AA
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Arax Advisory Partners13F | |
| Arax Advisory Partners | |
| Last update 2025-05-15 | 2659 Stocks (706 new) |
| Value $1.56 Bil | Turnover 18 % |
Arax Advisory Partners 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 163,324 | 60,563.9 | -9.47% | 3.880 | -0.44% | 0.040 | +27.50% | +9.38% | 164,447.6 | ||
VTV | Vanguard Value ETF | 273,753 | 47,288.0 | -0.98% | 3.030 | -0.03% | 0.030 | +10.79% | +6.85% | 134,237.9 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 797,261 | 41,752.6 | +3.95% | 2.680 | +0.10% | 0.200 | +2.30% | +4.16% | 21,658.7 | ||
SCHP | Schwab U.S. Tips ETF | 1,547,088 | 41,601.2 | +11.29% | 2.670 | +0.27% | 0.320 | +2.31% | +5.05% | 13,150.4 | ||
QQQ | INVESCO QQQ Trust | 82,374 | 38,626.8 | +9.28% | 2.480 | +0.21% | 0.010 | +26.47% | +10.12% | 357,999.7 | ||
VO | Vanguard Mid-Cap ETF | 144,169 | 37,285.1 | -12.89% | 2.390 | -0.35% | 0.050 | +16.39% | +9.15% | 80,183.8 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 621,844 | 36,402.8 | -12.29% | 2.330 | -0.32% | 0.270 | +16.24% | +8.64% | 15,525.7 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 366,560 | 36,260.1 | +7.80% | 2.330 | +0.17% | 0.030 | +2.13% | +3.72% | 128,438.9 | ||
FPE |
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
| 1,926,036 | 33,879.0 | -0.13% | 2.170 | 0% | 0.590 | +4.77% | +3.57% | 5,973.6 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 263,987 | 28,692.7 | +7.76% | 1.840 | +0.13% | 0.100 | +4.11% | +4.33% | 27,253.9 |
Arax Advisory Partners's Historical Top Holdings Breakdowns
Arax Advisory Partners'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVIG | Avantis Core Fixed Income ETF | 2025-03-31 | New Buy New Buy | +1.71% | 40.06 ($40.91) 41.55 | $41.39 | 1.17% | New holding | 645,396 | 645,396 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -1.59% | 24.91 ($27.39) 29.02 | $29.69 | 8.40% | Reduce -90.75% | 92,256 | -904,803 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Reduce Reduce | -1.58% | 40.79 ($41.67) 42.32 | $42.04 | 0.89% | Reduce -84.71% | 109,341 | -605,547 | |
IWO | iShares Russell 2000 Growth ETF | 2025-03-31 | Reduce Reduce | -1.42% | 254.58 ($282.23) 302.92 | $291.02 | 3.11% | Reduce -96.27% | 3,014 | -77,873 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.40% | 91.45 ($91.59) 91.75 | $91.67 | 0.09% | Add 2444.11% | 247,415 | 237,690 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-03-31 | Reduce Reduce | -1.31% | 117.4 ($125.21) 131.02 | $128.17 | 2.36% | Reduce -96.08% | 6,798 | -166,724 | |
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Reduce Reduce | -1.28% | 149.27 ($161.54) 169.4 | $165.74 | 2.60% | Reduce -95.81% | 5,451 | -124,552 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-03-31 | Add Add | +1.25% | 50.44 ($50.57) 50.7 | $50.65 | 0.15% | Add 10185.48% | 387,351 | 383,585 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +1.24% | 50.39 ($50.51) 50.66 | $50.62 | 0.22% | Add 8846.44% | 385,860 | 381,547 | |
GSY | Invesco Ultra Short Duration ETF | 2025-03-31 | Add Add | +1.24% | 50.03 ($50.15) 50.27 | $50.10 | -0.10% | Add 236734.36% | 386,040 | 385,877 |
Arax Advisory Partners Total Holding History ($B)
Arax Advisory Partners's Asset Allocation
Arax Advisory Partners Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Arax Advisory Partners's Hypothetical Growth since 2025-03-31
Arax Advisory Partners's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arax Advisory Partners's Holdings Heat Map
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Arax Advisory Partners's Holdings Bubble Chart
Arax Advisory Partners News
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