0001347935-14-000007.txt : 20140509 0001347935-14-000007.hdr.sgml : 20140509 20140509153807 ACCESSION NUMBER: 0001347935-14-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140509 DATE AS OF CHANGE: 20140509 EFFECTIVENESS DATE: 20140509 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: 14828832 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 primary_doc.xml 13F-HR LIVE false false false 0001347935 XXXXXXXX 03-31-2014 03-31-2014 false Aris Wealth Services, Inc.
270 WALKER DRIVE P.O. BOX 1318 STATE COLLEGE PA 16804-1318
13F HOLDINGS REPORT 028-12746 N
Chas T. Boyd CCO 814-231-3710 Chas T. Boyd State College PA 05-09-2014 0 94 68253
INFORMATION TABLE 2 infotable.xml Actavis Inc Com COM g0083b108 786 3818 SH SOLE 2812 0 1006 Allstate Corp COM 020002101 576 10184 SH SOLE 8272 0 1912 Ameriprise Financial Inc COM 03076C106 605 5499 SH SOLE 4412 0 1087 Antex Biologics Inc Com New COM 03672W308 0 25000 SH SOLE 0 0 25000 Apple Computer COM 037833100 820 1527 SH SOLE 1086 0 441 AT&T Inc Com COM 00206R102 468 13351 SH SOLE 2090 0 11261 Bank of America Corp COM 060505104 507 29465 SH SOLE 23833 0 5632 BPI Energy Holdings Com COM 055934103 0 31400 SH SOLE 0 0 31400 CA Inc COM 12673P105 239 7729 SH SOLE 820 0 6909 Capital One Finl Corp COM 14040H105 455 5902 SH SOLE 4958 0 944 Celgene Corp New COM 151020104 473 3386 SH SOLE 2721 0 665 CF Inds Hldgs Inc Com COM 125269100 422 1620 SH SOLE 1260 0 360 ChevronTexaco COM 166764100 280 2355 SH SOLE 1064 0 1291 Cisco Systems COM 17275R102 491 21918 SH SOLE 15378 0 6540 Colgate Palmolive COM 194162103 260 4002 SH SOLE 1348 0 2654 ConocoPhillips COM 20825C104 585 8312 SH SOLE 6049 0 2263 Constellation Brands A COM 21036P108 788 9279 SH SOLE 7575 0 1704 CVS/Caremark Corp COM 126650100 642 8574 SH SOLE 6809 0 1766 Danaher Corp COM 235851102 539 7183 SH SOLE 5769 0 1414 Darden Restaurants Inc COM 237194105 425 8364 SH SOLE 6749 0 1615 Deere COM 244199105 362 3990 SH SOLE 2858 0 1132 Dr Pepper Snapple Grp Com COM 26138E109 502 9225 SH SOLE 7640 0 1585 DTE Energy COM 233331107 358 4820 SH SOLE 3790 0 1030 Eaton Vance Risk Managed Incom COM 27829G106 4480 396490 SH SOLE 1311 0 395179 Ebay Inc COM 278642103 521 9433 SH SOLE 6655 0 2778 EMC Corp Mass COM 268648102 498 18162 SH SOLE 13676 0 4486 Exxon Mobil Corporation COM 30231G102 4521 46288 SH SOLE 3874 0 42414 Fiserv Inc COM 337738108 681 12017 SH SOLE 10156 0 1861 Freeport McMoran Copper & Gold COM 35671D857 338 10224 SH SOLE 8395 0 1829 Fulton Financial COM 360271100 151 11980 SH SOLE 0 0 11980 General Dynamics COM 369550108 415 3807 SH SOLE 3128 0 680 General Electric COM 369604103 728 28126 SH SOLE 1542 0 26584 Gilead Sciences Inc COM 375558103 713 10068 SH SOLE 7469 0 2599 Google Inc Cl A COM 38259P508 731 656 SH SOLE 455 0 201 Harman International COM 413086109 740 6956 SH SOLE 5051 0 1905 Hewlett-Packard Company New COM 428236103 621 19191 SH SOLE 13863 0 5328 IBM COM 459200101 321 1669 SH SOLE 558 0 1111 Idenix Pharmaceuticals Com COM 45166R204 181 30000 SH SOLE 0 0 30000 Intel COM 458140100 639 24738 SH SOLE 17129 0 7610 iShares Core S&P 500 COM 464287200 1372 7293 SH SOLE 5602 0 1691 iShares Core S&P Small-Cap COM 464287804 483 4384 SH SOLE 3479 0 905 iShares MSCI USA Minimum Volat COM 46429B697 320 8876 SH SOLE 0 0 8876 iShares S&P 100 ETF COM 464287101 377 4550 