Arista Wealth Management
Latest statistics and disclosures from Arista Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, VOOG, DFSV, VCIT, DFAI, and represent 40.46% of Arista Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAU, VOOG, DFSV, VCIT, VGIT, VGSH, AIRR, DFAX, DFAI, DFAE.
- Started 49 new stock positions in SAP, PAVE, MCHP, ONON, TXN, LUV, CRS, PFG, SKYW, JD.
- Reduced shares in these 10 stocks: VONG, MTZ, ICSH, ANET, APP, AAPL, AVUS, , VSCO, .
- Sold out of its positions in AEM, AEO, TEAM, BILI, CARR, FANG, HPQ, INTC, IEFA, ICSH.
- Arista Wealth Management was a net buyer of stock by $31M.
- Arista Wealth Management has $804M in assets under management (AUM), dropping by 11.19%.
- Central Index Key (CIK): 0001964758
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Portfolio Holdings for Arista Wealth Management
Arista Wealth Management holds 270 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 11.9 | $96M | +4% | 2.1M | 45.76 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 10.1 | $81M | +5% | 186k | 435.46 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 7.8 | $63M | +6% | 2.0M | 31.84 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.8 | $46M | +7% | 552k | 84.11 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 4.9 | $39M | +2% | 1.1M | 36.35 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.0 | $32M | +7% | 547k | 58.85 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.1 | $25M | +9% | 417k | 60.03 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.9 | $24M | 49k | 479.61 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.4 | $20M | +3% | 622k | 31.53 |
|
| Apple (AAPL) | 2.4 | $19M | -2% | 76k | 254.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $18M | 27k | 666.18 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $17M | 27k | 612.39 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $13M | 40k | 315.43 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $12M | 65k | 186.58 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $12M | 24k | 517.95 |
|
|
| GBank Financial Holdings (GBFH) | 1.4 | $12M | 295k | 39.27 |
|
|
| Amazon (AMZN) | 1.2 | $10M | +3% | 46k | 219.57 |
|
| Broadcom (AVGO) | 1.2 | $9.3M | +3% | 28k | 329.91 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $9.0M | 234k | 38.57 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $6.6M | 7.2k | 925.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.3M | -5% | 26k | 243.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $6.0M | 18k | 328.17 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $5.7M | -4% | 78k | 73.46 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.6M | 8.4k | 669.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $4.6M | +8% | 6.0k | 763.00 |
|
| Meta Platforms Cl A (META) | 0.5 | $4.1M | +12% | 5.6k | 734.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $3.9M | 39k | 100.25 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.8M | 33k | 112.75 |
|
|
| American Express Company (AXP) | 0.4 | $3.6M | +6% | 11k | 332.15 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $3.5M | 21k | 167.33 |
|
|
| Goldman Sachs (GS) | 0.4 | $3.5M | +10% | 4.4k | 796.36 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $3.5M | 51k | 68.12 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $3.4M | 12k | 293.50 |
|
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| Blackrock (BLK) | 0.4 | $3.2M | 2.8k | 1165.87 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.4 | $2.9M | 37k | 78.34 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $2.8M | 14k | 208.71 |
|
|
| Cadence Design Systems (CDNS) | 0.3 | $2.7M | 7.8k | 351.26 |
|
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| Group 1 Automotive (GPI) | 0.3 | $2.7M | 6.1k | 437.51 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $2.6M | -3% | 18k | 145.61 |
|
| Abbvie (ABBV) | 0.3 | $2.6M | 11k | 231.54 |
|
|
| Visa Com Cl A (V) | 0.3 | $2.6M | +16% | 7.7k | 341.38 |
|
| Coca-Cola Company (KO) | 0.3 | $2.6M | 39k | 66.32 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $2.6M | 4.2k | 609.32 |
|
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.5M | +5% | 19k | 133.90 |
|
| Ford Motor Company (F) | 0.3 | $2.5M | 206k | 11.96 |
|
|
| Home Depot (HD) | 0.3 | $2.4M | -11% | 5.8k | 405.19 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.2M | +70% | 71k | 31.38 |
|
| Nextera Energy (NEE) | 0.3 | $2.0M | 27k | 75.49 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $2.0M | -7% | 20k | 103.06 |
|
| Cisco Systems (CSCO) | 0.3 | $2.0M | +13% | 30k | 68.42 |
|
| Dell Technologies CL C (DELL) | 0.2 | $2.0M | +43% | 14k | 141.77 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.0M | +17% | 62k | 31.62 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.9M | 37k | 52.22 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $1.9M | -5% | 51k | 38.02 |
