Arista Wealth Management, LLC Portfolio Holdings

Arista Wealth Management, LLC

  • $416 Billion
  • Q3 2024

Arista Wealth Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $416 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $75.5B, Vanguard S&P 500 Growth ETF with a value of $58.1B, Dimensional ETF Tr Dimensional with a value of $51B, Vanguard Intermediate Term Cor with a value of $42.1B, and Dimensional ETF Tr with a value of $31.2B.

Examining the 13F form we can see an increase of $36.3B in the current position value, from $380B to 416B.

Arista Wealth Management, LLC is based out at Las Vegas, NV

Below you can find more details about Arista Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $416 Billion
ETFs: $390 Billion
Technology: $12.4 Billion
Consumer Defensive: $3.92 Billion
Consumer Cyclical: $3.63 Billion
Financial Services: $2.76 Billion
Communication Services: $1.15 Billion
Industrials: $871 Million
Energy: $790 Million
Other: $258 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.5 Billion 18.14% of portfolio
1,902,993
Q3 2024 Added 2.7%
$0
$58.1 Billion 13.96% of portfolio
168,311
Q3 2024 Added 6.84%
$0
$51 Billion 12.24% of portfolio
1,654,391
Q3 2024 Added 5.36%
$0
$42.1 Billion 10.12% of portfolio
503,000
Q3 2024 Added 6.22%
$0
$31.2 Billion 7.5% of portfolio
982,344
Q3 2024 Added 4.07%
$0
$29.7 Billion 7.13% of portfolio
502,915
Q3 2024 Added 1.86%
$0
$21.7 Billion 5.21% of portfolio
359,162
Q3 2024 Added 7.62%
$0
$15 Billion 3.61% of portfolio
549,062
Q3 2024 Added 2.69%
$0
$14.2 Billion 3.41% of portfolio
26,898
Q3 2024 Added 2.83%
$3.69T
$8.54 Billion 2.05% of portfolio
36,650
Q3 2024 Added 1.82%
$0
$8.08 Billion 1.94% of portfolio
235,647
Q3 2024 Added 0.01%
$0
$6.2 Billion 1.49% of portfolio
95,733
Q3 2024 Reduced 0.52%
$0
$4.35 Billion 1.04% of portfolio
15,367
Q3 2024 Reduced 7.26%
$0
$3.78 Billion 0.91% of portfolio
37,355
Q2 2024 New
$0
$3.74 Billion 0.9% of portfolio
6,479
Q3 2024 Added 0.03%
$2.01T
$3.19 Billion 0.77% of portfolio
17,143
Q3 2024 Added 4.42%
$0
$2.75 Billion 0.66% of portfolio
13,680
Q3 2024 Added 0.18%
$3.11T
$2.67 Billion 0.64% of portfolio
6,212
Q3 2024 Added 3.59%
$0
$2.47 Billion 0.59% of portfolio
36,533
Q2 2024 Added 67.44%
$0
$2.16 Billion 0.52% of portfolio
3,756
Q3 2024 Reduced 5.65%
$0
$2.15 Billion 0.52% of portfolio
49,703
Q3 2024 Reduced 3.18%
$0
$1.94 Billion 0.47% of portfolio
36,839
Q2 2024 New
$0
$1.49 Billion 0.36% of portfolio
23,880
Q3 2024 Reduced 0.77%
$0
$1.43 Billion 0.34% of portfolio
19,730
Q3 2024 Reduced 2.68%
$0
$1.28 Billion 0.31% of portfolio
3,414
Q2 2024 New
$0
$1.17 Billion 0.28% of portfolio
16,532
Q1 2024 New
$0
$786 Million 0.19% of portfolio
3,315
Q3 2024 Added 0.55%
$518B
$730 Million 0.18% of portfolio
4,285
Q3 2024 Added 0.23%
$0
$715 Million 0.17% of portfolio
7,452
Q3 2024 New
$0
$662 Million 0.16% of portfolio
2,934
Q2 2024 New
$614B
$671 Million 0.16% of portfolio
1,458
Q3 2024 Added 40.46%
$0
$666 Million 0.16% of portfolio
8,014
Q1 2024 New
$0
$645 Million 0.15% of portfolio
10,232
Q3 2024 Reduced 10.56%
$0
$628 Million 0.15% of portfolio
13,114
Q3 2024 Added 10.43%
$225B
$607 Million 0.15% of portfolio
2,238
Q3 2024 Added 1.18%
$1T
$613 Million 0.15% of portfolio
3,698
Q3 2024 Added 1.32%
$508B
$580 Million 0.14% of portfolio
4,948
Q3 2024 Added 0.47%
$245B
$574 Million 0.14% of portfolio
7,110
Q3 2024 Added 0.03%
$127B
$528 Million 0.13% of portfolio
1,909
Q3 2024 Added 0.95%
$0
$536 Million 0.13% of portfolio
9,636
Q2 2024 Added 86.64%
$228B
$502 Million 0.12% of portfolio
4,815
Q2 2024 New
South Plains Financial Inc
-
$413 Million 0.1% of portfolio
-
Q2 2023 New
$11.7B
$412 Million 0.1% of portfolio
10,570
Q2 2024 New
$8.94B
$434 Million 0.1% of portfolio
4,781
Q3 2024 Added 0.19%
$0
$355 Million 0.09% of portfolio
2,303
Q2 2024 New
$0
$375 Million 0.09% of portfolio
1,870
Q2 2024 New
$0
$376 Million 0.09% of portfolio
2,777
Q2 2024 New
$0
$353 Million 0.08% of portfolio
3,661
Q2 2024 New
$77.4B
$343 Million 0.08% of portfolio
1,135
Q3 2024 Added 0.44%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $416 Billion
  • Prior Value $380 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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