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 42.21% of Arista Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSV, DFAU, VOO, VCIT, VGSH, VOOG, IGV, VGIT, EALT, ZIM.
- Started 52 new stock positions in T, VICI, TTD, STX, QBTS, APRJ, UNH, RGTI, FSSL, JBL.
- Reduced shares in these 10 stocks: CRDO, LRN, COHR, AMZN, AGG, COST, HYDB, DDOG, DAL, .
- Sold out of its positions in ANF, AKAM, ALK, AMT, AR, ELV, ANET, AIZ, AUR, BBWI.
- Arista Wealth Management was a net seller of stock by $-5.9M.
- Arista Wealth Management has $813M in assets under management (AUM), dropping by 1.18%.
- Central Index Key (CIK): 0001964758
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Portfolio Holdings for Arista Wealth Management
Arista Wealth Management holds 248 positions in its portfolio as reported in the December 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) | 12.3 | $100M | +2% | 2.1M | 46.80 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 10.4 | $85M | +2% | 191k | 444.59 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 8.4 | $68M | +5% | 2.1M | 32.89 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.9 | $48M | +4% | 577k | 83.75 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.1 | $41M | 1.1M | 38.11 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.2 | $34M | +6% | 580k | 58.73 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.2 | $26M | +4% | 436k | 59.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.0 | $24M | 49k | 487.86 |
|
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.6 | $21M | +2% | 638k | 32.57 |
|
| Apple (AAPL) | 2.5 | $20M | 74k | 271.86 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.3 | $19M | +12% | 31k | 627.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $18M | 27k | 681.92 |
|
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| JPMorgan Chase & Co. (JPM) | 1.5 | $12M | -3% | 39k | 322.22 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $12M | -2% | 64k | 186.50 |
|
| Microsoft Corporation (MSFT) | 1.4 | $11M | -2% | 23k | 483.63 |
|
| GBank Financial Holdings (GBFH) | 1.2 | $10M | 295k | 33.89 |
|
|
| Broadcom (AVGO) | 1.1 | $9.3M | -4% | 27k | 346.10 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $9.3M | 234k | 39.59 |
|
|
| Amazon (AMZN) | 1.1 | $9.2M | -12% | 40k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.6M | -5% | 24k | 313.00 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $6.2M | -4% | 5.8k | 1074.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $6.0M | -2% | 18k | 335.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.7M | 8.4k | 684.95 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $5.3M | -8% | 71k | 75.44 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $5.2M | -15% | 6.0k | 862.29 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $4.0M | 33k | 120.34 |
|
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| American Express Company (AXP) | 0.5 | $3.9M | 11k | 369.96 |
|
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| Raytheon Technologies Corp (RTX) | 0.5 | $3.8M | 21k | 183.40 |
|
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| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $3.6M | 51k | 70.98 |
|
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| Goldman Sachs (GS) | 0.4 | $3.3M | -12% | 3.8k | 879.01 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.3M | -11% | 5.0k | 660.05 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $3.0M | +30% | 93k | 32.73 |
|
| Automatic Data Processing (ADP) | 0.4 | $3.0M | 12k | 257.23 |
|
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $3.0M | 37k | 80.22 |
|
|
| Blackrock (BLK) | 0.4 | $2.9M | 2.7k | 1070.34 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $2.9M | -24% | 29k | 99.88 |
|
| Cadence Design Systems (CDNS) | 0.4 | $2.9M | +17% | 9.2k | 312.58 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.8M | -12% | 16k | 171.18 |
|
| Coca-Cola Company (KO) | 0.3 | $2.8M | 39k | 69.91 |
|
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| Visa Com Cl A (V) | 0.3 | $2.7M | 7.6k | 350.71 |
|
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.6M | -8% | 12k | 211.79 |
|
| Abbvie (ABBV) | 0.3 | $2.6M | 11k | 228.49 |
|
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| Northrop Grumman Corporation (NOC) | 0.3 | $2.4M | 4.2k | 570.21 |
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| Group 1 Automotive (GPI) | 0.3 | $2.4M | 6.1k | 393.30 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.3M | +14% | 11k | 206.95 |
|
| Ford Motor Company (F) | 0.3 | $2.2M | -17% | 170k | 13.12 |
|
| Nextera Energy (NEE) | 0.3 | $2.2M | 27k | 80.28 |
|
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| Lockheed Martin Corporation (LMT) | 0.3 | $2.2M | +21% | 4.5k | 483.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.1M | +29% | 6.6k | 313.79 |