|
| United Rentals (URI) | 0.2 | $1.9M | 2.0k | 954.66 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $1.8M | -13% | 43k | 42.76 |
|
| salesforce (CRM) | 0.2 | $1.8M | 7.7k | 237.00 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | 3.7k | 499.21 |
|
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| Stride (LRN) | 0.2 | $1.8M | +19% | 12k | 148.94 |
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| CSX Corporation (CSX) | 0.2 | $1.8M | 51k | 35.51 |
|
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| Johnson & Johnson (JNJ) | 0.2 | $1.8M | 9.6k | 185.42 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $1.7M | 24k | 72.44 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.7M | +26% | 5.9k | 281.24 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.7M | 11k | 153.65 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.6M | 21k | 80.17 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.6M | 50k | 31.91 |
|
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| Pfizer (PFE) | 0.2 | $1.6M | 63k | 25.48 |
|
|
| Philip Morris International (PM) | 0.2 | $1.5M | -2% | 9.5k | 162.20 |
|
| Chevron Corporation (CVX) | 0.2 | $1.5M | +5% | 9.9k | 155.29 |
|
| Wabtec Corporation (WAB) | 0.2 | $1.5M | +40% | 7.6k | 200.47 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | +7% | 4.2k | 352.75 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.5M | -2% | 18k | 82.58 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.5M | 4.8k | 303.89 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $1.4M | +22% | 17k | 83.82 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.4M | 3.1k | 468.41 |
|
|
| Coherent Corp (COHR) | 0.2 | $1.4M | +29% | 13k | 107.72 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | 2.9k | 485.02 |
|
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| ConocoPhillips (COP) | 0.2 | $1.4M | 15k | 94.59 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $1.4M | NEW | 14k | 96.68 |
|
| Chubb (CB) | 0.2 | $1.3M | 4.8k | 282.25 |
|
|
| Capital One Financial (COF) | 0.2 | $1.3M | +9% | 6.3k | 212.58 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.3M | 17k | 80.21 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.3M | +10% | 2.5k | 502.71 |
|
| Iron Mountain (IRM) | 0.2 | $1.3M | 12k | 101.94 |
|
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| Intercontinental Exchange (ICE) | 0.2 | $1.3M | 7.4k | 168.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | +11% | 5.1k | 243.57 |
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | +2% | 2.7k | 444.72 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.2M | 4.6k | 259.44 |
|
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| Paychex (PAYX) | 0.1 | $1.2M | 9.3k | 126.76 |
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| Honeywell International (HON) | 0.1 | $1.2M | 5.5k | 210.50 |
|
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| Applied Industrial Technologies (AIT) | 0.1 | $1.1M | -18% | 4.4k | 261.03 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $1.1M | 4.4k | 258.36 |
|
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| Gilead Sciences (GILD) | 0.1 | $1.1M | -10% | 10k | 111.00 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | +40% | 7.0k | 158.96 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $1.1M | +30% | 7.8k | 142.40 |
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| Williams Companies (WMB) | 0.1 | $1.0M | 16k | 63.35 |
|
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| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $971k | +10% | 44k | 22.10 |
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| Altria (MO) | 0.1 | $971k | -2% | 15k | 66.06 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $910k | -35% | 1.3k | 718.54 |
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| Palo Alto Networks (PANW) | 0.1 | $905k | +52% | 4.4k | 203.62 |
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| Merck & Co (MRK) | 0.1 | $899k | 11k | 83.93 |
|
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $882k | +76% | 18k | 47.84 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $864k | +102% | 15k | 56.75 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $849k | 4.8k | 176.81 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $848k | 9.5k | 89.62 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $839k | 3.3k | 254.27 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $837k | 5.7k | 145.65 |
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| Analog Devices (ADI) | 0.1 | $833k | 3.4k | 245.70 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $827k | 2.9k | 281.86 |
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| Entergy Corporation (ETR) | 0.1 | $800k | 8.6k | 93.19 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $784k | 2.5k | 307.86 |
