0001172661-21-001409.txt : 20210611 0001172661-21-001409.hdr.sgml : 20210611 20210611144707 ACCESSION NUMBER: 0001172661-21-001409 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 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: 211010884 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 03-31-2020 03-31-2020 false ARS Wealth Advisors, LLC

111 Second Avenue Ne Suite 900 St. Petersburg FL 33701

13F HOLDINGS REPORT 028-20590 N Andrew Swenson 727-332-7681 /s/ Andrew Swenson St. Petersburg FL 06-11-2021 0 91 237615 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 669 4903 SH SOLE 0 0 4903 ABBOTT LABS COM 002824100 519 6580 SH SOLE 0 0 6580 ABBVIE INC COM 00287Y109 389 5105 SH SOLE 0 0 5105 AFLAC INC COM 001055102 402 11732 SH SOLE 0 0 11732 ALPHABET INC CAP STK CL A 02079K305 1522 1310 SH SOLE 0 0 1310 ALPHABET INC CAP STK CL C 02079K107 2020 1737 SH SOLE 0 0 1737 ALTRIA GROUP INC COM 02209S103 299 7730 SH SOLE 0 0 7730 AMAZON COM INC COM 023135106 7731 3965 SH SOLE 0 0 3965 AMERICAN ELEC PWR CO INC COM 025537101 372 4649 SH SOLE 0 0 4649 AMERICAN WTR WKS CO INC NEW COM 030420103 290 2427 SH SOLE 0 0 2427 AMGEN INC COM 031162100 255 1257 SH SOLE 0 0 1257 APPLE INC COM 037833100 13391 52661 SH SOLE 0 0 52661 AT&T INC COM 00206R102 997 34186 SH SOLE 0 0 34186 ATMOS ENERGY CORP COM 049560105 220 2220 SH SOLE 0 0 2220 BECTON DICKINSON & CO COM 075887109 620 2700 SH SOLE 0 0 2700 BERKSHIRE HATHAWAY INC DEL CL A 084670108 272 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5231 28611 SH SOLE 0 0 28611 BK OF AMERICA CORP COM 060505104 418 19671 SH SOLE 0 0 19671 BRISTOL-MYERS SQUIBB CO COM 110122108 347 6232 SH SOLE 0 0 6232 CHEVRON CORP NEW COM 166764100 887 12237 SH SOLE 0 0 12237 CISCO SYS INC COM 17275R102 741 18851 SH SOLE 0 0 18851 COCA COLA CO COM 191216100 1307 29532 SH SOLE 0 0 29532 CSX CORP COM 126408103 308 5383 SH SOLE 0 0 5383 CVS HEALTH CORP COM 126650100 529 8924 SH SOLE 0 0 8924 DAVITA INC COM 23918K108 312 4100 SH SOLE 0 0 4100 DISNEY WALT CO COM DISNEY 254687106 2956 30600 SH SOLE 0 0 30600 DUKE ENERGY CORP NEW COM NEW 26441C204 2613 32301 SH SOLE 0 0 32301 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 141 30680 SH SOLE 0 0 30680 EXXON MOBIL CORP COM 30231G102 825 21716 SH SOLE 0 0 21716 FACEBOOK INC CL A 30303M102 1840 11034 SH SOLE 0 0 11034 FIRSTSERVICE CORP NEW COM 33767E202 219 2835 SH SOLE 0 0 2835 GENERAL ELECTRIC CO COM 369604103 84 10608 SH SOLE 0 0 10608 HERSHEY CO COM 427866108 396 2989 SH SOLE 0 0 2989 HEWLETT PACKARD ENTERPRISE C COM 42824C109 110 11287 SH SOLE 0 0 11287 HOME DEPOT INC COM 437076102 3952 21169 SH SOLE 0 0 21169 HONEYWELL INTL INC COM 438516106 2284 17068 SH SOLE 0 0 17068 HP INC COM 40434L105 197 11327 SH SOLE 0 0 11327 INTEL CORP COM 458140100 1188 21947 SH SOLE 0 0 21947 ISHARES TR 1 3 YR TREAS BD 464287457 431 4975 SH SOLE 0 0 4975 ISHARES TR CORE HIGH DV ETF 46429B663 783 10940 SH SOLE 0 0 10940 ISHARES TR CORE S&P MCP ETF 464287507 208 1449 SH SOLE 0 0 1449 ISHARES TR CORE S&P TTL STK 464287150 421 7358 SH SOLE 0 0 7358 ISHARES TR CORE S&P500 ETF 