|
| Cisco Systems (CSCO) | 0.2 | $2.0M | -13% | 26k | 77.03 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.9M | 37k | 51.77 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.9M | -15% | 17k | 111.41 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $1.8M | 43k | 42.56 |
|
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| CSX Corporation (CSX) | 0.2 | $1.8M | 51k | 36.25 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $1.8M | -8% | 46k | 38.32 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $1.8M | 24k | 74.17 |
|
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| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.7M | 21k | 82.48 |
|
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $1.7M | NEW | 16k | 105.69 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.7M | -12% | 54k | 30.96 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.6M | 51k | 32.62 |
|
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.6M | 2.8k | 579.45 |
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| United Rentals (URI) | 0.2 | $1.6M | 2.0k | 809.32 |
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| Philip Morris International (PM) | 0.2 | $1.5M | 9.5k | 160.40 |
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| Pfizer (PFE) | 0.2 | $1.5M | -2% | 61k | 24.90 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.5M | 18k | 84.64 |
|
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| Procter & Gamble Company (PG) | 0.2 | $1.5M | -3% | 10k | 143.31 |
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| Chubb (CB) | 0.2 | $1.5M | 4.8k | 312.12 |
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| McDonald's Corporation (MCD) | 0.2 | $1.5M | 4.8k | 305.63 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.2 | $1.5M | +137% | 69k | 21.23 |
|
| salesforce (CRM) | 0.2 | $1.5M | -28% | 5.5k | 264.91 |
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| Chevron Corporation (CVX) | 0.2 | $1.5M | -3% | 9.6k | 152.41 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 3.1k | 473.30 |
|
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| Home Depot (HD) | 0.2 | $1.4M | -29% | 4.1k | 344.10 |
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| ConocoPhillips (COP) | 0.2 | $1.4M | 15k | 93.61 |
|
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $1.4M | -2% | 14k | 98.32 |
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.3M | 17k | 80.74 |
|
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| Hilton Worldwide Holdings (HLT) | 0.2 | $1.3M | 4.6k | 287.25 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.3M | -20% | 14k | 93.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.3M | 2.5k | 502.62 |
|
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| Tesla Motors (TSLA) | 0.2 | $1.3M | +4% | 2.8k | 449.72 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | 7.4k | 161.96 |
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| Capital One Financial (COF) | 0.1 | $1.2M | -23% | 4.8k | 242.36 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | +38% | 2.0k | 566.36 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.1M | 4.4k | 256.03 |
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| Wabtec Corporation (WAB) | 0.1 | $1.1M | -30% | 5.3k | 213.45 |
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| Dell Technologies CL C (DELL) | 0.1 | $1.1M | -37% | 8.7k | 125.88 |
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| Applied Industrial Technologies (AIT) | 0.1 | $1.1M | -2% | 4.3k | 256.75 |
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| Honeywell International (HON) | 0.1 | $1.1M | 5.5k | 195.09 |
|
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| Innovator Etfs Trust Innovator Us Eq (EALT) | 0.1 | $1.1M | +413% | 30k | 35.29 |
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| General Motors Company (GM) | 0.1 | $1.1M | +44% | 13k | 81.32 |
|
| Micron Technology (MU) | 0.1 | $983k | +13% | 3.4k | 285.41 |
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| Gilead Sciences (GILD) | 0.1 | $964k | -22% | 7.9k | 122.74 |
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| Williams Companies (WMB) | 0.1 | $955k | 16k | 60.11 |
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| Analog Devices (ADI) | 0.1 | $945k | +2% | 3.5k | 271.20 |
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| Valero Energy Corporation (VLO) | 0.1 | $905k | +56% | 5.6k | 162.79 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $871k | 4.8k | 181.21 |
|
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $858k | +100% | 19k | 45.35 |
