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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
90
25
27
5
9
4
62
18
6
ARIS WEALTH SERVICES INC

Time Period2015-09-30

Total Holdings386

Total Value ($x1000)47,666
Activities
New21

Increased29

Unchanged143

Decreased193

Sold Out158

Top 10 Stock Holdingstotal 47.2%
ETJ9.29

DVYE6.47

KYN6.17

JMF5.7

AGG3.78

 
IDV3.74

AWF3.35

XOM3.34

UPS2.69

O2.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ETJ
9.29%
COM
DVYE
6.47%
EM MKTS DIV ETF
KYN
6.17%
COM
JMF
5.7%
COM
AGG
3.78%
CORE TOTUSBD ETF
IDV
3.74%
INTL SEL DIV ETF
AWF
3.35%
COM
XOM
3.34%
COM
UPS
2.69%
CL B
O
2.67%
COM
SPY
2.53%
TR UNIT
HCN
2.52%
COM
HCP
2.23%
COM
IVV
1.89%
CORE S&P500 ETF
CSG
1.89%
COM
OEF
1.87%
S&P 100 ETF
USMV
1.84%
USA MIN VOL ETF
IEMG
1.84%
CORE MSCI EMKT
CELG
1.73%
COM
AINV
1.72%
COM
IEFA
1.7%
CORE MSCI EAFE
PNNT
1.66%
COM
FLOT
1.34%
FLTG RATE BD ETF
DTH
1.25%
DEFA EQT INC ETF
VOO
1.08%
SHS
GIS
1.02%
COM
T
0.96%
COM
RTN
0.7%
COM NEW
IJR
0.63%
CORE S&P SCP ETF
EFAV
0.61%
EAFE MIN VOL ETF
GE
0.57%
COM
VZ
0.5%
COM
IWV
0.49%
RUSSELL 3000 ETF
PFE
0.47%
COM
HSY
0.46%
COM
DIS
0.43%
COM DISNEY
MRK
0.42%
COM
FSIC
0.42%
COM
FNB
0.42%
COM
PG
0.4%
COM
JNJ
0.39%
COM
AAPL
0.38%
COM
OVBC
0.38%
COM
CVS
0.38%
COM
AMZN
0.33%
COM
CZNC
0.33%
COM
SCHA
0.32%
US SML CAP ETF
FULT
0.3%
COM
CL
0.29%
COM
KO
0.28%
COM
HYG
0.26%
IBOXX HI YD ETF
BK
0.24%
COM
IJH
0.24%
CORE S&P MCP ETF
JPM
0.21%
COM
EZM
0.19%
MDCP EARN FUND
ED
0.18%
COM
MUB
0.18%
NAT AMT FREE BD
PEP
0.17%
COM
WSBC
0.17%
COM
IBM
0.17%
COM
DEO
0.17%
SPON ADR NEW
CVX
0.17%
COM
VEU
0.17%
ALLWRLD EX US
ORCL
0.16%
COM
DD
0.16%
COM
PPL
0.15%
COM
UTX
0.15%
COM
INTC
0.14%
COM
NKE
0.14%
CL B
TXN
0.14%
COM
DUK
0.13%
COM NEW
MSFT
0.13%
COM
VBK
0.13%
SML CP GRW ETF
QQQ
0.13%
UNIT SER 1
PNC
0.13%
COM
LVS
0.13%
COM
NOC
0.12%
COM
CMCSA
0.12%
CL A
EEM
0.12%
MSCI EMG MKT ETF
MMM
0.12%
COM
BOND
0.11%
TOTL RETN ETF
NUM
0.11%
COM
GSK
0.11%
SPONSORED ADR
HEDJ
0.11%
EUROPE HEDGED EQ
MORE
0.11%
COM
