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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
101 SELECT SECTOR SPDR TR 5,106 211,000 0.19%
102 GOLDMAN SACHS GROUP INC 972 203,000 0.19%
103 HOME DEPOT INC 1,830 203,000 0.19%
104 PPL CORP 6,905 203,000 0.19%
105 PEPSICO INC 2,159 202,000 0.19%
106 PNC FINL SVCS GROUP INC 2,007 192,000 0.18%
107 ISHARES TR 1,244 187,000 0.17%
108 WELLS FARGO & CO NEW 3,231 182,000 0.17%
109 NIKE INC 1,641 177,000 0.16%
110 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 1,934 172,000 0.16%
111 Ohio Valley Banc Corp 7,441 168,000 0.15%
112 CITIZENS NORTHN CORP 7,953 163,000 0.15%
113 POWERSHARES QQQ TRUST 1,515 162,000 0.15%
114 VANGUARD INTL EQUITY INDEX F 3,316 161,000 0.15%
115 MEDTRONIC PLC 2,163 160,000 0.15%
116 FULTON FINL CORP PA 11,980 156,000 0.14%
117 SELECT SECTOR SPDR TR 6,303 154,000 0.14%
118 EXPRESS SCRIPTS HLDG CO 1,639 146,000 0.13%
119 SELECT SECTOR SPDR TR 1,867 143,000 0.13%
120 BERKSHIRE HATHAWAY INC DEL 1,040 142,000 0.13%
121 LILLY ELI & CO 1,696 142,000 0.13%
122 SELECT SECTOR SPDR TR 2,889 138,000 0.13%
123 ISHARES TR 1,922 137,000 0.13%
124 AMAZON COM INC 308 134,000 0.12%
125 MONDELEZ INTL INC 3,227 133,000 0.12%
126 TEXAS INSTRS INC 2,570 132,000 0.12%
127 DR PEPPER SNAPPLE GROUP INC 1,792 131,000 0.12%
128 BANK NEW YORK MELLON CORP 2,920 123,000 0.11%
129 DU PONT E I DE NEMOURS & CO 1,926 123,000 0.11%
130 AMERISOURCEBERGEN CORP 1,151 122,000 0.11%
131 KROGER CO 1,670 121,000 0.11%
132 AMERICAN EXPRESS CO 1,561 121,000 0.11%
133 3M CO 787 121,000 0.11%
134 NORFOLK SOUTHERN CORP 1,375 120,000 0.11%
135 HERSHEY CO 1,343 119,000 0.11%
136 WISDOMTREE TR 1,247 118,000 0.11%
137 NOVARTIS A G 1,189 117,000 0.11%
138 SCHLUMBERGER LTD 1,345 116,000 0.11%
139 LYONDELLBASELL INDUSTRIES N 1,106 114,000 0.10%
140 BRISTOL MYERS SQUIBB CO 1,699 113,000 0.10%
141 CATERPILLAR INC 1,309 111,000 0.10%
142 ACCENTURE PLC IRELAND 1,144 111,000 0.10%
143 DIAGEO P L C 931 108,000 0.10%
144 COMCAST CORP NEW 1,766 106,000 0.10%
145 MACYS INC 1,558 105,000 0.10%
146 MCDONALDS CORP 1,075 102,000 0.09%
147 CARDINAL HEALTH INC 1,206 101,000 0.09%
148 SELECT SECTOR SPDR TR 1,821 98,000 0.09%
149 HARRIS CORP 1,219 94,000 0.09%
150 AUTOMATIC DATA PROCESSING IN 1,160 93,000 0.09%
Page 3 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.