Dark
Light
System
Institutional Investment Manager
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. (CIK: 0001347935) incorporated in Pennsylvania, located at 270 Walker Drive, State College, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 523 holdings with a total value of $109,152,000.
#
Name
Shares
Value ($)
%
Options
Notes
501 APOLLO INVT CORP 144,831 1,025,000 0.94%
502 GENERAL ELECTRIC CO 38,901 1,034,000 0.95%
503 HCP INC 28,637 1,044,000 0.96%
504 VERIZON COMMUNICATIONS INC 24,352 1,135,000 1.04%
505 GILEAD SCIENCES INC 9,698 1,136,000 1.04%
506 FISERV INC 14,122 1,169,000 1.07%
507 CVS HEALTH CORP 11,307 1,186,000 1.09%
508 Welltower Inc. 18,186 1,194,000 1.09%
509 REALTY INCOME CORP 27,405 1,216,000 1.11%
510 GRAMERCY PPTY TR 160,723 1,278,000 1.17%
511 UNITED PARCEL SERVICE INC 13,435 1,302,000 1.19%
512 SPDR S&P 500 ETF TR 6,582 1,355,000 1.24%
513 APPLE INC 13,162 1,651,000 1.51%
514 ALLIANCEBERNSTEIN GLOBAL HIG 142,328 1,711,000 1.57%
515 ISHARES TR 57,245 1,851,000 1.70%
516 CELGENE CORP 16,139 1,868,000 1.71%
517 ISHARES TR 19,461 2,117,000 1.94%
518 ISHARES INC 54,568 2,621,000 2.40%
519 EXXON MOBIL CORP 37,828 3,147,000 2.88%
520 NUVEEN ENERGY MLP TOTL RTRNF 204,356 3,366,000 3.08%
521 KAYNE ANDERSON MLP INVT CO 120,770 3,706,000 3.40%
522 ISHARES INC 90,893 3,764,000 3.45%
523 EATON VANCE RISK MNGD DIV EQ 469,889 5,079,000 4.65%
Page 11 of 11

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-031654, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.