Arista Wealth Management
Latest statistics and disclosures from Arista Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFSV, VOOG, VCIT, DFAI, and represent 40.16% of Arista Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$7.9M), DFUS (+$5.4M), FNDF, LRN, META, ADBE, MPWR, INCY, COST, COHR.
- Started 45 new stock positions in EXEL, ATI, ARW, LRN, NFLX, CLS, SPOT, FCFS, GAB.R, MCHP.
- Reduced shares in these 10 stocks: VOOG, DFAU, IGV, DFAI, ZIM, AIRR, WAB, DELL, , VOO.
- Sold out of its positions in T, AAP, AFRM, AEM, APA, AIT, AMAT, AstraZeneca, BA, CVE.
- Arista Wealth Management was a net buyer of stock by $28M.
- Arista Wealth Management has $822M in assets under management (AUM), dropping by 1.02%.
- Central Index Key (CIK): 0001964758
Tip: Access up to 7 years of quarterly data
Positions held by Arista Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Arista Wealth Management
Arista Wealth Management holds 253 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 11.4 | $93M | -3% | 2.1M | 45.12 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 9.0 | $74M | 2.1M | 35.04 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 8.9 | $73M | -5% | 180k | 407.69 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.9 | $49M | +2% | 590k | 82.75 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.0 | $41M | -3% | 1.0M | 38.96 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.2 | $35M | +2% | 596k | 58.54 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.2 | $27M | +2% | 448k | 59.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.6 | $22M | 49k | 436.79 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.5 | $21M | -3% | 616k | 33.86 |
|
| Apple (AAPL) | 2.3 | $19M | 73k | 253.79 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $17M | -4% | 29k | 597.56 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $17M | 27k | 650.34 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $12M | +4% | 40k | 294.16 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $11M | -2% | 62k | 174.40 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $9.4M | +536% | 322k | 29.13 |
|
| Amazon (AMZN) | 1.1 | $9.3M | +12% | 45k | 208.27 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $9.1M | 234k | 38.86 |
|
|
| Broadcom (AVGO) | 1.1 | $8.9M | +7% | 29k | 309.51 |
|
| Microsoft Corporation (MSFT) | 1.1 | $8.8M | +4% | 24k | 370.17 |
|
| GBank Financial Holdings (GBFH) | 1.0 | $7.9M | 295k | 26.76 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $7.4M | +23% | 7.5k | 996.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.3M | +4% | 26k | 287.56 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $7.1M | +317% | 100k | 70.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $5.7M | 18k | 320.81 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $5.6M | 33k | 169.66 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.5M | 8.4k | 653.22 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $5.4M | 70k | 77.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $5.3M | 5.8k | 919.77 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $4.3M | +52% | 7.6k | 572.11 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $4.1M | 21k | 192.90 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $3.6M | 51k | 70.27 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $3.2M | +2% | 96k | 33.97 |
|
| American Express Company (AXP) | 0.4 | $3.2M | 11k | 302.48 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $3.0M | +2% | 30k | 99.27 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $3.0M | +3% | 4.3k | 682.24 |
|
| Coca-Cola Company (KO) | 0.4 | $2.9M | -2% | 38k | 76.05 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $2.9M | -17% | 14k | 213.66 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $2.7M | -5% | 35k | 76.54 |
|
