Ariadne Wealth Management Portfolio
Invests via Ariadne Wealth Management, LP | Managed by Ariadne Wealth Management, LP
Invests via Ariadne Wealth Management, LP
Managed by Ariadne Wealth Management, LP
Automatically Tracked
Ariadne Wealth Management Profile
Boutique wealth manager focused on delivering discretionary portfolio management and comprehensive financial planning to HNW and UHNW clients, family offices and trustees. Ariadne Wealth Management combines multi-asset investment strategies, bespoke tax-aware planning, and outsourced CIO services with third-party fund selection and alternatives access. The firm emphasizes customized risk-managed solutions, advisor-led distribution, and integration of estate and philanthropic advisory to preserve capital across generations.
Boutique wealth manager focused on delivering discretionary portfolio management and comprehensive financial planning to HNW and UHNW clients, family offices and trustees. Ariadne Wealth Management combines multi-asset investment strategies, bespoke tax-aware planning, and outsourced CIO services with third-party fund selection and alternatives access. The firm emphasizes customized risk-managed solutions, advisor-led distribution, and integration of estate and philanthropic advisory to preserve capital across generations.
Investment Philosophy & Strategy
Prioritizes preservation and risk-adjusted growth through bespoke multi-asset portfolios tailored to HNW/UHNW clients and family offices. Emphasizes diversified capital allocation across public equities, fixed income, private markets and alternatives, blending thematic growth exposures with defensive value and income sleeve construction. Uses tax-aware selection, outsourced CIO processes and rigorous manager due diligence to underwrite third-party funds and direct alternative commitments. Time horizon is multi-generational, with disciplined downside protection, liquidity staging and estate/philanthropic integration to align returns with intergenerational objectives.
Prioritizes preservation and risk-adjusted growth through bespoke multi-asset portfolios tailored to HNW/UHNW clients and family offices. Emphasizes diversified capital allocation across public equities, fixed income, private markets and alternatives, blending thematic growth exposures with defensive value and income sleeve construction. Uses tax-aware selection, outsourced CIO processes and rigorous manager due diligence to underwrite third-party funds and direct alternative commitments. Time horizon is multi-generational, with disciplined downside protection, liquidity staging and estate/philanthropic integration to align returns with intergenerational objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
52.85%
Gain -0.48%
Monthly
1.55%
Yearly
20.3%
Drawdown
15.05%
$224.06M
Equity
Holdings
$224.06M
Investment
$168.13M
$84.84M
Profit -$998,149.95
Realized
$28.91M
Unrealized
$55.93M
Dividends
$9.13M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$998,149.95
Win %
75%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$3.59M
Win %
75%
This Month
Compared to last month
Gain
-0.26%
Profit
-$576,749.78
Win %
75%
This Year
Compared to last year
Gain
-0.29%
Profit
-$655,121.19
Win %
75%
JFIN Jiayin Group Inc.
+5.33%
+$1,214.13 
WIT Wipro Limited American Depositary Receipt
+3.48%
+$6,517.48 
BTI British American Tobacco p.l.c. ADR
+2.43%
+$9,004.26 
RTX RTX Corporation
+2.38%
+$8,798.62 
ALIT Alight Inc.
+2.33%
+$2,881.43 
CMCSA Comcast Corp
+2.16%
+$4,627.62 
PM Philip Morris International Inc.
+1.98%
+$10,335.63 
FTI TechnipFMC plc
+1.88%
+$9,213.44 
AMBP Ardagh Metal Packaging S.A.
+1.82%
+$1,200.8 
C Citigroup Inc.
+1.75%
+$9,492.25 
AM Antero Midstream Corporation
+1.68%
+$3,337.27 
GE General Electric Company
+1.68%
+$8,901.46 
SSL Sasol Ltd Sponsored ADR
+1.67%
+$5,561.56 
JPM JPMorgan Chase & Co.
+1.6%
+$21,048.72 
COF Capital One Financial Corporation
+1.48%
+$5,394.9 
CVX Chevron Corporation
+1.47%
+$4,484.93 
GM General Motors Company
+1.46%
+$14,248.38 
KO The Coca-Cola Company
+1.42%
+$4,674.08 
DLX Deluxe Corporation
+1.42%
+$3,006.25 
GD General Dynamics Corporation
+1.41%
+$3,311.68 
WFC Wells Fargo & Company
+1.4%
+$5,258.28 
PCG PG&E Corporation
+1.39%
+$3,505.32 
ENIC Enel Chile S.A.