464287200 303 1171 SH SOLE 0 0 1171 ISHARES TR CORE US AGGBD ET 464287226 383 3324 SH SOLE 0 0 3324 ISHARES TR IBONDS SEP2020 46434V571 233 9175 SH SOLE 0 0 9175 ISHARES TR MSCI MIN VOL ETF 46429B697 52149 965552 SH SOLE 0 0 965552 ISHARES TR NATIONAL MUN ETF 464288414 211 1871 SH SOLE 0 0 1871 ISHARES TR RUS MID CAP ETF 464287499 214 4961 SH SOLE 0 0 4961 ISHARES TR RUSSELL 3000 ETF 464287689 1573 10606 SH SOLE 0 0 10606 ISHARES TR SH TR CRPORT ETF 464288646 419 8002 SH SOLE 0 0 8002 J P MORGAN EXCHANGE-TRADED F US AGGREGATE 46641Q613 21099 781454 SH SOLE 0 0 781454 JOHNSON & JOHNSON COM 478160104 3268 24924 SH SOLE 0 0 24924 JPMORGAN CHASE & CO COM 46625H100 2690 29880 SH SOLE 0 0 29880 KIMBERLY CLARK CORP COM 494368103 264 2064 SH SOLE 0 0 2064 LILLY ELI & CO COM 532457108 830 5982 SH SOLE 0 0 5982 LOCKHEED MARTIN CORP COM 539830109 1084 3200 SH SOLE 0 0 3200 MASTERCARD INC CL A 57636Q104 4534 18771 SH SOLE 0 0 18771 MCDONALDS CORP COM 580135101 2248 13594 SH SOLE 0 0 13594 MERCK & CO. INC COM 58933Y105 4422 57474 SH SOLE 0 0 57474 MICROSOFT CORP COM 594918104 9920 62901 SH SOLE 0 0 62901 NETFLIX INC COM 64110L106 473 1260 SH SOLE 0 0 1260 NEXTERA ENERGY INC COM 65339F101 510 2120 SH SOLE 0 0 2120 NOVARTIS A G SPONSORED ADR 66987V109 318 3858 SH SOLE 0 0 3858 ODYSSEY MARINE EXPLORATION I COM NEW 676118201 154 45866 SH SOLE 0 0 45866 PAYPAL HLDGS INC COM 70450Y103 311 3247 SH SOLE 0 0 3247 PEPSICO INC COM 713448108 842 7012 SH SOLE 0 0 7012 PFIZER INC COM 717081103 2435 74595 SH SOLE 0 0 74595 PHILIP MORRIS INTL INC COM 718172109 205 2814 SH SOLE 0 0 2814 PNC FINL SVCS GROUP INC COM 693475105 782 8174 SH SOLE 0 0 8174 PROCTER & GAMBLE CO COM 742718109 12852 116836 SH SOLE 0 0 116836 RENASANT CORP COM 75970E107 619 28324 SH SOLE 0 0 28324 SALESFORCE COM INC COM 79466L302 349 2425 SH SOLE 0 0 2425 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 736 13514 SH SOLE 0 0 13514 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1218 13749 SH SOLE 0 0 13749 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 14575 181346 SH SOLE 0 0 181346 SOUTHERN CO COM 842587107 838 15477 SH SOLE 0 0 15477 SPDR S&P 500 ETF TR TR UNIT 78462F103 858 3328 SH SOLE 0 0 3328 SPDR SER TR PORTFOLI S&P1500 78464A805 22197 705792 SH SOLE 0 0 705792 STARBUCKS CORP COM 855244109 381 5792 SH SOLE 0 0 5792 TD AMERITRADE HLDG CORP COM 87236Y108 767 18099 SH SOLE 0 0 18099 THERMO FISHER SCIENTIFIC INC COM 883556102 539 1902 SH SOLE 0 0 1902 UNION PAC CORP COM 907818108 551 3909 SH SOLE 0 0 3909 UNITED TECHNOLOGIES CORP COM 913017109 2518 26698 SH SOLE 0 0 26698 UNITEDHEALTH GROUP INC COM 91324P102 752 3017 SH SOLE 0 0 3017 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 571 4957 SH SOLE 0 0 4957 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 247 7411 SH SOLE 0 0 7411 VERIZON COMMUNICATIONS INC COM 92343V104 2331 43391 SH SOLE 0 0 43391 VISA INC COM CL A 92826C839 1468 9112 SH SOLE 0 0 9112 WALMART INC COM 931142103 2304 20282 SH SOLE 0 0 20282 WELLTOWER INC COM 95040Q104 216 4708 SH SOLE 0 0 4708 WENDYS CO COM 95058W100 158 10587 SH SOLE 0 0 10587