Arista Wealth Management, LLC
Top Portfolio Positions
190 positions ·
$279,166,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
73,378 | $18,622,602 | 6.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
26,597 | $17,297,092 | 6.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,425 | $11,891,418 | 4.26% | |
| NVDA |
Nvidia Corp
Technology
|
61,707 | $10,761,700 | 3.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
44,813 | $9,333,203 | 3.34% | |
| AVGO |
Broadcom Inc.
Technology
|
28,891 | $8,942,053 | 3.20% | |
| MSFT |
Microsoft Corp
Technology
|
23,880 | $8,839,659 | 3.17% | |
| GBFH |
GBank Financial Holdings Inc.
Financial Services
|
295,296 | $7,902,120 | 2.83% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,451 | $7,424,399 | 2.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,482 | $7,327,603 | 2.62% |
Portfolio Trend
14 quarters · across all stocks
Holdings in GAB
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,916 | 47,128 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $287,900 | 47,128 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $284,167 | 47,128 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $271,570 | 47,128 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $257,102 | 47,128 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $251,036 | 47,128 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,168 | 47,128 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $242,638 | 47,128 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $237,039 | 47,128 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $232,652 | 45,805 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $255,413 | 44,477 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $245,957 | 43,278 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $228,400 | 42,096 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||