BAC
0.11%
COM
AIG
0.1%
COM NEW
BA
0.1%
COM
KR
0.1%
COM
NEE
0.1%
COM
WMT
0.1%
COM
SLB
0.09%
COM
BMY
0.09%
COM
HD
0.09%
COM
SCHD
0.09%
US DIVIDEND EQ
VTV
0.09%
VALUE ETF
VBR
0.09%
SM CP VAL ETF
BRK.B
0.09%
CL B NEW
MCD
0.09%
COM
VEA
0.09%
FTSE DEV MKT ETF
FTC
0.08%
COM SHS
KMT
0.08%
COM
NVS
0.08%
SPONSORED ADR
NWBI
0.08%
COM
AIT
0.08%
COM
VYM
0.08%
HIGH DIV YLD
HE
0.08%
COM
FTA
0.08%
COM SHS
IWD
0.08%
RUS 1000 VAL ETF
ADP
0.08%
COM
EMR
0.07%
COM
MO
0.07%
COM
PPG
0.07%
COM
BHI
0.07%
COM
C
0.07%
COM NEW
WFC
0.07%
COM
ABBV
0.07%
COM
MKC/V
0.07%
COM VTG
AMP
0.07%
COM
ANTM
0.07%
COM
RFI
0.07%
COM
SCG
0.07%
COM
DHR
0.07%
COM
LOW
0.07%
COM
CB
0.07%
COM
ALL
0.07%
COM
TMO
0.07%
COM
KHC
0.06%
COM
ISHG
0.06%
3YRTB ETF
PM
0.06%
COM
KMI
0.06%
COM
NSC
0.06%
COM
VIAB
0.06%
CL B
ACET
0.06%
COM
MDLZ
0.06%
CL A
WBC
0.06%
COM
QCOM
0.06%
COM
CME
0.06%
COM
MCK
0.06%
COM
AB
0.05%
UNIT LTD PARTN
PXD
0.05%
COM
LULU
0.05%
COM
VUG
0.05%
GROWTH ETF
CBS
0.05%
CL B
SPG
0.05%
COM
AEP
0.05%
COM
CA
0.05%
COM
SYY
0.05%
COM
VER
0.05%
COM
GSG
0.05%
UNIT BEN INT
UN
0.05%
N Y SHS NEW
NEA
0.05%
COM
COP
0.05%
COM
AGN
0.05%
SHS
BLK
0.05%
COM
NVO
0.05%
ADR
EBAY
0.05%
COM
PYPL
0.05%
COM
SNY
0.05%
SPONSORED ADR
AXP
0.04%
COM
TWX
0.04%
COM NEW
MMP
0.04%
COM UNIT RP LP
SNDK
0.04%
COM
VOD
0.04%
SPNSR ADR NO PAR
IWO
0.04%
RUS 2000 GRW ETF
HSIC
0.04%
COM
IVW
0.04%
S&P 500 GRWT ETF
TM
0.04%
SP ADR REP2COM
WBA
0.04%
COM
CPT
0.04%
SH BEN INT
HIG
0.04%
COM
GILD
0.04%
COM
BDX
0.04%
COM
HPQ
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
FXG
0.04%
CONSUMR STAPLE
BIF
0.04%
COM
STRZA
0.04%
COM SER A
NVDA
0.04%
COM
BND
0.04%
TOTAL BND MRKT
ETN
0.04%
SHS
CSCO
0.04%
COM
EVP
0.04%
SH BEN INT
F
0.04%
COM PAR $0.01
ULTA
0.03%
COM
DE
0.03%
COM
VWO
0.03%
FTSE EMR MKT ETF
TGT
0.03%
COM
NRF
0.03%
COM NEW
FISV
0.03%
COM
APC
0.03%
COM
DRI
0.03%
COM
POM
0.03%
COM
HAR
0.03%
COM
DPS
0.03%
COM
TEF
0.03%
SPONSORED ADR
RPAI
0.03%
CL A
MDT
0.03%
SHS
SRCL
0.03%
COM
BUD
0.03%
SPONSORED ADR
LMT
0.03%
COM
GAS
0.03%
COM
TWC
