0001172661-21-001408.txt : 20210611 0001172661-21-001408.hdr.sgml : 20210611 20210611144552 ACCESSION NUMBER: 0001172661-21-001408 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 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: 211010882 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 12-31-2019 12-31-2019 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 0 111 345725 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1158 6562 SH SOLE 0 0 6562 ABBOTT LABS COM 002824100 604 6948 SH SOLE 0 0 6948 ABBVIE INC COM 00287Y109 468 5288 SH SOLE 0 0 5288 AFLAC INC COM 001055102 620 11728 SH SOLE 0 0 11728 ALPHABET INC CAP STK CL A 02079K305 1757 1312 SH SOLE 0 0 1312 ALPHABET INC CAP STK CL C 02079K107 2385 1784 SH SOLE 0 0 1784 ALTRIA GROUP INC COM 02209S103 475 9519 SH SOLE 0 0 9519 AMAZON COM INC COM 023135106 7506 4062 SH SOLE 0 0 4062 AMERICAN ELEC PWR CO INC COM 025537101 342 3619 SH SOLE 0 0 3619 AMERICAN WTR WKS CO INC NEW COM 030420103 298 2427 SH SOLE 0 0 2427 AMGEN INC COM 031162100 303 1257 SH SOLE 0 0 1257 APPLE INC COM 037833100 16112 54870 SH SOLE 0 0 54870 AT&T INC COM 00206R102 1653 42307 SH SOLE 0 0 42307 ATMOS ENERGY CORP COM 049560105 248 2218 SH SOLE 0 0 2218 BANK AMER CORP COM 060505104 687 19500 SH SOLE 0 0 19500 BECTON DICKINSON & CO COM 075887109 803 2953 SH SOLE 0 0 2953 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6674 29466 SH SOLE 0 0 29466 BOEING CO COM 097023105 595 1827 SH SOLE 0 0 1827 BRISTOL MYERS SQUIBB CO COM 110122108 395 6147 SH SOLE 0 0 6147 CATERPILLAR INC DEL COM 149123101 524 3550 SH SOLE 0 0 3550 CHEVRON CORP NEW COM 166764100 1677 13913 SH SOLE 0 0 13913 CISCO SYS INC COM 17275R102 1139 23757 SH SOLE 0 0 23757 COCA COLA CO COM 191216100 1673 30231 SH SOLE 0 0 30231 CONOCOPHILLIPS COM 20825C104 426 6549 SH SOLE 0 0 6549 CORNING INC COM 219350105 215 7380 SH SOLE 0 0 7380 CSX CORP COM 126408103 386 5340 SH SOLE 0 0 5340 CVS HEALTH CORP COM 126650100 628 8453 SH SOLE 0 0 8453 DAVITA INC COM 23918K108 308 4100 SH SOLE 0 0 4100 DISNEY WALT CO COM DISNEY 254687106 5222 36105 SH SOLE 0 0 36105 DOMINION ENERGY INC COM 25746U109 268 3240 SH SOLE 0 0 3240 DUKE ENERGY CORP NEW COM NEW 26441C204 2950 32338 SH SOLE 0 0 32338 EATON CORP PLC SHS G29183103 305 3218 SH SOLE 0 0 3218 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 317 24680 SH SOLE 0 0 24680 EOG RES INC COM 26875P101 318 3791 SH SOLE 0 0 3791 EXXON MOBIL CORP COM 30231G102 1672 23961 SH SOLE 0 0 23961 FACEBOOK INC CL A 30303M102 2039 9935 SH SOLE 0 0 9935 FIDELITY COVINGTON TR MSCI FINLS IDX 316092501 293 6594 SH SOLE 0 0 6594 FIDELITY COVINGTON TR MSCI INDL INDX 316092709 232 5511 SH SOLE 0 0 5511 FIRSTSERVICE CORP NEW COM 33767E202 264 2835 SH SOLE 0 0 2835 GOLDMAN SACHS GROUP INC COM 38141G104 222 965 SH SOLE 0 0 965 HERSHEY CO COM 427866108 439 2989 SH SOLE 0 0 2989 HEWLETT PACKARD ENTERPRISE C COM 42824C109 179 11280 SH SOLE 0 0 11280 HOME DEPOT INC COM 437076102 4571 20932 SH SOLE 0 0 20932 HONEYWELL INTL INC COM 438516106 2820 15933 SH SOLE 0 0 15933 HP INC COM 40434L105 233 11319 SH SOLE 0 0 11319 INTEL CORP COM 458140100 1354 22617 SH SOLE 0 0 22617 INVESCO ACTIVELY MANAGD ETF VAR RATE INVT 46090A879 3846 154093 SH SOLE 0 0 154093 INVESCO EXCHNG TRADED FD TR KBW BK ETF 46138E628 274 4706 SH SOLE 0 0 4706 ISHARES INC MSCI EQUAL WEITE 464286681 23386 365582 SH SOLE 0 0 365582 ISHARES TR CORE HIGH DV ETF 46429B663 1508 15378 SH SOLE 0 0 15378 ISHARES TR CORE S&P MCP ETF 464287507 298 1449 SH SOLE 0 0 1449 ISHARES TR CORE S&P TTL STK 464287150 642 8831 SH SOLE 0 0 8831 ISHARES TR CORE S&P500 ETF 464287200 305 945 SH SOLE 0 0 945 ISHARES TR CORE US