Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Arista Wealth Management LLC
  City: Las Vegas
  State: NV
  Zip: 89148
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 25     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XLK)1 Year Chart         XLK SPDR Technology Sector 58 Closed $212.29 $0 0 0% -565,000 -2,934 0    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 45 Closed $57.31 $0 0 0% -643,000 -11,460 0    Closed - End Fund - F...
   (MS)1 Year Chart         MS Morgan Stanley 51 Closed $99.58 $0 0 0% -449,000 -4,815 0    Investment Brokerage ...
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 38 Closed $46.08 $0 0 0% -245,000 -5,219 0    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 57 Closed $69.76 $0 0 0% -978,000 -15,063 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 44 Closed $174.18 $0 0 0% -379,000 -2,715 0    Search Engines & Info...
   (PFE)1 Year Chart         PFE Pfizer Inc 50 Closed $28.92 $0 0 0% -243,000 -8,444 0    Drug Manufacturers - ...
   (RF)1 Year Chart         RF Regions Financial Corp 37 Closed $20.10 $0 0 0% -194,000 -10,000 0    Domestic Regional Banks
   (GSAT)1 Year Chart         GSAT Globalstar, Inc. 56 Closed $1.23 $0 0 0% -287,000 -147,704 0    Wireless Communications
   (XLF)1 Year Chart         XLF SPDR Financial Sector 43 Closed $42.18 $0 0 0% -234,000 -6,215 0    Closed - End Fund - E...
   (ORCL)1 Year Chart         ORCL Oracle Corp 49 Closed $122.16 $0 0 0% -451,000 -4,275 0    Application Software
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 36 Closed $91.37 $0 0 0% -313,000 -3,661 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 55 Closed $413.12 $0 0 0% -237,000 -665 0    Property & Casualty I...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 42 Closed $178.56 $0 0 0% -1,693,000 -10,244 0    Closed - End Fund - E...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 48 Closed $177.79 $0 0 0% -334,000 -1,870 0    Closed - End Fund - E...
   (AXP)1 Year Chart         AXP American Express Co 54 Closed $241.32 $0 0 0% -347,000 -1,853 0    Credit Services
   (GAB)1 Year Chart         GAB Gabelli Equity Trust Inc 41 Closed $5.54 $0 0 0% -239,000 -47,128 0    Closed - End Fund - Debt
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 60 Closed $60.24 $0 0 0% -328,000 -2,082 0    Discount, Variety Stores
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 47 Closed $146.03 $0 0 0% -314,000 -2,303 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 53 Closed $182.96 $0 0 0% -259,000 -992 0    Aerospace/Defense - M...
   (ANTM)1 Year Chart         ANTM Anthem Inc 40 Closed $543.89 $0 0 0% -405,000 -858 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 59 Closed $342.95 $0 0 0% -1,620,000 -5,345 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 46 Closed $125.19 $0 0 0% -317,000 -2,777 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 52 Closed $177.81 $0 0 0% -520,000 -2,093 0    Auto Manufacturers
   (JNPR)1 Year Chart         JNPR Juniper Networks Inc 39 Closed $36.16 $0 0 0% -312,000 -10,570 0    Networking & Communic...

      25 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results