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 40.42% of Arista Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOOG (+$72M), VUG (+$21M), SCHG, VCIT, DFSV, DFAU, DFAI, VGIT, IWF, AVGE.
- Started 45 new stock positions in ACN, QQQM, HWM, AVGE, SNDK, SNPS, OXY, PBR, LAPR, VST.
- Reduced shares in these 10 stocks: AMD, MU, Honeywell International, APRJ, STX, GS, GOOGL, DAL, ATI, MS.
- Sold out of its positions in ABT, AA, ARW, BSX, Carnival Corporation, NET, CEG, CRWD, DAVE, DAL.
- Arista Wealth Management was a net buyer of stock by $108M.
- Arista Wealth Management has $927M in assets under management (AUM), dropping by 12.79%.
- Central Index Key (CIK): 0001964758
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Portfolio Holdings for Arista Wealth Management
Arista Wealth Management holds 266 positions in its portfolio as reported in the June 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) | 11.7 | $109M | 2.1M | 51.69 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 9.4 | $87M | +486% | 1.1M | 82.62 |
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| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 9.0 | $84M | +2% | 2.2M | 38.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.5 | $51M | +3% | 613k | 82.65 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 4.8 | $44M | +3% | 1.1M | 41.25 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.9 | $36M | +3% | 614k | 58.20 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.0 | $28M | +4% | 468k | 58.98 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.8 | $26M | +3% | 638k | 40.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.7 | $25M | +500% | 295k | 86.14 |
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| Apple (AAPL) | 2.2 | $21M | -2% | 72k | 289.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.1 | $20M | 27k | 746.77 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $20M | -2% | 28k | 686.81 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $16M | +43% | 460k | 33.84 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $13M | 41k | 327.33 |
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| NVIDIA Corporation (NVDA) | 1.4 | $13M | +3% | 64k | 200.09 |
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| Amazon (AMZN) | 1.1 | $11M | 45k | 238.34 |
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| Broadcom (AVGO) | 1.1 | $11M | -3% | 28k | 377.75 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 1.1 | $10M | 234k | 44.36 |
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| Microsoft Corporation (MSFT) | 1.0 | $9.3M | +4% | 25k | 373.02 |
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| GBank Financial Holdings (GBFH) | 1.0 | $9.0M | 295k | 30.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $8.4M | -7% | 24k | 357.37 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.9 | $8.0M | -2% | 97k | 81.94 |
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| Eli Lilly & Co. (LLY) | 0.8 | $7.0M | 5.9k | 1199.43 |
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| Costco Wholesale Corporation (COST) | 0.8 | $7.0M | 7.5k | 935.53 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $7.0M | +18% | 16k | 433.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $6.6M | 18k | 370.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.3M | 8.4k | 748.90 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $5.9M | 69k | 85.49 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $5.1M | +13% | 38k | 136.72 |
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| Meta Platforms Cl A (META) | 0.5 | $4.3M | 7.6k | 563.27 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $4.1M | 22k | 189.73 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $3.8M | 51k | 75.17 |
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| American Express Company (AXP) | 0.4 | $3.8M | +4% | 11k | 338.25 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $3.6M | +3% | 99k | 36.84 |
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| Micron Technology (MU) | 0.4 | $3.5M | -26% | 3.0k | 1154.29 |
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| Coca-Cola Company (KO) | 0.3 | $3.1M | 38k | 81.27 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.3 | $3.1M | 35k | 87.88 |
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| Cisco Systems (CSCO) | 0.3 | $3.0M | 26k | 117.46 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.0M | 30k | 98.98 |
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| Abbvie (ABBV) | 0.3 | $3.0M | +2% | 12k | 251.64 |
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| Cadence Design Systems (CDNS) | 0.3 | $2.9M | -15% | 7.8k | 375.32 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.9M | 12k | 242.99 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.7M | -35% | 4.6k | 580.91 |
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| Visa Com Cl A (V) | 0.3 | $2.7M | +2% | 7.8k | 343.09 |
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| Automatic Data Processing (ADP) | 0.3 | $2.6M | 12k | 223.95 |
