-----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, Iu2bzmPpc4be1ytaHzMrOXeYgtkvdxesSNqLfZlaqL+ShYzzEKYQb8NNh+qS+eI5 VH7hg7ZwYXkvhX3n/IsvWA== 0001347935-10-000004.txt : 20100422 0001347935-10-000004.hdr.sgml : 20100422 20100422152136 ACCESSION NUMBER: 0001347935-10-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100422 DATE AS OF CHANGE: 20100422 EFFECTIVENESS DATE: 20100422 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: 10764386 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 edgar033110.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 13F FORM 13F COVER PAGE Report for the Quarter Ended: March 31, 2010 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: 122 Form 13F information Table Value Total: $178,564 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 20901 200587.0000SH SOLE 200587.0000 IShares TR TIPS Bond 5-10 Year PFD 464287176 4185 40279.0000SH SOLE 40279.0000 IShares Tr High Yld Corp PFD 464288513 4857 54963.0000SH SOLE 54963.0000 3M COM 88579Y101 627 7503.860 SH SOLE 7503.860 AT&T Inc Com COM 00206R102 1422 55050.010SH SOLE 55050.010 Adelphia Contingent Va CvvV Ac COM 00685R870 0 10000.000SH SOLE 10000.000 Adobe Systems COM 00724F101 204 5755.000 SH SOLE 5755.000 Airgas COM 009363102 295 4630.000 SH SOLE 4630.000 Allstate Corp COM 020002101 1012 31332.318SH SOLE 31332.318 Altria Group COM 02209S103 216 10550.000SH SOLE 10550.000 American Intl Group COM 026874784 372 10885.000SH SOLE 10885.000 Apache COM 037411105 1599 15753.951SH SOLE 15753.951 Apple Computer COM 037833100 1140 4853.000 SH SOLE 4853.000 Axis Energy Corp Com COM 05462C103 145 315000.000SH SOLE 315000.000 Bank of America Corp COM 060505104 1029 57642.126SH SOLE 57642.126 Berkshire Hathaway Inc Cl B COM 084670702 288 3548.000 SH SOLE 3548.000 Biovail Corp Intl COM 09067K106 294 17510.000SH SOLE 17510.000 Boeing COM 097023105 217 2990.000 SH SOLE 2990.000 CB Finl Svcs Inc Com COM 12479G101 883 56625.000SH SOLE 56625.000 CVS/Caremark Corp COM 126650100 1152 31499.655SH SOLE 31499.655 Centerpoint Energy Inc COM 15189T107 879 61225.340SH SOLE 61225.340 ChevronTexaco COM 166764100 614 8100.860 SH SOLE 8100.860 Cisco Systems COM 17275R102 2004 76969.000SH SOLE 76969.000 Citigroup Inc COM 172967101 60 14705.635SH SOLE 14705.635 Coca-Cola COM 191216100 298 5411.295 SH SOLE 5411.295 Cognizant Tech Solutions A COM 192446102 1823 35750.000SH SOLE 35750.000 Colgate Palmolive COM 194162103 1367 16028.949SH SOLE 16028.949 ConocoPhillips COM 20825C104 1459 28519.890SH SOLE 28519.890 Constellation Brands A COM 21036P108 1129 68663.000SH SOLE 68663.000 Costco Wholesale Corp New COM 22160K105 1075 18009.315SH SOLE 18009.315 Danaher Corp COM 235851102 1210 15137.593SH SOLE 15137.593 Darden Restaurants Inc COM 237194105 1314 29506.487SH SOLE 29506.487 EMC Corp Mass COM 268648102 263 14584.000SH SOLE 14584.000 Eaton Vance Tax Manage Com COM 27828x100 227 14000.000SH SOLE 14000.000 Exelon Corp COM 30161n101 267 6090.456 SH SOLE 6090.456 Exxon Mobil Corporation COM 30231G102 5725 85477.838SH SOLE 85477.838 F.N.B. Corp COM 302520101 1661 204770.000SH SOLE 204770.000 Federated Invs Inc PA B COM 314211103 909 34454.077SH SOLE 34454.077 Fiserv Inc COM 337738108 1268 24988.000SH SOLE 24988.000 Fluor COM 343412102 1464 31475.000SH SOLE 31475.000 Ford Mtr Co DEL COM 345370860 709 56440.000SH SOLE 56440.000 Freeport McMoran Copper & Gold COM 35671D857 1261 15092.344SH SOLE 15092.344 Fulton Financial COM 360271100 611 59900.000SH SOLE 59900.000 General Dynamics COM 369550108 1169 15147.125SH SOLE 15147.125 General Electric COM 369604103 4445 244215.400SH SOLE 244215.400 General Mills COM 370334104 243 3429.000 SH SOLE 3429.000 Gilead Sciences Inc COM 375558103 803 17670.000SH SOLE 17670.000 Goldman Sachs Group COM 38141G104 1157 6783.305 SH SOLE 6783.305 Harris Corp COM 413875105 1266 26665.472SH SOLE 26665.472 Health Mgmt Assoc Inc A COM 421933102 110 12824.000SH SOLE 12824.000 Hershey Foods COM 427866108 255 5965.000 SH SOLE 5965.000 Hewlett-Packard Company New COM 428236103 2196 41322.685SH SOLE 41322.685 Huntington Bancshares COM 446150104 97 18000.000SH SOLE 18000.000 IBM COM 459200101 2464 19209.832SH SOLE 19209.832 IShares TR Dow Jones US Utils COM 464287697 675 9331.225 SH SOLE 9331.225 IShares TR Russell 2000 COM 464287655 9285 136936.000SH SOLE 