0001347935-15-000002.txt : 20150115 0001347935-15-000002.hdr.sgml : 20150115 20150115153752 ACCESSION NUMBER: 0001347935-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150115 DATE AS OF CHANGE: 20150115 EFFECTIVENESS DATE: 20150115 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: 15529905 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 12-31-2014 12-31-2014 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 T. Boyd State College PA 01-15-2015 0 115 89808 INFORMATION TABLE 2 infotable.xml Eaton Vance Risk Managed Incom PFD 27829G106 4893 458991 SH SOLE 5442 0 453549 Kayne Anderson MLP Investment PFD 486606106 4405 115383 SH SOLE 1551 0 113832 Nuveen Energy MLP Total Return PFD 67074U103 3923 193063 SH SOLE 3252 0 189811 Actavis Inc Com COM g0083b108 921 3577 SH SOLE 2647 0 930 Agenus Inc COM 00847G705 86 21694 SH SOLE 0 0 21694 Allergan Inc COM 018490102 354 1664 SH SOLE 1442 0 222 Allstate Corp COM 020002101 811 11545 SH SOLE 9541 0 2004 Ameriprise Financial Inc COM 03076C106 776 5867 SH SOLE 4750 0 1117 Antex Biologics Inc Com New COM 03672W308 0 25000 SH SOLE 0 0 25000 Apollo Investment Corp COM 03761U106 978 131855 SH SOLE 2785 0 129070 Apple Computer COM 037833100 1305 11821 SH SOLE 8778 0 3043 AT&T Inc Com COM 00206R102 487 14501 SH SOLE 2150 0 12351 Bank of America Corp COM 060505104 599 33487 SH SOLE 27505 0 5982 Biogen Idec COM 09062X103 415 1223 SH SOLE 1039 0 184 BPI Energy Holdings Com COM 055934103 0 31400 SH SOLE 0 0 31400 Capital One Finl Corp COM 14040H105 551 6676 SH SOLE 5661 0 1015 Celgene Corp New COM 151020104 911 8146 SH SOLE 6256 0 1890 CF Inds Hldgs Inc Com COM 125269100 550 2018 SH SOLE 1561 0 457 ChevronTexaco COM 166764100 354 3159 SH SOLE 774 0 2385 Cisco Systems COM 17275R102 696 25040 SH SOLE 17804 0 7236 Coca-Cola COM 191216100 221 5243 SH SOLE 1884 0 3359 Colgate Palmolive COM 194162103 355 5124 SH SOLE 3032 0 2092 ConocoPhillips COM 20825C104 666 9644 SH SOLE 7252 0 2392 Constellation Brands A COM 21036P108 870 8862 SH SOLE 7215 0 1647 CVS/Caremark Corp COM 126650100 850 8826 SH SOLE 7107 0 1719 Danaher Corp COM 235851102 726 8474 SH SOLE 6542 0 1932 Darden Restaurants Inc COM 237194105 600 10230 SH SOLE 8589 0 1641 Deere COM 244199105 398 4501 SH SOLE 3258 0 1243 Dr Pepper Snapple Grp Com COM 26138E109 418 5836 SH SOLE 3946 0 1890 DTE Energy COM 233331107 493 5706 SH SOLE 4516 0 1190 Ebay Inc COM 278642103 706 12588 SH SOLE 8900 0 3688 EMC Corp Mass COM 268648102 685 23040 SH SOLE 17180 0 5861 Exxon Mobil Corporation COM 30231G102 4059 43900 SH SOLE 5477 0 38423 F.N.B. Corp COM 302520101 240 18027 SH SOLE 0 0 18027 Fidelity MSCI Energy ETF COM 316092402 316 13828 SH SOLE 11573 0 2255 Fiserv Inc COM 337738108 959 13510 SH SOLE 10484 0 3026 Franklin Resources COM 354613101 479 8658 SH SOLE 8483 0 175 Freeport McMoran Copper & Gold COM 35671D857 387 16579 SH SOLE 13095 0 3484 Fulton Financial COM 360271100 148 11980 SH SOLE 0 0 11980 General Dynamics COM 369550108 548 3980 SH SOLE 3324 0 656 General Electric COM 369604103 868 34343 SH SOLE 8489 0 25854 Gilead Sciences Inc COM 375558103 988 10477 SH SOLE 7932 0 2545 Goldman Sachs Group COM 38141G104 226 1164 SH SOLE 1112 0 52 Google Inc Cl A COM 38259P508 460 866 SH SOLE 627 0 239 Google Inc Cl C COM 38259P706 339 644 SH SOLE 431 0 213 Harman International COM 413086109 795 7451 SH SOLE 5496 0 1955 Healthcare Select Sector SPDR COM 81369Y209 202 2949 SH SOLE 2528 0 421 Hewlett-Packard Company New COM 428236103 839 20914 SH SOLE 15305 0 5609 IBM COM 459200101 263 1638 SH SOLE 945 0 693 Intel COM 458140100 1081 29798 SH SOLE 22725 0 7074 iShares Core S&P 500 COM 464287200 693 3348 SH SOLE 105 0 3243 iShares Core S&P Small-Cap COM 464287804 219 1924 SH SOLE 53 0 1871 iShares MSCI USA Minimum Volat COM 46429B697 701 17317 SH SOLE 470 0 16847 iShares S&P 100 ETF COM 464287101 752 8267 SH SOLE 203 0 8064 J P Morgan Chase & Co COM 46625H100 757 12095 SH SOLE 9054 