+1.37%
+$2,163.6 
HD The Home Depot, Inc.
+1.37%
+$15,753.86 
OMF OneMain Holdings Inc.
+1.31%
+$2,935.33 
CMI Cummins Inc.
+1.3%
+$2,553.49 
SBI Western Asset Intermediate Bond Fund
+1.28%
+$9,330.38 
BLK BlackRock, Inc.
+1.24%
+$14,657.25 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$3,770.18 
COST Costco Wholesale Corporation
+1.17%
+$2,609.46 
LPL Lg Display Co., Ltd. - ADR
+1.13%
+$686.46 
HWM Howmet Aerospace Inc.
+1.12%
+$5,218.4 
XEL Xcel Energy Inc.
+1.1%
+$2,267.56 
MO Altria Group, Inc.
+1.09%
+$9,803.29 
EMD Western Asset Emerging Markets Debt Fund Inc.
+1.08%
+$12,109.8 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.07%
+$10,291 
MRK Merck & Co., Inc.
+1.06%
+$8,771.84 
ADI Analog Devices, Inc.
+1.03%
+$3,452.72 
RNR Renaissancere Holdings Ltd.
+1%
+$2,707.28 
XOM Exxon Mobil Corporation
+1%
+$4,631.91 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.98%
+$4,131.63 
AXS AXIS Capital Holdings Limited
+0.96%
+$5,102.32 
CARR Carrier Global Corporation
+0.95%
+$1,651 
VZ Verizon Communications Inc.
+0.92%
+$4,701.47 
RIO Rio Tinto Plc Sponsored ADR
+0.89%
+$2,101.05 
TXN Texas Instruments Inc
+0.89%
+$6,384.36 
TPR Tapestry Inc.
+0.89%
+$2,306.56 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.85%
+$1,681.35 
BCS Barclays PLC Sponsored ADR
+0.81%
+$3,035.85 
JNJ Johnson & Johnson
+0.81%
+$6,590.75 
AXP American Express Company
+0.79%
+$1,811.57 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$10,275.5 
BAC Bank of America Corporation
+0.74%
+$3,216.68 
SCCO Southern Copper Corporation
+0.69%
+$2,622.43 
T AT&T Inc.
+0.68%
+$5,149.76 
HSBC HSBC Holdings plc Sponsored ADR
+0.68%
+$1,671.68 
CB Chubb Limited
+0.68%
+$1,861.15 
ASML ASML Holding N.V. New York Registry Shares
+0.67%
+$5,637.87 
EIX Edison International
+0.67%
+$2,498.98 
AAPL Apple Inc.
+0.66%
+$35,882.56 
DFIV Dimensional International Value ETF
+0.65%
+$28,069.96 
V Visa Inc. Class A
+0.65%
+$13,592.32 
LYG Lloyds Banking Group Plc ADR
+0.64%
+$923.34 
LLY Eli Lilly and Company
+0.63%
+$7,913.68 
SCHH Schwab U.S. REIT ETF
+0.63%
+$2,273.46 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.59%
+$1,473.81 
DFAR Dimensional US Real Estate ETF
+0.59%
+$6,666.09 
ADT ADT Inc.
+0.58%
+$466.04 
AVDV Avantis International Small Cap Value ETF
+0.57%
+$25,330.86 
DFIC Dimensional International Core Equity Market ETF
+0.55%
+$31,096.65 
GEV GE Vernova Inc.
+0.51%
+$2,495.7 
EFV iShares MSCI EAFE Value ETF
+0.51%
+$3,938 
DFIS Dimensional International Small Cap ETF
+0.5%
+$16,472.16 
SPGI S&P Global Inc.
+0.49%
+$1,366.2 
AVDS Avantis International Small Cap Equity ETF
+0.46%
+$4,319.74 
WMT Walmart Inc.
+0.46%
+$982.8 
VGSR Vert Global Sustainable Real Estate ETF
+0.45%
+$2,157.09 
BWA BorgWarner Inc.
+0.44%
+$1,552.46 
IVLU iShares MSCI International Value Factor ETF
+0.43%
+$1,814.85 
AVDE Avantis International Equity ETF
+0.43%
+$28,278.63 
NVS Novartis AG Sponsored ADR
+0.41%
+$3,244.59 
HAUZ Xtrackers International Real Estate ETF
+0.4%
+$850 
MS Morgan Stanley
+0.4%
+$1,766.16 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.4%
+$1,171.61 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.39%
+$914.54 
DFAI Dimensional International Core Equity Market ETF
+0.36%
+$1,102.65 
AVRE Avantis Real Estate ETF
+0.36%
+$1,509.92 
ISRG Intuitive Surgical, Inc.