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| Verizon Communications (VZ) | 0.1 | $763k | -3% | 17k | 43.95 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $761k | -64% | 6.3k | 120.50 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $760k | -38% | 7.0k | 108.71 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $743k | 4.8k | 155.33 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $742k | +4% | 25k | 29.64 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $736k | +49% | 3.6k | 203.04 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $692k | -7% | 22k | 31.42 |
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| Digital Realty Trust (DLR) | 0.1 | $684k | 4.0k | 172.88 |
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| Dupont De Nemours (DD) | 0.1 | $671k | 8.6k | 77.90 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $666k | 10k | 65.92 |
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| Danaher Corporation (DHR) | 0.1 | $661k | 3.3k | 198.26 |
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| General Dynamics Corporation (GD) | 0.1 | $646k | 1.9k | 340.98 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $643k | 1.4k | 447.23 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $640k | 2.8k | 227.73 |
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| Yum! Brands (YUM) | 0.1 | $625k | 4.1k | 152.00 |
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| Bristol Myers Squibb (BMY) | 0.1 | $616k | +36% | 14k | 45.10 |
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| Valero Energy Corporation (VLO) | 0.1 | $607k | 3.6k | 170.26 |
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| Enterprise Products Partners (EPD) | 0.1 | $604k | 19k | 31.27 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $599k | 4.8k | 124.34 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $592k | 23k | 26.08 |
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| American Intl Group Com New (AIG) | 0.1 | $592k | 7.5k | 78.54 |
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| Kinder Morgan (KMI) | 0.1 | $589k | -4% | 21k | 28.31 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $581k | 12k | 47.94 |
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| American Electric Power Company (AEP) | 0.1 | $580k | 5.2k | 112.50 |
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| Netflix (NFLX) | 0.1 | $570k | +187% | 475.00 | 1198.92 |
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| Walt Disney Company (DIS) | 0.1 | $566k | 4.9k | 114.51 |
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| Corteva (CTVA) | 0.1 | $566k | 8.4k | 67.63 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $561k | 9.6k | 58.21 |
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| Uber Technologies (UBER) | 0.1 | $561k | -29% | 5.7k | 97.97 |
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| Boston Scientific Corporation (BSX) | 0.1 | $550k | NEW | 5.6k | 97.63 |
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| General Motors Company (GM) | 0.1 | $549k | -35% | 9.0k | 60.97 |
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| SYNNEX Corporation (SNX) | 0.1 | $538k | 3.3k | 163.75 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $534k | 9.9k | 54.18 |
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| Micron Technology (MU) | 0.1 | $509k | NEW | 3.0k | 167.32 |
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| Regions Financial Corporation (RF) | 0.1 | $508k | 19k | 26.37 |
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| Colgate-Palmolive Company (CL) | 0.1 | $502k | 6.3k | 79.94 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $494k | +127% | 17k | 28.91 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $494k | NEW | 2.7k | 182.42 |
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| Pepsi (PEP) | 0.1 | $488k | 3.5k | 140.44 |
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| Applied Materials (AMAT) | 0.1 | $473k | NEW | 2.3k | 204.74 |
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| South Plains Financial (SPFI) | 0.1 | $470k | 12k | 38.65 |
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| Zoetis Cl A (ZTS) | 0.1 | $464k | 3.2k | 146.32 |
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| MetLife (MET) | 0.1 | $453k | -5% | 5.5k | 82.37 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $451k | NEW | 18k | 24.63 |
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| Oneok (OKE) | 0.1 | $451k | +94% | 6.2k | 72.97 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $450k | -42% | 4.5k | 99.54 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $448k | 1.9k | 239.64 |
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| Anthem (ELV) | 0.1 | $446k | 1.4k | 323.12 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $446k | 8.4k | 53.08 |