0 3041 Johnson & Johnson COM 478160104 427 4080 SH SOLE 1915 0 2165 Kohls COM 500255104 671 10998 SH SOLE 7886 0 3112 Lowes COM 548661107 963 13994 SH SOLE 10755 0 3239 LYFE Communications Inc Com COM 50248H109 0 24000 SH SOLE 24000 0 0 Marriott Internatl Inc Class A COM fhb903208 0 18327 SH SOLE 0 0 18327 McKesson HBOC Inc COM 58155Q103 813 3916 SH SOLE 2952 0 964 Merck & Co COM 58933Y105 495 8710 SH SOLE 5693 0 3017 Metlife Inc COM 59156R108 662 12235 SH SOLE 10579 0 1656 Microsoft COM 594918104 309 6650 SH SOLE 5144 0 1506 Murphy Oil Corp COM 626717102 358 7078 SH SOLE 5228 0 1850 Nabors Inds Inc COM G6359F103 394 30339 SH SOLE 19935 0 10404 National Oilwell Varco Com COM 637071101 462 7056 SH SOLE 5632 0 1424 Nvidia Corp COM 67066G104 730 36423 SH SOLE 26109 0 10314 Occidental Petroleum COM 674599105 352 4371 SH SOLE 3181 0 1190 Oracle Systems COM 68389X105 256 5694 SH SOLE 3276 0 2418 Pennant Park Investment Corpor COM 708062104 993 104156 SH SOLE 2138 0 102018 Powershares QQQ Trust Ser 1 COM 73935A104 310 2999 SH SOLE 923 0 2076 PP&L Res PA COM 69351T106 249 6841 SH SOLE 5490 0 1351 Procter & Gamble COM 742718109 462 5070 SH SOLE 1913 0 3157 Public Service Enterprise Grp COM 744573106 594 14348 SH SOLE 10886 0 3462 Roper Industries Inc COM 776696106 622 3977 SH SOLE 2990 0 987 SCHWAB STRATEGIC TR US SML CAP COM 808524607 382 6927 SH SOLE 0 0 6927 Scripps Network Interactive In COM 811065101 575 7637 SH SOLE 5807 0 1830 Spider Trust UT Ser 1 COM 78462F103 525 2554 SH SOLE 31 0 2523 Stericycle Inc COM 858912108 586 4471 SH SOLE 3428 0 1043 Stryker Corp COM 863667101 304 3225 SH SOLE 3145 0 80 Target Corp COM 87612E106 714 9404 SH SOLE 7480 0 1924 Technology Select Sector SPDR COM 81369y803 206 4971 SH SOLE 4259 0 712 Thermo Electron COM 883556102 718 5732 SH SOLE 4159 0 1573 Travelers Companies Com COM 89417E109 640 6050 SH SOLE 5130 0 920 Tyson Foods A COM 902494103 613 15280 SH SOLE 12850 0 2430 Union Pacific COM 907818108 905 7597 SH SOLE 5987 0 1610 UNUM Corp COM 91529Y106 572 16393 SH SOLE 14075 0 2318 Vanguard Index Fds S&P 500 Etf COM 922908363 710 3767 SH SOLE 0 0 3767 Verizon Communications COM 92343V104 953 20375 SH SOLE 12327 0 8048 Wal Mart Stores COM 931142103 844 9830 SH SOLE 8058 0 1772 Walgreens Boots Alliance Inc C COM 931427108 533 6995 SH SOLE 6125 0 870 Walt Disney COM 254687106 240 2551 SH SOLE 845 0 1706 AllianceBernstein Global High PFD 01879R106 1751 140897 SH SOLE 3007 0 137890 Templeton Global Income PFD 880198106 2163 300781 SH SOLE 4043 0 296738 Gulf Keystone Petroleum Ltd Sh COM G4209G108 21 20000 SH SOLE 20000 0 0 iShares Core MSCI EAFE COM 46432F842 599 10828 SH SOLE 267 0 10561 iShares Core MSCI Emerging Mar COM 46434G103 2711 57642 SH SOLE 4569 0 53073 iShares Dow Jones Internationa COM 464288448 1758 52184 SH SOLE 1188 0 50996 iShares Emerging Markets Divid COM 464286319 3638 86989 SH SOLE 1396 0 85593 iShares Inc MSCI Emu Index COM 464286608 488 13429 SH SOLE 11513 0 1916 iShares MSCI EAFE Minimum Vola COM 46429B689 215 3478 SH SOLE 82 0 3396 iShares MSCI Japan Index COM 464286848 247 21932 SH SOLE 18810 0 3122 iShares MSCI United Kingdom COM 46434v548 241 13390 SH SOLE 11496 0 1894 WisdomTree DEFA Equity Income COM 97717W802 860 20319 SH SOLE 0 0 20319 Hcp Inc LTD 40414L109 1282 29107 SH SOLE 494 0 28613 Health Care REIT, Inc. LTD 42217K106 1430 18892 SH SOLE 309 0 18582 Realty Income Corporation LTD 756109104 1362 28554 SH SOLE 492 0 28062 American Realty Cap Healthcare LTD 02917R108 143 12000 SH SOLE 0 0 12000 Carey Watermark Invsinc Price LTD 14179a103 115 11547 SH SOLE 0 0 11547 Chambers Str Pptys Com LTD 157842105 1441 178830 SH SOLE 0 0 178830 Corporate Ppty Assoc17 Glbal I LTD 22003d102 95 10000 SH SOLE 0 0 10000 FS Invt Corp LTD 302635107 272 27400 SH SOLE 0 0 27400 iShares Core Total Aggregate U COM 464287226 1966 17852 SH SOLE 4128 0 13724 iShares Floating Rate Bond COM 46429B655 546 10798 SH SOLE 29 0 10769