SH SOLE 0 0 4550 J P Morgan Chase & Co COM 46625H100 616 10140 SH SOLE 7127 0 3013 Johnson & Johnson COM 478160104 405 4122 SH SOLE 1200 0 2922 Kayne Anderson MLP Investment COM 486606106 3772 102758 SH SOLE 369 0 102389 Kohls COM 500255104 497 8750 SH SOLE 6157 0 2593 Laboratory Corp of Amer Hldgs COM 50540R409 382 3893 SH SOLE 3050 0 843 Lowes COM 548661107 655 13390 SH SOLE 9478 0 3912 LYFE Communications Inc Com COM 50248H109 1 24000 SH SOLE 24000 0 0 Marriott Internatl Inc Class A COM fhb903208 0 18327 SH SOLE 0 0 18327 McDonalds COM 580135101 209 2128 SH SOLE 1428 0 700 McKesson HBOC Inc COM 58155Q103 619 3504 SH SOLE 2693 0 811 Merck & Co COM 58933Y105 262 4621 SH SOLE 1559 0 3062 Metlife Inc COM 59156R108 533 10086 SH SOLE 8703 0 1383 Microsoft COM 594918104 261 6357 SH SOLE 3688 0 2669 Murphy Oil Corp COM 626717102 468 7438 SH SOLE 5512 0 1926 Nabors Inds Inc COM G6359F103 649 26327 SH SOLE 18338 0 7989 National Oilwell Varco Com COM 637071101 481 6179 SH SOLE 4697 0 1482 Nuveen Energy MLP Total Return COM 67074U103 3215 167454 SH SOLE 902 0 166552 Nvidia Corp COM 67066G104 537 29975 SH SOLE 22051 0 7924 Occidental Petroleum COM 674599105 487 5110 SH SOLE 3590 0 1520 Powershares QQQ Trust Ser 1 COM 73935A104 201 2294 SH SOLE 584 0 1710 Procter & Gamble COM 742718109 345 4283 SH SOLE 940 0 3343 Public Service Enterprise Grp COM 744573106 447 11716 SH SOLE 8316 0 3400 Roper Industries Inc COM 776696106 500 3744 SH SOLE 2794 0 950 SCHWAB STRATEGIC TR US SML CAP COM 808524607 478 8924 SH SOLE 209 0 8715 Scripps Network Interactive In COM 811065101 489 6437 SH SOLE 5045 0 1391 Spider Trust UT Ser 1 COM 78462F103 284 1519 SH SOLE 1488 0 31 Stericycle Inc COM 858912108 461 4056 SH SOLE 3058 0 998 Target Corp COM 87612E106 469 7746 SH SOLE 5697 0 2050 Thermo Electron COM 883556102 560 4660 SH SOLE 3553 0 1107 Travelers Companies Com COM 89417E109 451 5297 SH SOLE 4431 0 866 Tyson Foods A COM 902494103 600 13636 SH SOLE 11401 0 2235 Union Pacific COM 907818108 716 3814 SH SOLE 2998 0 816 UNUM Corp COM 91529Y106 498 14095 SH SOLE 11980 0 2116 Vanguard Index Fds S&P 500 Etf COM 922908363 645 3767 SH SOLE 0 0 3767 Verizon Communications COM 92343V104 705 14812 SH SOLE 8179 0 6633 Wal Mart Stores COM 931142103 561 7334 SH SOLE 5930 0 1404 Walt Disney COM 254687106 204 2550 SH SOLE 765 0 1785 Templeton Global Income PFD 880198106 1721 214052 SH SOLE 0 0 214052 Gulf Keystone Petroleum Ltd Sh COM G4209G108 29 20000 SH SOLE 0 0 20000 iShares Core MSCI EAFE COM 46432F842 737 12066 SH SOLE 7120 0 4946 iShares Dow Jones Internationa COM 464288448 1393 36058 SH SOLE 378 0 35680 iShares Emerging Markets Divid COM 464286319 3021 63372 SH SOLE 461 0 62911 WisdomTree DEFA Equity Income COM 97717W802 1139 23861 SH SOLE 0 0 23861 Hcp Inc LTD 40414L109 951 24514 SH SOLE 126 0 24388 Health Care REIT, Inc. LTD 42217K106 991 16620 SH SOLE 137 0 16483 Realty Income Corporation LTD 756109104 995 24353 SH SOLE 128 0 24225 Carey Watermark Invsinc Price LTD 14179a103 115 11547 SH SOLE 0 0 11547 Chambers Str Pptys Com LTD 157842105 2906 373996 SH SOLE 16683 0 357313 Corporate Ppty Assoc17 Glbal I LTD 22003d102 102 10702 SH SOLE 0 0 10702 iShares Core Total Aggregate U COM 464287226 1819 16854 SH SOLE 9507 0 7347 iShares iBoxx $ High Yield Cor COM 464288513 257 2719 SH SOLE 2192 0 527