Ariadne Wealth Management, LP Purchases in Q4 2024

Ariadne Wealth Management, LP

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
201K
+ 421.77%
$50.35 - $50.69 $10.1M - $10.2M
249K $12.6B
ORCC
Owl Rock Capital Corp

Financial Services
151K
New
N/A
151K $2.27B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
39.7K
New
$50.67 - $50.9 $2.01M - $2.02M
39.7K $2.02B
Flexible Income
37.4K
New
N/A
37.4K $1.45B
DFUS
Dimensional ETF Tr U S Equity

ETFs
19K
+ 25.42%
$61.52 - $66.5 $1.17M - $1.26M
93.7K $6.18B
VO
Vanguard Mid Cap ETF

ETFs
4.16K
New
$261.5 - $284.63 $1.09M - $1.18M
4.16K $1.16B
Com
1.16K
New
N/A
1.16K $1.14B
DFAR
Dimensional ETF Tr Dimensional

ETFs
45.4K
+ 170.2%
$22.72 - $25.76 $1.03M - $1.17M
72.1K $1.71B
DFIV
Dimensional ETF Tr

ETFs
25.8K
+ 27.92%
$34.86 - $37.97 $900K - $980K
118K $4.47B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26K
+ 14.52%
$40.38 - $44.35 $1.05M - $1.15M
205K $8.74B
TYG
Tortoise Energy Infrastructure Corp

Financial Services
13.3K
+ 113.34%
$39.86 - $46.0 $532K - $613K
25.1K $1.13B
AVGO
Broadcom Inc.

Technology
667
+ 7.26%
$159.67 - $250.0 $106K - $167K
9.86K $2.32B
Com Shs
4.89K
New
N/A
4.89K $588M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
21.4K
New
$26.16 - $28.82 $559K - $616K
21.4K $573M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.9K
+ 75.03%
$41.17 - $43.34 $571K - $601K
32.4K $1.35B
PLTR
Palantir Technologies Inc.

Technology
179
+ 2.15%
$36.46 - $82.38 $6.53K - $14.7K
8.51K $993M
AVDE
American Centy ETF Tr Avantis

ETFs
7.74K
+ 9.31%
$60.9 - $66.69 $471K - $516K
90.9K $5.88B
CNC
Centene Corp

Healthcare
7.84K
New
$56.71 - $73.94 $445K - $580K
7.84K $462M
COP
Conocophillips

Energy
4.42K
New
$95.12 - $114.72 $420K - $506K
4.42K $439M
Avantis Intl Sml
8.09K
+ 18.87%
N/A
51K $2.75B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.25K
+ 23.63%
$63.58 - $71.15 $461K - $515K
37.9K $2.54B
SNOW
Snowflake Inc.

Technology
1.44K
+ 59.03%
$109.65 - $186.51 $157K - $268K
3.87K $720M
HOOD
Robinhood Markets, Inc.

Technology
6.96K
New
$22.33 - $43.2 $155K - $301K
6.96K $392M
DFIS
Dimensional ETF Tr Dimensional

ETFs
15K
+ 17.74%
$24.25 - $26.7 $365K - $402K
99.8K $2.56B
RBLX
Roblox Corp

Communication Services
5.69K
New
$39.86 - $61.45 $227K - $349K
5.69K $370M
INCY
Incyte Corp

Healthcare
5.36K
New
$65.08 - $83.38 $349K - $447K
5.36K $366M
Com New
4.3K
New
N/A
4.3K $360M
AVRE
American Centy ETF Tr Avantis
8.33K
New
$41.03 - $46.91 $342K - $391K
8.33K $359M
AMZN
Amazon Com Inc

Consumer Cyclical
480
+ 4.54%
$180.88 - $232.93 $86.8K - $112K
11K $2.58B
V
Visa Inc.

Financial Services
377
+ 7.87%
$273.87 - $320.91 $103K - $121K
5.17K $1.81B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.35K
+ 81.44%
$77.86 - $79.27 $339K - $345K
9.7K $759M
Ishares Short Te
6.51K
+ 142.5%
N/A
11.1K $557M
JPM
Jpmorgan Chase & CO

Financial Services
794
+ 24.66%
$205.18 - $250.29 $163K - $199K
4.01K $1.09B
AVES
American Centy ETF Tr Avantis

ETFs
6.72K
New
$46.2 - $53.09 $310K - $357K
6.72K $315M
Com
802
New
N/A
802 $309M
MPC
Marathon Petroleum Corp

Energy
1.99K
New
$131.65 - $174.84 $261K - $347K
1.99K $305M
AVEM
American Centy ETF Tr Avantis

ETFs
6.23K
+ 28.35%
$58.59 - $66.14 $365K - $412K
28.2K $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
569
+ 35.34%
$213.65 - $479.86 $122K - $273K
2.18K $764M
ALK
Alaska Air Group, Inc.

Industrials
3.8K
New
$42.48 - $67.6 $161K - $257K
3.8K $285M
WMT
Walmart Inc.

Consumer Defensive
2.74K
New
$79.1 - $95.7 $217K - $262K
2.74K $282M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.07K
New
$39.3 - $41.34 $278K - $292K
7.07K $281M
AAPL
Apple Inc.

Technology
1.21K
+ 12.94%
$221.69 - $259.02 $268K - $314K
10.6K $2.41B
MCK
Mckesson Corp

Healthcare
456
New
$482.27 - $628.5 $220K - $287K
456 $275M
ZS
Zscaler, Inc.

Technology
1.29K
New
$166.99 - $211.99 $216K - $274K
1.29K $275M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
6.63K
+ 29.65%
$37.33 - $40.39 $247K - $268K
29K $1.15B
Core Bd ETF
3.55K
New
N/A
3.55K $271M
Core Plus Bd ETF
3.54K
New
N/A
3.54K $271M
NTRA
Natera, Inc.

Healthcare
1.54K
New
$117.67 - $174.0 $181K - $268K
1.54K $265M
CRM
Salesforce, Inc.

Technology
790
New
$270.87 - $367.87 $214K - $291K
790 $259M
Activity Summary
Buys All Purchases 164 New Holdings 44 Increased Positions 120 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ariadne Wealth Management, LP Portfolio

Follow Ariadne Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ariadne Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Ariadne Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email