-----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, N3zlpJaIrt0eGa02AMhytdd3jgZM44izQj1trFt3Ph5BPrZQuvCGtQANqMs6+luA yYNkM/Z4hLIRNoiEwI1eQg== 0001347935-10-000002.txt : 20100112 0001347935-10-000002.hdr.sgml : 20100112 20100112091956 ACCESSION NUMBER: 0001347935-10-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100112 DATE AS OF CHANGE: 20100112 EFFECTIVENESS DATE: 20100112 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: 10521636 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 edgar123109.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: December 31, 2009 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: 110 Form 13F information Table Value Total: $145,490 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 Aggregate Bond PFD 464287226 19958 193412.0000SH SOLE 193412.0000 IShares TR TIPS Bond 5-10 Year PFD 464287176 4022 38711.0000SH SOLE 38711.0000 IShares Tr High Yld Corp PFD 464288513 4736 53912.0000SH SOLE 53912.0000 3M COM 88579Y101 483 5837.019 SH SOLE 5837.019 AT&T Inc Com COM 00206R102 1641 58529.608SH SOLE 58529.608 Adobe Systems COM 00724F101 297 8085.000 SH SOLE 8085.000 Airgas COM 009363102 306 6438.007 SH SOLE 6438.007 Allstate Corp COM 020002101 695 23150.381SH SOLE 23150.381 American Intl Group COM 026874784 261 8708.000 SH SOLE 8708.000 Apache COM 037411105 1293 12530.674SH SOLE 12530.674 Apple Computer COM 037833100 766 3636.000 SH SOLE 3636.000 Axis Energy Corp Com COM 05462C103 176 252000.000SH SOLE 252000.000 Bank of America Corp COM 060505104 693 46035.956SH SOLE 46035.956 Biovail Corp Intl COM 09067K106 196 14008.000SH SOLE 14008.000 Burlington Northern Santa Fe C COM 12189T104 210 2124.880 SH SOLE 2124.880 CB Finl Svcs Inc Com COM 12479G101 680 45300.000SH SOLE 45300.000 CVS/Caremark Corp COM 126650100 937 29095.149SH SOLE 29095.149 Centerpoint Energy Inc COM 15189T107 650 44767.717SH SOLE 44767.717 ChevronTexaco COM 166764100 515 6689.488 SH SOLE 6689.488 Cisco Systems COM 17275R102 1464 61168.000SH SOLE 61168.000 Citigroup Inc COM 172967101 40 12074.508SH SOLE 12074.508 Coca-Cola COM 191216100 262 4604.036 SH SOLE 4604.036 Cognizant Tech Solutions A COM 192446102 1291 28481.000SH SOLE 28481.000 Colgate Palmolive COM 194162103 1130 13753.037SH SOLE 13753.037 ConocoPhillips COM 20825C104 1221 23910.092SH SOLE 23910.092 Constellation Brands A COM 21036P108 873 54804.000SH SOLE 54804.000 Costco Wholesale Corp New COM 22160K105 854 14435.488SH SOLE 14435.488 Danaher Corp COM 235851102 897 11926.944SH SOLE 11926.944 Darden Restaurants Inc COM 237194105 837 23852.918SH SOLE 23852.918 Eaton Vance Tax Manage Com COM 27828x100 189 11200.000SH SOLE 11200.000 Exelon Corp COM 30161n101 234 4795.342 SH SOLE 4795.342 Exxon Mobil Corporation COM 30231G102 4613 67652.804SH SOLE 67652.804 F.N.B. Corp COM 302520101 1112 163816.000SH SOLE 163816.000 Federated Invs Inc PA B COM 314211103 737 26804.789SH SOLE 26804.789 Fiserv Inc COM 337738108 908 18733.000SH SOLE 18733.000 Fluor COM 343412102 1134 25180.000SH SOLE 25180.000 Ford Mtr Co DEL COM 345370860 490 49044.000SH SOLE 49044.000 Freeport McMoran Copper & Gold COM 35671D857 984 12253.000SH SOLE 12253.000 Fulton Financial COM 360271100 418 47920.000SH SOLE 47920.000 GameStop Corp New Cl A COM 36467W109 596 27177.000SH SOLE 27177.000 General Dynamics COM 369550108 796 11672.538SH SOLE 11672.538 General Electric COM 369604103 3070 202901.720SH SOLE 202901.720 Gilead Sciences Inc COM 375558103 597 13795.000SH SOLE 13795.000 Goldman Sachs Group COM 38141G104 948 5617.675 SH SOLE 5617.675 Harris Corp COM 413875105 909 19125.856SH SOLE 19125.856 Hershey Foods COM 427866108 248 6940.000 SH SOLE 6940.000 Hewlett-Packard Company New COM 428236103 1724 33469.383SH SOLE 33469.383 Huntington Bancshares COM 446150104 53 14400.000SH SOLE 14400.000 IBM COM 459200101 2013 15377.588SH SOLE 15377.588 IShares TR Dow Jones US Utils COM 464287697 584 