AGGBD ET 464287226 475 4224 SH SOLE 0 0 4224 ISHARES TR IBONDS SEP2020 46434V571 234 9175 SH SOLE 0 0 9175 ISHARES TR MSCI MIN VOL ETF 46429B697 67685 1031783 SH SOLE 0 0 1031783 ISHARES TR NATIONAL MUN ETF 464288414 213 1871 SH SOLE 0 0 1871 ISHARES TR RUS MID CAP ETF 464287499 296 4958 SH SOLE 0 0 4958 ISHARES TR RUSSELL 3000 ETF 464287689 2504 13285 SH SOLE 0 0 13285 ISHARES TR SH TR CRPORT ETF 464288646 448 8350 SH SOLE 0 0 8350 JOHNSON & JOHNSON COM 478160104 3794 26006 SH SOLE 0 0 26006 JP MORGAN EXCHANGE TRADED FD US AGGREGATE 46641Q613 17358 653774 SH SOLE 0 0 653774 JPMORGAN CHASE & CO COM 46625H100 4151 29779 SH SOLE 0 0 29779 KIMBERLY CLARK CORP COM 494368103 284 2064 SH SOLE 0 0 2064 LILLY ELI & CO COM 532457108 780 5932 SH SOLE 0 0 5932 LOCKHEED MARTIN CORP COM 539830109 1183 3039 SH SOLE 0 0 3039 MASTERCARD INC CL A 57636Q104 5947 19918 SH SOLE 0 0 19918 MCDONALDS CORP COM 580135101 2688 13602 SH SOLE 0 0 13602 MERCK & CO INC COM 58933Y105 5426 59665 SH SOLE 0 0 59665 MICROSOFT CORP COM 594918104 9858 62509 SH SOLE 0 0 62509 NEXTERA ENERGY INC COM 65339F101 542 2238 SH SOLE 0 0 2238 NOVARTIS A G SPONSORED ADR 66987V109 446 4715 SH SOLE 0 0 4715 ORACLE CORP COM 68389X105 218 4116 SH SOLE 0 0 4116 PAYPAL HLDGS INC COM 70450Y103 340 3147 SH SOLE 0 0 3147 PEPSICO INC COM 713448108 906 6629 SH SOLE 0 0 6629 PFIZER INC COM 717081103 3075 78475 SH SOLE 0 0 78475 PHILIP MORRIS INTL INC COM 718172109 298 3506 SH SOLE 0 0 3506 PNC FINL SVCS GROUP INC COM 693475105 1330 8333 SH SOLE 0 0 8333 PROCTER & GAMBLE CO COM 742718109 14764 118204 SH SOLE 0 0 118204 RAYTHEON CO COM NEW 755111507 274 1248 SH SOLE 0 0 1248 RENASANT CORP COM 75970E107 1003 28324 SH SOLE 0 0 28324 SALESFORCE COM INC COM 79466L302 361 2220 SH SOLE 0 0 2220 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 881 13996 SH SOLE 0 0 13996 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1508 14808 SH SOLE 0 0 14808 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 261 8493 SH SOLE 0 0 8493 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 18147 197958 SH SOLE 0 0 197958 SOUTHERN CO COM 842587107 1033 16223 SH SOLE 0 0 16223 SPDR S&P 500 ETF TR TR UNIT 78462F103 1330 4134 SH SOLE 0 0 4134 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 48821 1224819 SH SOLE 0 0 1224819 STARBUCKS CORP COM 855244109 509 5786 SH SOLE 0 0 5786 STRYKER CORP COM 863667101 234 1113 SH SOLE 0 0 1113 TD AMERITRADE HLDG CORP COM 87236Y108 1096 19533 SH SOLE 0 0 19533 THERMO FISHER SCIENTIFIC INC COM 883556102 618 1902 SH SOLE 0 0 1902 TRUIST FINL CORP COM 89832Q109 277 4910 SH SOLE 0 0 4910 UNION PACIFIC CORP COM 907818108 623 3445 SH SOLE 0 0 3445 UNITED TECHNOLOGIES CORP COM 913017109 4672 31194 SH SOLE 0 0 31194 UNITEDHEALTH GROUP INC COM 91324P102 596 2027 SH SOLE 0 0 2027 US BANCORP DEL COM NEW 902973304 333 5617 SH SOLE 0 0 5617 VAALCO ENERGY INC COM NEW 91851C201 22 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS MID CAP ETF 922908629 286 1605 SH SOLE 0 0 1605 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2751 20072 SH SOLE 0 0 20072 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 1343 9171 SH SOLE 0 0 9171 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 364 8257 SH SOLE 0 0 8257 VERIZON COMMUNICATIONS INC COM 92343V104 2888 47035 SH SOLE 0 0 47035 VISA INC COM CL A 92826C839 1930 10274 SH SOLE 0 0 10274 WALMART INC COM 931142103 2563 21563 SH SOLE 0 0 21563 WELLS FARGO CO NEW COM 949746101 583 10828 SH SOLE 0 0 10828 WELLTOWER INC COM 95040Q104 377 4610 SH SOLE 0 0 4610 WENDYS CO COM 95058W100 235 10587 SH SOLE 0 0 10587 WILLIAMS COS INC DEL COM 969457100 207 8714 SH SOLE 0 0 8714