Ariadne Wealth Management, LP Portfolio Holdings
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
Ariadne Wealth Management, LP has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $14.5B, Dimensional ETF Tr Us Marketwi with a value of $7.76B, Dimensional ETF Tr U S Target with a value of $7.45B, American Centy ETF Tr Avantis with a value of $6.83B, and Dimensional ETF Tr U S Core Eq with a value of $5.52B.
Examining the 13F form we can see an increase of $54.3B in the current position value, from $129B to 184B.
Ariadne Wealth Management, LP is based out at Santa Barbara, CA
Below you can find more details about Ariadne Wealth Management, LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 224
- Current Value $184 Billion
- Prior Value $129 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 137 stocks
- Additional Purchases 38 stocks
- Sold out of 0 stocks
- Reduced holdings in 25 stocks