0001172661-21-001401.txt : 20210611
0001172661-21-001401.hdr.sgml : 20210611
20210611143518
ACCESSION NUMBER: 0001172661-21-001401
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20210611
DATE AS OF CHANGE: 20210611
EFFECTIVENESS DATE: 20210611
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ARS Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001843747
IRS NUMBER: 650777365
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20590
FILM NUMBER: 211010839
BUSINESS ADDRESS:
STREET 1: 111 SECOND AVENUE NE
STREET 2: SUITE 900
CITY: ST. PETERSBURG
STATE: FL
ZIP: 33701
BUSINESS PHONE: 7273227681
MAIL ADDRESS:
STREET 1: 111 SECOND AVENUE NE
STREET 2: SUITE 900
CITY: ST. PETERSBURG
STATE: FL
ZIP: 33701
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001843747
XXXXXXXX
03-31-2018
03-31-2018
false
ARS Wealth Advisors, LLC
111 Second Avenue Ne
Suite 900
St. Petersburg
FL
33701
13F HOLDINGS REPORT
028-20590
N
Andrew Swenson
Chief Compliance Officer
727-332-7681
/s/ Andrew Swenson
St. Petersburg
FL
06-11-2021
0
116
268476
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
543
2475
SH
SOLE
2475
0
0
ABBOTT LABS
COM
002824100
202
3371
SH
SOLE
3371
0
0
ABBVIE INC
COM
00287Y109
399
4215
SH
SOLE
4215
0
0
AFLAC INC
COM
001055102
462
10566
SH
SOLE
10566
0
0
ALPHABET INC
CAP STK CL A
02079K305
580
559
SH
SOLE
559
0
0
ALPHABET INC
CAP STK CL C
02079K107
1995
1934
SH
SOLE
1934
0
0
ALTRIA GROUP INC
COM
02209S103
1472
23619
SH
SOLE
23619
0
0
AMAZON COM INC
COM
023135106
5681
3925
SH
SOLE
3925
0
0
AMERICAN ELEC PWR INC
COM
025537101
232
3376
SH
SOLE
3376
0
0
APPLE INC
COM
037833100
9906
59041
SH
SOLE
59041
0
0
AT&T INC
COM
00206R102
1054
29552
SH
SOLE
29552
0
0
BANK AMER CORP
COM
060505104
607
20245
SH
SOLE
20245
0
0
BECTON DICKINSON & CO
COM
075887109
705
3253
SH
SOLE
3253
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
299
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5688
28515
SH
SOLE
28515
0
0
BIOGEN INC
COM
09062X103
200
732
SH
SOLE
732
0
0
BOEING CO
COM
097023105
993
3030
SH
SOLE
3030
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
255
4025
SH
SOLE
4025
0
0
CATERPILLAR INC DEL
COM
149123101
702
4765
SH
SOLE
4765
0
0
CELGENE CORP
COM
151020104
406
4546
SH
SOLE
4546
0
0
CHEVRON CORP NEW
COM
166764100
1573
13794
SH
SOLE
13794
0
0
CISCO SYS INC
COM
17275R102
1160
27055
SH
SOLE
27055
0
0
CITIGROUP INC
COM NEW
172967424
403
5974
SH
SOLE
5974
0
0
COCA COLA CO
COM
191216100
836
19245
SH
SOLE
19245
0
0
CONOCOPHILLIPS
COM
20825C104
703
11849
SH
SOLE
11849
0
0
CORNING INC
COM
219350105
216
7764
SH
SOLE
7764
0
0
CSX CORP
COM
126408103
273
4892
SH
SOLE
4892
0
0
CVS HEALTH CORP
COM
126650100
551
8864
SH
SOLE
8864
0
0
DAVITA INC
COM
23918K108
270
4100
SH
SOLE
4100
0
0
DISNEY WALT CO
COM DISNEY
254687106
3229
32151
SH
SOLE
32151
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
1518
19601
SH
SOLE
19601
0
0
ENERGY TRANSFER PARTNERS LP
UNIT LTD PRT INT
29278N103
243
15000
SH
SOLE
15000
0
0
EXXON MOBIL CORP
COM
30231G102
895
11998
SH
SOLE
11998
0
0
FACEBOOK INC
CL A
30303M102
845
5287
SH
SOLE
5287
0
0
FIDELITY
MSCI FINLS IDX
316092501
765
18928
SH
SOLE
18928
0
0
FIDELITY
MSCI INDL INDX
316092709
1192
31506
SH
SOLE
31506
0
0
GENERAL ELECTRIC CO
COM
369604103
501
37181
SH
SOLE
37181
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
299
1188
SH
SOLE
1188
0
0
HOME DEPOT INC
COM
437076102
3446
19334
SH
SOLE
19334
0
0
HONEYWELL INTL INC
COM
438516106
1627
11262
SH
SOLE
11262
0
0
INTEL CORP
COM
458140100
962
18478
SH
SOLE
18478
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
373
2428
SH
SOLE
2428
0
0
INVESCO TR INVT GRADE MUNS
COM
46131M106
130
10657
SH
SOLE
10657
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
272
4653
SH
SOLE
4653
0
0
ISHARES INC
MSCI EQUAL WEITE
464286681
8871
161037
SH
SOLE
161037
0
0
ISHARES TR
1 3 YR CR BD ETF
464288646
566
5455
SH
SOLE
5455
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
4029
47695
SH
SOLE
47695
0
0
ISHARES TR
CORE S&P500 ETF
464287200
280
1057
SH
SOLE
1057
0
0
ISHARES TR
CORE US AGGBD ET
464287226
19406
180942
SH
SOLE
180942
0
0
ISHARES TR
IBONDS SEP18 ETF
46429B580
236
9275
SH
SOLE
9275
0
0
ISHARES TR
IBONDS SEP19 ETF
46429B564
232
9175
SH
SOLE
9175
0
0
ISHARES TR
IBONDS SEP20 ETF
46434V571