0.03%
COM
NEN
0.03%
DEPOSITRY RCPT
JNK
0.03%
BRC HGH YLD BD
FEEU
0.03%
BARC ETN EUR50
AHGP
0.03%
COM UNITS LP
XYL
0.03%
COM
VB
0.03%
SMALL CP ETF
ITW
0.03%
COM
ROP
0.02%
COM
JCI
0.02%
COM
EMC
0.02%
COM
NS
0.02%
UNIT COM
ZN
0.02%
COM
COF
0.02%
COM
CF
0.02%
COM
EPD
0.02%
COM
JKL
0.02%
MRNING SM CP ETF
TRV
0.02%
COM
CAG
0.02%
COM
CXP
0.02%
COM NEW
GS
0.02%
COM
STZ
0.02%
CL A
OXY
0.02%
COM
JKK
0.02%
MRGSTR SM CP GR
TYC
0.02%
SHS
UNP
0.02%
COM
CAT
0.02%
COM
HXL
0.02%
COM
TSN
0.02%
CL A
UNM
0.02%
COM
PUK
0.02%
ADR
MET
0.02%
COM
XHR
0.02%
COM
IR
0.02%
SHS
PWOD
0.02%
COM
PSX
0.02%
COM
ESRX
0.02%
COM
RDS/A
0.02%
SPONS ADR A
GD
0.02%
COM
HON
0.02%
COM
TKR
0.02%
COM
ETR
0.02%
COM
TIF
0.02%
COM
ADT
0.02%
COM
NOV
0.02%
COM
PFF
0.02%
U.S. PFD STK ETF
CLX
0.02%
COM
AEE
0.02%
COM
AMAT
0.01%
COM
BIIB
0.01%
COM
DISCK
0.01%
COM SER C
CDK
0.01%
COM
USB
0.01%
COM NEW
SGEN
0.01%
COM
SNI
0.01%
CL A COM
AVGO
0.01%
SHS
BEN
0.01%
COM
EXC
0.01%
COM
MUR
0.01%
COM
KSS
0.01%
COM
EOG
0.01%
COM
ECL
0.01%
COM
PEG
0.01%
COM
DTE
0.01%
COM
ICE
0.01%
COM
MNST
0.01%
COM
GLD
0.01%
GOLD SHS
ITT
0.01%
COM NEW
PAA
0.01%
UNIT LTD PARTN
EFA
0.01%
MSCI EAFE ETF
NBL
0.01%
COM
AFL
0.01%
COM
SO
0.01%
COM
GWW
0.01%
COM
CRM
0.01%
COM
EEP
0.01%
COM
SCHW
0.01%
COM
LLTC
0.01%
COM
SYK
0.01%
COM
JHS
0.01%
COM
PH
0.01%
COM
BXP
0.01%
COM
FTR
0.01%
COM
SUB
0.01%
SHT NTLAMTFR ETF
IJK
0.01%
S&P MC 400GR ETF
ZMH
0.01%
COM
RVT
0.01%
COM
NQP
0.01%
COM
PRU
0.01%
COM
PDM
0.01%
COM CL A
PSA
0.01%
COM
Q
0.01%
COM
WU
0.01%
COM
M
0.01%
COM
HBC
0.01%
SPON ADR NEW
HRS
0.01%
COM
TEVA
0.01%
ADR
MON
0.01%
COM
FWONK
0.01%
COM SER C
EWY
0.01%
MSCI STH KOR ETF
ALLE
0.01%
ORD SHS
AKAM
0.01%
COM
AMGN
0.01%
COM
ING
0.01%
SPONSORED ADR
ILMN
0.01%
COM
IJT
0.01%
SP SMCP600GR ETF
KORS
0.01%
SHS
SAN
0.01%
ADR
TLN
0.01%
COM
ROST
0.01%
COM
ROK
0.01%
COM
EMN
0.01%
COM
CMCSK
0.01%
CL A SPL
QGEN
< 0.01%
REG SHS
AV
< 0.01%
ADR
GLW
< 0.01%
COM
BP
< 0.01%
SPONSORED ADR
VAW
< 0.01%
MATERIALS ETF
BCS
< 0.01%
ADR
SAP
< 0.01%
SPON ADR
LYG
< 0.01%
