Arista Wealth Management, LLC

Position in AXP — American Express Co

CIK 1964758 Las Vegas, NV

Position in AXP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,756,266

+$542,416 QoQ

Shares Held

11,105

+4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#912

of 2,990 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arista Wealth Management, LLC holds $8,308,571 across 4 Credit Services names. AXP ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	11,105	$3,756,266
2	V	Visa Inc.	7,790	$2,672,671
3	COF	Capital One Financial Corp	4,848	$972,605
4	FCFS	FirstCash Holdings, Inc.	4,193	$907,029

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,756,266	11,105	+4.5%	Shares	Sole	2026-07-09
2026-03-31	$3,213,850	10,625	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$3,948,106	10,672	-1.5%	Shares	Sole	2026-02-09
2025-09-30	$3,599,617	10,837	+6.4%	Shares	Sole	2025-11-06
2025-06-30	$3,249,130	10,186	+345.4%	Shares	Sole	2025-07-29
2025-03-31	$615,317	2,287	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$675,197	2,275	+1.7%	Shares	Sole	2025-02-13
2024-09-30	$606,945	2,238	+1.2%	Shares	Sole	2024-10-30
2024-06-30	$512,188	2,212	+19.4%	Shares	Sole	2024-08-13
2023-12-31	$347,141	1,853	+0.2%	Shares	Sole	2024-01-31
2023-09-30	$276,001	1,850	+0.6%	Shares	Sole	2023-10-31
2023-06-30	$320,353	1,839	+0.2%	Shares	Sole	2023-07-20
2023-03-31	$302,848	1,836	+0.1%	Shares	Sole	2023-04-27
2022-12-31	$271,121	1,835	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.