Arista Wealth Management, LLC Purchases in Q2 2025

Arista Wealth Management, LLC

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
49.2K
New
$329.49 - $438.4 $16.2M - $21.6M
49.2K $21.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
23.5K
+ 663.68%
$496.48 - $617.85 $11.7M - $14.5M
27.1K $16.7B
JPM
Jpmorgan Chase & CO

Financial Services
38.1K
+ 3241.36%
$210.28 - $289.91 $8.01M - $11M
39.3K $11.4B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
90
+ 0.05%
$299.15 - $396.54 $26.9K - $35.7K
177K $70.3B
GBFH
Gbank Finl Hldgs Inc
295K
New
$29.9 - $43.38 $8.83M - $12.8M
295K $10.5B
NVDA
Nvidia Corp

Technology
61.8K
+ 2506.45%
$94.31 - $157.99 $5.82M - $9.76M
64.2K $10.1B
MSFT
Microsoft Corp

Technology
17.4K
+ 286.92%
$354.56 - $497.45 $6.17M - $8.65M
23.5K $11.7B
DFAU
Dimensional ETF Tr

ETFs
28.6K
+ 1.45%
$34.04 - $42.36 $975K - $1.21M
2M $84.9B
AAPL
Apple Inc.

Technology
40.4K
+ 109.23%
$172.42 - $223.89 $6.97M - $9.05M
77.5K $15.9B
AVGO
Broadcom Inc.

Technology
27.2K
New
$146.29 - $275.65 $3.98M - $7.5M
27.2K $7.5B
DFAI
Dimensional ETF Tr

ETFs
34.8K
+ 3.43%
$28.02 - $34.71 $975K - $1.21M
1.05M $36.2B
LLY
Eli Lilly & CO

Healthcare
5.58K
New
$713.71 - $898.95 $3.98M - $5.01M
5.58K $4.35B
DFSV
Dimensional ETF Tr Dimensional

ETFs
68.9K
+ 3.87%
$24.21 - $29.47 $1.67M - $2.03M
1.85M $54.5B
GOOGL
Alphabet Inc.

Communication Services
23K
+ 540.64%
$144.7 - $178.6 $3.32M - $4.1M
27.2K $4.79B
COST
Costco Wholesale Corp

Consumer Defensive
3.42K
+ 91.61%
$908.13 - $1056.85 $3.1M - $3.61M
7.15K $7.07B
META
Meta Platforms, Inc.

Communication Services
4.54K
+ 1065.02%
$484.66 - $738.09 $2.2M - $3.35M
4.96K $3.66B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
50.7K
New
$53.75 - $67.21 $2.72M - $3.41M
50.7K $3.35B
RTX
Raytheon Technologies Corp

Industrials
21.1K
New
$113.75 - $148.48 $2.4M - $3.13M
21.1K $3.08B
ADP
Automatic Data Processing Inc

Industrials
9.87K
+ 519.14%
$276.76 - $326.81 $2.73M - $3.23M
11.8K $3.63B
XOM
Exxon Mobil Corp

Energy
28.7K
+ 571.85%
$99.93 - $119.04 $2.87M - $3.42M
33.8K $3.64B
Blackrock Inc
2.79K
New
N/A
2.79K $2.92B
KO
Coca Cola CO

Consumer Defensive
39.9K
New
$68.37 - $73.9 $2.73M - $2.95M
39.9K $2.82B
GS
Goldman Sachs Group Inc

Financial Services
3.96K
New
$462.22 - $707.75 $1.83M - $2.8M
3.96K $2.8B
GPI
Group 1 Automotive Inc

Consumer Cyclical
6.07K
New
$372.3 - $448.86 $2.26M - $2.72M
6.07K $2.65B
AXP
American Express CO

Financial Services
7.9K
+ 345.39%
$231.39 - $318.98 $1.83M - $2.52M
10.2K $3.25B
HD
Home Depot, Inc.

Consumer Cyclical
6.58K
New
$335.24 - $380.78 $2.2M - $2.5M
6.58K $2.41B
CDNS
Cadence Design Systems Inc

Technology
7.75K
New
$231.64 - $323.08 $1.79M - $2.5M
7.75K $2.39B
V
Visa Inc.

Financial Services
6.64K
New
$308.27 - $373.31 $2.05M - $2.48M
6.64K $2.36B
DFAE
Dimensional ETF Tr

ETFs
16.7K
+ 2.86%
$22.87 - $28.95 $382K - $484K
601K $17.4B
F
Ford Motor CO

Consumer Cyclical
206K
New
$8.69 - $10.85 $1.79M - $2.23M
206K $2.23B
ABBV
Abb Vie Inc.

Healthcare
11.5K
New
$170.16 - $206.27 $1.96M - $2.38M
11.5K $2.14B
NOC
Northrop Grumman Corp

Industrials
4.21K
New
$456.3 - $540.39 $1.92M - $2.28M
4.21K $2.11B
CRM
Salesforce, Inc.

Technology
7.7K
New
$236.26 - $291.15 $1.82M - $2.24M
7.7K $2.1B
VONG
Vanguard Russell 1000 Growth E

ETFs
17.6K
New
$82.51 - $109.2 $1.45M - $1.92M
17.6K $1.92B
NEE
Nextera Energy Inc

Utilities
27.3K
New
$64.11 - $75.0 $1.75M - $2.05M
27.3K $1.89B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
53.5K
New
$29.52 - $35.31 $1.58M - $1.89M
53.5K $1.89B
CSCO
Cisco Systems, Inc.

Technology
26.3K
New
$53.19 - $69.38 $1.4M - $1.82M
26.3K $1.82B
PM
Philip Morris International Inc.

Consumer Defensive
9.77K
New
$149.23 - $184.95 $1.46M - $1.81M
9.77K $1.78B
CRDO
Credo Technology Group Holding LTD

Technology
18.8K
New
$33.3 - $95.05 $625K - $1.79M
18.8K $1.74B
Lam Research Corp
17.7K
New
N/A
17.7K $1.72B
LMT
Lockheed Martin Corp

Industrials
3.7K
New
$430.82 - $486.45 $1.59M - $1.8M
3.7K $1.71B
CSX
Csx Corp

Industrials
51.6K
New
$26.69 - $32.91 $1.38M - $1.7M
51.6K $1.68B
PFF
Ishares Trust Ishares Pfd And

ETFs
52.3K
New
$29.0 - $30.68 $1.52M - $1.61M
52.3K $1.61B
IVV
Ishares Core S&P 500 ETF

ETFs
1.9K
+ 29.27%
$498.8 - $620.9 $946K - $1.18M
8.38K $5.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 0.39%
$456.74 - $568.03 $48.4K - $60.2K
27.6K $15.7B
PG
Procter & Gamble CO

Consumer Defensive
9.79K
+ 829.24%
$157.66 - $172.39 $1.54M - $1.69M
11K $1.75B
VTI
Vanguard Total Stock Market Et

ETFs
3.62K
+ 24.04%
$243.75 - $303.93 $883K - $1.1M
18.7K $5.68B
PFE
Pfizer Inc

Healthcare
63K
New
$21.59 - $24.84 $1.36M - $1.57M
63K $1.53B
ADBE
Adobe Inc.

Technology
3.92K
New
$340.0 - $420.68 $1.33M - $1.65M
3.92K $1.52B
Activity Summary
Buys All Purchases 227 New Holdings 183 Increased Positions 44 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 1 Puts 0
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