Ariadne Wealth Management, LP Incresed Positions in Q4 2024

Ariadne Wealth Management, LP

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
201K
+ 421.77%
$50.35 - $50.69 $10.1M - $10.2M
249K $12.6B
DFUS
Dimensional ETF Tr U S Equity

ETFs
19K
+ 25.42%
$61.52 - $66.5 $1.17M - $1.26M
93.7K $6.18B
DFAR
Dimensional ETF Tr Dimensional

ETFs
45.4K
+ 170.2%
$22.72 - $25.76 $1.03M - $1.17M
72.1K $1.71B
DFIV
Dimensional ETF Tr

ETFs
25.8K
+ 27.92%
$34.86 - $37.97 $900K - $980K
118K $4.47B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26K
+ 14.52%
$40.38 - $44.35 $1.05M - $1.15M
205K $8.74B
META
Meta Platforms, Inc.

Communication Services
441
+ 11.94%
$554.08 - $632.68 $244K - $279K
4.14K $2.97B
TYG
Tortoise Energy Infrastructure Corp

Financial Services
13.3K
+ 113.34%
$39.86 - $46.0 $532K - $613K
25.1K $1.13B
AVGO
Broadcom Inc.

Technology
667
+ 7.26%
$159.67 - $250.0 $106K - $167K
9.86K $2.32B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.9K
+ 75.03%
$41.17 - $43.34 $571K - $601K
32.4K $1.35B
PLTR
Palantir Technologies Inc.

Technology
179
+ 2.15%
$36.46 - $82.38 $6.53K - $14.7K
8.51K $993M
Avantis Intl Sml
8.09K
+ 18.87%
N/A
51K $2.75B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.25K
+ 23.63%
$63.58 - $71.15 $461K - $515K
37.9K $2.54B
SNOW
Snowflake Inc.

Technology
1.44K
+ 59.03%
$109.65 - $186.51 $157K - $268K
3.87K $720M
DFIS
Dimensional ETF Tr Dimensional

ETFs
15K
+ 17.74%
$24.25 - $26.7 $365K - $402K
99.8K $2.56B
AMZN
Amazon Com Inc

Consumer Cyclical
480
+ 4.54%
$180.88 - $232.93 $86.8K - $112K
11K $2.58B
V
Visa Inc.

Financial Services
377
+ 7.87%
$273.87 - $320.91 $103K - $121K
5.17K $1.81B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.35K
+ 81.44%
$77.86 - $79.27 $339K - $345K
9.7K $759M
Ishares Short Te
6.51K
+ 142.5%
N/A
11.1K $557M
JPM
Jpmorgan Chase & CO

Financial Services
794
+ 24.66%
$205.18 - $250.29 $163K - $199K
4.01K $1.09B
AVEM
American Centy ETF Tr Avantis

ETFs
6.23K
+ 28.35%
$58.59 - $66.14 $365K - $412K
28.2K $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
569
+ 35.34%
$213.65 - $479.86 $122K - $273K
2.18K $764M
AAPL
Apple Inc.

Technology
1.21K
+ 12.94%
$221.69 - $259.02 $268K - $314K
10.6K $2.41B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
6.63K
+ 29.65%
$37.33 - $40.39 $247K - $268K
29K $1.15B
MO
Altria Group, Inc.

Consumer Defensive
4.22K
+ 62.48%
$49.06 - $57.74 $207K - $244K
11K $591M
FTNT
Fortinet, Inc.

Technology
638
+ 11.86%
$76.49 - $99.21 $48.8K - $63.3K
6.02K $659M
MA
Mastercard Inc

Financial Services
263
+ 22.16%
$491.3 - $536.15 $129K - $141K
1.45K $820M
Vert Glb Sust Re
20.5K
+ 51.13%
N/A
60.5K $626M
AVSC
American Centy ETF Tr Avantis
5.18K
+ 15.86%
$52.7 - $59.57 $273K - $308K
37.8K $2.08B
TPR
Tapestry, Inc.

Consumer Cyclical
1.08K
+ 27.35%
$43.54 - $66.18 $47.1K - $71.5K
5.03K $398M
GOOG
Alphabet Inc.

Communication Services
801
+ 12.03%
$163.08 - $198.16 $131K - $159K
7.46K $1.4B
T
At&T Inc.

Communication Services
3.92K
+ 11.99%
$21.22 - $23.88 $83.2K - $93.6K
36.6K $910M
JNJ
Johnson & Johnson

Healthcare
1.23K
+ 60.65%
$143.34 - $165.86 $177K - $205K
3.27K $504M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.99K
+ 27.95%
$46.33 - $48.6 $185K - $194K
18.3K $854M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.14K
+ 3.74%
$25.61 - $28.0 $157K - $172K
170K $4.63B
SPY
Spdr S&P 500 ETF Trust

ETFs
245
+ 11.04%
$567.81 - $607.81 $139K - $149K
2.47K $1.49B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.78K
+ 33.5%
$88.59 - $94.57 $158K - $168K
7.1K $661M
NFLX
Netflix Inc

Communication Services
45
+ 8.89%
$687.65 - $936.56 $30.9K - $42.1K
551 $566M
LLY
Eli Lilly & CO

Healthcare
82
+ 7.31%
$727.2 - $932.06 $59.6K - $76.4K
1.2K $1.05B
CME
Cme Group Inc.

Financial Services
513
+ 40.97%
$221.17 - $246.02 $113K - $126K
1.77K $427M
APP
App Lovin Corp

Technology
43
+ 4.73%
$130.67 - $401.5 $5.62K - $17.3K
953 $366M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
12.5K
+ 11.48%
$9.57 - $10.31 $120K - $129K
121K $1.21B
GOOGL
Alphabet Inc.

Communication Services
412
+ 4.15%
$161.86 - $196.66 $66.7K - $81K
10.4K $1.93B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
561
+ 22.37%
$172.07 - $207.36 $96.5K - $116K
3.07K $638M
Avantis Emerging
5.04K
+ 17.05%
N/A
34.6K $1.86B
DFAI
Dimensional ETF Tr

ETFs
4.16K
+ 56.42%
$29.0 - $31.6 $121K - $131K
11.5K $355M
IBM
International Business Machines Corp

Technology
243
+ 13.64%
$204.9 - $238.04 $49.8K - $57.8K
2.02K $508M
UBER
Uber Technologies, Inc

Technology
1.39K
+ 50.0%
$59.93 - $86.34 $83.2K - $120K
4.17K $328M
MSFT
Microsoft Corp

Technology
544
+ 6.75%
$406.35 - $454.46 $221K - $247K
8.6K $3.55B
GE
General Electric CO

Industrials
316
+ 19.07%
$159.95 - $194.23 $50.5K - $61.4K
1.97K $405M
Activity Summary
Buys All Purchases 164 New Holdings 44 Increased Positions 120 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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