Arista Wealth Management, LLC Portfolio Holdings

Arista Wealth Management, LLC

  • $413 Billion
  • Q1 2025

Arista Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $413 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $75.9B, Vanguard S&P 500 Growth ETF with a value of $59.3B, Dimensional ETF Tr Dimensional with a value of $50.2B, Vanguard Intermediate Term Cor with a value of $41.2B, and Dimensional ETF Tr with a value of $31.6B.

Examining the 13F form we can see an decrease of $4.5B in the current position value, from $417B to 413B.

Arista Wealth Management, LLC is based out at Las Vegas, NV

Below you can find more details about Arista Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $413 Billion
ETFs: $385 Billion
Technology: $11.7 Billion
Consumer Defensive: $4.53 Billion
Consumer Cyclical: $4.47 Billion
Financial Services: $3.26 Billion
Communication Services: $1.24 Billion
Industrials: $894 Million
Energy: $831 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.9 Billion 18.4% of portfolio
1,975,325
Q1 2025 Added 2.73%
$0
$59.3 Billion 14.37% of portfolio
177,251
Q1 2025 Added 4.92%
$0
$50.2 Billion 12.17% of portfolio
1,783,473
Q1 2025 Added 4.25%
$0
$41.2 Billion 9.99% of portfolio
503,915
Q1 2025 Added 1.44%
$0
$31.6 Billion 7.67% of portfolio
1,013,070
Q1 2025 Added 1.66%
$0
$28.9 Billion 7.02% of portfolio
493,175
Q1 2025 Reduced 0.01%
$0
$22 Billion 5.33% of portfolio
370,268
Q1 2025 Added 2.33%
$0
$15.1 Billion 3.67% of portfolio
584,322
Q1 2025 Added 3.76%
$0
$14.1 Billion 3.42% of portfolio
27,462
Q1 2025 Added 1.29%
$3.38T
$8.22 Billion 1.99% of portfolio
37,020
Q1 2025 Added 0.73%
$0
$7.74 Billion 1.88% of portfolio
234,595
Q1 2025 Reduced 0.45%
$0
$5.26 Billion 1.27% of portfolio
84,685
Q1 2025 Reduced 0.42%
$0
$4.14 Billion 1.0% of portfolio
15,066
Q1 2025 Added 0.01%
$0
$3.7 Billion 0.9% of portfolio
37,355
Q2 2024 New
$0
$3.64 Billion 0.88% of portfolio
6,481
Q4 2024 Added 0.03%
$422B
$3.53 Billion 0.85% of portfolio
3,729
Q1 2025 Added 4.78%
$0
$2.54 Billion 0.62% of portfolio
13,627
Q1 2025 Reduced 0.41%
$0
$2.4 Billion 0.58% of portfolio
36,533
Q2 2024 Added 67.44%
$3.81T
$2.28 Billion 0.55% of portfolio
6,062
Q1 2025 Added 0.97%
$0
$2.09 Billion 0.51% of portfolio
49,703
Q3 2024 Reduced 3.18%
$0
$1.98 Billion 0.48% of portfolio
3,546
Q1 2025 Reduced 3.82%
$0
$1.88 Billion 0.46% of portfolio
36,839
Q2 2024 New
$0
$1.44 Billion 0.35% of portfolio
23,840
Q4 2024 Reduced 0.17%
$0
$1.29 Billion 0.31% of portfolio
18,415
Q4 2024 Reduced 6.66%
$0
$1.14 Billion 0.28% of portfolio
16,532
Q1 2024 New
$631B
$1.04 Billion 0.25% of portfolio
1,944
Q1 2025 Added 27.89%
$0
$1.01 Billion 0.25% of portfolio
2,808
Q4 2024 Reduced 17.75%
$258B
$804 Million 0.19% of portfolio
9,160
Q1 2025 Added 24.0%
$0
$735 Million 0.18% of portfolio
3,316
Q1 2025 Added 0.58%
$1.07T
$656 Million 0.16% of portfolio
4,245
Q1 2025 Added 14.79%
$0
$606 Million 0.15% of portfolio
2,934
Q2 2024 New
$0
$630 Million 0.15% of portfolio
24,042
Q4 2024 Added 200.0%
$236B
$615 Million 0.15% of portfolio
2,287
Q1 2025 Added 0.53%
$125B
$581 Million 0.14% of portfolio
1,902
Q1 2025 Reduced 0.37%
$465B
$598 Million 0.14% of portfolio
5,026
Q1 2025 Added 0.48%
$671B
$598 Million 0.14% of portfolio
4,275
Q1 2025 Reduced 0.23%
$1.01T
$563 Million 0.14% of portfolio
2,171
Q4 2024 New
$0
$528 Million 0.13% of portfolio
6,058
Q1 2025 Reduced 1.8%
$239B
$537 Million 0.13% of portfolio
4,600
Q1 2025 Reduced 4.47%
$0
$496 Million 0.12% of portfolio
9,636
Q2 2024 Added 86.64%
$0
$515 Million 0.12% of portfolio
11,371
Q1 2025 Reduced 13.29%
$9.39B
$413 Million 0.1% of portfolio
4,772
Q1 2025 Reduced 0.19%
South Plains Financial Inc
-
$403 Million 0.1% of portfolio
-
Q2 2023 New
$0
$369 Million 0.09% of portfolio
1,870
Q1 2025 Reduced 4.0%
$0
$364 Million 0.09% of portfolio
2,777
Q1 2025 Reduced 5.16%
$13B
$383 Million 0.09% of portfolio
10,570
Q2 2024 New
$0
$310 Million 0.08% of portfolio
6,215
Q2 2024 New
$0
$315 Million 0.08% of portfolio
3,661
Q2 2024 New
$1.12T
$340 Million 0.08% of portfolio
2,174
Q1 2025 Added 45.03%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $413 Billion
  • Prior Value $417 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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