Arista Wealth Management, LLC
Top Portfolio Positions
189 positions ·
$277,978,664 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
73,378 | $18,622,602 | 6.70% |
| SPY |
Spdr S&P 500 Etf Trust
|
26,597 | $17,297,092 | 6.22% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,425 | $11,891,418 | 4.28% |
| NVDA |
Nvidia Corp
Technology
|
61,707 | $10,761,700 | 3.87% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
44,813 | $9,333,203 | 3.36% |
| AVGO |
Broadcom Inc.
Technology
|
28,891 | $8,942,053 | 3.22% |
| MSFT |
Microsoft Corp
Technology
|
23,880 | $8,839,659 | 3.18% |
| GBFH |
GBank Financial Holdings Inc.
Financial Services
|
295,296 | $7,902,120 | 2.84% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,451 | $7,424,399 | 2.67% |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,482 | $7,327,603 | 2.64% |
Portfolio Trend
Holdings in USAC
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,200 | 10,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $230,000 | 10,000 | Shares | Sole | 2026-02-09 | |
| No quarters match your search. | ||||||