+0.34%
+$1,030.96 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.33%
+$4,357.92 
VTV Vanguard Value ETF
+0.33%
+$1,885.59 
FCX Freeport-McMoRan Inc.
+0.32%
+$1,345.74 
CAT Caterpillar Inc.
+0.32%
+$992.96 
UNM Unum Group
+0.31%
+$833.46 
DINO HF Sinclair Corporation
+0.27%
+$2,083.36 
JXN Jackson Financial Inc.
+0.25%
+$1,894.2 
WF Woori Financial Group Inc. Sponsored ADR
+0.23%
+$1,101.6 
ABBV AbbVie Inc.
+0.23%
+$3,561.66 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$14,420 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$2,325.96 
IMTM iShares MSCI International Momentum Factor ETF
+0.18%
+$1,536.62 
DFSV Dimensional US Small Cap Value ETF
+0.18%
+$2,082.43 
AMGN Amgen Inc.
+0.17%
+$475.96 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.17%
+$528.04 
TOL Toll Brothers Inc
+0.16%
+$475.23 
GL Globe Life Inc.
+0.14%
+$357.84 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$13,034.8 
NVDA NVIDIA Corporation
+0.12%
+$7,596.99 
VCRB Vanguard Core Bond ETF
+0.1%
+$307.91 
MA Mastercard Incorporated
+0.1%
+$944.89 
PGX Invesco Preferred ETF
+0.1%
+$322.71 
AVUV Avantis U.S. Small Cap Value ETF
+0.09%
+$2,344.12 
CLOI VanEck CLO ETF
+0.05%
+$311.68 
ABNB Airbnb, Inc.
+0.05%
+$136.24 
SPNT SiriusPoint Ltd.
+0.04%
+$84.54 
CALI China Auto Logistics Inc.
+0.04%
+$258.54 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$284.82 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$116.28 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.01%
+$224.75 
CP Canadian Pacific Kansas City Limited
+0.01%
+$54.73 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$259.23 
DH Definitive Healthcare Corp
0%
$0 
INSW International Seaways Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.13%
-$26,927.38 
PANW Palo Alto Networks, Inc.
-7.09%
-$61,398.75 
SNOW Snowflake Inc.
-6.93%
-$38,420.84 
FTNT Fortinet Inc.
-6.92%
-$48,710.71 
PLTR Palantir Technologies Inc.
-6.37%
-$135,529.98 
DDOG Datadog, Inc. Class A Common Stock
-6.24%
-$30,911.21 
STX Seagate Technology Holdings plc
-5.47%
-$23,530.71 
PL PLANET LABS PBC
-5.37%
-$6,952.14 
HPE Hewlett Packard Enterprise Company
-4.95%
-$20,012.9 
CIEN Ciena Corporation
-4.81%
-$14,483.03 
IRWD Ironwood Pharmaceuticals Inc.
-4.64%
-$2,092.47 
WDC Western Digital Corporation
-4.4%
-$25,088.33 
SNDK SanDisk Corporation
-4.33%
-$10,038.02 
INTC Intel Corporation
-4.03%
-$33,127.68 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.82%
-$26,465.6 
MU Micron Technology, Inc.
-3.68%
-$44,066.87 
AMD Advanced Micro Devices, Inc.
-3.53%
-$11,135.84 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.4%
-$17,225.01 
SNPS Synopsys, Inc.
-3.31%
-$7,288.72 
ORCL Oracle Corporation
-3.29%
-$26,216.74 
UMC United Microelectronics Corp. Sponsored ADR
-3.15%
-$25,103.76 
LRCX Lam Research Corporation
-3.09%
-$43,972.62 
AGX Argan Inc.
-3.06%
-$5,422.5 
ANET Arista Networks, Inc.
-3.05%
-$22,875.27 
AMAT Applied Materials, Inc.
-3.01%
-$21,959.2 
HOOD Robinhood Markets, Inc.
-2.88%
-$6,501 
AVGO Broadcom Inc.
-2.85%
-$86,110.8 
LYFT Lyft Inc.
-2.77%
-$5,063.96 
KLAC KLA Corporation
-2.75%
-$22,919.9 
ILMN Illumina, Inc.