7804.980 SH SOLE 7804.980 IShares TR Russell 2000 COM 464287655 8427 134968.000SH SOLE 134968.000 IShares TR S&P 500 Index COM 464287200 268 2400.000 SH SOLE 2400.000 ITT Industries Inc COM 450911102 756 15189.928SH SOLE 15189.928 Idenix Pharmaceuticals Com COM 45166R204 258 120000.000SH SOLE 120000.000 J P Morgan Chase & Co COM 46625h100 1426 34213.693SH SOLE 34213.693 Johnson & Johnson COM 478160104 1759 27315.520SH SOLE 27315.520 Jordan Amer Hldgs Inc COM 480686104 0 25000.000SH SOLE 25000.000 Kayne Anderson Mlp Inv Com COM 486606106 4319 172465.748SH SOLE 172465.748 Kimberly Clark COM 494368103 459 7197.306 SH SOLE 7197.306 Kohls COM 500255104 842 15622.000SH SOLE 15622.000 L-3 Communications Hldgs COM 502424104 683 7852.682 SH SOLE 7852.682 LSI Logic COM 502161102 1031 171513.000SH SOLE 171513.000 Laboratory Corp of Amer Hldgs COM 50540R409 872 11646.000SH SOLE 11646.000 Libbey Inc COM 529898108 153 20000.000SH SOLE 20000.000 Lockheed Martin COM 539830109 360 4784.292 SH SOLE 4784.292 MLP & Strategic Equity Com COM 55312n106 2431 153541.300SH SOLE 153541.300 Massey Energy Corp Com COM 576206106 467 11120.000SH SOLE 11120.000 McDonalds COM 580135101 400 6401.295 SH SOLE 6401.295 McKesson HBOC Inc COM 58155Q103 1069 17098.650SH SOLE 17098.650 Medco Health Solutions COM 58405U102 1084 16967.000SH SOLE 16967.000 Mednax Inc Com COM 58502B106 222 3688.000 SH SOLE 3688.000 Medtronic COM 585055106 1068 24288.357SH SOLE 24288.357 Merck & Co COM 58933y105 511 13974.000SH SOLE 13974.000 Metlife Inc COM 59156R108 650 18375.980SH SOLE 18375.980 Microsoft COM 594918104 1459 47839.171SH SOLE 47839.171 Murphy Oil Corp COM 626717102 902 16643.704SH SOLE 16643.704 National Oilwell Varco Com COM 637071101 1007 22837.989SH SOLE 22837.989 Natl Penn Bancshares COM 637138108 191 32976.076SH SOLE 32976.076 Nucor COM 670346105 677 14507.849SH SOLE 14507.849 O Reilly Automotive COM 686091109 725 19014.000SH SOLE 19014.000 Oracle Systems COM 68389X105 1434 58472.853SH SOLE 58472.853 Pepsico COM 713448108 376 6188.876 SH SOLE 6188.876 Pfizer COM 717081103 919 50521.180SH SOLE 50521.180 Philip Morris Intl Inc Com COM 718172109 202 4193.808 SH SOLE 4193.808 Precision Castparts Corp COM 740189105 404 3660.321 SH SOLE 3660.321 Procter & Gamble COM 742718109 2097 34592.570SH SOLE 34592.570 Public Service Enterprise Grp COM 744573106 954 28706.659SH SOLE 28706.659 Scorpio Mng Corp Com COM 80917V105 63 100000.000SH SOLE 100000.000 Sirius Satellite Radio COM 82967n108 28 47000.000SH SOLE 47000.000 Spider Trust UT Ser 1 COM 78462F103 20831 186924.000SH SOLE 186924.000 Stericycle Inc COM 858912108 578 10480.000SH SOLE 10480.000 Target Corp COM 87612E106 795 16437.586SH SOLE 16437.586 Thermo Electron COM 883556102 940 19709.000SH SOLE 19709.000 Travelers Companies Com COM 89417E109 789 15814.365SH SOLE 15814.365 UNUM Corp COM 91529Y106 829 42447.061SH SOLE 42447.061 Union Pacific COM 907818108 539 8435.000 SH SOLE 8435.000 United Technologies COM 913017109 212 3050.000 SH SOLE 3050.000 VF Corp COM 918204108 301 4116.559 SH SOLE 4116.559 Verizon Communications COM 92343V104 1543 46587.511SH SOLE 46587.511 Visteon Corp COM 92839U107 0 14140.000SH SOLE 14140.000 Wal Mart Stores COM 931142103 909 17008.422SH SOLE 17008.422 Walt Disney COM 254687106 463 14372.000SH SOLE 14372.000 Waste Management Inc COM 94106L109 221 6528.000 SH SOLE 6528.000 Watsco Inc COM 942622200 275 5616.000 SH SOLE 5616.000 Watson Pharmaceutical Inc COM 942683103 1040 26261.000SH SOLE 26261.000 First Potomac Realty Trust LTD 33610F109 171 13604.000SH SOLE 13604.000 Health Care REIT Inc LTD 42217K106 1078 24323.380SH SOLE 24323.380 National Retail Pptys Com LTD 637417106 1023 48197.396SH SOLE 48197.396 Nationwide Health Properties LTD 638620104 1112 31596.980SH SOLE 31596.980 Realty Income Corp LTD 756109104 1147 44264.600SH SOLE 44264.600
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