Ariadne Wealth Management, LP Sells in Q2 2025

Ariadne Wealth Management, LP

  • $209 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
-39.1K
- 33.09%
$34.67 - $43.21 $1.36M - $1.69M
79.1K $3.58B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-36.5K
- 17.94%
$36.25 - $42.28 $1.32M - $1.54M
167K $7.28B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-22.3K
- 24.61%
$53.65 - $67.02 $1.2M - $1.5M
68.4K $4.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.27K
- 51.4%
$496.48 - $617.85 $629K - $783K
1.2K $773M
VO
Vanguard Mid Cap ETF

ETFs
-2.31K
- 55.52%
$228.54 - $279.83 $528K - $646K
1.85K $534M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-13.3K
- 41.79%
$41.1 - $42.37 $545K - $562K
18.5K $786M
PFF
Ishares Trust Ishares Pfd And

ETFs
-17.9K
- 24.93%
$29.0 - $30.68 $519K - $549K
53.9K $1.7B
DFAT
Dimensional ETF Tr U S Target

ETFs
-21.8K
- 17.34%
$44.8 - $53.97 $978K - $1.18M
104K $5.98B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-10.9K
- 37.75%
$36.01 - $45.69 $394K - $500K
18K $844M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-7.27K
- 5.61%
$50.48 - $50.71 $367K - $369K
122K $6.19B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.12K
- 43.98%
$85.42 - $94.39 $267K - $295K
3.98K $372M
FTNT
Fortinet, Inc.

Technology
-2.03K
- 32.58%
$84.71 - $108.69 $172K - $220K
4.19K $333M
FICO
Fair Isaac Corp

Technology
-26
- 8.25%
$1503.62 - $2206.01 $39.1K - $57.4K
289 $386M
Tcw ETF Trust
-7.22K
- 19.32%
N/A
30.2K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-305
- 13.33%
$483.48 - $539.8 $147K - $165K
1.98K $946M
AVDV
American Centy ETF Tr Avantis

ETFs
-4.92K
- 25.13%
$61.76 - $79.32 $304K - $391K
14.7K $1.23B
PM
Philip Morris International Inc.

Consumer Defensive
-1.22K
- 42.79%
$149.23 - $184.95 $183K - $226K
1.64K $271M
LLY
Eli Lilly & CO

Healthcare
-93
- 7.6%
$713.71 - $898.95 $66.4K - $83.6K
1.13K $746M
Manager Directed Portfolios
-15.1K
- 24.93%
N/A
45.5K $476M
MCD
Mcdonalds Corp

Consumer Cyclical
-407
- 35.92%
$285.55 - $321.23 $116K - $131K
726 $221M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.94K
- 15.61%
$46.41 - $47.7 $137K - $140K
15.9K $757M
DFAI
Dimensional ETF Tr

ETFs
-4.26K
- 36.96%
$28.02 - $34.71 $119K - $148K
7.27K $259M
ADSK
Autodesk, Inc.

Technology
-414
- 36.87%
N/A
709 $203M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-5.1K
- 25.44%
$18.94 - $21.67 $96.6K - $111K
15K $315M
ISRG
Intuitive Surgical Inc

Healthcare
-95
- 7.98%
$451.58 - $565.94 $42.9K - $53.8K
1.1K $528M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.26K
- 4.44%
$20.99 - $23.93 $68.4K - $78K
70.1K $1.63B
VZ
Verizon Communications Inc

Communication Services
-2.24K
- 28.17%
$41.67 - $45.62 $93.4K - $102K
5.72K $250M
V
Visa Inc.

Financial Services
-141
- 2.76%
$308.27 - $373.31 $43.5K - $52.6K
4.96K $1.7B
MELI
Mercadolibre Inc

Consumer Cyclical
-30
- 14.49%
$1794.73 - $2613.63 $53.8K - $78.4K
177 $412M
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.47K
- 35.09%
$31.67 - $42.89 $110K - $149K
6.42K $277M
NVO
Novo Nordisk A S

Healthcare
-51
- 1.15%
$58.08 - $81.05 $2.96K - $4.13K
4.38K $223M
KLAC
Kla Corp

Technology
-213
- 38.59%
$576.53 - $902.94 $123K - $192K
339 $322M
CSCO
Cisco Systems, Inc.

Technology
-1.8K
- 29.69%
$53.19 - $69.38 $96K - $125K
4.27K $301M
Spdr Index Shs Fds
-1.92K
- 16.07%
N/A
10K $649M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-2.55K
- 20.62%
$30.25 - $38.85 $77K - $98.9K
9.8K $393M
LYFT
Lyft, Inc.

Technology
-1.11K
- 7.98%
$9.97 - $17.21 $11K - $19K
12.7K $186M
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 6.36%
$908.13 - $1056.85 $26.3K - $30.6K
427 $418M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-179
- 9.98%
$153.22 - $199.8 $27.4K - $35.8K
1.62K $283M
UNM
Unum Group

Financial Services
-121
- 3.9%
$70.48 - $82.91 $8.53K - $10K
2.99K $213M
KT
Kt Corp

Communication Services
-2.64K
- 15.99%
$16.71 - $20.78 $44.2K - $54.9K
13.9K $282M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-1.38K
- 22.19%
$43.17 - $53.94 $59.6K - $74.4K
4.84K $274M
XEL
Xcel Energy Inc

Utilities
-577
- 16.53%
$65.65 - $72.39 $37.9K - $41.8K
2.91K $212M
MA
Mastercard Inc

Financial Services
-79
- 4.95%
$479.92 - $590.74 $37.9K - $46.7K
1.52K $877M
UMC
United Microelectronics Corp

Technology
-1.21K
- 3.57%
$6.12 - $8.32 $7.4K - $10.1K
32.6K $223M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-909
- 20.44%
$49.89 - $62.13 $45.4K - $56.5K
3.54K $230M
ETSY
Etsy Inc

Consumer Cyclical
-1.9K
- 39.41%
$40.8 - $63.88 $77.4K - $121K
2.92K $205M
CME
Cme Group Inc.

Financial Services
-11
- 0.63%
$252.37 - $290.71 $2.78K - $3.2K
1.73K $474M
SPGI
S&P Global Inc.

Financial Services
-106
- 15.04%
$438.31 - $527.29 $46.5K - $55.9K
599 $337M
XOM
Exxon Mobil Corp

Energy
-191
- 9.23%
$99.93 - $119.04 $19.1K - $22.7K
1.88K $202M
Activity Summary
Buys All Purchases 110 New Holdings 46 Increased Positions 64 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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