-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, LJKz2Z8gWuwWqQRzht2bDPDGOSkn2FCZ3fKmJbRB3BXCesyLZ04OiTxWos7tlYpw iJ+Ne1KwKbykNRDj3d+BAw== 0001347935-08-000010.txt : 20080501 0001347935-08-000010.hdr.sgml : 20080501 20080501090533 ACCESSION NUMBER: 0001347935-08-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080501 DATE AS OF CHANGE: 20080501 EFFECTIVENESS DATE: 20080501 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aris Wealth Services, Inc. CENTRAL INDEX KEY: 0001347935 IRS NUMBER: 251724474 STATE OF INCORPORATION: PA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12746 FILM NUMBER: 08792220 BUSINESS ADDRESS: STREET 1: 270 WALKER DRIVE STREET 2: P.O. BOX 1318 CITY: STATE COLLEGE STATE: PA ZIP: 16804-1318 BUSINESS PHONE: 814-231-3710 MAIL ADDRESS: STREET 1: 270 WALKER DRIVE STREET 2: P.O. BOX 1318 CITY: STATE COLLEGE STATE: PA ZIP: 16804-1318 13F-HR 1 edgar033108.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: March 31, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Aris Wealth Services, Inc. Address: 270 Walker Drive State College, PA 16801 13F File Number: 028-12746 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Chas Boyd Title: CCO Phone: 814-231-3710 Signature, Place, and Date of Signing: Chas Boyd State College, PA February 11, 2008 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 68 Form 13F information Table Value Total: $73,835 List of Other Included Managers: NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- Barclays Bk Plc Idx Dow 2015 PFD 06738C778 1271 20704.0000SH SOLE 20704.0000 IShares TR 7-10 Year Treasury PFD 464287440 4369 47653.0000SH SOLE 47653.0000 IShares TR Aggregate Bond PFD 464287226 4376 42619.0000SH SOLE 42619.0000 IShares TR TIPS Bond 5-10 Year PFD 464287176 1398 12719.0000SH SOLE 12719.0000 Templeton Global Inc PFD 880198106 687 71822.0000SH SOLE 71822.0000 3M COM 88579Y101 244 3084.351 SH SOLE 3084.351 AT&T Inc Com COM 00206R102 972 25371.699SH SOLE 25371.699 American Intl Group COM 026874107 1570 36297.735SH SOLE 36297.735 Axis Energy Corp Com COM 05462C103 74 63000.000SH SOLE 63000.000 Baker Hughes COM 057224107 465 6789.884 SH SOLE 6789.884 Bank of America Corp COM 060505104 637 16803.123SH SOLE 16803.123 Biogen Idec COM 09062X103 530 8594.000 SH SOLE 8594.000 Boeing COM 097023105 211 2836.409 SH SOLE 2836.409 CB Finl Svcs Inc Com COM 12479G101 190 11325.000SH SOLE 11325.000 ChevronTexaco COM 166764100 522 6115.752 SH SOLE 6115.752 Cisco Systems COM 17275R102 923 38307.000SH SOLE 38307.000 Citrix Systems Inc COM 177376100 378 12881.000SH SOLE 12881.000 Coca-Cola COM 191216100 375 6154.400 SH SOLE 6154.400 Colgate Palmolive COM 194162103 394 5055.836 SH SOLE 5055.836 ConocoPhillips COM 20825C104 368 4822.979 SH SOLE 4822.979 Dover COM 260003108 800 19153.934SH SOLE 19153.934 EMC Corp Mass COM 268648102 379 26453.000SH SOLE 26453.000 Energizer Hldgs Inc COM 29266R108 557 6156.000 SH SOLE 6156.000 Exelon Corp COM 30161n101 299 3683.993 SH SOLE 3683.993 Exxon Mobil Corporation COM 30231G102 3068 36274.679SH SOLE 36274.679 Fulton Financial COM 360271100 160 13003.763SH SOLE 13003.763 General Electric COM 369604103 2748 74244.680SH SOLE 74244.680 Genzyme Genl Div COM 372917104 552 7401.000 SH SOLE 7401.000 Hewlett-Packard Company New COM 428236103 1145 25074.246SH SOLE 25074.246 IBM COM 459200101 459 3990.474 SH SOLE 3990.474 IShares TR Dow Jones US Basic COM 464287838 444 5979.098 SH SOLE 5979.098 IShares TR Dow Jones US Utils COM 464287697 693 7537.613 SH SOLE 7537.613 Idenix Pharmaceuticals Com COM 45166R204 151 30000.000SH SOLE 30000.000 Ingersoll Rand Company COM g4776g101 541 12131.523SH SOLE 12131.523 Intel COM 458140100 521 24607.083SH SOLE 24607.083 J Crew Group Inc Com COM 46612H402 484 10951.000SH SOLE 10951.000 J P Morgan Chase & Co COM 46625h100 1082 25195.089SH SOLE 25195.089 Janus Capital Group Inc COM 47102X105 484 20805.601SH SOLE 20805.601 Johnson & Johnson COM 478160104 1082 16685.589SH SOLE 16685.589 Kayne Anderson Mlp Inv Com COM 486606106 677 23067.000SH SOLE 23067.000 M Lynch COM 590188108 365 8962.558 SH SOLE 8962.558 McDonalds COM 580135101 314 5636.871 SH SOLE 5636.871 Merck & Co COM 589331107 347 9149.533 SH SOLE 9149.533 Microsoft COM 594918104 993 34976.291SH SOLE 34976.291 Morgan Stanley Group COM 617446448 366 8003.780 SH SOLE 8003.780 Murphy Oil Corp COM 626717102 635 7724.720 SH SOLE 7724.720 Newell Rubbermaid Inc COM 651229106 378 16510.767SH SOLE 16510.767 Omega Financial COM 682092101 662 21203.000SH SOLE 21203.000 Oracle Systems COM 68389X105 710 36282.000SH SOLE 36282.000 Pepsico COM 713448108 383 5298.680 SH SOLE 5298.680 Pfizer COM 717081103 330 15770.863SH SOLE 15770.863 Philip Morris Intl Inc Com COM 718172109 352 6951.966 SH SOLE 6951.966 Procter & Gamble COM 742718109 757 10805.554SH SOLE 10805.554 Rex Energy Corporation Com COM 761565100 197 11815.000SH SOLE 11815.000 SPDR Sector Trust UT SBI Int-F COM 81369y605 454 18255.000SH SOLE 18255.000 Safeway COM 786514208 503 17134.087SH SOLE 17134.087 Scorpio Mng Corp Com COM 80917V105 69 50000.000SH SOLE 50000.000 Sirius Satellite Radio COM 82966U103 36 12750.000SH SOLE 12750.000 Spider Trust UT Ser 1 COM 78462F103 24931 188914.240SH SOLE 188914.240 Synopsys Inc COM 871607107 581 25564.000SH SOLE 25564.000 Tortoise Energy Infr Com COM 89147L100 460 15335.000SH SOLE 15335.000 UNUM Corp COM 91529Y106 466 21192.240SH SOLE 21192.240 Verizon Communications COM 92343V104 423 11606.946SH SOLE 11606.946 Wachovia Corp COM 929903102 277 10272.497SH SOLE 10272.497 Walt Disney COM 254687106 1073 34202.774SH SOLE 34202.774 William Wrigley Jr COM 982526105 540 8590.000 SH SOLE 8590.000 Wyeth COM 983024100 469 11240.541SH SOLE 11240.541 Xerox COM 984121103 486 32494.698SH SOLE 32494.698
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