SPONSORED ADR
E
< 0.01%
SPONSORED ADR
HOG
< 0.01%
COM
PRGO
< 0.01%
SHS
DISCA
< 0.01%
COM SER A
ABB
< 0.01%
SPONSORED ADR
PCLN
< 0.01%
COM NEW
AEG
< 0.01%
NY REGISTRY SH
CS
< 0.01%
SPONSORED ADR
ALU
< 0.01%
SPONSORED ADR
NSH
< 0.01%
UNIT RESTG LLC
NWSA
< 0.01%
CL A
CRH
< 0.01%
ADR
CHA
< 0.01%
SPON ADR H SHS
SWK
< 0.01%
COM
HAL
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
MJN
< 0.01%
COM
LFC
< 0.01%
SPON ADR REP H
STI
< 0.01%
COM
SU
< 0.01%
COM
CC
< 0.01%
COM
MS
< 0.01%
COM NEW
FOXA
< 0.01%
CL A
N
< 0.01%
COM
NAV
< 0.01%
COM
ATI
< 0.01%
COM
WPG
< 0.01%
COM
KB
< 0.01%
SPONSORED ADR
CMI
< 0.01%
COM
SPLS
< 0.01%
COM
CHL
< 0.01%
SPONSORED ADR
KN
< 0.01%
COM
PDS
< 0.01%
COM 2010
DOV
< 0.01%
COM
BBT
< 0.01%
COM
LINE
< 0.01%
UNIT LTD LIAB
FWONA
< 0.01%
CL A
CAJ
< 0.01%
SPONSORED ADR
PKX
< 0.01%
SPONSORED ADR
GERN
< 0.01%
COM
LLY
< 0.01%
COM
TMST
< 0.01%
COM
AVP
< 0.01%
COM
LBRDK
< 0.01%
COM SER C
NE
< 0.01%
SHS USD
TIME
< 0.01%
COM
DVD
< 0.01%
COM
CSAL
< 0.01%
COM
AST
< 0.01%
COM SER A
DDE
< 0.01%
COM
CHK
< 0.01%
COM
MANU
< 0.01%
ORD CL A
RRD
< 0.01%
COM
CPGX
< 0.01%
COM
BTX/WS
< 0.01%
*W EXP 10/01/201
VEC
< 0.01%
COM
NI
< 0.01%
COM
VIA
< 0.01%
CL A
LBRDA
< 0.01%
COM SER A
CRC
< 0.01%
COM
ASCMA
< 0.01%
COM SER A
WIN
< 0.01%
COM NEW
CBS/A
< 0.01%
CL A
GOOGL
0.53%
CL A
FCX
0.48%
COM
EZU
0.39%
EMU ETF
GOOG
0.31%
CL C
EWJ
0.26%
MSCI JAPAN ETF
XLV
0.2%
SBI HEALTHCARE
XLK
0.19%
TECHNOLOGY
XLF
0.14%
SBI INT-FINL
XLY
0.13%
SBI CONS DISCR
XLP
0.13%
SBI CONS STPLS
IYR
0.13%
U.S. REAL ES ETF
ABC
0.11%
COM
LYB
0.1%
SHS - A -
ACN
0.1%
SHS CLASS A
CAH
0.09%
COM
XLI
0.09%
SBI INT-INDS
KRFT
0.08%
COM
SWKS
0.08%
COM
D
0.07%
COM
STJ
0.07%
COM
DBE
0.07%
DB ENERGY FUND
RPM
0.07%
COM
NBR
0.07%
SHS
PCG
0.06%
COM
ABG
0.06%
COM
AET
0.06%
COM
HBI
0.05%
COM
ABT
0.05%
COM
YUM
0.05%
COM
CSX
0.05%
COM
ADS
0.05%
COM
FIGY
0.05%
BARC YLD ETN LKD
DVN
0.05%
COM
V
0.05%
COM CL A
FDX
0.05%
COM
UGI
0.05%
COM
RCI
0.05%
CL B
MGA
0.05%
COM
DLPH
0.05%
SHS
COST
0.05%
COM
FBGX
0.05%
EN LG CP GRWTH
