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
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
5.24K
New
$45.37 - $51.79 $238K - $271K
5.24K $251M
MRK
Merck & Co., Inc.

Healthcare
2.87K
New
$96.31 - $114.76 $277K - $330K
2.87K $248M
VZ
Verizon Communications Inc

Communication Services
6.12K
New
$39.6 - $45.21 $242K - $277K
6.12K $245M
DFSB
Dimensional ETF Tr Dimensional
4.65K
New
N/A
4.65K $238M
OVV
Ovintiv Inc.

Energy
5.33K
New
$37.74 - $46.71 $201K - $249K
5.33K $237M
WF
Woori Financial Group Inc.

Financial Services
6.89K
New
$31.21 - $37.04 $215K - $255K
6.89K $233M
TWLO
Twilio Inc

Communication Services
1.6K
New
$63.73 - $114.96 $102K - $184K
1.6K $232M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.44K
New
$34.25 - $37.94 $186K - $206K
5.44K $230M
MO
Altria Group, Inc.

Consumer Defensive
4.22K
+ 62.48%
$49.06 - $57.74 $207K - $244K
11K $591M
PAYX
Paychex Inc

Industrials
1.51K
New
$135.86 - $148.73 $205K - $225K
1.51K $224M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$125.36 - $147.37 $196K - $230K
1.56K $212M
FTNT
Fortinet, Inc.

Technology
638
+ 11.86%
$76.49 - $99.21 $48.8K - $63.3K
6.02K $659M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.02K
New
$64.62 - $71.43 $195K - $216K
3.02K $206M
HESM
Hess Midstream LP

Energy
4.95K
New
$34.2 - $37.9 $169K - $187K
4.95K $206M
MA
Mastercard Inc

Financial Services
263
+ 22.16%
$491.3 - $536.15 $129K - $141K
1.45K $820M
SPG
Simon Property Group Inc

Real Estate
1.12K
New
$167.23 - $183.84 $188K - $206K
1.12K $203M
CCL
Carnival Corp

Consumer Cyclical
7.67K
New
$17.34 - $26.8 $133K - $206K
7.67K $200M
Vert Glb Sust Re
20.5K
+ 51.13%
N/A
60.5K $626M
AVSC
American Centy ETF Tr Avantis
5.18K
+ 15.86%
$52.7 - $59.57 $273K - $308K
37.8K $2.08B
TPR
Tapestry, Inc.

Consumer Cyclical
1.08K
+ 27.35%
$43.54 - $66.18 $47.1K - $71.5K
5.03K $398M
GOOG
Alphabet Inc.

Communication Services
801
+ 12.03%
$163.08 - $198.16 $131K - $159K
7.46K $1.4B
T
At&T Inc.

Communication Services
3.92K
+ 11.99%
$21.22 - $23.88 $83.2K - $93.6K
36.6K $910M
JNJ
Johnson & Johnson

Healthcare
1.23K
+ 60.65%
$143.34 - $165.86 $177K - $205K
3.27K $504M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.99K
+ 27.95%
$46.33 - $48.6 $185K - $194K
18.3K $854M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.14K
+ 3.74%
$25.61 - $28.0 $157K - $172K
170K $4.63B
SPY
Spdr S&P 500 ETF Trust

ETFs
245
+ 11.04%
$567.81 - $607.81 $139K - $149K
2.47K $1.49B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.78K
+ 33.5%
$88.59 - $94.57 $158K - $168K
7.1K $661M
NFLX
Netflix Inc

Communication Services
45
+ 8.89%
$687.65 - $936.56 $30.9K - $42.1K
551 $566M
LLY
Eli Lilly & CO

Healthcare
82
+ 7.31%
$727.2 - $932.06 $59.6K - $76.4K
1.2K $1.05B
CME
Cme Group Inc.

Financial Services
513
+ 40.97%
$221.17 - $246.02 $113K - $126K
1.77K $427M
APP
App Lovin Corp

Technology
43
+ 4.73%
$130.67 - $401.5 $5.62K - $17.3K
953 $366M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
12.5K
+ 11.48%
$9.57 - $10.31 $120K - $129K
121K $1.21B
GOOGL
Alphabet Inc.

Communication Services
412
+ 4.15%
$161.86 - $196.66 $66.7K - $81K
10.4K $1.93B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
561
+ 22.37%
$172.07 - $207.36 $96.5K - $116K
3.07K $638M
Avantis Emerging
5.04K
+ 17.05%
N/A
34.6K $1.86B
DFAI
Dimensional ETF Tr

ETFs
4.16K
+ 56.42%
$29.0 - $31.6 $121K - $131K
11.5K $355M
IBM
International Business Machines Corp

Technology
243
+ 13.64%
$204.9 - $238.04 $49.8K - $57.8K
2.02K $508M
UBER
Uber Technologies, Inc

Technology
1.39K
+ 50.0%
$59.93 - $86.34 $83.2K - $120K
4.17K $328M
MSFT
Microsoft Corp

Technology
544
+ 6.75%
$406.35 - $454.46 $221K - $247K
8.6K $3.55B
GE
General Electric CO

Industrials
316
+ 19.07%
$159.95 - $194.23 $50.5K - $61.4K
1.97K $405M
ADBE
Adobe Inc.

Technology
341
+ 35.01%
$437.39 - $552.96 $149K - $189K
1.32K $593M
KLAC
Kla Corp

Technology
96
+ 22.75%
$614.46 - $829.55 $59K - $79.6K
518 $389M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.1K
+ 34.11%
$20.55 - $23.26 $105K - $119K
20.1K $431M
HWM
Howmet Aerospace Inc.

Industrials
265
+ 8.2%
$99.72 - $120.09 $26.4K - $31.8K
3.5K $448M
ADT
Adt Inc.

Industrials
11.4K
New
$6.71 - $8.14 $76.5K - $92.8K
11.4K $84.2M
BCS
Barclays PLC

Financial Services
3.89K
+ 27.93%
$11.65 - $13.67 $45.3K - $53.1K
17.8K $267M
INFY
Infosys LTD

Technology
3.47K
+ 24.58%
$20.71 - $23.42 $71.9K - $81.3K
17.6K $385M
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.13K
+ 43.32%
$41.74 - $49.17 $88.9K - $105K
7.05K $314M
NVS
Novartis Ag

Healthcare
727
+ 13.55%
$96.78 - $117.18 $70.4K - $85.2K
6.09K $651M
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
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