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| Oracle Corporation (ORCL) | 0.1 | $857k | -25% | 4.4k | 194.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $854k | 5.7k | 148.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $851k | 3.3k | 257.94 |
|
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| Morgan Stanley Com New (MS) | 0.1 | $844k | -32% | 4.8k | 177.53 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $844k | -42% | 2.4k | 349.99 |
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| Paychex (PAYX) | 0.1 | $837k | -19% | 7.5k | 112.18 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $837k | +98% | 5.8k | 143.97 |
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| Corteva (CTVA) | 0.1 | $805k | +43% | 12k | 67.03 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $802k | 2.5k | 314.80 |
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| United Parcel Service CL B (UPS) | 0.1 | $800k | NEW | 8.1k | 99.19 |
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| Entergy Corporation (ETR) | 0.1 | $793k | 8.6k | 92.43 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $782k | 7.0k | 111.79 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $775k | 6.4k | 121.75 |
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| Innovator Etfs Trust Prem Incm 30 Bar (APRJ) | 0.1 | $774k | NEW | 31k | 24.65 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $753k | 25k | 30.07 |
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| Danaher Corporation (DHR) | 0.1 | $747k | -2% | 3.3k | 228.92 |
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| Caterpillar (CAT) | 0.1 | $735k | +58% | 1.3k | 572.87 |
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| Iron Mountain (IRM) | 0.1 | $734k | -28% | 8.8k | 82.95 |
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| Merck & Co (MRK) | 0.1 | $687k | -39% | 6.5k | 105.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $679k | 10k | 67.22 |
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| American Intl Group Com New (AIG) | 0.1 | $644k | 7.5k | 85.55 |
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| General Dynamics Corporation (GD) | 0.1 | $639k | 1.9k | 336.64 |
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| Marvell Technology (MRVL) | 0.1 | $637k | +132% | 7.5k | 84.98 |
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| Palo Alto Networks (PANW) | 0.1 | $632k | -22% | 3.4k | 184.20 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $630k | 4.8k | 131.89 |
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| Yum! Brands (YUM) | 0.1 | $622k | 4.1k | 151.28 |
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| Digital Realty Trust (DLR) | 0.1 | $612k | 4.0k | 154.71 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $610k | 2.8k | 217.06 |
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| Intel Corporation (INTC) | 0.1 | $601k | NEW | 16k | 36.90 |
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| American Electric Power Company (AEP) | 0.1 | $597k | 5.2k | 115.31 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $591k | -7% | 21k | 28.00 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $574k | 9.6k | 59.54 |
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| Kinder Morgan (KMI) | 0.1 | $572k | 21k | 27.49 |
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| Qualcomm (QCOM) | 0.1 | $563k | +43% | 3.3k | 171.05 |
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| EQT Corporation (EQT) | 0.1 | $545k | +52% | 10k | 53.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $530k | 9.9k | 53.76 |
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| Regions Financial Corporation (RF) | 0.1 | $522k | 19k | 27.10 |
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| Constellation Energy (CEG) | 0.1 | $520k | NEW | 1.5k | 353.27 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.1 | $516k | NEW | 37k | 14.14 |
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| Colgate-Palmolive Company (CL) | 0.1 | $496k | 6.3k | 79.02 |
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| SYNNEX Corporation (SNX) | 0.1 | $494k | 3.3k | 150.23 |
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| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $486k | -32% | 30k | 16.35 |
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| Phillips 66 (PSX) | 0.1 | $484k | NEW | 3.8k | 129.04 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $482k | -33% | 2.4k | 198.72 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $476k | 8.4k | 56.62 |
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| South Plains Financial (SPFI) | 0.1 | $472k | 12k | 38.80 |
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| Pepsi (PEP) | 0.1 | $467k | -6% | 3.3k | 143.52 |
