Arista Wealth Management, LLC Portfolio Holdings

Arista Wealth Management, LLC

  • $416 Billion
  • Q3 2024

Arista Wealth Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $416 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $75.5B, Vanguard S&P 500 Growth ETF with a value of $58.1B, Dimensional ETF Tr Dimensional with a value of $51B, Vanguard Intermediate Term Cor with a value of $42.1B, and Dimensional ETF Tr with a value of $31.2B.

Examining the 13F form we can see an increase of $36.3B in the current position value, from $380B to 416B.

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 $416 Billion
ETFs: $390 Billion
Technology: $12.4 Billion
Consumer Defensive: $3.92 Billion
Consumer Cyclical: $3.63 Billion
Financial Services: $2.76 Billion
Communication Services: $1.15 Billion
Industrials: $871 Million
Energy: $790 Million
Other: $258 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$528 Million 0.13% of portfolio
1,909
Q3 2024 Added 0.95%
$11.7B
$412 Million 0.1% of portfolio
10,570
Q2 2024 New
$77.4B
$343 Million 0.08% of portfolio
1,135
Q3 2024 Added 0.44%
$25.5B
$233 Million 0.06% of portfolio
10,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $416 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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