Arista Wealth Management, LLC Incresed Positions in Q2 2025

Arista Wealth Management, LLC

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
25.7K
+ 139.97%
$167.32 - $223.3 $4.3M - $5.74M
44K $9.66B
DFAI
Dimensional ETF Tr

ETFs
34.8K
+ 3.43%
$28.02 - $34.71 $975K - $1.21M
1.05M $36.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
68.9K
+ 3.87%
$24.21 - $29.47 $1.67M - $2.03M
1.85M $54.5B
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
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
AXP
American Express CO

Financial Services
7.9K
+ 345.39%
$231.39 - $318.98 $1.83M - $2.52M
10.2K $3.25B
DFAE
Dimensional ETF Tr

ETFs
16.7K
+ 2.86%
$22.87 - $28.95 $382K - $484K
601K $17.4B
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
VCIT
Vanguard Intermediate Term Cor

ETFs
9.13K
+ 1.81%
$79.56 - $82.92 $727K - $757K
513K $42.5B
WMT
Walmart Inc.

Consumer Defensive
12.1K
+ 132.26%
$81.79 - $99.98 $991K - $1.21M
21.3K $2.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
41.8K
+ 484.69%
$22.27 - $29.21 $931K - $1.22M
50.4K $1.47B
CVX
Chevron Corp

Energy
7.96K
+ 571.55%
$133.73 - $168.51 $1.06M - $1.34M
9.35K $1.34B
VGSH
Vanguard

ETFs
15.8K
+ 3.21%
$58.32 - $58.95 $924K - $934K
509K $29.9B
WFC
Wells Fargo & Company

Financial Services
9.87K
+ 231.84%
$60.98 - $80.12 $602K - $791K
14.1K $1.13B
AVUS
American Centy ETF Tr Avantis

ETFs
7.77K
+ 215.93%
$81.38 - $100.82 $632K - $783K
11.4K $1.15B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.29K
+ 2.51%
$58.63 - $59.9 $545K - $556K
380K $22.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14
+ 0.01%
$29.12 - $35.84 $408 - $502
235K $8.41B
XLB
Select Sector Spdr Fd Material

ETFs
5.8K
+ 158.43%
$74.27 - $88.92 $431K - $516K
9.46K $831M
GOOG
Alphabet Inc.

Communication Services
2.41K
+ 110.95%
$146.58 - $180.01 $354K - $434K
4.59K $813M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.04K
+ 24.45%
$61.79 - $76.67 $250K - $310K
20.6K $1.56B
ORCL
Oracle Corp

Technology
376
+ 8.8%
$122.82 - $218.63 $46.2K - $82.2K
4.65K $1.02B
IEMG
Ishares Inc

ETFs
5.03K
+ 99.07%
N/A
10.1K $606M
IWF
Ishares Russell 1000 Gr ETF

ETFs
268
+ 9.54%
$320.42 - $424.58 $85.9K - $114K
3.08K $1.31B
TSLA
Tesla, Inc.

Consumer Cyclical
475
+ 21.88%
$221.86 - $362.89 $105K - $172K
2.65K $841M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
282
+ 0.77%
$58.41 - $72.69 $16.5K - $20.5K
36.8K $2.68B
GD
General Dynamics Corp

Industrials
784
+ 68.35%
$247.68 - $291.66 $194K - $229K
1.93K $563M
RF
Regions Financial Corp

Financial Services
9.25K
+ 92.51%
$18.34 - $23.52 $170K - $218K
19.3K $453M
AVUV
American Centy ETF Tr Avantis

ETFs
1.77K
+ 29.17%
$75.17 - $91.21 $133K - $161K
7.83K $713M
MS
Morgan Stanley

Financial Services
400
+ 8.7%
$99.83 - $140.86 $39.9K - $56.3K
5K $704M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.33K
+ 3.55%
$96.84 - $99.46 $128K - $132K
38.7K $3.84B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
362
+ 18.62%
$483.48 - $539.8 $175K - $195K
2.31K $1.12B
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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