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| Curtiss-Wright (CW) | 0.1 | $441k | 813.00 | 542.94 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $428k | 2.8k | 154.23 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $422k | -10% | 6.2k | 68.08 |
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| Alaska Air (ALK) | 0.1 | $417k | NEW | 8.4k | 49.78 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $410k | -42% | 5.3k | 76.72 |
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| Dex (DXCM) | 0.1 | $404k | NEW | 6.0k | 67.29 |
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| Scientific Games (LNW) | 0.0 | $401k | 4.8k | 83.94 |
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| Carvana Cl A (CVNA) | 0.0 | $397k | -39% | 1.1k | 377.24 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $394k | 29k | 13.55 |
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| Zacks Trust Earngs Constant (ZECP) | 0.0 | $391k | -7% | 12k | 33.62 |
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| Sprouts Fmrs Mkt (SFM) | 0.0 | $390k | NEW | 3.6k | 108.80 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $388k | NEW | 9.2k | 42.35 |
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| Caterpillar (CAT) | 0.0 | $387k | -4% | 811.00 | 477.15 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $384k | NEW | 1.4k | 279.29 |
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| Qualcomm (QCOM) | 0.0 | $381k | -8% | 2.3k | 166.36 |
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| Zions Bancorporation (ZION) | 0.0 | $375k | NEW | 6.6k | 56.58 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $372k | 7.9k | 47.20 |
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| Paypal Holdings (PYPL) | 0.0 | $369k | 5.5k | 67.06 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $365k | 7.3k | 49.95 |
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| Gap (GAP) | 0.0 | $364k | 17k | 21.39 |
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| EQT Corporation (EQT) | 0.0 | $363k | +59% | 6.7k | 54.43 |
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| Western Digital (WDC) | 0.0 | $361k | -24% | 3.0k | 120.06 |
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| Constellation Brands Cl A (STZ) | 0.0 | $354k | 2.6k | 134.67 |
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| Dollar General (DG) | 0.0 | $351k | NEW | 3.4k | 103.35 |
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| Arista Networks Com Shs (ANET) | 0.0 | $348k | -62% | 2.4k | 145.71 |
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| ON Semiconductor (ON) | 0.0 | $345k | +75% | 7.0k | 49.31 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $344k | 3.8k | 91.43 |
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| Abercrombie & Fitch Cl A (ANF) | 0.0 | $342k | 4.0k | 85.55 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $338k | 4.5k | 74.49 |
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| Tc Energy Corp (TRP) | 0.0 | $337k | 6.2k | 54.41 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $335k | 6.2k | 53.87 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $331k | NEW | 7.0k | 47.25 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $326k | 19k | 17.16 |
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| Lululemon Athletica (LULU) | 0.0 | $323k | NEW | 1.8k | 177.93 |
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| Microchip Technology (MCHP) | 0.0 | $322k | NEW | 5.0k | 64.22 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $321k | 2.3k | 139.17 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $320k | 18k | 18.24 |
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| Pvh Corporation (PVH) | 0.0 | $318k | 3.8k | 83.77 |
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| Graphic Packaging Holding Company (GPK) | 0.0 | $318k | 16k | 19.57 |
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| Advanced Micro Devices (AMD) | 0.0 | $316k | NEW | 2.0k | 161.79 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $311k | NEW | 1.7k | 183.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $310k | NEW | 633.00 | 490.33 |
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| Dover Corporation (DOV) | 0.0 | $306k | 1.8k | 166.83 |
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| Peak (DOC) | 0.0 | $305k | -2% | 16k | 19.15 |
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| Intuit (INTU) | 0.0 | $305k | +3% | 446.00 | 682.91 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $304k | NEW | 2.3k | 132.17 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $304k | NEW | 7.7k | 39.22 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $295k | NEW | 12k | 25.71 |
|
| Nike CL B (NKE) | 0.0 | $294k | NEW | 4.2k | 69.73 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $290k | -35% | 2.9k | 101.37 |
|
| Hldgs (UAL) | 0.0 | $290k | NEW | 3.0k | 96.50 |
|