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| Uber Technologies (UBER) | 0.1 | $467k | 5.7k | 81.71 |
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| Astrazeneca Sponsored Adr | 0.1 | $466k | -5% | 5.1k | 91.93 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $461k | 4.5k | 101.99 |
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| Curtiss-Wright (CW) | 0.1 | $448k | 813.00 | 551.27 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $447k | +100% | 3.7k | 119.41 |
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| At&t (T) | 0.1 | $442k | NEW | 18k | 24.84 |
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| MetLife (MET) | 0.1 | $435k | 5.5k | 78.94 |
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| Abbott Laboratories (ABT) | 0.1 | $433k | NEW | 3.5k | 125.29 |
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| Western Digital (WDC) | 0.1 | $432k | -16% | 2.5k | 172.27 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $431k | 2.8k | 155.12 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $414k | -20% | 14k | 30.54 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $409k | 18k | 22.32 |
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| Bristol Myers Squibb (BMY) | 0.0 | $403k | -45% | 7.5k | 53.94 |
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| Advanced Micro Devices (AMD) | 0.0 | $398k | -4% | 1.9k | 214.16 |
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| UnitedHealth (UNH) | 0.0 | $397k | NEW | 1.2k | 329.99 |
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| Halliburton Company (HAL) | 0.0 | $396k | +40% | 14k | 28.26 |
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| Altria (MO) | 0.0 | $395k | -53% | 6.8k | 57.66 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $390k | 7.3k | 53.37 |
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| Innovator Etfs Trust Premium Inc 15 B (LOCT) | 0.0 | $387k | NEW | 16k | 23.87 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $382k | -55% | 567.00 | 673.82 |
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| Super Micro Computer Com New (SMCI) | 0.0 | $381k | +7% | 13k | 29.27 |
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| Cloudflare Cl A Com (NET) | 0.0 | $379k | NEW | 1.9k | 197.15 |
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| ON Semiconductor (ON) | 0.0 | $379k | 7.0k | 54.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $374k | +69% | 1.8k | 210.34 |
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| Guidewire Software (GWRE) | 0.0 | $371k | NEW | 1.8k | 201.01 |
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| Toast Cl A (TOST) | 0.0 | $367k | NEW | 10k | 35.51 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $364k | -4% | 7.5k | 48.46 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $361k | NEW | 8.0k | 44.87 |
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| Zacks Trust Earngs Constant (ZECP) | 0.0 | $361k | -10% | 10k | 34.76 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $360k | -86% | 2.5k | 143.88 |
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| Citigroup Com New (C) | 0.0 | $360k | NEW | 3.1k | 116.69 |
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| Dover Corporation (DOV) | 0.0 | $358k | 1.8k | 195.24 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $357k | 2.3k | 154.80 |
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| Boston Scientific Corporation (BSX) | 0.0 | $355k | -33% | 3.7k | 95.35 |
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| Advance Auto Parts (AAP) | 0.0 | $354k | NEW | 9.0k | 39.30 |
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| Dow (DOW) | 0.0 | $351k | NEW | 15k | 23.38 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $348k | NEW | 2.1k | 162.01 |
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| Commercial Metals Company (CMC) | 0.0 | $346k | NEW | 5.0k | 69.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $346k | -17% | 1.1k | 303.89 |
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| Tc Energy Corp (TRP) | 0.0 | $341k | 6.2k | 55.01 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $341k | 6.2k | 54.77 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $336k | 18k | 19.14 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $334k | 4.5k | 73.63 |
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| Wayfair Cl A (W) | 0.0 | $331k | NEW | 3.3k | 100.41 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $331k | NEW | 1.2k | 275.39 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $329k | -68% | 4.7k | 69.40 |
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| Equifax (EFX) | 0.0 | $326k | NEW | 1.5k | 216.98 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $325k | NEW | 10k | 32.47 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $324k | NEW | 4.0k | 81.03 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $322k | NEW | 5.0k | 64.31 |