136936.000 ITT Industries Inc COM 450911102 1054 19663.083SH SOLE 19663.083 Idenix Pharmaceuticals Com COM 45166R204 423 150000.000SH SOLE 150000.000 J P Morgan Chase & Co COM 46625h100 1868 41747.068SH SOLE 41747.068 Johnson & Johnson COM 478160104 2253 34562.150SH SOLE 34562.150 Jordan Amer Hldgs Inc COM 480686104 0 31250.000SH SOLE 31250.000 Kayne Anderson Mlp Inv Com COM 486606106 6386 237758.185SH SOLE 237758.185 Kimberly Clark COM 494368103 502 7982.640 SH SOLE 7982.640 Kohls COM 500255104 1110 20270.000SH SOLE 20270.000 L-3 Communications Hldgs COM 502424104 939 10252.510SH SOLE 10252.510 LSI Logic COM 502161102 1333 217780.000SH SOLE 217780.000 Laboratory Corp of Amer Hldgs COM 50540R409 1136 15002.000SH SOLE 15002.000 Libbey Inc COM 529898108 307 25000.000SH SOLE 25000.000 Lockheed Martin COM 539830109 499 6002.000 SH SOLE 6002.000 Lowes COM 548661107 1019 42045.000SH SOLE 42045.000 MLP & Strategic Equity Com COM 55312n106 3762 227606.016SH SOLE 227606.016 Marriott Internatl Inc Class A COM fhb903208 0 22332.000SH SOLE 22332.000 Massey Energy Corp Com COM 576206106 727 13900.000SH SOLE 13900.000 McDonalds COM 580135101 382 5722.155 SH SOLE 5722.155 McKesson HBOC Inc COM 58155Q103 1388 21123.637SH SOLE 21123.637 Medco Health Solutions COM 58405U102 1364 21122.000SH SOLE 21122.000 Mednax Inc Com COM 58502B106 268 4610.000 SH SOLE 4610.000 Medtronic COM 585055106 1269 28191.884SH SOLE 28191.884 Merck & Co COM 58933y105 656 17566.999SH SOLE 17566.999 Metlife Inc COM 59156R108 1090 25142.640SH SOLE 25142.640 Microsoft COM 594918104 1770 60445.060SH SOLE 60445.060 Murphy Oil Corp COM 626717102 1256 22356.704SH SOLE 22356.704 National Oilwell Varco Com COM 637071101 1309 32259.864SH SOLE 32259.864 Natl Penn Bancshares COM 637138108 291 42121.595SH SOLE 42121.595 Norfolk Southern COM 655844108 263 4705.396 SH SOLE 4705.396 Northwest Bancshares I Com COM 667340103 130 11125.000SH SOLE 11125.000 Nucor COM 670346105 848 18687.068SH SOLE 18687.068 O Reilly Automotive COM 686091109 1094 26233.000SH SOLE 26233.000 Occidental Petroleum COM 674599105 345 4083.544 SH SOLE 4083.544 Oracle Systems COM 68389X105 1828 71110.106SH SOLE 71110.106 Pepsico COM 713448108 505 7639.157 SH SOLE 7639.157 Pfizer COM 717081103 1060 61802.725SH SOLE 61802.725 Philip Morris Intl Inc Com COM 718172109 273 5242.260 SH SOLE 5242.260 Precision Castparts Corp COM 740189105 618 4880.428 SH SOLE 4880.428 Procter & Gamble COM 742718109 2727 43093.943SH SOLE 43093.943 Progressive Energy Value Oblig COM 743263aa3 2 10625.000SH SOLE 10625.000 Public Service Enterprise Grp COM 744573106 788 26685.472SH SOLE 26685.472 Rex Energy Corporation Com COM 761565100 117 10250.000SH SOLE 10250.000 Scorpio Mng Corp Com COM 80917V105 81 125000.000SH SOLE 125000.000 Sirius Satellite Radio COM 82967n108 51 58750.000SH SOLE 58750.000 Solanex Management Inc Com COM 83412r108 1 10000.000SH SOLE 10000.000 Spider Trust UT Ser 1 COM 78462F103 22288 190498.000SH SOLE 190498.000 Stericycle Inc COM 858912108 784 14385.000SH SOLE 14385.000 Target Corp COM 87612E106 1223 23244.156SH SOLE 23244.156 Thermo Electron COM 883556102 1251 24324.000SH SOLE 24324.000 Travelers Companies Com COM 89417E109 1115 20673.569SH SOLE 20673.569 UNUM Corp COM 91529Y106 1336 53949.978SH SOLE 53949.978 Union Pacific COM 907818108 877 11960.000SH SOLE 11960.000 United Technologies COM 913017109 237 3220.000 SH SOLE 3220.000 Verizon Communications COM 92343V104 1685 54317.636SH SOLE 54317.636 Visteon Corp COM 92839U107 21 17675.000SH SOLE 17675.000 Wal Mart Stores COM 931142103 1179 21206.068SH SOLE 21206.068 Walt Disney COM 254687106 526 15070.000SH SOLE 15070.000 Waste Management Inc COM 94106L109 281 8160.000 SH SOLE 8160.000 Watsco Inc COM 942622200 399 7020.000 SH SOLE 7020.000 Watson Pharmaceutical Inc COM 942683103 1132 27089.000SH SOLE 27089.000 Escrow Adelphia Communications PFD 006ESC917 0 10000.000SH SOLE 10000.000 First Potomac Realty Trust LTD 33610F109 256 17005.000SH SOLE 17005.000 Health Care REIT Inc LTD 42217K106 1510 33377.475SH SOLE 33377.475 National Retail Pptys Com LTD 637417106 1472 64486.995SH SOLE 64486.995 Nationwide Health Properties LTD 638620104 1492 42457.456SH SOLE 42457.456 Realty Income Corp LTD 756109104 1803 58741.598SH SOLE 58741.598
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