AA

Arax Advisory Partners

13F
Arax Advisory Partners
Last update 2025-05-15 2659 Stocks (706 new)
Value $1.56 Bil Turnover 18 %
Countries:
Top Holdings: VUG(3.88%)VTV(3.03%)IGSB(2.68%)SCHP(2.67%)QQQ(2.48%)
Summary Stock Picks Current Portfolio
Arax Advisory Partners Top Holdings of 2025-03-31 View Full List
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
+1.96%
+0.79%
147,910.7
 
VTV 		Vanguard Value ETF
273,753
47,288.0
-0.98%
3.030
-0.03%
0.030
-3.22%
+1.83%
136,284.5
 
IGSB 		iShares 1-3 Year Credit Bond ETF
797,261
41,752.6
+3.95%
2.680
+0.10%
0.200
+1.30%
+2.94%
21,214.6
 
SCHP 		Schwab U.S. Tips ETF
1,547,088
41,601.2
+11.29%
2.670
+0.27%
0.320
+0.13%
+3.54%
12,793.7
 
QQQ 		INVESCO QQQ Trust
82,374
38,626.8
+9.28%
2.480
+0.21%
0.010
+2.31%
+1.69%
330,309.7
 
VO 		Vanguard Mid-Cap ETF
144,169
37,285.1
-12.89%
2.390
-0.35%
0.050
+0.32%
+2.74%
74,555.2
 
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF
621,844
36,402.8
-12.29%
2.330
-0.32%
0.270
-1.66%
+2.21%
14,186.8
 
AGG 		iShares Core U.S. Aggregate Bond ETF
366,560
36,260.1
+7.80%
2.330
+0.17%
0.030
-0.20%
+2.55%
124,077.6
 
FPE 		First Trust Preferred Securities and Income ETF
1,926,036
33,879.0
-0.13%
2.170
0%
0.590
-0.24%
+1.52%
5,713.7
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
263,987
28,692.7
+7.76%
1.840
+0.13%
0.100
-0.53%
+2.42%
30,530.3
 

Arax Advisory Partners's Historical Top Holdings Breakdowns

Arax Advisory Partners's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVIG 		Avantis Core Fixed Income ETF2025-03-31New Buy
+1.71%
●
40.06 ($40.91) 41.55
$41.10
0.46%
New holding
645,396
645,396
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Reduce
-1.59%
●
24.91 ($27.39) 29.02
$27.56
0.62%
Reduce -90.75%
92,256
-904,803
DFCF 		Dimensional Core Fixed Income ETF2025-03-31Reduce
-1.58%
●
40.79 ($41.67) 42.32
$41.70
0.07%
Reduce -84.71%
109,341
-605,547
IWO 		iShares Russell 2000 Growth ETF2025-03-31Reduce
-1.42%
●
254.58 ($282.23) 302.92
$269.62
-4.47%
Reduce -96.27%
3,014
-77,873
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+1.40%
●
91.45 ($91.59) 91.75
$91.74
0.16%
Add 2444.11%
247,415
237,690
IJJ 		iShares S&P Mid-Cap 400 Value ETF2025-03-31Reduce
-1.31%
●
117.4 ($125.21) 131.02
$119.49
-4.57%
Reduce -96.08%
6,798
-166,724
IWN 		iShares Russell 2000 Value ETF2025-03-31Reduce
-1.28%
●
149.27 ($161.54) 169.4
$150.83
-6.63%
Reduce -95.81%
5,451
-124,552
ICSH 		iShares Ultra Short Duration Bond Active ETF2025-03-31Add
+1.25%
●
50.44 ($50.57) 50.7
$50.67
0.20%
Add 10185.48%
387,351
383,585
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Add
+1.24%
●
50.39 ($50.51) 50.66
$50.62
0.22%
Add 8846.44%
385,860
381,547
GSY 		Invesco Ultra Short Duration ETF2025-03-31Add
+1.24%
●
50.03 ($50.15) 50.27
$50.09
-0.12%
Add 236734.36%
386,040
385,877

Arax Advisory Partners Total Holding History ($B)

To

Arax Advisory Partners's Asset Allocation

To

Arax Advisory Partners Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Arax Advisory Partners's Holdings Bubble Chart

Arax Advisory Partners News

  • 1

Discussions on Arax Advisory Partners

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.