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| Blackrock (BLK) | 0.3 | $2.6M | 2.7k | 961.56 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.5M | +2% | 9.7k | 253.97 |
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| CSX Corporation (CSX) | 0.3 | $2.4M | 51k | 47.53 |
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| Nextera Energy (NEE) | 0.3 | $2.4M | 27k | 87.77 |
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| Ford Motor Company (F) | 0.3 | $2.4M | 170k | 13.90 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $2.4M | -2% | 45k | 52.76 |
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| Goldman Sachs (GS) | 0.2 | $2.2M | -23% | 2.2k | 1011.41 |
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| United Rentals (URI) | 0.2 | $2.2M | 2.0k | 1132.89 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $2.2M | 4.3k | 509.31 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $2.2M | +4% | 4.3k | 509.49 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.1M | +2% | 70k | 30.49 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.0M | +7% | 18k | 113.26 |
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| Incyte Corporation (INCY) | 0.2 | $2.0M | +17% | 18k | 113.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | +5% | 5.5k | 353.30 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.9M | 37k | 51.29 |
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| Analog Devices (ADI) | 0.2 | $1.8M | +32% | 4.6k | 397.20 |
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| Coherent Corp (COHR) | 0.2 | $1.8M | -17% | 4.7k | 394.48 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.2 | $1.8M | 43k | 42.21 |
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| Group 1 Automotive (GPI) | 0.2 | $1.8M | 6.1k | 291.17 |
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| Philip Morris International (PM) | 0.2 | $1.7M | 9.5k | 180.91 |
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| Pfizer (PFE) | 0.2 | $1.7M | +16% | 72k | 24.08 |
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| Celestica (CLS) | 0.2 | $1.7M | +31% | 4.7k | 364.80 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.7M | 18k | 95.44 |
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| Chubb (CB) | 0.2 | $1.6M | 4.8k | 340.74 |
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| Chevron Corporation (CVX) | 0.2 | $1.6M | 9.8k | 165.76 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.2 | $1.6M | -4% | 37k | 43.14 |
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| Ciena Corp Com New (CIEN) | 0.2 | $1.6M | +18% | 3.3k | 490.56 |
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| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.5M | 17k | 93.27 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $1.5M | 4.6k | 330.46 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | -11% | 7.5k | 205.02 |
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| Monolithic Power Systems (MPWR) | 0.2 | $1.5M | -14% | 1.1k | 1382.36 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | +300% | 12k | 124.17 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.5M | -19% | 17k | 89.01 |
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| Home Depot (HD) | 0.2 | $1.4M | 4.1k | 352.68 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | -26% | 2.9k | 501.36 |
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| General Motors Company (GM) | 0.2 | $1.4M | 19k | 77.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | +14% | 2.8k | 500.33 |
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| Intel Corporation (INTC) | 0.1 | $1.4M | +57% | 9.9k | 139.63 |
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| Procter & Gamble Company (PG) | 0.1 | $1.4M | -10% | 9.4k | 146.64 |
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| Stride (LRN) | 0.1 | $1.4M | -8% | 16k | 86.24 |
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| Valero Energy Corporation (VLO) | 0.1 | $1.3M | +45% | 5.2k | 260.44 |
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| ConocoPhillips (COP) | 0.1 | $1.3M | +4% | 13k | 103.96 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.3M | -21% | 16k | 82.64 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $1.3M | 2.1k | 616.84 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.7k | 270.31 |
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| Williams Companies (WMB) | 0.1 | $1.2M | 16k | 74.34 |
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| Palo Alto Networks (PANW) | 0.1 | $1.2M | 3.5k | 341.02 |
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| Amkor Technology (AMKR) | 0.1 | $1.2M | 14k | 86.23 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.1 | $1.2M | 29k | 39.68 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $1.1M | -37% | 5.8k | 197.10 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.1M | +61% | 2.4k | 459.13 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.1M | 5.8k | 190.52 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.1M | 4.4k | 249.98 |