| Blackrock (BLK) | 0.3 | $2.6M | 2.7k | 961.71 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.6M | -5% | 12k | 217.25 |
|
| Cadence Design Systems (CDNS) | 0.3 | $2.6M | 9.2k | 277.87 |
|
|
| Nextera Energy (NEE) | 0.3 | $2.5M | 27k | 92.88 |
|
|
| Abbvie (ABBV) | 0.3 | $2.5M | 12k | 217.49 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.5M | -7% | 4.1k | 604.39 |
|
| Goldman Sachs (GS) | 0.3 | $2.5M | -23% | 2.9k | 846.01 |
|
| Automatic Data Processing (ADP) | 0.3 | $2.4M | 12k | 203.18 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $2.3M | -13% | 9.5k | 244.44 |
|
| Visa Com Cl A (V) | 0.3 | $2.3M | 7.6k | 302.24 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $2.2M | NEW | 46k | 48.93 |
|
| CSX Corporation (CSX) | 0.3 | $2.1M | 51k | 41.05 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.1M | +251% | 8.5k | 243.08 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.1M | +25% | 68k | 30.32 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.1M | 17k | 124.28 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.0M | 26k | 77.59 |
|
|
| Group 1 Automotive (GPI) | 0.2 | $2.0M | 6.1k | 330.63 |
|
|
| Chevron Corporation (CVX) | 0.2 | $2.0M | 9.7k | 206.90 |
|
|
| Ford Motor Company (F) | 0.2 | $2.0M | 170k | 11.54 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | +36% | 3.9k | 491.53 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.9M | 37k | 51.23 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $1.8M | 43k | 42.22 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.7M | 21k | 83.57 |
|
|
| Pfizer (PFE) | 0.2 | $1.7M | 62k | 28.08 |
|
|
| ConocoPhillips (COP) | 0.2 | $1.6M | -17% | 12k | 132.00 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.6M | +44% | 20k | 79.61 |
|
| Philip Morris International (PM) | 0.2 | $1.6M | 9.5k | 165.34 |
|
|
| Chubb (CB) | 0.2 | $1.6M | 4.8k | 325.93 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.5M | 18k | 86.64 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.2 | $1.5M | -15% | 39k | 39.43 |
|
| Stride (LRN) | 0.2 | $1.5M | NEW | 18k | 88.17 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.5M | +136% | 10k | 147.11 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.5M | 11k | 144.44 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.5M | -21% | 5.2k | 286.87 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.5M | +286% | 7.2k | 203.43 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.4M | -3% | 4.7k | 310.79 |
|
| United Rentals (URI) | 0.2 | $1.4M | 2.0k | 728.56 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.4M | +55% | 3.1k | 460.99 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $1.4M | NEW | 1.3k | 1093.35 |
|
| Incyte Corporation (INCY) | 0.2 | $1.4M | NEW | 15k | 94.12 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.4M | 4.6k | 304.08 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.4M | 17k | 84.44 |
|
|
| Micron Technology (MU) | 0.2 | $1.4M | +18% | 4.1k | 337.84 |
|
| General Motors Company (GM) | 0.2 | $1.4M | +42% | 19k | 74.50 |
|
| Home Depot (HD) | 0.2 | $1.4M | 4.1k | 328.89 |
|
|
| Coherent Corp (COHR) | 0.2 | $1.3M | NEW | 5.6k | 238.21 |
|
| Allegheny Technologies Incorporated (ATI) | 0.2 | $1.3M | NEW | 9.2k | 145.46 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | 3.1k | 426.40 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.3M | +65% | 7.9k | 164.57 |
|
| Honeywell International (HON) | 0.2 | $1.3M | 5.5k | 226.03 |
|
|
| Netflix (NFLX) | 0.2 | $1.3M | NEW | 13k | 96.15 |
|
| McKesson Corporation (MCK) | 0.2 | $1.2M | NEW | 1.4k | 865.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.2M | -2% | 2.5k | 479.13 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.2M | 7.4k | 157.28 |
|
|
| Williams Companies (WMB) | 0.1 | $1.2M | 16k | 72.78 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $1.1M | +301% | 28k | 40.79 |
