Ariadne Wealth Management, LP Purchases in Q1 2025

Ariadne Wealth Management, LP

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
3.7K
+ 39.53%
$243.19 - $288.14 $900K - $1.07M
13.1K $4.01B
VEA
Vanguard Ftse Developed Market

ETFs
26.8K
New
$47.4 - $52.99 $1.27M - $1.42M
26.8K $1.44B
SLV
I Shares Silver Trust

ETFs
33.6K
+ 18.4%
$26.93 - $31.32 $904K - $1.05M
216K $6.43B
AVUV
American Centy ETF Tr Avantis

ETFs
6.06K
New
$84.95 - $100.62 $515K - $610K
6.06K $525M
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 188.86%
$27.56 - $32.1 $538K - $626K
29.9K $830M
DKNG
Draft Kings Inc.

Consumer Cyclical
9.89K
New
$33.21 - $53.49 $328K - $529K
9.89K $358M
FIX
Comfort Systems Usa Inc

Industrials
778
New
$313.26 - $550.27 $244K - $428K
778 $338M
ADSK
Autodesk, Inc.

Technology
1.12K
New
N/A
1.12K $323M
ILMN
Illumina, Inc.

Healthcare
3.88K
New
$79.34 - $144.22 $308K - $560K
3.88K $294M
MOH
Molina Healthcare, Inc.

Healthcare
902
New
$266.57 - $333.27 $240K - $301K
902 $291M
DASH
Door Dash, Inc.

Communication Services
1.51K
New
$168.37 - $213.38 $254K - $322K
1.51K $277M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.68K
+ 121.99%
$63.91 - $70.19 $235K - $259K
6.7K $478M
MSFT
Microsoft Corp

Technology
81
+ 0.94%
$375.39 - $447.2 $30.4K - $36.2K
8.68K $3.81B
MANH
Manhattan Associates Inc

Technology
1.39K
New
$163.5 - $295.1 $227K - $410K
1.39K $256M
EIX
Edison International

Utilities
4.53K
New
$50.06 - $80.01 $227K - $362K
4.53K $254M
RGLD
Royal Gold Inc

Basic Materials
1.35K
New
$132.55 - $163.51 $178K - $220K
1.35K $248M
American Centy ETF Tr
935
+ 1.83%
N/A
51.9K $3B
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.16K
+ 1.16%
$23.92 - $26.89 $27.7K - $31.1K
101K $2.8B
ELV
Elevance Health, Inc.

Healthcare
587
New
$365.9 - $436.25 $215K - $256K
587 $237M
ETSY
Etsy Inc

Consumer Cyclical
4.82K
New
$44.4 - $57.29 $214K - $276K
4.82K $226M
CCI
Crown Castle International Corp

Real Estate
2.03K
New
$84.33 - $106.39 $171K - $215K
2.03K $213M
DINO
Hf Sinclair Corp

Energy
6.14K
New
$30.66 - $38.48 $188K - $236K
6.14K $209M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.26K
New
$168.84 - $202.89 $212K - $255K
1.26K $209M
SHOP
Shopify Inc.

Technology
2.28K
New
$90.59 - $129.31 $206K - $294K
2.28K $209M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
13.7K
New
$14.7 - $16.24 $202K - $223K
13.7K $206M
CGO
Calamos Global Total Return Fund

Financial Services
4.33K
New
$10.33 - $11.66 $44.7K - $50.5K
4.33K $204M
VEEV
Veeva Systems Inc

Healthcare
858
New
$210.58 - $246.8 $181K - $212K
858 $203M
AMT
American Tower Corp

Real Estate
918
New
$173.46 - $217.6 $159K - $200K
918 $202M
ISRG
Intuitive Surgical Inc

Healthcare
417
+ 53.95%
$476.63 - $610.45 $199K - $255K
1.19K $638M
MRK
Merck & Co., Inc.

Healthcare
2.53K
+ 87.95%
$83.01 - $101.02 $210K - $255K
5.4K $410M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.89K
+ 19.44%
$77.7 - $78.94 $147K - $149K
11.6K $911M
T
At&T Inc.

Communication Services
832
+ 2.27%
$21.56 - $28.28 $17.9K - $23.5K
37.4K $1.04B
HWM
Howmet Aerospace Inc.

Industrials
145
+ 4.15%
$110.79 - $139.39 $16.1K - $20.2K
3.64K $573M
AVDV
American Centy ETF Tr Avantis

ETFs
75
+ 0.38%
$63.74 - $71.96 $4.78K - $5.4K
19.6K $1.45B
UMC
United Microelectronics Corp

Technology
11.7K
+ 52.59%
$5.69 - $7.15 $66.4K - $83.4K
33.8K $252M
VRSN
Verisign Inc

Technology
143
+ 11.56%
$205.1 - $254.74 $29.3K - $36.4K
1.38K $388M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
540
+ 43.06%
$166.63 - $185.86 $90K - $100K
1.79K $324M
VZ
Verizon Communications Inc

Communication Services
1.83K
+ 29.94%
$37.81 - $46.49 $69.3K - $85.2K
7.96K $347M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 4.02%
$1739.0 - $2260.0 $13.9K - $18.1K
207 $507M
MA
Mastercard Inc

Financial Services
146
+ 10.07%
$504.67 - $576.31 $73.7K - $84.1K
1.6K $908M
MCD
Mcdonalds Corp

Consumer Cyclical
239
+ 26.73%
$279.74 - $321.29 $66.9K - $76.8K
1.13K $355M
AVEM
American Centy ETF Tr Avantis

ETFs
337
+ 1.2%
$57.11 - $62.4 $19.2K - $21K
28.5K $1.77B
SPGI
S&P Global Inc.

Financial Services
145
+ 25.89%
$478.26 - $543.77 $69.3K - $78.8K
705 $358M
NFLX
Netflix Inc

Communication Services
3
+ 0.54%
$828.4 - $1058.6 $2.49K - $3.18K
554 $632M
LYFT
Lyft, Inc.

Technology
2.89K
+ 26.41%
$11.27 - $15.12 $32.6K - $43.7K
13.8K $231M
MO
Altria Group, Inc.

Consumer Defensive
50
+ 0.46%
$50.81 - $60.02 $2.54K - $3K
11K $655M
INTU
Intuit Inc

Technology
9
+ 1.06%
$555.63 - $630.23 $5K - $5.67K
855 $559M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
979
+ 18.68%
$44.39 - $50.29 $43.5K - $49.2K
6.22K $311M
CDNS
Cadence Design Systems Inc

Technology
149
+ 14.45%
$233.96 - $324.52 $34.9K - $48.4K
1.18K $361M
Activity Summary
Buys All Purchases 93 New Holdings 22 Increased Positions 71 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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