Arta Finance Wealth Management LLC Portfolio Holdings by Sector
Arta Finance Wealth Management LLC
- $196 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL TFLO USFR XLP XLV SSO VEA BNDX 28 stocks |
$106 Million
53.92% of portfolio
|
28
|
- |
28
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL TWLO BIDU 5 stocks |
$18.7 Million
9.56% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$13.4 Million
6.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL ADBE SNPS 5 stocks |
$13.3 Million
6.8% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.18 Million
4.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE BABA PDD 4 stocks |
$8.6 Million
4.39% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MRVL AMD AVGO TSM UMC QCOM 7 stocks |
$8.11 Million
4.15% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM 2 stocks |
$3.8 Million
1.94% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM CDNS 2 stocks |
$1.66 Million
0.85% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX KKR APO OWL PSEC GBDC FSK 7 stocks |
$1.33 Million
0.68% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
IBN HDB 2 stocks |
$1.28 Million
0.65% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
INFY WIT 2 stocks |
$1.26 Million
0.64% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$1.19 Million
0.61% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1.14 Million
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$1.13 Million
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$881,378
0.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
KT VZ T 3 stocks |
$859,010
0.44% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA ORCC 3 stocks |
$650,491
0.33% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
RDY 1 stocks |
$625,917
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
MMYT 1 stocks |
$606,456
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$483,726
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$424,739
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$328,685
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$290,791
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$277,591
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$271,374
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$232,542
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$216,629
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|