Arista Wealth Management, LLC Portfolio Holdings

Arista Wealth Management, LLC

  • $380 Billion
  • Q2 2024

Arista Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $380 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $69.5B, Vanguard S&P 500 Growth ETF with a value of $52.5B, Dimensional ETF Tr Dimensional with a value of $45.2B, Vanguard Intermediate Term Cor with a value of $37.9B, and Vanguard with a value of $28.6B.

Examining the 13F form we can see an increase of $249B in the current position value, from $131B to 380B.

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 $380 Billion
ETFs: $356 Billion
Technology: $11.3 Billion
Consumer Cyclical: $3.67 Billion
Consumer Defensive: $3.29 Billion
Financial Services: $2.34 Billion
Communication Services: $1.09 Billion
Energy: $788 Million
Industrials: $779 Million
Other: $465 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$245 Million 0.06% of portfolio
47,128
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $380 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 31 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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