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| McKesson Corporation (MCK) | 0.1 | $1.1M | 1.4k | 755.60 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $1.1M | NEW | 11k | 99.10 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.0M | -38% | 4.9k | 209.04 |
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| Corteva (CTVA) | 0.1 | $1.0M | 12k | 84.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1000k | 3.3k | 303.11 |
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| Gilead Sciences (GILD) | 0.1 | $998k | 7.9k | 126.34 |
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| Entergy Corporation (ETR) | 0.1 | $986k | 8.6k | 114.86 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $981k | -4% | 27k | 36.73 |
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| Capital One Financial (COF) | 0.1 | $973k | 4.8k | 200.62 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.1 | $962k | 19k | 50.83 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $955k | 7.5k | 127.81 |
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| Oracle Corporation (ORCL) | 0.1 | $945k | -38% | 6.4k | 146.55 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $943k | -23% | 2.4k | 397.68 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $923k | 25k | 36.87 |
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| Intercontinental Exchange (ICE) | 0.1 | $916k | 7.4k | 123.11 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $913k | -15% | 4.1k | 221.22 |
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| Firstcash Holdings (FCFS) | 0.1 | $907k | 4.2k | 216.32 |
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| SYNNEX Corporation (SNX) | 0.1 | $879k | 3.3k | 267.34 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $876k | 2.5k | 343.91 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $859k | 6.7k | 128.09 |
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| Merck & Co (MRK) | 0.1 | $842k | 6.6k | 128.49 |
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| Citigroup Com New (C) | 0.1 | $837k | -39% | 6.0k | 139.96 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $836k | 10k | 82.84 |
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| Api Group Corp Com Stk (APG) | 0.1 | $810k | 19k | 42.35 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $807k | 1.6k | 515.23 |
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| VSE Corporation (VSEC) | 0.1 | $792k | 3.5k | 228.50 |
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| Allstate Corporation (ALL) | 0.1 | $791k | -39% | 3.3k | 237.94 |
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| Centene Corporation (CNC) | 0.1 | $790k | +100% | 12k | 64.19 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $789k | 2.8k | 281.03 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $788k | -16% | 4.8k | 164.27 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $748k | +16% | 13k | 59.69 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $744k | +2% | 6.0k | 124.77 |
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| Flex Ord (FLEX) | 0.1 | $736k | NEW | 4.5k | 162.07 |
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| Paychex (PAYX) | 0.1 | $734k | 7.5k | 98.33 |
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| American Electric Power Company (AEP) | 0.1 | $721k | 5.3k | 136.81 |
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| Digital Realty Trust (DLR) | 0.1 | $713k | 4.0k | 179.58 |
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| Netflix (NFLX) | 0.1 | $699k | -24% | 9.8k | 71.40 |
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| General Dynamics Corporation (GD) | 0.1 | $697k | 2.0k | 354.22 |
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| Bank of America Corporation (BAC) | 0.1 | $696k | 12k | 56.98 |
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| Lumentum Hldgs (LITE) | 0.1 | $687k | NEW | 801.00 | 858.06 |
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| Lululemon Athletica (LULU) | 0.1 | $686k | 6.0k | 114.18 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $674k | 9.6k | 69.90 |
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| Kinder Morgan (KMI) | 0.1 | $673k | 21k | 31.97 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $662k | 21k | 31.38 |
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| Yum! Brands (YUM) | 0.1 | $657k | 4.1k | 159.86 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $655k | 6.1k | 107.50 |
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| salesforce (CRM) | 0.1 | $642k | -17% | 4.1k | 156.66 |
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| Snowflake Com Shs (SNOW) | 0.1 | $636k | NEW | 2.5k | 254.50 |
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| Danaher Corporation (DHR) | 0.1 | $630k | 3.3k | 190.48 |
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| Honeywell International (HON) | 0.1 | $621k | NEW | 2.8k | 223.86 |
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| Axon Enterprise (AXON) | 0.1 | $617k | NEW | 1.1k | 560.61 |
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| Curtiss-Wright (CW) | 0.1 | $616k | 813.00 | 757.76 |
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| Caterpillar (CAT) | 0.1 | $612k | -18% | 575.00 | 1064.90 |
