Arista Wealth Management, LLC Purchases in Q3 2024

Arista Wealth Management, LLC

  • $416 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
50K
+ 2.7%
$35.8 - $39.69 $1.79M - $1.99M
1.9M $75.5B
DFSV
Dimensional ETF Tr Dimensional

ETFs
84.2K
+ 5.36%
$28.25 - $31.7 $2.38M - $2.67M
1.65M $51B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10.8K
+ 6.84%
$305.34 - $350.41 $3.29M - $3.77M
168K $58.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
29.5K
+ 6.22%
$79.29 - $84.02 $2.34M - $2.48M
503K $42.1B
DFAI
Dimensional ETF Tr

ETFs
38.4K
+ 4.07%
$28.69 - $32.06 $1.1M - $1.23M
982K $31.2B
VGIT
Vanguard Intermediate Term Tre

ETFs
25.4K
+ 7.62%
$57.8 - $60.8 $1.47M - $1.55M
359K $21.7B
DFAE
Dimensional ETF Tr

ETFs
14.4K
+ 2.69%
$24.46 - $27.82 $352K - $401K
549K $15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
740
+ 2.83%
$475.2 - $527.7 $352K - $390K
26.9K $14.2B
VGSH
Vanguard

ETFs
9.17K
+ 1.86%
$57.74 - $59.13 $530K - $542K
503K $29.7B
AAPL
Apple Inc.

Technology
655
+ 1.82%
$207.23 - $234.82 $136K - $154K
36.7K $8.54B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13
+ 0.01%
$31.05 - $34.29 $404 - $446
236K $8.08B
COST
Costco Wholesale Corp

Consumer Defensive
241
+ 7.29%
$801.83 - $917.05 $193K - $221K
3.55K $3.14B
RXST
Rx Sight, Inc.

Healthcare
5.22K
New
$40.78 - $57.04 $213K - $298K
5.22K $258M
VBR
Vanguard Small Cap Value ETF

ETFs
24
+ 0.18%
$179.99 - $201.6 $4.32K - $4.84K
13.7K $2.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
420
+ 40.46%
$405.19 - $478.57 $170K - $201K
1.46K $671M
AVLV
American Centy ETF Tr Avantis
3.51K
New
$60.05 - $65.83 $211K - $231K
3.51K $231M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
New
$105.53 - $118.34 $193K - $216K
1.83K $214M
AVSC
American Centy ETF Tr Avantis
3.91K
New
$49.07 - $56.13 $192K - $220K
3.91K $211M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.36K
New
$80.13 - $88.89 $189K - $210K
2.36K $209M
PG
Procter & Gamble CO

Consumer Defensive
1.18K
New
$160.76 - $177.82 $190K - $210K
1.18K $204M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.03%
$520.18 - $576.82 $1.04K - $1.15K
6.48K $3.74B
ORCL
Oracle Corp

Technology
10
+ 0.23%
$125.9 - $170.35 $1.26K - $1.7K
4.29K $730M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.24K
+ 10.43%
$41.9 - $48.26 $51.9K - $59.8K
13.1K $628M
AXP
American Express CO

Financial Services
26
+ 1.18%
$225.92 - $271.17 $5.87K - $7.05K
2.24K $607M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.03%
$66.91 - $81.4 $134 - $163
7.11K $574M
ADP
Automatic Data Processing Inc

Industrials
18
+ 0.95%
$233.44 - $279.45 $4.2K - $5.03K
1.91K $528M
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.55%
$214.77 - $237.72 $3.87K - $4.28K
3.32K $786M
GOOG
Alphabet Inc.

Communication Services
461
+ 39.71%
$149.54 - $192.66 $68.9K - $88.8K
1.62K $271M
META
Meta Platforms, Inc.

Communication Services
32
+ 7.51%
$453.41 - $572.44 $14.5K - $18.3K
458 $262M
AMZN
Amazon Com Inc

Consumer Cyclical
725
+ 4.42%
$161.02 - $200.0 $117K - $145K
17.1K $3.19B
GD
General Dynamics Corp

Industrials
5
+ 0.44%
$279.51 - $308.09 $1.4K - $1.54K
1.14K $343M
XOM
Exxon Mobil Corp

Energy
23
+ 0.47%
$109.72 - $119.0 $2.52K - $2.74K
4.95K $580M
MSFT
Microsoft Corp

Technology
215
+ 3.59%
$395.15 - $467.56 $85K - $101K
6.21K $2.67B
CVX
Chevron Corp

Energy
13
+ 0.92%
$137.88 - $161.97 $1.79K - $2.11K
1.43K $210M
WFC
Wells Fargo & Company

Financial Services
16
+ 0.38%
$51.58 - $60.97 $825 - $976
4.26K $241M
GOOGL
Alphabet Inc.

Communication Services
48
+ 1.32%
$148.65 - $191.18 $7.14K - $9.18K
3.7K $613M
LNW
Light & Wonder, Inc.

Consumer Cyclical
9
+ 0.19%
$90.73 - $112.68 $817 - $1.01K
4.78K $434M
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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