0001347935-11-000007.txt : 20110426
0001347935-11-000007.hdr.sgml : 20110426
20110426103707
ACCESSION NUMBER: 0001347935-11-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110331
FILED AS OF DATE: 20110426
DATE AS OF CHANGE: 20110426
EFFECTIVENESS DATE: 20110426
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: 11779056
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
edgar033111.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Quarter Ended: March 31, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Aris Wealth Services, Inc.
Address: 270 Walker Drive
State College, PA 16801
13F File Number: 028-12746
The institutional investment manager filing this report
and the person by whom it is signed hereby represent
that the person signing the report is authorized to
submit it, that all information contained herein is
true, correct and complete, and that it is
understood that all required items, statements,
schedules, lists, and tables, are
considered integral parts of this submission.
Person Signing this Report on Behalf of Reporting Manager:
Name: Chas Boyd
Title: CCO
Phone: 814-231-3710
Signature, Place, and Date of Signing:
Chas Boyd
State College, PA
February 11, 2008
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 77
Form 13F information Table Value Total: $47,342
(x$1000)
List of Other Included Managers: NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
IShares TR Aggregate Bond PFD 464287226 5535 52649.0000SH SOLE 52649.0000 52649.0000
IShares TR TIPS Bond 5-10 Year PFD 464287176 1138 10422.0000SH SOLE 10422.0000 10422.0000
IShares Tr High Yld Corp PFD 464288513 1344 14617.0000SH SOLE 14617.0000 14617.0000
AT&T Inc Com COM 00206R102 338 11047.402SH SOLE 11047.402 11047.402
Allstate Corp COM 020002101 260 8167.582 SH SOLE 8167.582 8167.582
Apache COM 037411105 647 4942.722 SH SOLE 4942.722 4942.722
Axis Energy Corp Com COM 05462C103 3 63000.000SH SOLE 63000.000 63000.000
BMC Software COM 055921100 427 8580.000 SH SOLE 8580.000 8580.000
BPI Energy Holdings Com COM 055934103 0 31400.000SH SOLE 31400.000 31400.000
Bank of America Corp COM 060505104 212 15877.816SH SOLE 15877.816 15877.816
CB Finl Svcs Inc Com COM 12479G101 198 10740.000SH SOLE 10740.000 10740.000
CVS/Caremark Corp COM 126650100 256 7472.085 SH SOLE 7472.085 7472.085
Cisco Systems COM 17275R102 327 19073.000SH SOLE 19073.000 19073.000
Colgate Palmolive COM 194162103 641 7931.288 SH SOLE 7931.288 7931.288
ConocoPhillips COM 20825C104 683 8551.890 SH SOLE 8551.890 8551.890
Constellation Brands A COM 21036P108 316 15584.000SH SOLE 15584.000 15584.000
Costco Wholesale Corp New COM 22160K105 316 4305.376 SH SOLE 4305.376 4305.376
Danaher Corp COM 235851102 329 6336.272 SH SOLE 6336.272 6336.272
Darden Restaurants Inc COM 237194105 318 6473.969 SH SOLE 6473.969 6473.969
DuPont de Nemours COM 263534109 201 3656.000 SH SOLE 3656.000 3656.000
Exxon Mobil Corporation COM 30231G102 1492 17740.363SH SOLE 17740.363 17740.363
Federated Invs Inc PA B COM 314211103 257 9622.815 SH SOLE 9622.815 9622.815
Fiserv Inc COM 337738108 349 5560.000 SH SOLE 5560.000 5560.000
Fluor COM 343412102 464 6295.000 SH SOLE 6295.000 6295.000
Ford Mtr Co DEL COM 345370860 171 11468.000SH SOLE 11468.000 11468.000
Freeport McMoran Copper & Gold COM 35671D857 373 6719.132 SH SOLE 6719.132 6719.132
Fulton Financial COM 360271100 133 11980.000SH SOLE 11980.000 11980.000
General Dynamics COM 369550108 260 3401.310 SH SOLE 3401.310 3401.310