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| Honeywell Aerospace (HONA) | 0.1 | $612k | NEW | 2.8k | 221.08 |
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| EQT Corporation (EQT) | 0.1 | $595k | +166% | 11k | 53.17 |
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| Regions Financial Corporation (RF) | 0.1 | $581k | 19k | 30.20 |
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| Colgate-Palmolive Company (CL) | 0.1 | $576k | 6.3k | 91.68 |
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| Innovator Etfs Trust Premium Incm 15 (LAPR) | 0.1 | $569k | NEW | 23k | 25.27 |
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| American Intl Group Com New (AIG) | 0.1 | $561k | 7.5k | 74.53 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $554k | 6.0k | 92.27 |
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| Tesla Motors (TSLA) | 0.1 | $551k | 1.3k | 420.60 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $550k | NEW | 7.7k | 71.25 |
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| Century Aluminum Company (CENX) | 0.1 | $542k | NEW | 12k | 46.01 |
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| South Plains Financial (SPFI) | 0.1 | $524k | 12k | 43.09 |
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| Arista Networks Com Shs (ANET) | 0.1 | $523k | -29% | 3.1k | 169.88 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $519k | 8.4k | 61.76 |
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| Dell Technologies CL C (DELL) | 0.1 | $515k | NEW | 1.2k | 431.46 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $514k | 2.8k | 185.23 |
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| Datadog Cl A Com (DDOG) | 0.1 | $512k | 2.0k | 260.36 |
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| Altria (MO) | 0.1 | $496k | 6.9k | 71.95 |
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| Willdan (WLDN) | 0.1 | $492k | -48% | 6.2k | 79.10 |
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| Walt Disney Company (DIS) | 0.1 | $490k | 5.1k | 96.24 |
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| Astrazeneca Ord (AZN) | 0.1 | $481k | 2.5k | 189.62 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $479k | -3% | 10k | 47.94 |
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| MetLife (MET) | 0.1 | $478k | 5.6k | 84.62 |
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| Carvana Cl A (CVNA) | 0.1 | $478k | NEW | 7.3k | 65.82 |
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| Sanmina (SANM) | 0.1 | $466k | NEW | 1.8k | 253.08 |
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| Sandisk Corp (SNDK) | 0.0 | $457k | NEW | 201.00 | 2273.73 |
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| Pepsi (PEP) | 0.0 | $454k | 3.4k | 135.40 |
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| Tenet Healthcare Corp Com New (THC) | 0.0 | $452k | 2.4k | 187.08 |
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| Synopsys (SNPS) | 0.0 | $446k | NEW | 1.0k | 446.07 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $439k | 3.7k | 117.28 |
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| Bristol Myers Squibb (BMY) | 0.0 | $437k | 7.6k | 57.62 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $426k | 18k | 24.27 |
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| Kinross Gold Corp (KGC) | 0.0 | $425k | 18k | 23.62 |
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| Block Cl A (XYZ) | 0.0 | $418k | NEW | 5.5k | 76.00 |
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| Uber Technologies (UBER) | 0.0 | $415k | 5.7k | 72.16 |
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| Ftai Aviation SHS (FTAI) | 0.0 | $414k | 1.5k | 270.53 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $412k | 7.3k | 56.33 |
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| Dover Corporation (DOV) | 0.0 | $411k | 1.8k | 224.28 |
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| Tc Energy Corp (TRP) | 0.0 | $411k | 6.2k | 66.29 |
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| Carnival Corp Common Shares (CCL) | 0.0 | $407k | NEW | 14k | 28.57 |
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| Zacks Trust Earngs Constant (ZECP) | 0.0 | $405k | +2% | 11k | 37.74 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $393k | 4.5k | 86.65 |
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| MaxLinear (MXL) | 0.0 | $387k | NEW | 3.0k | 128.03 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $386k | NEW | 16k | 24.55 |
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| Thomsoncorp (TRI) | 0.0 | $385k | NEW | 4.7k | 81.67 |
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| At&t (T) | 0.0 | $384k | NEW | 19k | 20.70 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $381k | 8.5k | 44.79 |
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| Vicor Corporation (VICR) | 0.0 | $380k | NEW | 1.0k | 379.78 |
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| Onto Innovation (ONTO) | 0.0 | $379k | NEW | 1.0k | 378.45 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $374k | NEW | 8.3k | 45.11 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $374k | -23% | 3.2k | 116.67 |
