Arista Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$416M
Signature - Title
Paul L. Moffat - Chief Compliance Officer
Location
Las Vegas, NV
Summary
This page shows a list of all the recent 13F filings made by Arista Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Arista Wealth Management, LLC reported 71 stock holdings with total value $416M as of Q3 2024. Top holdings included DFAU, VOOG, DFSV, VCIT, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $416M +$17.9M -$1.46M +$16.4M DFAU, VOOG, DFSV, VCIT, DFAI 13F-HR 10/30/2024, 01:55 PM
Q2 2024 65 $380M +$248M -$1.14M +$247M DFAU, VOOG, DFSV, VCIT, VGSH 13F-HR 8/13/2024, 04:28 PM
Q1 2024 35 $131M +$9.1M -$163M -$154M DFAU, DFSV, VCIT, VOOG, DFAI 13F-HR 4/22/2024, 04:48 PM
Q4 2023 54 $273M +$19.9M -$25.6M -$5.72M DFAU, VCIT, DFSV, DFAI, VGSH 13F-HR 1/31/2024, 11:46 AM
Q3 2023 51 $255M +$28M -$4.71M +$23.3M DFAU, DFAI, VCIT, VGSH, DFSV 13F-HR 10/31/2023, 01:49 PM
Q2 2023 62 $241M +$100M -$47.5M +$52.8M DFAU, DFAI, VCIT, VGSH, DFSV 13F-HR 7/20/2023, 01:03 PM
Q1 2023 62 $183M +$39.7M -$21.6M +$18.1M VCIT, VXUS, VBR, VGSH, DFAU 13F-HR 4/27/2023, 12:13 PM
Q4 2022 64 $158M $0 $0 VCIT, VXUS, VBR, VGSH, BNDX 13F-HR 2/13/2023, 03:13 PM