| Docusign (DOCU) | 0.0 | $289k | 4.0k | 72.09 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $287k | 47k | 6.09 |
|
|
| Match Group (MTCH) | 0.0 | $283k | -23% | 8.0k | 35.32 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $274k | NEW | 2.0k | 136.85 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $274k | NEW | 1.9k | 143.18 |
|
| Marvell Technology (MRVL) | 0.0 | $271k | -2% | 3.2k | 84.07 |
|
| Pinterest Cl A (PINS) | 0.0 | $262k | NEW | 8.2k | 32.17 |
|
| Kraft Heinz (KHC) | 0.0 | $260k | NEW | 10k | 26.04 |
|
| Ftai Aviation SHS (FTAI) | 0.0 | $255k | NEW | 1.5k | 166.86 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $253k | 4.7k | 54.30 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $248k | 6.3k | 39.29 |
|
|
| Carpenter Technology Corporation (CRS) | 0.0 | $247k | NEW | 1.0k | 245.54 |
|
| Halliburton Company (HAL) | 0.0 | $246k | NEW | 10k | 24.60 |
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $245k | NEW | 7.0k | 34.98 |
|
| Cava Group Ord (CAVA) | 0.0 | $243k | +45% | 4.0k | 60.41 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $242k | NEW | 904.00 | 267.21 |
|
| Workday Cl A (WDAY) | 0.0 | $241k | 1.0k | 240.73 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $240k | NEW | 3.2k | 75.10 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $240k | -17% | 316.00 | 758.15 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $238k | -6% | 10k | 23.85 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $237k | NEW | 1.0k | 234.98 |
|
| FedEx Corporation (FDX) | 0.0 | $236k | 1.0k | 235.81 |
|
|
| Antero Res (AR) | 0.0 | $235k | NEW | 7.0k | 33.56 |
|
| Boeing Company (BA) | 0.0 | $233k | 1.1k | 215.83 |
|
|
| Moderna (MRNA) | 0.0 | $233k | NEW | 9.0k | 25.83 |
|
| Assurant (AIZ) | 0.0 | $231k | NEW | 1.1k | 216.60 |
|
| Hasbro (HAS) | 0.0 | $228k | NEW | 3.0k | 75.85 |
|
| Akamai Technologies (AKAM) | 0.0 | $227k | 3.0k | 75.76 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $225k | 2.9k | 77.77 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $221k | 3.1k | 71.53 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $220k | 18k | 12.50 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $220k | 1.8k | 118.83 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $220k | -30% | 700.00 | 313.56 |
|
| Centene Corporation (CNC) | 0.0 | $219k | -40% | 6.1k | 35.68 |
|
| Deere & Company (DE) | 0.0 | $216k | NEW | 472.00 | 457.26 |
|
| Universal Display Corporation (OLED) | 0.0 | $215k | NEW | 1.5k | 143.63 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $214k | 1.1k | 203.59 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $213k | NEW | 3.1k | 68.46 |
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.0 | $212k | 4.7k | 45.57 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $212k | 2.4k | 89.57 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $206k | NEW | 4.3k | 47.63 |
|
| Bath & Body Works In (BBWI) | 0.0 | $206k | +14% | 8.0k | 25.76 |
|
| Southwest Airlines (LUV) | 0.0 | $205k | NEW | 6.4k | 31.91 |
|
| Innovator Etfs Trust Innovator Us Eq (EALT) | 0.0 | $203k | NEW | 5.9k | 34.55 |
|
| SkyWest (SKYW) | 0.0 | $203k | NEW | 2.0k | 100.62 |
|
| Principal Financial (PFG) | 0.0 | $202k | NEW | 2.4k | 82.91 |
|
| American Tower Reit (AMT) | 0.0 | $202k | 1.0k | 192.32 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $198k | 12k | 17.06 |
|
|
| PG&E Corporation (PCG) | 0.0 | $196k | NEW | 13k | 15.08 |
|
| Paysign (PAYS) | 0.0 | $184k | NEW | 29k | 6.29 |
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $168k | 20k | 8.42 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $167k | -15% | 13k | 12.77 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $165k | 13k | 12.66 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $161k | 11k | 14.64 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $137k | 10k | 13.69 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $120k | 11k | 10.86 |
|
|
| Amcor Ord (AMCR) | 0.0 | $99k | 12k | 8.18 |
|
|
| Immunitybio (IBRX) | 0.0 | $39k | 16k | 2.46 |
|
|
| Aurora Innovation Class A Com Call Option (AUR) | 0.0 | $14k | -40% | 11k | 1.30 |
|
Past Filings by Arista Wealth Management
SEC 13F filings are viewable for Arista Wealth Management going back to 2022
- Arista Wealth Management 2025 Q3 filed Nov. 6, 2025
- Arista Wealth Management 2025 Q2 filed July 29, 2025
- Arista Wealth Management 2025 Q1 filed May 14, 2025
- Arista Wealth Management 2024 Q4 filed Feb. 13, 2025
- Arista Wealth Management 2024 Q3 filed Oct. 30, 2024
- Arista Wealth Management 2024 Q2 filed Aug. 13, 2024
- Arista Wealth Management 2024 Q1 filed April 22, 2024
- Arista Wealth Management 2023 Q4 filed Jan. 31, 2024
- Arista Wealth Management 2023 Q3 filed Oct. 31, 2023
- Arista Wealth Management 2023 Q2 filed July 20, 2023
- Arista Wealth Management 2023 Q1 filed April 27, 2023
- Arista Wealth Management 2022 Q4 filed Feb. 13, 2023