Holdings of Arista Wealth Management, LLC
228 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 50.2 % of the equity sleeve
Sector breakdown
- Technology 11.2 %
- Financials 5.3 %
- Funds 3.9 %
- Health care 3.6 %
- Industrials 3.5 %
- Consumer discretionary 2.8 %
- Consumer staples 2.8 %
- Communication 2.6 %
- Energy 1.8 %
- Materials 0.9 %
- Utilities 0.8 %
- Real estate 0.1 %
- Unattributed 60.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- GB 0.1 %
- NL 0.1 %
- DK 0.1 %
- FR 0.1 %
- JP 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 222 | 635.9M $ | 99.65 % |
| 2 | GB | 2 | 737.1K $ | 0.12 % |
| 3 | NL | 1 | 549.4K $ | 0.09 % |
| 4 | DK | 1 | 381.2K $ | 0.06 % |
| 5 | FR | 1 | 362.3K $ | 0.06 % |
| 6 | JP | 1 | 203K $ | 0.03 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | VICI Properties Inc | 8,600 | 235K $ | |
| 202 | Crowdstrike Holdings Inc | 600 | 234.2K $ | |
| 203 | Annaly Capital Management Inc | 11,000 | 232.7K $ | |
| 204 | Vanguard Information Technology ETF | 332 | 232K $ | |
| 205 | Datadog Inc | 1,962 | 231.6K $ | |
| 206 | iShares Core S&P Small-Cap ETF | 1,848 | 229.7K $ | |
| 207 | Prosperity Bancshares Inc | 3,411 | 229.2K $ | |
| 208 | Phillips 66 | 1,252 | 228.1K $ | |
| 209 | Super Micro Computer Inc | 10,000 | 227.7K $ | |
| 210 | Dave Inc | 1,300 | 226.3K $ | |
| 211 | ROBLOX Corp | 4,000 | 226.2K $ | |
| 212 | Guidewire Software Inc | 1,510 | 225.8K $ | |
| 213 | Edwards Lifesciences Corp | 2,790 | 223.4K $ | |
| 214 | ServiceNow Inc | 2,133 | 223K $ | |
| 215 | Dimensional U S Small Cap ETF | 3,109 | 221.1K $ | |
| 216 | Global X US Infrastructure Development ETF | 4,330 | 220K $ | |
| 217 | Diamondback Energy Inc | 1,106 | 218.8K $ | |
| 218 | IonQ Inc | 7,500 | 216.2K $ | |
| 219 | SPDR Series Trust | 4,662 | 211.4K $ | |
| 220 | Kimberly-Clark Corp | 2,169 | 209.2K $ | |
| 221 | Vanguard International Dividend Appreciation ETF | 2,364 | 209.1K $ | |
| 222 | Hims & Hers Health Inc | 10,000 | 207.6K $ | |
| 223 | EMCOR Group Inc | 281 | 207.5K $ | |
| 224 | Takeda Pharmaceutical Co Ltd | 10,961 | 203K $ | |
| 225 | Centene Corp | 6,137 | 200.9K $ | |
| 226 | Lyft Inc | 15,000 | 199.5K $ | |
| 227 | Paysign Inc | 29,285 | 172.8K $ | |
| 228 | Gabelli Equity Trust Inc. | 47,130 | 330 $ | |