Arista Wealth Management, LLC Incresed Positions in Q3 2025

Arista Wealth Management, LLC

  • $804 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
89.4K
+ 4.46%
$42.42 - $45.96 $3.79M - $4.11M
2.09M $95.8B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
9.06K
+ 5.11%
$393.18 - $439.39 $3.56M - $3.98M
186K $81.2B
DFSV
Dimensional ETF Tr Dimensional

ETFs
120K
+ 6.5%
$29.2 - $32.74 $3.52M - $3.94M
1.97M $62.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
39.2K
+ 7.64%
$81.75 - $84.54 $3.2M - $3.31M
552K $46.4B
DFAI
Dimensional ETF Tr

ETFs
25.3K
+ 2.41%
$34.05 - $36.55 $861K - $924K
1.07M $39B
VGIT
Vanguard Intermediate Term Tre

ETFs
37.5K
+ 9.87%
$58.97 - $60.36 $2.21M - $2.26M
417K $25B
VGSH
Vanguard

ETFs
37.6K
+ 7.39%
$58.43 - $58.88 $2.2M - $2.22M
547K $32.2B
DFAE
Dimensional ETF Tr

ETFs
21.2K
+ 3.53%
$28.84 - $31.84 $613K - $676K
622K $19.6B
NVDA
Nvidia Corp

Technology
1.14K
+ 1.77%
$153.3 - $186.58 $174K - $212K
65.4K $12.2B
AVGO
Broadcom Inc.

Technology
951
+ 3.49%
$264.74 - $369.57 $252K - $351K
28.2K $9.29B
DFAX
Dimensional ETF Tr
29.4K
+ 70.51%
$29.25 - $31.56 $860K - $928K
71.1K $2.23B
Lam Research Corp
1.04K
+ 5.91%
N/A
18.7K $2.5B
DELL
Dell Technologies Inc.

Technology
4.21K
+ 43.33%
$120.96 - $141.77 $509K - $597K
13.9K $1.97B
GS
Goldman Sachs Group Inc

Financial Services
400
+ 10.1%
$696.56 - $806.32 $279K - $323K
4.36K $3.47B
ORCL
Oracle Corp

Technology
1.23K
+ 26.42%
$218.96 - $328.33 $269K - $404K
5.88K $1.65B
Coherent Corp
3K
+ 29.2%
N/A
13.3K $1.43B
DAL
Delta Air Lines, Inc.

Industrials
7.7K
+ 102.38%
$49.0 - $61.97 $377K - $477K
15.2K $864M
MSFT
Microsoft Corp

Technology
2
+ 0.01%
$491.09 - $535.64 $982 - $1.07K
23.5K $12.1B
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.21%
$144.19 - $167.33 $6.49K - $7.53K
21.1K $3.54B
META
Meta Platforms, Inc.

Communication Services
638
+ 12.86%
$695.21 - $791.73 $444K - $505K
5.6K $4.11B
GOOG
Alphabet Inc.

Communication Services
510
+ 11.12%
$175.16 - $255.24 $89.3K - $130K
5.1K $1.24B
MS
Morgan Stanley

Financial Services
2K
+ 40.0%
$139.09 - $161.16 $278K - $322K
7K $1.11B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.2K
+ 40.75%
$185.65 - $214.38 $409K - $472K
7.6K $1.52B
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.01K
+ 76.79%
$47.03 - $47.97 $376K - $384K
18.4K $882M
TSLA
Tesla, Inc.

Consumer Cyclical
57
+ 2.15%
$293.94 - $444.72 $16.8K - $25.3K
2.7K $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 3.65%
$211.65 - $238.24 $341K - $383K
45.6K $10B
AXP
American Express CO

Financial Services
651
+ 6.39%
$294.27 - $342.31 $192K - $223K
10.8K $3.6B
NFLX
Netflix Inc

Communication Services
310
+ 187.88%
$1147.87 - $1297.18 $356K - $402K
475 $569M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.36K
+ 17.9%
$30.67 - $32.13 $287K - $301K
61.7K $1.95B
CDNS
Cadence Design Systems Inc

Technology
22
+ 0.28%
$309.46 - $373.37 $6.81K - $8.21K
7.77K $2.73B
LRN
Stride, Inc.

Consumer Defensive
2K
+ 19.58%
$128.23 - $169.81 $256K - $340K
12.2K $1.82B
WFC
Wells Fargo & Company

Financial Services
3.15K
+ 22.32%
$77.05 - $85.16 $243K - $269K
17.3K $1.45B
PANW
Palo Alto Networks Inc

Technology
1.54K
+ 52.78%
$167.06 - $208.19 $257K - $320K
4.45K $905M
THC
Tenet Healthcare Corp

Healthcare
1.2K
+ 49.5%
$148.38 - $203.04 $178K - $244K
3.62K $736M
DDOG
Datadog, Inc.

Technology
1.8K
+ 30.19%
$124.52 - $155.15 $224K - $279K
7.76K $1.11B
V
Visa Inc.

Financial Services
1.1K
+ 16.57%
$332.09 - $358.86 $365K - $395K
7.74K $2.64B
CCL
Carnival Corp

Consumer Cyclical
9.59K
+ 127.92%
$28.37 - $32.49 $272K - $312K
17.1K $494M
LLY
Eli Lilly & CO

Healthcare
471
+ 8.45%
$625.65 - $812.69 $295K - $383K
6.05K $4.61B
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 0.45%
$404.94 - $499.99 $5.26K - $6.5K
2.89K $1.4B
CSCO
Cisco Systems, Inc.

Technology
3.46K
+ 13.18%
$66.2 - $71.79 $229K - $249K
29.7K $2.04B
CVX
Chevron Corp

Energy
551
+ 5.89%
$145.57 - $161.83 $80.2K - $89.2K
9.9K $1.54B
OKE
Oneok Inc

Energy
3K
+ 94.49%
$71.36 - $83.47 $214K - $250K
6.18K $451M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 10.06%
$459.11 - $506.91 $107K - $118K
2.54K $1.28B
BMY
Bristol Myers Squibb CO

Healthcare
3.65K
+ 36.48%
$43.31 - $48.98 $158K - $179K
13.7K $616M
ON
On Semiconductor Corp

Technology
3K
+ 75.0%
$46.98 - $62.45 $141K - $187K
7K $345M
COF
Capital One Financial Corp

Financial Services
572
+ 9.95%
$207.29 - $229.74 $119K - $131K
6.32K $1.34B
EQT
Eqt Corp

Energy
2.48K
+ 59.06%
$49.19 - $59.19 $122K - $147K
6.67K $363M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
998
+ 4.15%
$28.15 - $30.13 $28.1K - $30.1K
25K $742M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
188
+ 0.49%
$97.75 - $100.75 $18.4K - $18.9K
38.9K $3.9B
Activity Summary
Buys All Purchases 108 New Holdings 49 Increased Positions 59 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 1 Puts 0
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