Arista Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $417 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $77.9B, Vanguard S&P 500 Growth ETF with a value of $61.8B, Dimensional ETF Tr Dimensional with a value of $52.7B, Vanguard Intermediate Term Cor with a value of $39.9B, and Dimensional ETF Tr with a value of $29.1B.

Examining the 13F form we can see an increase of $670M in the current position value, from $416B to 417B.

Arista Wealth Management, LLC is based out at Las Vegas, NV

Below you can find more details about Arista Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $417 Billion
ETFs: $388 Billion
Technology: $13.1 Billion
Consumer Cyclical: $5.2 Billion
Consumer Defensive: $3.93 Billion
Financial Services: $3.04 Billion
Communication Services: $1.23 Billion
Industrials: $859 Million
Energy: $746 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $417 Billion
  • Prior Value $416 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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