Ariadne Wealth Management, LP New Holdings in Q4 2024

Ariadne Wealth Management, LP

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
151K
New
N/A
151K $2.27B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
39.7K
New
$50.67 - $50.9 $2.01M - $2.02M
39.7K $2.02B
Flexible Income
37.4K
New
N/A
37.4K $1.45B
VO
Vanguard Mid Cap ETF

ETFs
4.16K
New
$261.5 - $284.63 $1.09M - $1.18M
4.16K $1.16B
Com
1.16K
New
N/A
1.16K $1.14B
Com Shs
4.89K
New
N/A
4.89K $588M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
21.4K
New
$26.16 - $28.82 $559K - $616K
21.4K $573M
CNC
Centene Corp

Healthcare
7.84K
New
$56.71 - $73.94 $445K - $580K
7.84K $462M
COP
Conocophillips

Energy
4.42K
New
$95.12 - $114.72 $420K - $506K
4.42K $439M
HOOD
Robinhood Markets, Inc.

Technology
6.96K
New
$22.33 - $43.2 $155K - $301K
6.96K $392M
INCY
Incyte Corp

Healthcare
5.36K
New
$65.08 - $83.38 $349K - $447K
5.36K $366M
Com New
4.3K
New
N/A
4.3K $360M
AVRE
American Centy ETF Tr Avantis
8.33K
New
$41.03 - $46.91 $342K - $391K
8.33K $359M
AVES
American Centy ETF Tr Avantis

ETFs
6.72K
New
$46.2 - $53.09 $310K - $357K
6.72K $315M
Com
802
New
N/A
802 $309M
MPC
Marathon Petroleum Corp

Energy
1.99K
New
$131.65 - $174.84 $261K - $347K
1.99K $305M
ALK
Alaska Air Group, Inc.

Industrials
3.8K
New
$42.48 - $67.6 $161K - $257K
3.8K $285M
WMT
Walmart Inc.

Consumer Defensive
2.74K
New
$79.1 - $95.7 $217K - $262K
2.74K $282M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.07K
New
$39.3 - $41.34 $278K - $292K
7.07K $281M
MCK
Mckesson Corp

Healthcare
456
New
$482.27 - $628.5 $220K - $287K
456 $275M
ZS
Zscaler, Inc.

Technology
1.29K
New
$166.99 - $211.99 $216K - $274K
1.29K $275M
Core Bd ETF
3.55K
New
N/A
3.55K $271M
Core Plus Bd ETF
3.54K
New
N/A
3.54K $271M
NTRA
Natera, Inc.

Healthcare
1.54K
New
$117.67 - $174.0 $181K - $268K
1.54K $265M
CRM
Salesforce, Inc.

Technology
790
New
$270.87 - $367.87 $214K - $291K
790 $259M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
5.24K
New
$45.37 - $51.79 $238K - $271K
5.24K $251M
MRK
Merck & Co., Inc.

Healthcare
2.87K
New
$96.31 - $114.76 $277K - $330K
2.87K $248M
VZ
Verizon Communications Inc

Communication Services
6.12K
New
$39.6 - $45.21 $242K - $277K
6.12K $245M
DFSB
Dimensional ETF Tr Dimensional
4.65K
New
N/A
4.65K $238M
OVV
Ovintiv Inc.

Energy
5.33K
New
$37.74 - $46.71 $201K - $249K
5.33K $237M
WF
Woori Financial Group Inc.

Financial Services
6.89K
New
$31.21 - $37.04 $215K - $255K
6.89K $233M
TWLO
Twilio Inc

Communication Services
1.6K
New
$63.73 - $114.96 $102K - $184K
1.6K $232M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.44K
New
$34.25 - $37.94 $186K - $206K
5.44K $230M
PAYX
Paychex Inc

Industrials
1.51K
New
$135.86 - $148.73 $205K - $225K
1.51K $224M
PINS
Pinterest, Inc.

Communication Services
5.43K
New
$28.24 - $34.15 $153K - $185K
5.43K $215M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$125.36 - $147.37 $196K - $230K
1.56K $212M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.02K
New
$64.62 - $71.43 $195K - $216K
3.02K $206M
HESM
Hess Midstream LP

Energy
4.95K
New
$34.2 - $37.9 $169K - $187K
4.95K $206M
SPG
Simon Property Group Inc

Real Estate
1.12K
New
$167.23 - $183.84 $188K - $206K
1.12K $203M
CCL
Carnival Corp

Consumer Cyclical
7.67K
New
$17.34 - $26.8 $133K - $206K
7.67K $200M
ADT
Adt Inc.

Industrials
11.4K
New
$6.71 - $8.14 $76.5K - $92.8K
11.4K $84.2M
Com New
11.2K
New
N/A
11.2K $60M
YALA
Yalla Group LTD

Technology
14.3K
New
$3.98 - $4.89 $56.8K - $69.7K
14.3K $59.7M
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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