|
| Allstate Corporation (ALL) | 0.1 | $1.1M | NEW | 5.5k | 207.34 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.1 | $1.1M | NEW | 29k | 38.26 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | +220% | 9.9k | 113.41 |
|
| Analog Devices (ADI) | 0.1 | $1.1M | 3.5k | 318.14 |
|
|
| Gilead Sciences (GILD) | 0.1 | $1.1M | 7.9k | 139.37 |
|
|
| Ciena Corp Com New (CIEN) | 0.1 | $1.1M | NEW | 2.8k | 388.23 |
|
| Celestica (CLS) | 0.1 | $1.0M | NEW | 3.6k | 281.68 |
|
| Corteva (CTVA) | 0.1 | $1.0M | 12k | 83.71 |
|
|
| Innovator Etfs Trust Prem Incm 30 Bar (APRJ) | 0.1 | $997k | +29% | 41k | 24.50 |
|
| Entergy Corporation (ETR) | 0.1 | $965k | 8.6k | 112.36 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $946k | 19k | 49.97 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $929k | 4.9k | 189.60 |
|
|
| Willdan (WLDN) | 0.1 | $928k | NEW | 12k | 76.56 |
|
| salesforce (CRM) | 0.1 | $923k | -10% | 4.9k | 186.67 |
|
| Lululemon Athletica (LULU) | 0.1 | $920k | NEW | 6.0k | 153.10 |
|
| Capital One Financial (COF) | 0.1 | $884k | 4.8k | 182.43 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $880k | -35% | 3.6k | 247.08 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $867k | 4.4k | 197.50 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $864k | 3.3k | 261.91 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $818k | 5.7k | 142.43 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $818k | +17% | 7.5k | 109.69 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $805k | NEW | 2.0k | 394.15 |
|
| Merck & Co (MRK) | 0.1 | $795k | 6.6k | 120.28 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $784k | +66% | 2.0k | 391.76 |
|
| Firstcash Holdings (FCFS) | 0.1 | $778k | NEW | 4.1k | 188.00 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $775k | 25k | 30.96 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $773k | 5.8k | 132.90 |
|
|
| Api Group Corp Com Stk (APG) | 0.1 | $764k | NEW | 19k | 40.52 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $761k | 2.5k | 298.85 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $751k | -3% | 6.8k | 111.19 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $730k | NEW | 1.5k | 484.91 |
|
| Digital Realty Trust (DLR) | 0.1 | $716k | 4.0k | 180.21 |
|
|
| Kinder Morgan (KMI) | 0.1 | $704k | 21k | 33.53 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $704k | 10k | 69.75 |
|
|
| American Electric Power Company (AEP) | 0.1 | $689k | 5.3k | 131.08 |
|
|
| Paychex (PAYX) | 0.1 | $688k | 7.5k | 92.12 |
|
|
| Delta Air Lines Com New (DAL) | 0.1 | $685k | +117% | 10k | 66.48 |
|
| General Dynamics Corporation (GD) | 0.1 | $674k | +3% | 2.0k | 343.20 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $642k | +28% | 5.8k | 110.47 |
|
| Yum! Brands (YUM) | 0.1 | $639k | 4.1k | 155.48 |
|
|
| Danaher Corporation (DHR) | 0.1 | $632k | +2% | 3.3k | 189.60 |
|
| VSE Corporation (VSEC) | 0.1 | $629k | NEW | 3.4k | 184.40 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $624k | +176% | 1.6k | 398.00 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $617k | NEW | 4.2k | 146.28 |
|
| UnitedHealth (UNH) | 0.1 | $612k | +87% | 2.3k | 270.63 |
|
| Amkor Technology (AMKR) | 0.1 | $607k | NEW | 14k | 45.03 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $602k | 9.6k | 62.45 |
|
|
| United Parcel Svcs CL B (UPS) | 0.1 | $599k | -24% | 6.1k | 98.38 |
|
| Bank of America Corporation (BAC) | 0.1 | $594k | NEW | 12k | 48.75 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $584k | +9% | 11k | 54.05 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $574k | NEW | 6.1k | 93.98 |
|
| American Intl Group Com New (AIG) | 0.1 | $567k | 7.5k | 75.25 |
|
|
| SYNNEX Corporation (SNX) | 0.1 | $555k | 3.3k | 168.71 |
|
|