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| Las Vegas Sands (LVS) | 0.0 | $370k | 8.0k | 46.19 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $365k | 2.3k | 158.66 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $365k | NEW | 7.5k | 48.57 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $360k | -2% | 3.2k | 114.18 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $354k | -48% | 1.3k | 271.91 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $353k | 18k | 19.12 |
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| Reddit Cl A (RDDT) | 0.0 | $347k | NEW | 2.0k | 173.58 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $343k | 12k | 28.96 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $342k | 9.3k | 36.76 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $340k | 3.6k | 94.93 |
|
|
| Dex (DXCM) | 0.0 | $337k | NEW | 5.0k | 67.35 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $333k | 6.2k | 53.61 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $331k | 338.00 | 978.12 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $327k | -30% | 3.5k | 93.40 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $325k | 15k | 22.26 |
|
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $323k | NEW | 20k | 16.16 |
|
| Constellium Se Cl A Shs (CSTM) | 0.0 | $320k | NEW | 10k | 31.87 |
|
| Vistra Energy (VST) | 0.0 | $318k | NEW | 2.0k | 158.63 |
|
| Edison International (EIX) | 0.0 | $316k | 4.2k | 74.45 |
|
|
| Verizon Communications (VZ) | 0.0 | $316k | 7.5k | 42.34 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $314k | -2% | 7.4k | 42.66 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $312k | 500.00 | 623.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $311k | NEW | 1.0k | 302.84 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $310k | -28% | 1.3k | 242.43 |
|
| Omni (OMC) | 0.0 | $303k | NEW | 4.2k | 72.83 |
|
| ON Semiconductor (ON) | 0.0 | $284k | NEW | 3.0k | 94.54 |
|
| Toast Cl A (TOST) | 0.0 | $280k | -3% | 10k | 27.82 |
|
| Oneok (OKE) | 0.0 | $276k | 3.2k | 86.94 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $276k | 6.3k | 43.76 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $274k | 1.8k | 148.31 |
|
|
| Modine Manufacturing (MOD) | 0.0 | $267k | NEW | 1.0k | 267.02 |
|
| Howmet Aerospace (HWM) | 0.0 | $267k | NEW | 993.00 | 268.86 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $267k | 47k | 5.66 |
|
|
| Boeing Company (BA) | 0.0 | $267k | NEW | 1.2k | 216.47 |
|
| Usa Compression Partners Com Unit Ltdpar (USAC) | 0.0 | $264k | 10k | 26.39 |
|
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $263k | NEW | 5.0k | 52.65 |
|
| Dimensional Etf Trust Us Real Esta Etf (DFAR) | 0.0 | $261k | 10k | 26.16 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $258k | NEW | 689.00 | 373.79 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $256k | 3.1k | 82.34 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $255k | 4.3k | 58.92 |
|
|
| Prosperity Bancshares (PB) | 0.0 | $249k | 3.4k | 73.03 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $248k | 2.7k | 90.46 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $246k | -19% | 3.2k | 76.88 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $246k | 11k | 22.36 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $245k | 15k | 16.32 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $243k | NEW | 3.0k | 80.89 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $242k | NEW | 2.3k | 103.21 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $241k | NEW | 1.0k | 240.97 |
|
| Paysign (PAYS) | 0.0 | $240k | 29k | 8.19 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $238k | 2.2k | 109.77 |
|
|
| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.0 | $235k | NEW | 3.2k | 73.34 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $235k | -20% | 8.0k | 29.33 |
|
| Emcor (EME) | 0.0 | $234k | 282.00 | 829.88 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $230k | NEW | 3.3k | 69.18 |
|
| Vici Pptys (VICI) | 0.0 | $228k | 8.6k | 26.55 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $221k | 2.4k | 93.38 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $221k | NEW | 1.8k | 124.44 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $219k | 15k | 14.61 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $218k | 4.0k | 54.38 |
|
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.0 | $214k | 4.7k | 45.80 |
|
|
| Phillips 66 (PSX) | 0.0 | $214k | 1.3k | 169.05 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $209k | 2.7k | 77.54 |
|
|
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $208k | NEW | 8.0k | 26.00 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $176k | 11k | 16.03 |
|
|
| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $134k | -67% | 12k | 11.15 |
|
Past Filings by Arista Wealth Management
SEC 13F filings are viewable for Arista Wealth Management going back to 2022
- Arista Wealth Management 2026 Q2 filed July 9, 2026
- 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