Titelia

Holdings of Arista Wealth Management, LLC

228 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.2 % of the equity sleeve

Sector breakdown

  • Technology 11.2 %
  • Financials 5.3 %
  • Funds 3.9 %
  • Health care 3.6 %
  • Industrials 3.5 %
  • Consumer discretionary 2.8 %
  • Consumer staples 2.8 %
  • Communication 2.6 %
  • Energy 1.8 %
  • Materials 0.9 %
  • Utilities 0.8 %
  • Real estate 0.1 %
  • Unattributed 60.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.1 %
  • NL 0.1 %
  • DK 0.1 %
  • FR 0.1 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US222635.9M $99.65 %
2GB2737.1K $0.12 %
3NL1549.4K $0.09 %
4DK1381.2K $0.06 %
5FR1362.3K $0.06 %
6JP1203K $0.03 %

Positions

RankCompanySharesValueWeight
101Salesforce Inc 4,943922.7K $
102Lululemon Athletica Inc 6,009920K $
103Capital One Financial Corp 4,847884.2K $
104Valero Energy Corp 3,562880.1K $
105Take-Two Interactive Software Inc 4,392867.4K $
106Vanguard Small-Cap ETF 3,298863.8K $
107iShares Core S&P Total U.S. Stock Market ETF 5,744818.1K $
108Vanguard Russell 1000 Growth ETF 7,455817.7K $
109Carpenter Technology Corp 2,043805.2K $
110Merck & Co Inc 6,606794.6K $
111FirstCash Holdings Inc 4,137777.8K $
112SELECT SECTOR SPDR TRUST (THE) 5,814772.7K $
113API Group Corp 18,855764K $
114Vanguard Large-Cap ETF 2,546760.9K $
115Avantis US Equity ETF 6,753750.8K $
116Digital Realty Trust Inc 3,972715.8K $
117Kinder Morgan, Inc. 21,009704.4K $
118iShares Core MSCI Emerging Markets ETF 10,097704.3K $
119American Electric Power Co Inc 5,255688.8K $
120Paychex Inc 7,464687.6K $
121Delta Air Lines Inc 10,308685.3K $
122General Dynamics Corp 1,963673.7K $
123American Century ETF Trust 5,808641.6K $
124Yum! Brands Inc 4,110639K $
125Danaher Corp 3,331631.6K $
126VSE Corp 3,409628.6K $
127AppLovin Corp 1,567623.7K $
128Palantir Technologies Inc 4,217616.9K $
129UnitedHealth Group Inc 2,261611.9K $
130Amkor Technology Inc 13,485607.2K $
131Dimensional U S Targeted Value ETF 9,636601.8K $
132United Parcel Service Inc 6,087598.8K $
133Bank of America Corp 12,187594.1K $
134Vanguard International Equity Index Funds 10,795583.5K $
135Charles Schwab Corp/The 6,103573.6K $
136American International Group Inc 7,532566.8K $
137TD SYNNEX Corp 3,288554.7K $
138Curtiss-Wright Corp 813553.8K $
139Palo Alto Networks Inc 3,450553.1K $
140ING Groep NV 21,091549.4K $
141Western Digital Corp 2,006542.6K $
142Newmont Corp 5,000541.3K $
143Arista Networks Inc 4,386538.5K $
144Colgate-Palmolive Co 6,280535.2K $
145PepsiCo Inc 3,344519.3K $
146South Plains Financial Inc 12,172510K $
147Regions Financial Corp 19,251502.8K $
148Caterpillar Inc 705499.5K $
149British American Tobacco PLC 8,400491.1K $
150Walt Disney Co/The 5,096491.1K $
151Tesla Inc 1,315488.9K $
152Alcoa Corp 7,293483.7K $
153Fair Isaac Corp 447477.2K $
154Bristol-Myers Squibb Co 7,581459.8K $
155FS Specialty Lending Fund 36,483456.4K $
156Tenet Healthcare Corp 2,418456.3K $
157Altria Group, Inc. 6,888454.5K $
158Microchip Technology Inc 7,000452.3K $
159Select Sector Spdr Trust 2,777449.1K $
160Arrow Electronics Inc 3,011431.8K $
161Las Vegas Sands Corp 8,008431.5K $
162Exelixis Inc 10,000428.9K $
163Plains GP Holdings LP 17,562426.4K $
164MPLX LP 7,306417K $
165Uber Technologies Inc 5,742413K $
166Constellation Energy Corp. 1,473411.3K $
167Select Sector Spdr Trust 3,740407.6K $
168MetLife Inc 5,625397.8K $
169Cloudflare Inc 1,923396.8K $
170Regeneron Pharmaceuticals, Inc. 500386.3K $
171Dover Corp 1,834382.3K $
172Novo Nordisk A/S 10,372381.2K $
173iShares Trust 1,780380.3K $
174Verizon Communications Inc 7,437373.3K $
175Symbotic Inc 7,000372.4K $
176Ollie's Bargain Outlet Holdings Inc 3,975365.9K $
177Sanofi SA 7,520362.3K $
178Energy Transfer LP 18,437355.8K $
179Enterprise Products Partners LP 9,300351.9K $
180Abbott Laboratories 3,311339.9K $
181State Street Health Care Select Sector SPDR ETF 2,303337.6K $
182Rio Tinto PLC 3,577333.7K $
183Boston Scientific Corp 5,267330.5K $
184Plains All American Pipeline L 14,600326K $
185Edison International 4,261311.8K $
186Select Sector Spdr Trust 6,215306.8K $
187Parker-Hannifin Corp 336300.8K $
188Schwab US Broad Market ETF 11,856297.6K $
189ONEOK Inc 3,175287K $
190Coeur Mining Inc 15,097283.4K $
191Intel Corp 6,328279.3K $
192Toast Inc 10,369274.9K $
193USA Compression Partners LP 10,000271.2K $
194Equifax Inc 1,500270.1K $
195EQT Corp 4,192266.8K $
196Gabelli Funds 47,128263.9K $
197Western Midstream Partners LP 6,300259.4K $
198Shell PLC 2,645246K $
199Okta Inc 3,096243.7K $
200Dimensional ETF Trust 9,990236.3K $