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| Nrg Energy Com New (NRG) | 0.0 | $319k | NEW | 2.0k | 159.24 |
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| Applied Materials (AMAT) | 0.0 | $318k | -46% | 1.2k | 256.99 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $313k | NEW | 1.5k | 208.75 |
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| Devon Energy Corporation (DVN) | 0.0 | $311k | NEW | 8.5k | 36.63 |
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| Servicenow (NOW) | 0.0 | $311k | NEW | 2.0k | 153.19 |
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| Agnico (AEM) | 0.0 | $305k | NEW | 1.8k | 169.53 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $305k | NEW | 7.0k | 43.55 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $304k | -2% | 18k | 16.49 |
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| Ftai Aviation SHS (FTAI) | 0.0 | $301k | 1.5k | 196.85 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $300k | 12k | 26.23 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $299k | NEW | 4.0k | 74.43 |
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| Enterprise Products Partners (EPD) | 0.0 | $298k | -51% | 9.3k | 32.06 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $297k | 633.00 | 468.71 |
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| Verizon Communications (VZ) | 0.0 | $295k | -58% | 7.2k | 40.73 |
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| Gabelli Equity Trust (GAB) | 0.0 | $291k | 47k | 6.17 |
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| Lyft Cl A Com (LYFT) | 0.0 | $291k | NEW | 15k | 19.37 |
|
| Dave Class A Com New (DAVE) | 0.0 | $288k | NEW | 1.3k | 221.41 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $286k | NEW | 3.6k | 80.03 |
|
| Kinross Gold Corp (KGC) | 0.0 | $282k | NEW | 10k | 28.16 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $275k | 313.00 | 878.96 |
|
|
| Docusign (DOCU) | 0.0 | $268k | -2% | 3.9k | 68.40 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $267k | -74% | 2.0k | 135.99 |
|
| Okta Cl A (OKTA) | 0.0 | $266k | NEW | 3.1k | 86.47 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $262k | +25% | 15k | 17.96 |
|
| D-wave Quantum (QBTS) | 0.0 | $262k | NEW | 10k | 26.15 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $260k | -11% | 1.5k | 173.49 |
|
| Edison International (EIX) | 0.0 | $256k | NEW | 4.3k | 60.02 |
|
| Cenovus Energy (CVE) | 0.0 | $254k | NEW | 15k | 16.92 |
|
| Centene Corporation (CNC) | 0.0 | $253k | 6.1k | 41.15 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $251k | NEW | 332.00 | 754.80 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $249k | 6.3k | 39.50 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $246k | NEW | 11k | 22.36 |
|
| Apa Corporation (APA) | 0.0 | $245k | NEW | 10k | 24.46 |
|
| Vici Pptys (VICI) | 0.0 | $242k | NEW | 8.6k | 28.12 |
|
| Edwards Lifesciences (EW) | 0.0 | $238k | -3% | 2.8k | 85.25 |
|
| Oneok (OKE) | 0.0 | $233k | -48% | 3.2k | 73.50 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $232k | 10k | 22.90 |
|
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.0 | $230k | NEW | 10k | 23.00 |
|
| Jabil Circuit (JBL) | 0.0 | $228k | NEW | 1.0k | 228.02 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $228k | NEW | 6.0k | 37.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $222k | 1.8k | 120.18 |
|
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $222k | NEW | 10k | 22.15 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $219k | -54% | 2.2k | 100.89 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $217k | 3.1k | 69.67 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $216k | 2.4k | 91.45 |
|
|
| Boeing Company (BA) | 0.0 | $215k | -8% | 992.00 | 217.12 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $214k | NEW | 2.3k | 91.39 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $213k | 4.7k | 45.71 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $208k | NEW | 4.5k | 46.29 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $207k | 4.3k | 47.79 |
|
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| Quantum Computing (QUBT) | 0.0 | $205k | NEW | 20k | 10.26 |
|
| SkyWest (SKYW) | 0.0 | $201k | 2.0k | 100.41 |
|
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $171k | 11k | 15.59 |
|
|
| Paysign (PAYS) | 0.0 | $151k | 29k | 5.15 |
|
Past Filings by Arista Wealth Management
SEC 13F filings are viewable for Arista Wealth Management going back to 2022
- Arista Wealth Management 2025 Q4 filed Feb. 9, 2026
- 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