-----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, OKBrj198zE1625z5dLuc/7Buwm5rMalTIgJG3U72qd9oRcHL9kJzWM0Yf9qAThIi q+NWsZrRjEXFOdWy8fJdcQ== 0001347935-09-000002.txt : 20090120 0001347935-09-000002.hdr.sgml : 20090119 20090120082456 ACCESSION NUMBER: 0001347935-09-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20090120 DATE AS OF CHANGE: 20090120 EFFECTIVENESS DATE: 20090120 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: 09533014 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 edgar123108.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: December 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: 103 Form 13F information Table Value Total: $76,597 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 7820 79366.0000SH SOLE 79366.0000 IShares TR Aggregate Bond PFD 464287226 7358 70612.0000SH SOLE 70612.0000 IShares TR Goldman Sachs Corp PFD 464287242 305 3000.0000SH SOLE 3000.0000 AT&T Inc Com COM 00206R102 1020 35777.910SH SOLE 35777.910 Adobe Systems COM 00724F101 337 15844.000SH SOLE 15844.000 Advanced Engine Tech Com COM 00758C107 2 30000.000SH SOLE 30000.000 Allstate Corp COM 020002101 453 13818.114SH SOLE 13818.114 American Intl Group COM 026874107 74 47362.000SH SOLE 47362.000 Amgen COM 031162100 486 8422.000 SH SOLE 8422.000 Apache COM 037411105 607 8139.022 SH SOLE 8139.022 Apollo Investment Corp COM 03761U106 164 17643.336SH SOLE 17643.336 Autozone COM 053332102 368 2638.000 SH SOLE 2638.000 Axis Energy Corp Com COM 05462C103 78 126000.000SH SOLE 126000.000 Bank of America Corp COM 060505104 491 34887.950SH SOLE 34887.950 Boeing COM 097023105 248 5822.646 SH SOLE 5822.646 Burlington Northern Santa Fe C COM 12189T104 410 5409.316 SH SOLE 5409.316 CB Finl Svcs Inc Com COM 12479G101 294 22650.000SH SOLE 22650.000 CVS/Caremark Corp COM 126650100 552 19222.232SH SOLE 19222.232 Centerpoint Energy Inc COM 15189T107 312 24696.438SH SOLE 24696.438 ChevronTexaco COM 166764100 464 6274.304 SH SOLE 6274.304 Chubb COM 171232101 456 8936.134 SH SOLE 8936.134 Cisco Systems COM 17275R102 649 39828.000SH SOLE 39828.000 Citigroup Inc COM 172967101 270 40200.910SH SOLE 40200.910 Coca-Cola COM 191216100 356 7864.380 SH SOLE 7864.380 Colgate Palmolive COM 194162103 655 9560.496 SH SOLE 9560.496 ConocoPhillips COM 20825C104 744 14358.986SH SOLE 14358.986 Constellation Brands A COM 21036P108 508 32216.000SH SOLE 32216.000 Danaher Corp COM 235851102 443 7826.210 SH SOLE 7826.210 Darden Restaurants Inc COM 237194105 452 16048.790SH SOLE 16048.790 Dell Inc COM 24702R101 328 32028.000SH SOLE 32028.000 Devon Energy Corp New COM 25179M103 563 8567.846 SH SOLE 8567.846 Dow Chemical COM 260543103 251 16618.684SH SOLE 16618.684 Exelon Corp COM 30161n101 293 5276.228 SH SOLE 5276.228 Exxon Mobil Corporation COM 30231G102 4400 55119.370SH SOLE 55119.370 F.N.B. Corp COM 302520101 1351 102367.000SH SOLE 102367.000 Fiserv Inc COM 337738108 384 10566.000SH SOLE 10566.000 Fluor COM 343412102 289 6430.000 SH SOLE 6430.000 Ford Mtr Co DEL COM 345370860 65 28600.000SH SOLE 28600.000 Forest Labs COM 345838106 434 17044.000SH SOLE 17044.000 Fortune Brands Inc COM 349631101 236 5720.000 SH SOLE 5720.000 Frontier Communications Com COM 35906A108 96 10972.000SH SOLE 10972.000 Fulton Financial COM 360271100 250 26007.525SH SOLE 26007.525 Genentech Inc COM 368710406 543 6554.000 SH SOLE 6554.000 General Dynamics COM 369550108 431 7479.766 SH SOLE 7479.766 General Electric COM 369604103 1992 122956.328SH SOLE 122956.328 Goldman Sachs Group COM 38141G104 405 4804.352 SH SOLE 4804.352 Hartford Financial Svcs Group COM 416515104 227 13805.554SH SOLE 