Ariadne Wealth Management, LP Incresed Positions 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
SLV
I Shares Silver Trust

ETFs
33.6K
+ 18.4%
$26.93 - $31.32 $904K - $1.05M
216K $6.43B
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 188.86%
$27.56 - $32.1 $538K - $626K
29.9K $830M
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
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
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
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
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
Blackrock ETF Trust Ii
340
+ 3.07%
N/A
11.4K $572M
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
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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