Arista Wealth Management, LLC Incresed Positions in Q4 2024

Arista Wealth Management, LLC

  • $417 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
624
+ 0.37%
$340.59 - $380.5 $213K - $237K
169K $61.8B
DFAU
Dimensional ETF Tr

ETFs
19.9K
+ 1.05%
$39.27 - $42.38 $782K - $843K
1.92M $77.9B
DFSV
Dimensional ETF Tr Dimensional

ETFs
56.4K
+ 3.41%
$30.18 - $33.87 $1.7M - $1.91M
1.71M $52.7B
AMZN
Amazon Com Inc

Consumer Cyclical
691
+ 4.03%
$180.88 - $232.93 $125K - $161K
17.8K $3.91B
AAPL
Apple Inc.

Technology
101
+ 0.28%
$221.69 - $259.02 $22.4K - $26.2K
36.8K $9.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
215
+ 0.8%
$521.84 - $558.82 $112K - $120K
27.1K $14.6B
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.39%
$873.59 - $994.69 $12.2K - $13.9K
3.56K $3.26B
WMT
Walmart Inc.

Consumer Defensive
277
+ 3.9%
$79.1 - $95.7 $21.9K - $26.5K
7.39K $667M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.03%
$570.51 - $610.59 $1.14K - $1.22K
6.48K $3.82B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13
+ 0.01%
$33.92 - $36.6 $441 - $476
236K $8.15B
XLY
Select Sector Spdr Consumer Di

ETFs
78
+ 4.17%
$194.8 - $239.43 $15.2K - $18.7K
1.95K $437M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 4.25%
$442.29 - $483.08 $27.4K - $30K
1.52K $689M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.01K
+ 300.0%
$25.93 - $105.3 $156K - $632K
8.01K $223M
AVLV
American Centy ETF Tr Avantis
153
+ 4.36%
$65.51 - $71.22 $10K - $10.9K
3.66K $245M
XLI
Industrial Sector Spdr

ETFs
151
+ 5.44%
$131.76 - $143.99 $19.9K - $21.7K
2.93K $386M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16K
+ 200.0%
$27.54 - $83.04 $441K - $1.33M
24K $666M
CVX
Chevron Corp

Energy
11
+ 0.77%
$141.15 - $162.53 $1.55K - $1.79K
1.44K $208M
AVGE
American Centy ETF Tr Avantis
24
+ 0.78%
N/A
3.09K $223M
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.02%
$197.36 - $217.3 $592 - $652
13.7K $2.71B
XOM
Exxon Mobil Corp

Energy
54
+ 1.09%
$105.51 - $125.37 $5.7K - $6.77K
5K $538M
GD
General Dynamics Corp

Industrials
6
+ 0.53%
$260.28 - $314.03 $1.56K - $1.88K
1.14K $301M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.69K
+ 0.75%
$57.78 - $60.4 $155K - $162K
362K $21B
DFAE
Dimensional ETF Tr

ETFs
14.1K
+ 2.56%
$25.36 - $28.15 $357K - $396K
563K $14.3B
DFAI
Dimensional ETF Tr

ETFs
14.2K
+ 1.45%
$29.0 - $31.6 $412K - $449K
997K $29.1B
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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