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CIK: 0001743859
Total reported value
$177.8M
$177.8M
69 檔
35.9%
As reported in its official Q4 2024 Form 13F filing, Ariston Services Group's tracked investment portfolio stood at $177.8M with 69 total positions.
During Q4 2024, Ariston Services Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 19.07% | +0.08% | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.25% | +0.02% | +2.04% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.14% | +0.08% | — | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 6.94% | +0.29% | +0.26% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 5.87% | -0.22% | -0.19% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.64% | +0.14% | — | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.00% | +0.24% | +2.51% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.34% | +0.04% | +3.06% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.83% | +0.10% | — | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.95% | -0.20% | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.60% | -0.13% | +9.42% | |
| 12 | VPU | Vanguard Utilities ETF | ETF-Other | 2.34% | -0.22% | -1.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | -0.14% | -0.08% | |
| 14 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.70% | +0.06% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | -0.01% | — | |
| 16 | CMF | Ishares California Muni Bond | ETF-Other | 0.64% | — | — | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | — | -3.08% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | -9.66% | |
| 19 | SRE | Sempra | Stock-Utilities | 0.55% | -0.02% | -0.14% | |
| 20 | ET | Energy Transfer LP | Stock-Energy | 0.51% | +0.06% | +94.78% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | — | — | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 0.43% | -0.06% | -0.61% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.22% | — | |
| 24 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.40% | -0.07% | -0.32% | |
| 25 | COP | Conocophillips | Stock-Energy | 0.39% | +0.04% | -3.34% | |
| 26 | SSP | Ew Scripps Co/the-a | Stock-Other | 0.36% | -0.02% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.49% | EXIT | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | — | — | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.31% | +0.03% | — | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.31% | — | +45.38% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | -0.02% | +15.01% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.30% | -0.04% | — | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.29% | -0.06% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 0.28% | -0.01% | -27.70% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.28% | -0.03% | — | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.28% | — | — | |
| 38 | EIX | Edison International | Stock-Utilities | 0.28% | — | — | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.27% | -0.01% | — | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.27% | — | -0.15% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | — | — | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.25% | +0.02% | — | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | -0.04% | -0.25% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.25% | +0.02% | -24.49% | |
| 45 | XPO | Xpo Inc | Stock-Industrials | 0.25% | -0.03% | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.25% | -0.10% | +0.37% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.01% | -16.51% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.24% | +0.07% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | +0.01% | — | |
| 50 | MCHP | Microchip Technology Inc | Stock-Tech | 0.23% | -0.03% | +25.08% |
According to official SEC Form 13F filings, Ariston Services Group reported a total U.S. public equity portfolio value of $177.8M across 69 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VYM, VWO) accounted for 35.9% of total reported equity market value during Q4 2024.
During Q4 2024, Ariston Services Group's top holdings by market value included VIG (19.1%)、VYM (16.3%)、VWO (7.1%). The largest single position, VIG, represented 19.1% of total portfolio value.
In Q4 2024, Ariston Services Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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