216 SH SOLE 5306 0 910 Celgene Corp New COM 151020104 641 7462 SH SOLE 5852 0 1610 CF Inds Hldgs Inc Com COM 125269100 406 1687 SH SOLE 1329 0 358 ChevronTexaco COM 166764100 492 3767 SH SOLE 1213 0 2554 Cisco Systems COM 17275R102 577 23219 SH SOLE 16289 0 6930 Colgate Palmolive COM 194162103 237 3478 SH SOLE 1394 0 2084 ConocoPhillips COM 20825C104 728 8497 SH SOLE 6281 0 2216 Constellation Brands A COM 21036P108 768 8717 SH SOLE 7120 0 1597 CVS/Caremark Corp COM 126650100 661 8775 SH SOLE 7057 0 1718 Danaher Corp COM 235851102 559 7104 SH SOLE 5752 0 1352 Darden Restaurants Inc COM 237194105 410 8851 SH SOLE 7289 0 1562 Deere COM 244199105 382 4218 SH SOLE 3086 0 1132 Dr Pepper Snapple Grp Com COM 26138E109 623 10642 SH SOLE 7892 0 2750 DTE Energy COM 233331107 390 5011 SH SOLE 3981 0 1030 Duke Energy Corp New Com COM 26441c204 216 2914 SH SOLE 894 0 2020 Eaton Vance Risk Managed Incom COM 27829G106 4833 418828 SH SOLE 2552 0 416276 Ebay Inc COM 278642103 521 10403 SH SOLE 7570 0 2833 EMC Corp Mass COM 268648102 517 19643 SH SOLE 15214 0 4430 Energy Select Sector SPDR COM 81369Y506 240 2399 SH SOLE 2106 0 293 Exxon Mobil Corporation COM 30231G102 4360 43305 SH SOLE 3988 0 39317 Fiserv Inc COM 337738108 802 13300 SH SOLE 10359 0 2941 Freeport McMoran Copper & Gold COM 35671D857 412 11279 SH SOLE 9495 0 1784 Fulton Financial COM 360271100 148 11980 SH SOLE 0 0 11980 General Dynamics COM 369550108 456 3915 SH SOLE 3258 0 657 General Electric COM 369604103 759 28898 SH SOLE 1914 0 26984 Gilead Sciences Inc COM 375558103 843 10167 SH SOLE 7602 0 2565 Google Inc Cl A COM 38259P508 432 739 SH SOLE 500 0 239 Google Inc Cl C COM 38259P706 408 710 SH SOLE 472 0 238 Harman International COM 413086109 744 6926 SH SOLE 5031 0 1895 Healthcare Select Sector SPDR COM 81369Y209 343 5636 SH SOLE 4944 0 692 Hewlett-Packard Company New COM 428236103 671 19915 SH SOLE 14578 0 5337 IBM COM 459200101 313 1728 SH SOLE 446 0 1282 Idenix Pharmaceuticals Com COM 45166R204 723 30000 SH SOLE 0 0 30000 Intel COM 458140100 826 26744 SH SOLE 19773 0 6971 iShares Core S&P 500 COM 464287200 452 2292 SH SOLE 171 0 2121 iShares Core S&P Mid-Cap COM 464287507 280 1957 SH SOLE 1070 0 887 iShares MSCI USA Minimum Volat COM 46429B697 401 10771 SH SOLE 0 0 10771 iShares S&P 100 ETF COM 464287101 465 5374 SH SOLE 0 0 5374 J P Morgan Chase & Co COM 46625H100 613 10640 SH SOLE 7734 0 2907 Johnson & Johnson COM 478160104 437 4181 SH SOLE 1280 0 2901 Kayne Anderson MLP Investment COM 486606106 4165 105690 SH SOLE 696 0 104993 Kohls COM 500255104 496 9408 SH SOLE 6841 0 2567 Lowes COM 548661107 657 13698 SH SOLE 10342 0 3356 LYFE Communications Inc Com COM 50248H109 1 24000 SH SOLE 24000 0 0 Marriott Internatl Inc Class A COM fhb903208 0 18327 SH SOLE 0 0 18327 McDonalds COM 580135101 209 2074 SH SOLE 1553 0 521 McKesson HBOC Inc COM 58155Q103 663 3562 SH SOLE 2796 0 766 Merck & Co COM 58933Y105 282 4869 SH SOLE 1736 0 3133 Metlife Inc COM 59156R108 597 10741 SH SOLE 9395 0 1346 Microsoft COM 594918104 283 6783 SH SOLE 4679 0 2104 Murphy Oil Corp COM 626717102 516 7756 SH