233
9175
SH
SOLE
9175
0
0
ISHARES TR
MIN VOL EAFE ETF
46429B689
259
3513
SH
SOLE
3513
0
0
ISHARES TR
MIN VOL USA ETF
46429B697
51344
988721
SH
SOLE
988721
0
0
ISHARES TR
MSCI EAFE ETF
464287465
2175
31212
SH
SOLE
31212
0
0
ISHARES TR
RUS MID CAP ETF
464287499
230
1113
SH
SOLE
1113
0
0
ISHARES TR
RUSSELL 3000 ETF
464287689
1117
7148
SH
SOLE
7148
0
0
ISHARES TR
S&P US PFD STK
464288687
1373
36560
SH
SOLE
36560
0
0
ISHARES TR
U.S. CNSM SV ETF
464287580
442
2424
SH
SOLE
2424
0
0
ISHARES TR
U.S. PHARMA ETF
464288836
7211
48877
SH
SOLE
48877
0
0
JOHNSON & JOHNSON
COM
478160104
3015
23526
SH
SOLE
23526
0
0
JPMORGAN CHASE & CO
COM
46625H100
2462
22386
SH
SOLE
22386
0
0
LILLY ELI & CO
COM
532457108
571
7382
SH
SOLE
7382
0
0
LOCKHEED MARTIN CORP
COM
539830109
1174
3475
SH
SOLE
3475
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
3811
21759
SH
SOLE
21759
0
0
MCDONALDS CORP
COM
580135101
1464
9365
SH
SOLE
9365
0
0
MERCK & CO INC
COM
58933Y105
2628
48246
SH
SOLE
48246
0
0
MICROSOFT CORP
COM
594918104
5014
54940
SH
SOLE
54940
0
0
MONSANTO CO NEW
COM
61166W101
704
6033
SH
SOLE
6033
0
0
NEXTERA ENERGY INC
COM
65339F101
776
4754
SH
SOLE
4754
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
552
6833
SH
SOLE
6833
0
0
ORACLE CORP
COM
68389X105
235
5141
SH
SOLE
5141
0
0
PAYPAL HLDGS INC
COM
70450Y103
352
4640
SH
SOLE
4640
0
0
PEPSICO INC
COM
713448108
479
4387
SH
SOLE
4387
0
0
PFIZER INC
COM
717081103
2454
69141
SH
SOLE
69141
0
0
PHILIP MORRIS INTL INC
COM
718172109
1126
11330
SH
SOLE
11330
0
0
PLATFORM SPECIALTY PRODS COR
COM
72766Q105
96
10000
SH
SOLE
10000
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1281
8470
SH
SOLE
8470
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
335
2094
SH
SOLE
2094
0
0
PROCTER AND GAMBLE CO
COM
742718109
10922
137759
SH
SOLE
137759
0
0
QUALCOMM INC
COM
747525103
222
4009
SH
SOLE
4009
0
0
RAYTHEON CO
COM NEW
755111507
304
1407
SH
SOLE
1407
0
0
RENASANT CORP
COM
75970E107
1387
32579
SH
SOLE
32579
0
0
SALESFORCE COM INC
COM
79466L302
318
2735
SH
SOLE
2735
0
0
SCHLUMBERGER LTD
COM
806857108
569
8786
SH
SOLE
8786
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
1391
26424
SH
SOLE
26424
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
567
6962
SH
SOLE
6962
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
473
17160
SH
SOLE
17160
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
251
3385
SH
SOLE
3385
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
21993
336186
SH
SOLE
336186
0
0
SMUCKER J M CO
COM NEW
832696405
381
3072
SH
SOLE
3072
0
0
SOUTHERN CO
COM
842587107
709
15880
SH
SOLE
15880
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
268
2128
SH
SOLE
2128
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
286
1086
SH
SOLE
1086
0
0
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
21392
651806
SH
SOLE
651806
0
0
STARBUCKS CORP
COM
855244109
622
10746
SH
SOLE
10746
0
0
STRYKER CORP
COM
863667101
242
1505
SH
SOLE
1505
0
0
SUNTRUST BKS INC
COM
867914103
204
3003
SH
SOLE
3003
0
0
TD AMERITRADE HLDG CORP
COM
87236Y108
1174
20644
SH
SOLE
20644
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
486
2352
SH
SOLE
2352
0
0
UNION PAC CORP
COM
907818108
458
3405
SH
SOLE
3405
0
0
US BANCORP DEL
COM NEW
902973304
282
5579
SH
SOLE
5579
0
0
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
695
8858
SH
SOLE
8858
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
259
1680
SH
SOLE
1680
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
3269
25257
SH
SOLE
25257
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
377
2777
SH
SOLE
2777
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
92206C599
1906
15680
SH
SOLE
15680
0
0
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
8907
201290
SH
SOLE
201290
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
248
1821
SH
SOLE
1821
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2557
53477
SH
SOLE
53477
0
0
VISA INC
COM CL A
92826C839
973
8138
SH
SOLE
8138
0
0
WALMART INC
COM
931142103
1309
14718
SH
SOLE
14718
0
0
WELLS FARGO CO NEW
COM
949746101
978
18669
SH
SOLE
18669
0
0
WELLTOWER INC
COM
95040Q104
421
7732
SH
SOLE
7732
0
0
WENDYS CO
COM
95058W100
186
10587
SH
SOLE
10587
0
0
WILLIAMS COS INC DEL
COM
969457100
294
11809
SH
SOLE
11809
0
0