| Curtiss-Wright (CW) | 0.1 | $554k | 813.00 | 681.12 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $553k | 3.5k | 160.32 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $553k | 2.8k | 196.86 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $549k | 21k | 26.05 |
|
|
| Kinross Gold Corp (KGC) | 0.1 | $549k | +80% | 18k | 30.52 |
|
| Western Digital (WDC) | 0.1 | $543k | -19% | 2.0k | 270.49 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $541k | NEW | 5.0k | 108.25 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $539k | NEW | 4.4k | 122.78 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $535k | 6.3k | 85.23 |
|
|
| Pepsi (PEP) | 0.1 | $519k | +2% | 3.3k | 155.29 |
|
| South Plains Financial (SPFI) | 0.1 | $510k | 12k | 41.90 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $503k | 19k | 26.12 |
|
|
| Innovator Etfs Trust Innovator Us Eq (EALT) | 0.1 | $502k | -50% | 15k | 33.59 |
|
| Astrazeneca Ord (AZN) | 0.1 | $500k | NEW | 2.5k | 197.22 |
|
| Caterpillar (CAT) | 0.1 | $500k | -45% | 705.00 | 708.46 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $491k | 8.4k | 58.47 |
|
|
| Walt Disney Company (DIS) | 0.1 | $491k | NEW | 5.1k | 96.37 |
|
| Tesla Motors (TSLA) | 0.1 | $489k | -53% | 1.3k | 371.75 |
|
| Alcoa (AA) | 0.1 | $484k | NEW | 7.3k | 66.33 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $477k | NEW | 447.00 | 1067.54 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $464k | NEW | 8.5k | 54.63 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $460k | 7.6k | 60.65 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.1 | $456k | 37k | 12.51 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $456k | 2.4k | 188.71 |
|
|
| Altria (MO) | 0.1 | $455k | 6.9k | 65.99 |
|
|
| Microchip Technology (MCHP) | 0.1 | $452k | NEW | 7.0k | 64.61 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $449k | 2.8k | 161.73 |
|
|
| Arrow Electronics (ARW) | 0.1 | $432k | NEW | 3.0k | 143.41 |
|
| Las Vegas Sands (LVS) | 0.1 | $432k | NEW | 8.0k | 53.88 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $430k | 4.8k | 89.98 |
|
|
| Exelixis (EXEL) | 0.1 | $429k | NEW | 10k | 42.89 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $426k | 18k | 24.28 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $417k | 7.3k | 57.07 |
|
|
| Uber Technologies (UBER) | 0.1 | $413k | 5.7k | 71.93 |
|
|
| Constellation Energy (CEG) | 0.1 | $411k | 1.5k | 279.25 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $408k | 3.7k | 108.98 |
|
|
| MetLife (MET) | 0.0 | $398k | +2% | 5.6k | 70.72 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $397k | 1.9k | 206.34 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $388k | 6.2k | 62.60 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $386k | NEW | 500.00 | 772.64 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $382k | NEW | 3.2k | 118.62 |
|
| Dover Corporation (DOV) | 0.0 | $382k | 1.8k | 208.45 |
|
|
| Innovator Etfs Trust Premium Inc 15 B (LOCT) | 0.0 | $382k | 16k | 23.56 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $381k | NEW | 10k | 36.75 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $380k | 1.8k | 213.67 |
|
|
| Ftai Aviation SHS (FTAI) | 0.0 | $375k | 1.5k | 245.00 |
|
|
| Verizon Communications (VZ) | 0.0 | $373k | +2% | 7.4k | 50.20 |
|
| Symbotic Class A Com (SYM) | 0.0 | $372k | NEW | 7.0k | 53.20 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $366k | NEW | 4.0k | 92.04 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $362k | 7.5k | 48.18 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $357k | 4.5k | 78.66 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $356k | 18k | 19.30 |
|
|
| Zacks Trust Earngs Constant (ZECP) | 0.0 | $356k | 11k | 33.83 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $352k | 9.3k | 37.84 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $350k | 14k | 25.88 |
