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  Name: Arista Wealth Management LLC
  City: Las Vegas
  State: NV
  Zip: 89148
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $130,936,000
  Total Value Change : $-142,123,000
  Securities Held Change : -19
   
All Securities Held : 35
  New Positions : 5
  Closed Positions : 25
  Increased Positions : 7
  Unchanged Positions : 3
  Decreased Positions : 20

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IDEV)1 Year Chart         IDEV Ishares Core Msci Internati... 18 New $68.27 $1,110,000 16,532 0.85% 1,110,000 16,532 0.003    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 24 New $80.42 $653,000 8,014 0.5% 653,000 8,014 0.006    N/A
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf 33 New $0.00 $213,000 3,056 0.16% 213,000 3,056 0.139    N/A
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 34 New $0.00 $203,000 2,270 0.16% 203,000 2,270 0.003    N/A
   (COEP)1 Year Chart         COEP Coeptis Therapeutics Holdin... 35 New $0.36 $14,000 47,332 0.01% 14,000 47,332 0.924    N/A
      5 Records Found
  1    
Page 1 of 1
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