General Electric COM 369604103 1153 57502.680SH SOLE 57502.680 57502.680
Goldman Sachs Group COM 38141G104 227 1428.152 SH SOLE 1428.152 1428.152
Google Inc Cl A COM 38259p508 373 635.000 SH SOLE 635.000 635.000
Harris Corp COM 413875105 333 6715.739 SH SOLE 6715.739 6715.739
Hewlett-Packard Company New COM 428236103 203 4951.000 SH SOLE 4951.000 4951.000
IBM COM 459200101 872 5347.265 SH SOLE 5347.265 5347.265
IShares TR Russell 2000 COM 464287655 3052 36260.000SH SOLE 36260.000 36260.000
IShares TR S&P 500 Index COM 464287200 3951 29708.000SH SOLE 29708.000 29708.000
Idenix Pharmaceuticals Com COM 45166R204 100 30000.000SH SOLE 30000.000 30000.000
J P Morgan Chase & Co COM 46625h100 371 8054.369 SH SOLE 8054.369 8054.369
Johnson & Johnson COM 478160104 534 9019.000 SH SOLE 9019.000 9019.000
Kayne Anderson MLP Investment COM 486606106 2117 64814.034SH SOLE 64814.034 64814.034
Kohls COM 500255104 345 6508.925 SH SOLE 6508.925 6508.925
L-3 Communications Hldgs COM 502424104 226 2888.761 SH SOLE 2888.761 2888.761
LSI Logic COM 502161102 338 49641.000SH SOLE 49641.000 49641.000
Laboratory Corp of Amer Hldgs COM 50540R409 315 3424.000 SH SOLE 3424.000 3424.000
Lowes COM 548661107 375 14204.793SH SOLE 14204.793 14204.793
MLP & Strategic Equity Fund, I COM 55312n106 1462 77759.035SH SOLE 77759.035 77759.035
Marriott Internatl Inc Class A COM fhb903208 0 11166.000SH SOLE 11166.000 11166.000
McKesson HBOC Inc COM 58155Q103 308 3901.638 SH SOLE 3901.638 3901.638
Medco Health Solutions COM 58405U102 279 4971.000 SH SOLE 4971.000 4971.000
Medtronic COM 585055106 340 8629.860 SH SOLE 8629.860 8629.860
Merck & Co COM 58933y105 240 7257.000 SH SOLE 7257.000 7257.000
Metlife Inc COM 59156R108 259 5780.955 SH SOLE 5780.955 5780.955
Microsoft COM 594918104 412 16241.980SH SOLE 16241.980 16241.980
Murphy Oil Corp COM 626717102 593 8080.949 SH SOLE 8080.949 8080.949
National Oilwell Varco Com COM 637071101 704 8880.106 SH SOLE 8880.106 8880.106
Nucor COM 670346105 232 5051.768 SH SOLE 5051.768 5051.768
O Reilly Automotive COM 67103H107 439 7641.000 SH SOLE 7641.000 7641.000
Oracle Systems COM 68389X105 701 20974.260SH SOLE 20974.260 20974.260
PP&L Res PA COM 69351T106 250 9884.958 SH SOLE 9884.958 9884.958
Pfizer COM 717081103 350 17215.000SH SOLE 17215.000 17215.000
Procter & Gamble COM 742718109 700 11366.884SH SOLE 11366.884 11366.884
Public Service Enterprise Grp COM 744573106 262 8308.968 SH SOLE 8308.968 8308.968
Roper Industries Inc COM 776696106 403 4664.000 SH SOLE 4664.000 4664.000
Southern Co COM 842587107 330 8666.000 SH SOLE 8666.000 8666.000
Spider Trust UT Ser 1 COM 78462F103 2775 20928.000SH SOLE 20928.000 20928.000
Stericycle Inc COM 858912108 429 4835.000 SH SOLE 4835.000 4835.000
Target Corp COM 87612E106 322 6447.439 SH SOLE 6447.439 6447.439
Thermo Electron COM 883556102 307 5520.000 SH SOLE 5520.000 5520.000
Travelers Companies Com COM 89417E109 275 4619.641 SH SOLE 4619.641 4619.641
UNUM Corp COM 91529Y106 304 11579.064SH SOLE 11579.064 11579.064
Union Pacific COM 907818108 458 4655.214 SH SOLE 4655.214 4655.214
Verizon Communications COM 92343V104 501 12997.192SH SOLE 12997.192 12997.192
Wal Mart Stores COM 931142103 261 5018.835 SH SOLE 5018.835 5018.835
Watson Pharmaceutical Inc COM 942683103 275 4913.000 SH SOLE 4913.000 4913.000
Hcp Inc LTD 40414l109 357 9399.000 SH SOLE 9399.000 9399.000
Health Care REIT, Inc. LTD 42217K106 458 8733.095 SH SOLE 8733.095 8733.095
Realty Income Corporation LTD 756109104 483 13819.713SH SOLE 13819.713 13819.713