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 | +11.15% | +7.09% | 87,948.4 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 148,671 | 19,172.7 | +1.13% | 16.020 | +0.18% | 0.030 | +10.16% | +7.86% | 58,243.4 | ||
IAU | iShares Gold Trust | 160,524 | 9,464.5 | -0.73% | 7.910 | -0.05% | 0.020 | +7.29% | +26.98% | 47,365.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 187,052 | 8,466.0 | 0% | 7.070 | 0% | 0.010 | +12.40% | +14.02% | 83,003.4 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 76,505 | 6,926.7 | +0.63% | 5.790 | +0.04% | 0.020 | +3.28% | +3.10% | 33,794.2 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 81,423 | 6,753.2 | 0% | 5.640 | 0% | 0.090 | +10.85% | +14.03% | 7,811.2 | ||
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 86,404 | 6,367.1 | +1.68% | 5.320 | +0.09% | 0.070 | +12.59% | +21.81% | 9,780.3 | ||
GLD | SPDR Gold Shares ETF | 18,256 | 5,260.3 | -0.06% | 4.400 | 0% | 0.010 | +7.23% | +26.85% | 102,309.8 | ||
VOO | Vanguard S&P 500 ETF | 9,591 | 4,929.0 | +3.07% | 4.120 | +0.12% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
IWO | iShares Russell 2000 Growth ETF | 11,810 | 3,017.8 | 0% | 2.520 | 0% | 0.030 | +19.96% | +1.74% | 11,769.5 |
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 New Buy | +0.27% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | New holding | 1,250 | 1,250 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy New Buy | +0.23% | 44.22 ($59.84) 68.64 | $67.43 | 12.68% | New holding | 4,018 | 4,018 | |
ET | Energy Transfer LP | 2025-03-31 | Add Add | +0.23% | 17.26 ($19.48) 21.08 | $17.97 | -7.75% | Add 49.11% | 44,409 | 14,627 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.22% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Add 68.34% | 6,008 | 2,439 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -0.19% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Sold Out | 0 | -514 | |
USB | U.S. Bancorp | 2025-03-31 | Sold Out Sold Out | -0.19% | 40.92 ($46.14) 50.9 | $47.93 | 3.88% | Sold Out | 0 | -4,582 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.18% | 167.73 ($174.39) 179.21 | $179.63 | 3.00% | Add 57.08% | 3,418 | 1,242 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-03-31 | Add Add | +0.18% | 126.11 ($130.91) 135.06 | $135.81 | 3.74% | Add 1.13% | 148,671 | 1,654 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.17% | 217.89 ($238.81) 252.64 | $243.21 | 1.84% | Add 7.18% | 13,372 | 896 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Add Add | +0.17% | 49.25 ($50.03) 50.66 | $48.95 | -2.16% | Add 58.22% | 10,751 | 3,956 |
Ariston Services Group Total Holding History ($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
Ariston Services Group News
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