-2.73%
-$28,426.16 
DELL Dell Technologies Inc.
-2.61%
-$24,914.46 
JBHT J.B. Hunt Transport Services, Inc.
-2.51%
-$8,035.8 
NFLX Netflix, Inc.
-2.41%
-$6,914.25 
META Meta Platforms Inc Class A
-2.23%
-$60,869.08 
TER Teradyne, Inc.
-2.22%
-$3,964.81 
ARKF Ark Fintech Innovation ETF
-2.2%
-$6,377.28 
SOXX iShares Semiconductor ETF
-2.07%
-$8,466.77 
MOH Molina Healthcare Inc.
-2.06%
-$6,311.58 
MTUM iShares MSCI USA Momentum Factor ETF
-1.91%
-$3,588.95 
VRT Vertiv Holdings Co
-1.91%
-$8,671.5 
MSFT Microsoft Corp.
-1.89%
-$86,472.34 
LX LexinFintech Holdings Ltd. American Depositary Shares
-1.77%
-$159.71 
CSCO Cisco Systems, Inc.
-1.72%
-$8,320.39 
GSL Global Ship Lease Inc.
-1.64%
-$5,122.56 
EBAY eBay Inc.
-1.62%
-$5,940.15 
YALA Yalla Group Ltd.
-1.6%
-$2,763.81 
VRSN Verisign Inc.
-1.59%
-$5,795.75 
GOOGL Alphabet Inc
-1.57%
-$51,032.44 
CMRE Costamare Inc.
-1.54%
-$4,704.92 
GOOG Alphabet Inc
-1.45%
-$35,658.54 
UNH UnitedHealth Group Incorporated
-1.37%
-$3,919.23 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$7,649.62 
CDNS Cadence Design Systems, Inc.
-1.27%
-$5,824.5 
CNC Centene Corporation
-1.25%
-$10,153.6 
APH Amphenol Corporation
-1.25%
-$8,262 
SKM SK Telecom Co., Ltd.
-1.23%
-$2,700.14 
SHOP Shopify Inc.
-1.21%
-$4,777.92 
AVEM Avantis Emerging Markets Equity ETF
-1.2%
-$36,388.44 
DVYE iShares Emerging Markets Dividend ETF
-1.13%
-$28,336.4 
IWM iShares Russell 2000 ETF
-1.11%
-$2,208.2 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.1%
-$19,502.4 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.09%
-$5,266.56 
FIX Comfort Systems USA, Inc.
-1.09%
-$12,325.37 
FICO Fair Isaac Corporation
-1.08%
-$1,479.18 
PAGS PagSeguro Digital Ltd.
-1.08%
-$1,893.6 
QCOM QUALCOMM Incorporated
-1.08%
-$4,909.41 
PFXF VanEck Preferred Securities ex Financials ETF
-1.07%
-$5,318.75 
TSLA Tesla, Inc.
-1.06%
-$8,270.69 
SPEM SPDR Portfolio Emerging Markets ETF
-1.04%
-$2,489.36 
AVES Avantis Emerging Markets Value ETF
-0.99%
-$4,271.65 
RL Ralph Lauren Corporation
-0.97%
-$3,727.09 
EXEL Exelixis Inc.
-0.91%
-$2,938.35 
LDEM iShares ESG MSCI EM Leaders ETF
-0.9%
-$2,574.74 
IBM International Business Machines Corporation
-0.89%
-$3,586.44 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-0.89%
-$16,232.75 
GILD Gilead Sciences Inc.
-0.83%
-$6,899.1 
EME EMCOR Group, Inc.
-0.79%
-$2,204.1 
VLUE iShares MSCI USA Value Factor ETF
-0.77%
-$7,434.08 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$36,793.5 
CFG Citizens Financial Group, Inc.
-0.64%
-$1,290.73 
WOOF Petco Health and Wellness Company, Inc.
-0.63%
-$307.17 
SCHX Schwab U.S. Large-Cap ETF
-0.63%
-$9,401.58 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.61%
-$1,491.47 
AMZN Amazon.com Inc
-0.59%
-$15,486.65 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$4,983.91 
EQIX Equinix, Inc.
