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:

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78468R721

Shares:5.2K

Value:$235.2K

% of Portfolio:0.1% ($235.2K/$412.6M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$232.8K

% of Portfolio:0.1% ($232.8K/$412.6M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:10.0K

Value:$217.3K

% of Portfolio:0.1% ($217.3K/$412.6M)

808524300

SCHG|808524300

Shares:8.6K

Value:$215.9K

% of Portfolio:0.1% ($215.9K/$412.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$201.1K

% of Portfolio:0.0% ($201.1K/$412.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R721)✕	5.2K	QoQ 0.00% (-0) YoY NEW(+5.2K)	All Managers (Combined)	$235.2K	0.1% ($235.2K/$412.6M)	QoQ -1.20% (-$2.9K) YoY NEW(+$235.2K)
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ -3.13% (-45) YoY NEW(+1.4K)	All Managers (Combined)	$232.8K	0.1% ($232.8K/$412.6M)	QoQ +11.86% (-$24.7K) YoY NEW(+$232.8K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$217.3K	0.1% ($217.3K/$412.6M)	QoQ -7.61% (-$17.9K) YoY NEW(+$217.3K)
(SCHGcusip808524300)	8.6K	QoQ +7.66% (-614) YoY NEW(+8.6K)	All Managers (Combined)	$215.9K	0.1% ($215.9K/$412.6M)	QoQ -3.26% (-$7.3K) YoY NEW(+$215.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$201.1K	0.0% ($201.1K/$412.6M)	QoQ NEW(+$201.1K) YoY NEW(+$201.1K)