CNK
0.04%
COM
XLU
0.04%
SBI INT-UTILS
VVC
0.04%
COM
HES
0.04%
COM
CCE
0.04%
COM
DVA
0.04%
COM
GM
0.04%
COM
DLX
0.04%
COM
DBB
0.04%
DB BASE METALS
SLV
0.04%
ISHARES
DST
0.04%
COM
CPK
0.04%
COM
VLO
0.04%
COM
ON
0.03%
COM
EAT
0.03%
COM
EIX
0.03%
COM
CDW
0.03%
COM
DGX
0.03%
COM
ALK
0.03%
COM
RHP
0.03%
COM
KMB
0.03%
COM
DIRECTV...
0.03%
COM
LRCX
0.03%
COM
SE
0.03%
COM
UBS
0.03%
SHS
OTTR
0.03%
COM
BAX
0.03%
COM
GMT
0.03%
COM
IYF
0.03%
U.S. FINLS ETF
VPL
0.02%
MEGA CAP GRO ETF
HP
0.02%
COM
ATO
0.02%
COM
MOCO
0.02%
COM
PBW
0.02%
WNDRHLL CLN EN
LNC
0.02%
COM
APA
0.02%
COM
WHR
0.02%
COM
JW/A
0.02%
CL A
MYL
0.02%
SHS EURO
FDO
0.02%
COM
MAT
0.02%
COM
PKG
0.02%
COM
AWK
0.02%
COM
IP
0.02%
COM
AME
0.02%
COM
AVY
0.02%
COM
ORLY
0.02%
COM
AIG/WS
0.02%
*W EXP 01/19/202
OKE
0.02%
COM
RY
0.01%
COM
FRI
0.01%
COM
K
0.01%
COM
TEL
0.01%
REG SHS
DAL
0.01%
COM NEW
SLCA
0.01%
COM
ARCP
0.01%
COM
PX
0.01%
COM
MDY
0.01%
UTSER1 S&PDCRP
BLL
0.01%
COM
FE
0.01%
COM
SMFG
0.01%
SPONSORED ADR
IYM
0.01%
U.S. BAS MTL ETF
FENY
0.01%
MSCI ENERGY IDX
ARL
0.01%
COM
BCO
0.01%
COM
NXPI
0.01%
COM
IYW
0.01%
U.S. TECH ETF
FGD
0.01%
DJ GLBL DIVID
IDU
0.01%
U.S. UTILITS ETF
TSM
0.01%
SPONSORED ADR
SRE
0.01%
COM
APD
0.01%
COM
NFG
0.01%
COM
MNK
0.01%
SHS
VIPS
0.01%
SPONSORED ADR
IVZ
0.01%
SHS
CE
0.01%
COM SER A
CHU
0.01%
SPONSORED ADR
ST
0.01%
SHS
AY
< 0.01%
ORD SHS
BHP
< 0.01%
SPONSORED ADR
VRX
< 0.01%
COM
ACE
< 0.01%
SHS
STT
< 0.01%
COM
SLY
< 0.01%
S&P 600 SML CAP
STR
< 0.01%
COM
PNR
< 0.01%
SHS
OGS
< 0.01%
COM
PHG
< 0.01%
NY REG SH NEW
TDC
< 0.01%
COM
VFC
< 0.01%
COM
LEN
< 0.01%
CL A
CCL
< 0.01%
PAIRED CTF
BRS
< 0.01%
COM
WY
< 0.01%
COM
ADVS
< 0.01%
COM
ARG
< 0.01%
COM
AN
< 0.01%
COM
INTU
< 0.01%
COM
ENB
< 0.01%
COM
LBTYK
< 0.01%
SHS CL C
MCO
< 0.01%
COM
AMT
< 0.01%
COM
MRO
< 0.01%
COM
ADSK
< 0.01%
COM
DOW
< 0.01%
COM
MPC
< 0.01%
COM
DFS
< 0.01%
COM
FITB
< 0.01%
COM
ES
< 0.01%
COM
CST
< 0.01%
COM
VECO
< 0.01%
COM
YELP
< 0.01%
CL A
MSI
< 0.01%
COM NEW
HAWK
< 0.01%
CL A
HYH
< 0.01%
COM
ACCO
< 0.01%
COM