13805.554 Hewlett-Packard Company New COM 428236103 520 14324.144SH SOLE 14324.144 Home Depot COM 437076102 202 8753.552 SH SOLE 8753.552 IBM COM 459200101 791 9393.976 SH SOLE 9393.976 ISahres TR S&P Sml Cap 600 COM 464287804 1127 25642.000SH SOLE 25642.000 IShares TR Dow Jones Select Di COM 464287168 301 7296.860 SH SOLE 7296.860 IShares TR Dow Jones US Utils COM 464287697 429 6178.910 SH SOLE 6178.910 IShares TR Russell 2000 COM 464287655 3045 61832.000SH SOLE 61832.000 ITT Industries Inc COM 450911102 461 10030.628SH SOLE 10030.628 Idenix Pharmaceuticals Com COM 45166R204 347 60000.000SH SOLE 60000.000 Intel COM 458140100 152 10335.912SH SOLE 10335.912 Ishares Tr Russell 1000 COM 464287622 2526 51684.000SH SOLE 51684.000 J P Morgan Chase & Co COM 46625h100 811 25712.054SH SOLE 25712.054 Johnson & Johnson COM 478160104 1579 26389.064SH SOLE 26389.064 Johnson Controls Inc COM 478366107 255 14066.470SH SOLE 14066.470 Jordan Amer Hldgs Inc COM 480686104 0 12500.000SH SOLE 12500.000 Kayne Anderson Mlp Inv Com COM 486606106 1113 68273.000SH SOLE 68273.000 Kimberly Clark COM 494368103 230 4352.204 SH SOLE 4352.204 Kohls COM 500255104 365 10085.000SH SOLE 10085.000 L-3 Communications Hldgs COM 502424104 335 4543.438 SH SOLE 4543.438 LSI Logic COM 502161102 376 114155.000SH SOLE 114155.000 Laboratory Corp of Amer Hldgs COM 50540R409 437 6780.000 SH SOLE 6780.000 Libbey Inc COM 529898108 13 10000.000SH SOLE 10000.000 Lockheed Martin COM 539830109 302 3588.000 SH SOLE 3588.000 MLP & Strategic Equity Com COM 55312n106 248 26797.000SH SOLE 26797.000 McDonalds COM 580135101 405 6513.282 SH SOLE 6513.282 Medco Health Solutions COM 58405U102 448 10686.000SH SOLE 10686.000 Merck & Co COM 589331107 334 10987.610SH SOLE 10987.610 Microsoft COM 594918104 684 35169.842SH SOLE 35169.842 Nucor COM 670346105 423 9153.356 SH SOLE 9153.356 Oracle Systems COM 68389X105 685 38662.000SH SOLE 38662.000 Pepsico COM 713448108 274 5010.346 SH SOLE 5010.346 Pfizer COM 717081103 478 26995.864SH SOLE 26995.864 Philip Morris Intl Inc Com COM 718172109 327 7513.152 SH SOLE 7513.152 Procter & Gamble COM 742718109 1326 21443.818SH SOLE 21443.818 Public Service Enterprise Grp COM 744573106 329 11283.470SH SOLE 11283.470 Scorpio Mng Corp Com COM 80917V105 19 100000.000SH SOLE 100000.000 Sirius Satellite Radio COM 82967n108 3 23500.000SH SOLE 23500.000 Spider Trust UT Ser 1 COM 78462F103 8412 93216.000SH SOLE 93216.000 Stryker Corp COM 863667101 361 9032.000 SH SOLE 9032.000 Target Corp COM 87612E106 314 9093.796 SH SOLE 9093.796 Texas Instruments COM 882508104 373 24021.254SH SOLE 24021.254 Time Warner Inc COM 887317105 247 24580.000SH SOLE 24580.000 Travelers Companies Com COM 89417E109 568 12565.286SH SOLE 12565.286 UNUM Corp COM 91529Y106 461 24764.126SH SOLE 24764.126 United Technologies COM 913017109 530 9888.564 SH SOLE 9888.564 VF Corp COM 918204108 363 6634.774 SH SOLE 6634.774 Valero Energy Corp COM 91913y100 518 23947.900SH SOLE 23947.900 Verizon Communications COM 92343V104 941 27760.952SH SOLE 27760.952 Wal Mart Stores COM 931142103 696 12407.488SH SOLE 12407.488 Walt Disney COM 254687106 328 14467.634SH SOLE 14467.634 Watson Pharmaceutical Inc COM 942683103 413 15540.000SH SOLE 15540.000 Health Care REIT Inc LTD 42217K106 369 8738.750 SH SOLE 8738.750 Lexington Corp Prop Trust LTD 529043101 100 20025.000SH SOLE 20025.000 National Retail Pptys Com LTD 637417106 298 17312.418SH SOLE 17312.418 Nationwide Health Properties LTD 638620104 329 11457.664SH SOLE 11457.664 Realty Income Corp LTD 756109104 363 15669.502SH SOLE 15669.502
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