Arista-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  "GD",
  null,
  "META",
  "SPFI",
  null,
  "MSFT",
  "MS",
  "GAB",
  "ORCL",
  "VGIT",
  "IWF",
  "VGSH",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  null,
  null,
  "SPLG",
  "VWO",
  null,
  "VCIT",
  null,
  "XLB",
  null,
  null,
  null,
  "LNW",
  "AMZN",
  null,
  null,
  "VXUS",
  "VOOG",
  "VBR",
  "VB",
  "VOO",
  "WMT",
  "WFC",
  null,
  "SCHG",
  null,
  "JNPR",
  "IXUS",
  "ADP",
  "BRK-B",
  "CVX",
  "COST",
  null,
  null,
  "DFAC",
  "GOOG",
  "XOM",
  "TSLA",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 65
Total Value: 412597147
Accession Number: 0001667731-25-000635
Form Type: 13F-HR
CIK: arista-wealth-management
Manager Name: Arista-Wealth-Management

Data Enrichment

71% identified

46 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $412.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V872

Shares:49.7K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$412.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.5K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$412.6M)

464288620

Shares:36.8K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$412.6M)

25434V401

Shares:23.8K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$412.6M)

46432F834

IXUS|46432F834

Shares:18.4K

Value:$1.3M

% of Portfolio:0.3% ($1.3M/$412.6M)

46435G326

Shares:16.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$412.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$412.6M)

464287614

IWF|464287614

Shares:2.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$412.6M)

Walmart Inc.

WMT|931142103

Shares:9.2K

Value:$804.2K

% of Portfolio:0.2% ($804.2K/$412.6M)

922908751

VB|922908751

Shares:3.3K

Value:$735.3K

% of Portfolio:0.2% ($735.3K/$412.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.2K

Value:$656.4K

% of Portfolio:0.2% ($656.4K/$412.6M)

808524508

Shares:24.0K

Value:$629.9K

% of Portfolio:0.2% ($629.9K/$412.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.3K

Value:$615.2K

% of Portfolio:0.1% ($615.2K/$412.6M)

81369Y803

XLK|81369Y803

Shares:2.9K

Value:$605.8K

% of Portfolio:0.1% ($605.8K/$412.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.0K

Value:$597.8K

% of Portfolio:0.1% ($597.8K/$412.6M)

ORACLE CORP

ORCL|68389X105

Shares:4.3K

Value:$597.7K

% of Portfolio:0.1% ($597.7K/$412.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.9K

Value:$581.1K

% of Portfolio:0.1% ($581.1K/$412.6M)

Tesla, Inc.

TSLA|88160R101

Shares:2.2K

Value:$562.6K

% of Portfolio:0.1% ($562.6K/$412.6M)

MORGAN STANLEY

MS|617446448

Shares:4.6K

Value:$536.7K

% of Portfolio:0.1% ($536.7K/$412.6M)

025072877

Shares:6.1K

Value:$528.1K

% of Portfolio:0.1% ($528.1K/$412.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V872)✕	49.7K	QoQ 0.00% (+0) YoY NEW(+49.7K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$412.6M)	QoQ +1.91% (+$39.3K) YoY NEW(+$2.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.5K	QoQ -3.82% (-141) YoY +79.90% (+1.6K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$412.6M)	QoQ -8.20% (-$177.3K) YoY +92.40% (+$952.6K)
(cusip464288620)✕	36.8K	QoQ 0.00% (+0) YoY NEW(+36.8K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$412.6M)	QoQ +1.59% (+$29.5K) YoY NEW(+$1.9M)
(cusip25434V401)✕	23.8K	QoQ 0.00% (-0) YoY +90.58% (+11.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$412.6M)	QoQ -5.12% (-$78.0K) YoY +102.29% (+$729.1K)
(IXUScusip46432F834)	18.4K	QoQ 0.00% (+0) YoY NEW(+18.4K)	All Managers (Combined)	$1.3M	0.3% ($1.3M/$412.6M)	QoQ +5.54% (+$67.6K) YoY NEW(+$1.3M)
(cusip46435G326)✕	16.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$412.6M)	QoQ +6.85% (+$73.1K) YoY +2.62% (+$29.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ +27.89% (+424) YoY NEW(+1.9K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$412.6M)	QoQ +50.25% (+$346.3K) YoY NEW(+$1.0M)
(IWFcusip464287614)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$412.6M)	QoQ -10.08% (-$113.7K) YoY NEW(+$1.0M)
Walmart Inc.(WMTcusip931142103)	9.2K	QoQ +24.00% (+1.8K) YoY NEW(+9.2K)	All Managers (Combined)	$804.2K	0.2% ($804.2K/$412.6M)	QoQ +20.48% (+$136.7K) YoY NEW(+$804.2K)
(VBcusip922908751)	3.3K	QoQ +0.57% (-19) YoY +2.50% (-81)	All Managers (Combined)	$735.3K	0.2% ($735.3K/$412.6M)	QoQ -7.18% (-$56.9K) YoY -0.56% (-$4.2K)
Alphabet Inc.(GOOGLcusip02079K305)	4.2K	QoQ +14.79% (-547) YoY NEW(+4.2K)	All Managers (Combined)	$656.4K	0.2% ($656.4K/$412.6M)	QoQ -6.22% (-$43.6K) YoY NEW(+$656.4K)
(cusip808524508)✕	24.0K	QoQ 0.00% (-0) YoY +200.00% (-16.0K)	All Managers (Combined)	$629.9K	0.2% ($629.9K/$412.6M)	QoQ -5.44% (-$36.3K) YoY -3.47% (-$22.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.3K	QoQ +0.52% (-12) YoY NEW(+2.3K)	All Managers (Combined)	$615.2K	0.1% ($615.2K/$412.6M)	QoQ -8.86% (-$59.9K) YoY NEW(+$615.2K)
(XLKcusip81369Y803)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$605.8K	0.1% ($605.8K/$412.6M)	QoQ -11.19% (-$76.4K) YoY NEW(+$605.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.0K	QoQ +0.47% (+24) YoY NEW(+5.0K)	All Managers (Combined)	$597.8K	0.1% ($597.8K/$412.6M)	QoQ +11.10% (+$59.7K) YoY NEW(+$597.8K)
ORACLE CORP(ORCLcusip68389X105)	4.3K	QoQ -0.23% (-10) YoY NEW(+4.3K)	All Managers (Combined)	$597.7K	0.1% ($597.7K/$412.6M)	QoQ -16.29% (-$116.4K) YoY NEW(+$597.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.9K	QoQ -0.36% (-7) YoY +1.17% (+22)	All Managers (Combined)	$581.1K	0.1% ($581.1K/$412.6M)	QoQ +3.98% (-$22.3K) YoY +23.74% (+$111.5K)
Tesla, Inc.(TSLAcusip88160R101)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$562.6K	0.1% ($562.6K/$412.6M)	QoQ -35.82% (-$314.1K) YoY NEW(+$562.6K)
MORGAN STANLEY(MScusip617446448)	4.6K	QoQ -4.46% (-215) YoY NEW(+4.6K)	All Managers (Combined)	$536.7K	0.1% ($536.7K/$412.6M)	QoQ -11.34% (-$68.7K) YoY NEW(+$536.7K)
(cusip025072877)✕	6.1K	QoQ -1.79% (-111) YoY NEW(+6.1K)	All Managers (Combined)	$528.1K	0.1% ($528.1K/$412.6M)	QoQ -11.30% (-$67.3K) YoY NEW(+$528.1K)