Ariadne Wealth Management, LP New Holdings in Q2 2024

Ariadne Wealth Management, LP

  • $129 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
181K
New
$38.53 - $40.76 $6.98M - $7.38M
181K $7.11B
AVUS
American Centy ETF Tr Avantis

ETFs
68.6K
New
$84.59 - $90.63 $5.8M - $6.22M
68.6K $6.19B
DFAT
Dimensional ETF Tr U S Target

ETFs
119K
New
$50.18 - $54.47 $5.95M - $6.46M
119K $6.15B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
159K
New
$30.09 - $32.37 $4.79M - $5.15M
159K $5.13B
AVDE
American Centy ETF Tr Avantis

ETFs
79.5K
New
$61.17 - $65.29 $4.86M - $5.19M
79.5K $4.95B
SLV
I Shares Silver Trust

ETFs
182K
New
$22.86 - $29.27 $4.17M - $5.34M
182K $4.84B
DFUS
Dimensional ETF Tr U S Equity

ETFs
74.9K
New
$53.83 - $59.14 $4.03M - $4.43M
74.9K $4.41B
DFIC
Dimensional ETF Tr Dimensional

ETFs
158K
New
$25.73 - $27.44 $4.07M - $4.34M
158K $4.16B
MSFT
Microsoft Corp

Technology
7.61K
New
$389.33 - $452.85 $2.96M - $3.44M
7.61K $3.4B
DFIV
Dimensional ETF Tr

ETFs
94K
New
$35.5 - $38.02 $3.34M - $3.57M
94K $3.38B
PFF
Ishares Trust Ishares Pfd And

ETFs
66.9K
New
$30.65 - $32.13 $2.05M - $2.15M
66.9K $2.11B
GLD
Spdr Gold Trust

ETFs
9.36K
New
$207.82 - $224.56 $1.95M - $2.1M
9.36K $2.01B
DVYE
Ishares Emerging Markets Divid

ETFs
73.3K
New
$26.08 - $29.6 $1.91M - $2.17M
73.3K $1.99B
American Centy ETF Tr
37.5K
New
N/A
37.5K $1.94B
HPP
Hudson Pacific Properties, Inc.

Real Estate
3.76K
New
$4.47 - $6.69 $16.8K - $25.2K
3.76K $1.9B
BKNG
Booking Holdings Inc.

Consumer Cyclical
10.2K
New
$3414.82 - $4014.38 $34.7M - $40.8M
10.2K $1.85B
DFIS
Dimensional ETF Tr Dimensional

ETFs
72.5K
New
$24.08 - $25.86 $1.74M - $1.87M
72.5K $1.78B
AAPL
Apple Inc.

Technology
8.2K
New
$165.0 - $216.67 $1.35M - $1.78M
8.2K $1.73B
DFAS
Dimensional ETF Tr U S Small C

ETFs
27.8K
New
$57.42 - $62.37 $1.6M - $1.74M
27.8K $1.67B
EMB
Ishares Tr

ETFs
18.3K
New
$86.66 - $89.88 $1.59M - $1.65M
18.3K $1.62B
AVSC
American Centy ETF Tr Avantis
29.9K
New
$47.89 - $52.25 $1.43M - $1.56M
29.9K $1.49B
CTO
Cto Realty Growth, Inc.

Real Estate
835
New
$16.54 - $17.98 $13.8K - $15K
835 $1.34B
VNQI
Vanguard Global Ex U.S. Real

ETFs
32.2K
New
$39.75 - $43.06 $1.28M - $1.39M
32.2K $1.31B
AVDV
American Centy ETF Tr Avantis

ETFs
19.5K
New
$63.81 - $68.36 $1.25M - $1.33M
19.5K $1.27B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13K
New
$95.11 - $97.92 $1.23M - $1.27M
13K $1.26B
BCC
Boise Cascade CO

Basic Materials
6.83K
New
$117.77 - $152.98 $804K - $1.04M
6.83K $1.25B
AVEM
American Centy ETF Tr Avantis

ETFs
18.7K
New
$56.42 - $62.42 $1.06M - $1.17M
18.7K $1.14B
HD
Home Depot, Inc.

Consumer Cyclical
3.32K
New
$325.1 - $368.03 $1.08M - $1.22M
3.32K $1.14B
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
109K
New
$8.92 - $9.6 $971K - $1.04M
109K $1.02B
Tcw ETF Trust
26.3K
New
N/A
26.3K $1B
HYG
Ishares Tr

ETFs
13K
New
$75.68 - $77.45 $984K - $1.01M
13K $1B
RILY
B. Riley Financial, Inc.

Financial Services
5.81K
New
$17.29 - $38.55 $100K - $224K
5.81K $997M
FM
Ishares Msci Frontier And Sele

ETFs
33.2K
New
$26.95 - $28.79 $896K - $957K
33.2K $913M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
23.4K
New
$37.21 - $39.92 $870K - $934K
23.4K $905M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
20.9K
New
$40.79 - $41.97 $853K - $878K
20.9K $869M
SKM
Sk Telecom CO LTD

Communication Services
6.07K
New
$19.94 - $21.86 $121K - $133K
6.07K $857M
COP
Conocophillips

Energy
1.05K
New
$109.39 - $133.52 $115K - $140K
1.05K $827M
NWBI
Northwest Bancshares, Inc.

Financial Services
843
New
$10.6 - $11.55 $8.94K - $9.74K
843 $763M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.81K
New
$396.73 - $420.24 $719K - $762K
1.81K $738M
JPM
Jpmorgan Chase & CO

Financial Services
3.64K
New
$180.08 - $204.79 $655K - $745K
3.64K $736M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.9K
New
$316.15 - $367.33 $600K - $697K
1.9K $692M
Blue Owl Cap Corp Iii
45K
New
N/A
45K $689M
Spdr Index Shs Fds
11.4K
New
N/A
11.4K $669M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
14.3K
New
$45.65 - $47.02 $651K - $670K
14.3K $664M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
24.9K
New
$25.12 - $25.81 $626K - $644K
24.9K $634M
American Centy ETF Tr
11.1K
New
N/A
11.1K $618M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.87K
New
$100.16 - $107.88 $588K - $633K
5.87K $607M
OMI
Owens & Minor Inc

Healthcare
1.33K
New
$13.5 - $27.79 $17.9K - $36.8K
1.33K $585M
RGEN
Repligen Corp

Healthcare
3.96K
New
$120.0 - $182.95 $475K - $725K
3.96K $566M
Activity Summary
Buys All Purchases 159 New Holdings 159 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ariadne Wealth Management, LP Portfolio

Follow Ariadne Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ariadne Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Ariadne Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email