AS
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Ariston Services Group13F | |
Ariston Services Group | |
Last update 2025-05-14 | 69 Stocks (2 new) |
Value $120.00 Mil | Turnover 2 % |
Ariston Services Group Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG | Vanguard Dividend Appreciation FTF | 112,352 | 21,795.3 | 0% | 18.210 | 0% | 0.020 | -1.87% | +2.15% | 89,643.6 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 148,671 | 19,172.7 | +1.13% | 16.020 | +0.18% | 0.030 | -2.22% | +2.52% | 61,305.0 | ||
IAU | iShares Gold Trust | 160,524 | 9,464.5 | -0.73% | 7.910 | -0.05% | 0.020 | +10.54% | +21.59% | 45,092.7 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 187,052 | 8,466.0 | 0% | 7.070 | 0% | 0.010 | +4.14% | +8.49% | 84,396.6 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 76,505 | 6,926.7 | +0.63% | 5.790 | +0.04% | 0.020 | -0.44% | +2.41% | 35,327.3 | ||
VIGI | Vanguard International Dividend Appreciation ETF | 81,423 | 6,753.2 | 0% | 5.640 | 0% | 0.090 | +4.53% | +10.55% | 7,564.6 | ||
VYMI | Vanguard International High Dividend Yield ETF | 86,404 | 6,367.1 | +1.68% | 5.320 | +0.09% | 0.070 | +8.42% | +15.78% | 9,165.2 | ||
GLD | SPDR Gold Shares ETF | 18,256 | 5,260.3 | -0.06% | 4.400 | 0% | 0.010 | +10.50% | +21.52% | 96,247.2 | ||
VOO | Vanguard S&P 500 ETF | 9,591 | 4,929.0 | +3.07% | 4.120 | +0.12% | 0.000 | -2.24% | +1.73% | 622,160.1 | ||
IWO | iShares Russell 2000 Growth ETF | 11,810 | 3,017.8 | 0% | 2.520 | 0% | 0.030 | -6.77% | -4.26% | 11,501.5 |
Ariston Services Group's Historical Top Holdings Breakdowns
Ariston Services Group's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-03-31 | New Buy | +0.27% | 222.15 ($333.26) 428.22 | $349.98 | 5.02% | New holding | 1,250 | 1,250 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy | +0.23% | 44.22 ($59.84) 68.64 | $62.53 | 4.50% | New holding | 4,018 | 4,018 | |
ET | Energy Transfer LP | 2025-03-31 | Add | +0.23% | 17.26 ($19.48) 21.08 | $17.95 | -7.85% | Add 49.11% | 44,409 | 14,627 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add | +0.22% | 106.98 ($126.74) 149.43 | $135.40 | 6.83% | Add 68.34% | 6,008 | 2,439 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out | -0.19% | 375.39 ($407.71) 447.2 | $454.27 | 11.42% | Sold Out | 0 | -514 | |
USB | U.S. Bancorp | 2025-03-31 | Sold Out | -0.19% | 40.92 ($46.14) 50.9 | $44.92 | -2.64% | Sold Out | 0 | -4,582 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add | +0.18% | 167.73 ($174.39) 179.21 | $173.10 | -0.74% | Add 57.08% | 3,418 | 1,242 | |
VYM | Vanguard High Dividend Yield Indx ETF | 2025-03-31 | Add | +0.18% | 126.11 ($130.91) 135.06 | $129.95 | -0.73% | Add 1.13% | 148,671 | 1,654 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add | +0.17% | 217.89 ($238.81) 252.64 | $234.74 | -1.70% | Add 7.18% | 13,372 | 896 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Add | +0.17% | 49.25 ($50.03) 50.66 | $49.05 | -1.96% | Add 58.22% | 10,751 | 3,956 |
Ariston Services Group Total Holding History ($B)
Ariston Services Group's Asset Allocation
Ariston Services Group Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ariston Services Group's Hypothetical Growth since 2025-03-31
Ariston Services Group's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Ariston Services Group's Holdings Heat Map
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Ariston Services Group's Holdings Bubble Chart
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