Arista Wealth Management, LLC Portfolio Holdings by Sector
Arista Wealth Management, LLC
- $131 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU DFSV VCIT VOOG DFAI VGSH VGIT VOO 23 stocks |
$121 Million
92.67% of portfolio
|
  7  
|
  16  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.85 Million
2.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.11 Million
1.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.61 Million
1.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$893,168
0.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$806,257
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
LNW 1 stocks |
$487,173
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$469,554
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD 1 stocks |
$317,573
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|