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
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.6K
+ 22.71%
$38.51 - $45.32 $61.7K - $72.6K
8.65K $353M
Vanguard Malvern Fds
420
+ 11.82%
N/A
3.97K $303M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
580
+ 3.17%
$45.92 - $47.58 $26.6K - $27.6K
18.9K $884M
GD
General Dynamics Corp

Industrials
46
+ 5.25%
$241.94 - $272.58 $11.1K - $12.5K
922 $250M
DFAI
Dimensional ETF Tr

ETFs
3
+ 0.03%
$28.88 - $32.4 $86.6 - $97.2
11.5K $379M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.99%
$4295.4 - $5141.88 $4.3K - $5.14K
102 $517M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.34K
+ 1.86%
$22.35 - $24.52 $30K - $32.9K
73.4K $1.73B
JXN
Jackson Financial Inc.

Financial Services
650
+ 14.87%
$79.36 - $97.88 $51.6K - $63.6K
5.02K $424M
XEL
Xcel Energy Inc

Utilities
66
+ 1.93%
$63.37 - $72.1 $4.18K - $4.76K
3.49K $247M
GM
General Motors CO

Consumer Cyclical
171
+ 1.86%
$45.22 - $54.92 $7.73K - $9.39K
9.37K $445M
GILD
Gilead Sciences, Inc.

Healthcare
49
+ 0.74%
$89.14 - $117.41 $4.37K - $5.75K
6.71K $650M
NTNX
Nutanix, Inc.

Technology
40
+ 1.31%
$61.28 - $77.44 $2.45K - $3.1K
3.1K $233M
Lam Research Corp
616
+ 14.34%
N/A
4.91K $370M
Arista Networks Inc
2.02K
+ 41.18%
N/A
6.91K $598M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 6.29%
$890.62 - $1076.86 $24K - $29.1K
456 $460M
DFSB
Dimensional ETF Tr Dimensional
1
+ 0.02%
N/A
4.65K $239M
BTI
British American Tobacco P.L.C.

Consumer Defensive
79
+ 1.45%
$35.35 - $42.74 $2.79K - $3.38K
5.52K $230M
KLAC
Kla Corp

Technology
34
+ 6.56%
$636.62 - $777.63 $21.6K - $26.4K
552 $387M
Manager Directed Portfolios
132
+ 0.22%
N/A
60.7K $623M
C
Citigroup Inc

Financial Services
375
+ 10.36%
$67.23 - $84.63 $25.2K - $31.7K
4K $288M
DELL
Dell Technologies Inc.

Technology
361
+ 14.01%
$90.34 - $124.66 $32.6K - $45K
2.94K $282M
INFY
Infosys LTD

Technology
3.97K
+ 22.54%
$18.06 - $22.89 $71.7K - $90.8K
21.6K $377M
PANW
Palo Alto Networks Inc

Technology
102
+ 2.88%
$167.82 - $208.28 $17.1K - $21.2K
3.64K $680M
AMGN
Amgen Inc

Healthcare
44
+ 4.8%
$258.59 - $327.36 $11.4K - $14.4K
960 $255M
ABBV
Abb Vie Inc.

Healthcare
100
+ 1.68%
$169.2 - $216.66 $16.9K - $21.7K
6.04K $1.12B
CRM
Salesforce, Inc.

Technology
86
+ 10.89%
$268.36 - $359.95 $23.1K - $31K
876 $241M
QCOM
Qualcomm Inc

Technology
332
+ 13.02%
$151.94 - $175.86 $50.4K - $58.4K
2.88K $418M
VLUE
Ishares Msci Usa Value Factor

ETFs
6
+ 0.12%
$104.89 - $113.56 $629 - $681
5.09K $534M
RL
Ralph Lauren Corp

Consumer Cyclical
4
+ 0.31%
$215.68 - $286.74 $863 - $1.15K
1.31K $326M
HFRO
Highland Income Fund\Ma

Financial Services
393
+ 0.75%
$4.93 - $5.83 $1.94K - $2.29K
52.8K $267M
FDX
Fedex Corp

Industrials
70
+ 5.11%
$230.33 - $281.53 $16.1K - $19.7K
1.44K $313M
VRT
Vertiv Holdings CO

Industrials
214
+ 10.22%
N/A
2.31K $217M
FTNT
Fortinet, Inc.

Technology
203
+ 3.37%
$92.49 - $114.57 $18.8K - $23.3K
6.22K $606M
HD
Home Depot, Inc.

Consumer Cyclical
271
+ 8.66%
$347.25 - $424.87 $94.1K - $115K
3.4K $1.23B
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
10
+ 0.01%
$9.62 - $10.03 $96.2 - $100
121K $1.15B
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.46%
$222.15 - $428.22 $2.22K - $4.28K
2.19K $653M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.5%
$461.52 - $548.18 $1.85K - $2.19K
801 $305M
LLY
Eli Lilly & CO

Healthcare
20
+ 1.66%
$725.72 - $929.72 $14.5K - $18.6K
1.22K $899M
AVGO
Broadcom Inc.

Technology
277
+ 2.81%
$167.43 - $244.7 $46.4K - $67.8K
10.1K $2.11B
GOOG
Alphabet Inc.

Communication Services
138
+ 1.85%
$156.06 - $207.71 $21.5K - $28.7K
7.6K $1.17B
NVDA
Nvidia Corp

Technology
1.77K
+ 5.54%
$106.98 - $149.43 $190K - $265K
33.7K $3.94B
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.0%
$50.44 - $58.1 $50.4 - $58.1
126K $6.45B
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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