|
|
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $342k | 18k | 18.70 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $340k | -4% | 3.3k | 102.67 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $338k | 2.3k | 146.61 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $334k | 3.6k | 93.29 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $331k | +41% | 5.3k | 62.75 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $326k | 15k | 22.33 |
|
|
| Edison International (EIX) | 0.0 | $312k | 4.3k | 73.18 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $307k | 6.2k | 49.37 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $301k | +7% | 336.00 | 895.24 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $298k | +3% | 12k | 25.10 |
|
| Oneok (OKE) | 0.0 | $287k | 3.2k | 90.39 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $283k | NEW | 15k | 18.77 |
|
| Intel Corporation (INTC) | 0.0 | $279k | -61% | 6.3k | 44.13 |
|
| Toast Cl A (TOST) | 0.0 | $275k | 10k | 26.51 |
|
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.0 | $271k | 10k | 27.12 |
|
|
| Equifax (EFX) | 0.0 | $270k | 1.5k | 180.07 |
|
|
| EQT Corporation (EQT) | 0.0 | $267k | -58% | 4.2k | 63.64 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $264k | 47k | 5.60 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $259k | 6.3k | 41.17 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $246k | NEW | 2.6k | 93.00 |
|
| Okta Cl A (OKTA) | 0.0 | $244k | 3.1k | 78.71 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $236k | 10k | 23.65 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $235k | 2.5k | 93.86 |
|
|
| Vici Pptys (VICI) | 0.0 | $235k | 8.6k | 27.32 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $234k | -5% | 600.00 | 390.41 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $233k | 11k | 21.15 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $232k | 332.00 | 698.66 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $232k | 2.0k | 118.05 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $230k | 1.8k | 124.31 |
|
|
| Prosperity Bancshares (PB) | 0.0 | $229k | NEW | 3.4k | 67.18 |
|
| Phillips 66 (PSX) | 0.0 | $228k | -66% | 1.3k | 182.18 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $228k | -23% | 10k | 22.77 |
|
| Dave Class A Com New (DAVE) | 0.0 | $226k | 1.3k | 174.09 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $226k | 4.0k | 56.56 |
|
|
| Guidewire Software (GWRE) | 0.0 | $226k | -18% | 1.5k | 149.56 |
|
| Edwards Lifesciences (EW) | 0.0 | $223k | 2.8k | 80.08 |
|
|
| Servicenow (NOW) | 0.0 | $223k | +5% | 2.1k | 104.55 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $221k | 3.1k | 71.13 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $220k | 4.3k | 50.81 |
|
|
| Diamondback Energy (FANG) | 0.0 | $219k | NEW | 1.1k | 197.79 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $216k | -6% | 7.5k | 28.83 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $211k | 4.7k | 45.34 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $209k | 2.2k | 96.47 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $209k | 2.4k | 88.46 |
|
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $208k | 10k | 20.76 |
|
|
| Emcor (EME) | 0.0 | $208k | NEW | 281.00 | 738.31 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $203k | 11k | 18.52 |
|
|
| Centene Corporation (CNC) | 0.0 | $201k | 6.1k | 32.74 |
|
|
| Lyft Cl A Com (LYFT) | 0.0 | $200k | 15k | 13.30 |
|
|
| Paysign (PAYS) | 0.0 | $173k | 29k | 5.90 |
|
|
| Gabelli Equity Tr Right 04/14/2026 (GAB.R) | 0.0 | $329.910000 | NEW | 47k | 0.01 |
|
Past Filings by Arista Wealth Management
SEC 13F filings are viewable for Arista Wealth Management going back to 2022
- Arista Wealth Management 2026 Q1 filed April 30, 2026
- 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