-----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, Gk7KPgyxa7BiJ4vPzAIc9UjOiBRzkUPUtsIxa/ApM6wKW5Z2e3nSQlyTbZ4OauVK e8EvKb6uNFqbtM7hJrOPJw== 0001347935-08-000013.txt : 20080718 0001347935-08-000013.hdr.sgml : 20080718 20080718113732 ACCESSION NUMBER: 0001347935-08-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080718 DATE AS OF CHANGE: 20080718 EFFECTIVENESS DATE: 20080718 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: 08958666 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 edgar063008.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: June 30, 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: 71 Form 13F information Table Value Total: $75,994 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- IShares TR 7-10 Year Treasury PFD 464287440 3964 45042.0000SH SOLE 45042.0000 IShares TR Aggregate Bond PFD 464287226 4037 40205.0000SH SOLE 40205.0000 IShares TR TIPS Bond 5-10 Year PFD 464287176 1299 12046.0000SH SOLE 12046.0000 AT&T Inc Com COM 00206R102 741 22005.232SH SOLE 22005.232 American Intl Group COM 026874107 835 31555.559SH SOLE 31555.559 Apache COM 037411105 337 2425.000 SH SOLE 2425.000 Axis Energy Corp Com COM 05462C103 72 63000.000SH SOLE 63000.000 Baker Hughes COM 057224107 343 3924.734 SH SOLE 3924.734 Bank of America Corp COM 060505104 488 20444.496SH SOLE 20444.496 Burlington Northern Santa Fe C COM 12189T104 222 2218.000 SH SOLE 2218.000 CB Finl Svcs Inc Com COM 12479G101 180 11325.000SH SOLE 11325.000 CVS/Caremark Corp COM 126650100 272 6867.666 SH SOLE 6867.666 Cardinal Health COM 14149Y108 275 5339.000 SH SOLE 5339.000 ChevronTexaco COM 166764100 597 6017.807 SH SOLE 6017.807 Cisco Systems COM 17275R102 694 29858.000SH SOLE 29858.000 Coca-Cola COM 191216100 313 6025.002 SH SOLE 6025.002 Colgate Palmolive COM 194162103 325 4704.772 SH SOLE 4704.772 ConocoPhillips COM 20825C104 595 6307.457 SH SOLE 6307.457 Darden Restaurants Inc COM 237194105 245 7677.000 SH SOLE 7677.000 Devon Energy Corp New COM 25179M103 277 2302.287 SH SOLE 2302.287 Dover COM 260003108 396 8181.458 SH SOLE 8181.458 Energizer Hldgs Inc COM 29266R108 278 3799.000 SH SOLE 3799.000 Exelon Corp COM 30161n101 282 3139.324 SH SOLE 3139.324 Exxon Mobil Corporation COM 30231G102 3118 35376.113SH SOLE 35376.113 F.N.B. Corp COM 302520101 354 30052.000SH SOLE 30052.000 Fulton Financial COM 360271100 131 13003.763SH SOLE 13003.763 Genentech Inc COM 368710406 345 4544.000 SH SOLE 4544.000 General Electric COM 369604103 2032 76128.914SH SOLE 76128.914 Genzyme Genl Div COM 372917104 226 3146.000 SH SOLE 3146.000 Goldman Sachs Group COM 38141G104 344 1968.251 SH SOLE 1968.251 Hartford Financial Svcs Group COM 416515104 310 4803.000 SH SOLE 4803.000 Hewlett-Packard Company New COM 428236103 677 15305.733SH SOLE 15305.733 Home Depot COM 437076102 243 10379.145SH SOLE 10379.145 IBM COM 459200101 576 4856.260 SH SOLE 4856.260 IShares TR Dow Jones US Basic COM 464287838 495 5858.500 SH SOLE 5858.500 IShares TR Dow Jones US Utils COM 464287697 736 7423.171 SH SOLE 7423.171 IShares TR Russell 2000 COM 464287655 7619 110346.000SH SOLE 110346.000 Idenix Pharmaceuticals Com COM 45166R204 218 30000.000SH SOLE 30000.000 Ingersoll Rand Company COM g4776g101 250 6674.131 SH SOLE 6674.131 Intel COM 458140100 320 14887.659SH SOLE 14887.659 J P Morgan Chase & Co COM 46625h100 704 20521.739SH SOLE 20521.739 Janus Capital Group Inc COM 47102X105 207 7802.997 SH SOLE 7802.997 Johnson & Johnson COM 478160104 751 11673.609SH SOLE 11673.609 Kayne Anderson Mlp Inv Com COM 486606106 749 27296.000SH SOLE 27296.000 LSI Logic COM 502161102 262 42657.000SH SOLE 42657.000 Lockheed Martin COM 539830109 220 2234.287 SH SOLE 2234.287 McDonalds COM 580135101 247 4400.076 SH SOLE 4400.076 Merck & Co COM 589331107 311 8255.487 SH SOLE 8255.487 Microsoft COM 594918104 836 30383.322SH SOLE 30383.322 Murphy Oil Corp COM 626717102 380 3871.995 SH SOLE 3871.995 Oracle Systems COM 68389X105 577 27490.000SH SOLE 27490.000 Pepsico COM 713448108 349 5483.623 SH SOLE 5483.623 Pfizer COM 717081103 261 14918.238SH SOLE 14918.238 Philip Morris Intl Inc Com COM 718172109 301 6099.000 SH SOLE 6099.000 Procter & Gamble COM 742718109 749 12313.040SH SOLE 12313.040 Rex Energy Corporation Com COM 761565100 312 11815.000SH SOLE 11815.000 SPDR Sector Trust UT SBI Int-F COM 81369y605 353 17435.867SH SOLE 17435.867 Safeway COM 786514208 268 9384.053 SH SOLE 9384.053 Scorpio Mng Corp Com COM 80917V105 61 50000.000SH SOLE 50000.000 Sirius Satellite Radio COM 82966U103 24 12750.000SH SOLE 12750.000 Spider Trust UT Ser 1 COM 78462F103 29745 232421.240SH SOLE 232421.240 Stryker Corp COM 863667101 228 3624.000 SH SOLE 3624.000 Texas Instruments COM 882508104 207 7336.951 SH SOLE 7336.951 Tortoise Energy Infr Com COM 89147L100 494 18177.000SH SOLE 18177.000 UNUM Corp COM 91529Y106 208 10177.401SH SOLE 10177.401 United Technologies COM 913017109 251 4072.019 SH SOLE 4072.019 Verizon Communications COM 92343V104 409 11546.577SH SOLE 11546.577 Wal Mart Stores COM 931142103 364 6477.650 SH SOLE 6477.650 Walt Disney COM 254687106 680 21809.049SH SOLE 21809.049 Wyeth COM 983024100 228 4762.492 SH SOLE 4762.492 Xerox COM 984121103 198 14576.955SH SOLE 14576.955
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