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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
401 ISHARES TR 1,922 137,000 0.13%
402 SELECT SECTOR SPDR TR 2,889 138,000 0.13%
403 LILLY ELI & CO 1,696 142,000 0.13%
404 BERKSHIRE HATHAWAY INC DEL 1,040 142,000 0.13%
405 SELECT SECTOR SPDR TR 1,867 143,000 0.13%
406 EXPRESS SCRIPTS HLDG CO 1,639 146,000 0.13%
407 SELECT SECTOR SPDR TR 6,303 154,000 0.14%
408 FULTON FINL CORP PA 11,980 156,000 0.14%
409 MEDTRONIC PLC 2,163 160,000 0.15%
410 VANGUARD INTL EQUITY INDEX F 3,316 161,000 0.15%
411 POWERSHARES QQQ TRUST 1,515 162,000 0.15%
412 CITIZENS NORTHN CORP 7,953 163,000 0.15%
413 Ohio Valley Banc Corp 7,441 168,000 0.15%
414 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1,934 172,000 0.16%
415 NIKE INC 1,641 177,000 0.16%
416 WELLS FARGO & CO NEW 3,231 182,000 0.17%
417 ISHARES TR 1,244 187,000 0.17%
418 PNC FINL SVCS GROUP INC 2,007 192,000 0.18%
419 PEPSICO INC 2,159 202,000 0.19%
420 PPL CORP 6,905 203,000 0.19%
421 HOME DEPOT INC 1,830 203,000 0.19%
422 GOLDMAN SACHS GROUP INC 972 203,000 0.19%
423 SELECT SECTOR SPDR TR 5,106 211,000 0.19%
424 FS KKR CAPITAL CORP COM 21,406 211,000 0.19%
425 SELECT SECTOR SPDR TR 2,910 216,000 0.20%
426 COCA COLA CO 5,623 221,000 0.20%
427 STRYKER CORP 2,515 240,000 0.22%
428 INTERNATIONAL BUSINESS MACHS 1,489 242,000 0.22%
429 SCHWAB U.S. SMALL-CAP ETF 4,395 253,000 0.23%
430 FNB CORP PA 18,027 258,000 0.24%
431 ISHARES TR 3,963 259,000 0.24%
432 ISHARES TR 2,234 263,000 0.24%
433 ORACLE CORP 6,737 272,000 0.25%
434 PFIZER INC 8,212 275,000 0.25%
435 CHEVRON CORP NEW 2,930 283,000 0.26%
436 Ishares - Japan 22,532 289,000 0.26%
437 ISHARES RUSSELL 3000 ETF 2,357 292,000 0.27%
438 UNITED TECHNOLOGIES CORP 2,856 317,000 0.29%
439 FRANKLIN RESOURCES INC 6,698 328,000 0.30%
440 GOOGLE INC 641 334,000 0.31%
441 MICROSOFT CORP 7,676 339,000 0.31%
442 DISNEY WALT CO 3,020 345,000 0.32%
443 COLGATE PALMOLIVE CO 5,306 347,000 0.32%
444 PROCTER AND GAMBLE CO 5,373 420,000 0.38%
445 ISHARES 11,252 422,000 0.39%
446 JOHNSON & JOHNSON 4,597 448,000 0.41%
447 DTE ENERGY CO 6,904 515,000 0.47%
448 FREEPORT-MCMORAN INC 27,869 519,000 0.48%
449 ISHARES NASDAQ BIOTECHNOLOGY ETF 1,073 580,000 0.53%
450 MERCK & CO INC 10,260 584,000 0.54%
Page 9 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.