SOLE 5826 0 1930 Nabors Inds Inc COM G6359F103 778 26473 SH SOLE 18509 0 7964 National Oilwell Varco Com COM 637071101 536 6512 SH SOLE 5027 0 1486 Nuveen Energy MLP Total Return COM 67074U103 3896 175344 SH SOLE 1712 0 173632 Nvidia Corp COM 67066G104 564 30436 SH SOLE 22562 0 7874 Occidental Petroleum COM 674599105 556 5421 SH SOLE 3912 0 1509 Powershares QQQ Trust Ser 1 COM 73935A104 210 2232 SH SOLE 1301 0 931 Procter & Gamble COM 742718109 335 4257 SH SOLE 965 0 3292 Public Service Enterprise Grp COM 744573106 500 12250 SH SOLE 8921 0 3329 Roper Industries Inc COM 776696106 572 3915 SH SOLE 2969 0 946 SCHWAB STRATEGIC TR US SML CAP COM 808524607 478 8715 SH SOLE 0 0 8715 Scripps Network Interactive In COM 811065101 544 6702 SH SOLE 5347 0 1355 Spider Trust UT Ser 1 COM 78462F103 472 2412 SH SOLE 462 0 1950 Stericycle Inc COM 858912108 508 4291 SH SOLE 3303 0 988 Target Corp COM 87612E106 477 8224 SH SOLE 6442 0 1782 Technology Select Sector SPDR COM 81369y803 342 8909 SH SOLE 7814 0 1095 Thermo Electron COM 883556102 576 4882 SH SOLE 3809 0 1073 Time Warner Inc New Com COM 887317303 282 4017 SH SOLE 32 0 3985 Travelers Companies Com COM 89417E109 529 5619 SH SOLE 4745 0 874 Tyson Foods A COM 902494103 536 14275 SH SOLE 12040 0 2235 Union Pacific COM 907818108 761 7633 SH SOLE 6049 0 1584 UNUM Corp COM 91529Y106 531 15263 SH SOLE 13220 0 2043 Vanguard Index Fds S&P 500 Etf COM 922908363 676 3767 SH SOLE 0 0 3767 Verizon Communications COM 92343V104 747 15268 SH SOLE 8743 0 6525 Wal Mart Stores COM 931142103 625 8323 SH SOLE 6551 0 1772 Walt Disney COM 254687106 219 2551 SH SOLE 845 0 1706 Templeton Global Income PFD 880198106 2125 257301 SH SOLE 1203 0 256098 America Movil Sa De Cv Spons A COM 02364W105 228 11000 SH SOLE 0 0 11000 Gulf Keystone Petroleum Ltd Sh COM G4209G108 37 20000 SH SOLE 0 0 20000 iShares Core MSCI EAFE COM 46432F842 496 7965 SH SOLE 1408 0 6557 iShares Core MSCI Emerging Mar COM 46434G103 231 4460 SH SOLE 0 0 4460 iShares Dow Jones Internationa COM 464288448 1646 41264 SH SOLE 505 0 40759 iShares Emerging Markets Divid COM 464286319 3639 74771 SH SOLE 604 0 74167 iShares Inc MSCI Emu Index COM 464286608 547 12934 SH SOLE 11348 0 1586 iShares MSCI Japan Index COM 464286848 291 24204 SH SOLE 21202 0 3002 iShares MSCI United Kingdom COM 464286699 269 12860 SH SOLE 11306 0 1554 WisdomTree DEFA Equity Income COM 97717W802 1118 22783 SH SOLE 0 0 22783 Hcp Inc LTD 40414L109 1099 26552 SH SOLE 224 0 26328 Health Care REIT, Inc. LTD 42217K106 1104 17624 SH SOLE 201 0 17423 Realty Income Corporation LTD 756109104 1152 25933 SH SOLE 222 0 25711 Carey Watermark Invsinc Price LTD 14179a103 115 11547 SH SOLE 0 0 11547 Chambers Str Pptys Com LTD 157842105 2100 261154 SH SOLE 0 0 261154 Corporate Ppty Assoc17 Glbal I LTD 22003d102 102 10702 SH SOLE 0 0 10702 FS Invt Corp LTD 302635107 291 27333 SH SOLE 0 0 27333 iShares Core Total Aggregate U COM 464287226 1781 16284 SH SOLE 6663 0 9621 iShares Floating Rate Bond COM 46429B655 426 8388 SH SOLE 0 0 8388 iShares iBoxx $ High Yield Cor COM 464288513 222 2328 SH SOLE 1294 0 1034