ARIADNE WEALTH MANAGEMENT, LP
ARIADNE WEALTH MANAGEMENT, LP runs ARIADNE WEALTH MANAGEMENT, LP and currently holds 254 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $226.07M. Their top holdings are DFUV, AVUS, DFAT, AVDE, DFAC. The top five represent 16.4% of reported portfolio weight. ARIADNE WEALTH MANAGEMENT, LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARIADNE WEALTH MANAGEMENT, LP initiated 5 new positions. They added to 31 existing positions. They trimmed 48 positions. Their current best-performing preview position is MU with returns of +241.56%.
254 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DFUV DIMENSIONAL ETF TRUST | 3.96% | $39.33 | $57.42 | +46.00% | Added +0.01% |
AVUS AMERICAN CENTY ETF TR | 3.51% | $90.97 | $130.54 | +43.50% | Trimmed -0.31% |
DFAT DIMENSIONAL ETF TRUST | 3.18% | $51.67 | $71.70 | +38.77% | Trimmed -1.06% |
AVDE AMERICAN CENTY ETF TR | 2.90% | $62.74 | $94.24 | +50.20% | Added +0.56% |
DFAC DIMENSIONAL ETF TRUST | 2.83% | $32.84 | $45.61 | +38.89% | Added +2.27% |
DFIC DIMENSIONAL ETF TRUST | 2.50% | $26.46 | $39.39 | +48.87% | Added +1.07% |
NVDA NVIDIA CORPORATION | 2.49% | $121.40 | $214.76 | +76.90% | Trimmed -14.03% |
DFUS DIMENSIONAL ETF TRUST | 2.34% | $59.94 | $83.66 | +39.56% | Trimmed -4.24% |
AAPL APPLE INC | 2.05% | $245.55 | $309.35 | +25.98% | Added +55.21% |
AVDV AMERICAN CENTY ETF TR | 1.89% | $83.92 | $111.97 | +33.42% | Added +0.93% |
Showing 1-10 of 254