-0.56%
-$1,079.82 
SAN Banco Santander S.A. Sponsored ADR
-0.56%
-$1,365.75 
INCY Incyte Corporation
-0.56%
-$2,210.67 
DFAS Dimensional U.S. Small Cap ETF
-0.55%
-$12,802.39 
KT KT Corporation
-0.54%
-$1,348.1 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$1,388.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$4,299.07 
VTHR Vanguard Russell 3000 ETF
-0.53%
-$1,256.4 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.52%
-$3,970.72 
MLI Mueller Industries Inc.
-0.5%
-$1,198.04 
MCO Moody's Corporation
-0.45%
-$1,060.56 
PFF iShares Preferred and Income Securities ETF
-0.41%
-$5,982 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.41%
-$26,708.45 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
-0.38%
-$2,357.49 
AVSC Avantis U.S. Small Cap Equity ETF
-0.37%
-$1,498.9 
HFRO Highland Opportunities and Income Fund
-0.32%
-$1,058.28 
USMV iShares MSCI USA Min Vol Factor ETF
-0.29%
-$1,192.8 
AVUS Avantis U.S. Equity ETF
-0.27%
-$21,697.55 
MMM 3M Company
-0.26%
-$1,001.9 
VO Vanguard Mid-Cap ETF
-0.25%
-$1,517 
INFY Infosys Limited
-0.25%
-$813.27 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.24%
-$4,107.6 
SPHY SPDR Portfolio High Yield Bond ETF
-0.22%
-$606.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$577.8 
CIG Companhia Energética de Minas Gerais S.A. ADR
-0.22%
-$68.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.21%
-$2,080 
MTZ MasTec, Inc. Common Stock
-0.2%
-$272.61 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.2%
-$1,049.24 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.18%
-$1,043.7 
TIGO Millicom International Cellular S.A.
-0.16%
-$433.56 
WWD Woodward Inc.
-0.13%
-$218.68 
IHS IHS Holding Ltd.
-0.12%
-$132.83 
KEP Korea Electric Power Corporation Sponsored ADR
-0.09%
-$241.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.08%
-$407.57 
IFGL iShares International Developed Real Estate ETF
-0.07%
-$195.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$837.39 
FLXR TCW Flexible Income ETF
-0.05%
-$603.3 
BMY Bristol-Myers Squibb Company
-0.05%
-$381.78 
MFG Mizuho Financial Group Inc. ADR
-0.05%
-$229.97 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.04%
-$309.34 
FIVE Five Below, Inc.
-0.04%
-$119.35 
FDX FedEx Corporation
-0.04%
-$312.6 
DFCF Dimensional Core Fixed Income ETF
-0.03%
-$194.92 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.02%
-$124 
BKNG Booking Holdings Inc.
-0.01%
-$48.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1738 | Longs Won 1252/1738 72% | Profit Factor 10.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $263,493.76 |
| Average Win $74,846.07 | Best Trade (Jun 29) $7.58M | Sharpe Ratio -10.78 |
| Average Loss -$18,249.44 | Worst Trade (Sep 29) -$1.04M | Z-Score 14.02 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $48,813.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,019 | $3.89M | $5.51M | - | $1.63M | 41.82% | +0.655% |
| ABBV AbbVie Inc. | 5,565 | $1.17M | $1.58M | - | $411,679.31 | 35.22% | +0.226% |
| ABNB Airbnb, Inc. | 1,703 | $218,338.84 | $296,935.08 | - | $78,596.24 | 36% | +0.046% |
| ADI Analog Devices, Inc. | 827 | $197,538.95 | $337,519.37 | - | $139,980.42 | 70.86% | +1.034% |
| ADT ADT Inc. | 11,651 | $98,834.77 | $80,391.9 | - | -$18,442.87 | -18.66% | +0.583% |
| AGG iShares Core U.S. Aggregate Bond ETF | 12,883 | $1.25M | $1.23M | - | -$22,318.44 | -1.78% | -0.068% |
| AGX Argan Inc. | 482 | $130,164.1 | $171,548.62 | - | $41,384.52 | 31.79% | -3.064% |
| ALIT Alight Inc. | 13,402 | $7,505 | $126,447.87 | - | $118,942.87 | 1,584.85% | +2.332% |
| AM Antero Midstream Corporation | 9,962 | $227,133.6 | $201,780.31 | - | -$25,353.29 | -11.16% | +1.682% |
| AMAT Applied Materials, Inc. | 1,697 | $360,742.06 | $707,767.79 | - | $347,025.73 | 96.2% | -3.009% |
| AMBP Ardagh Metal Packaging S.A. | 14,127 | $59,898.48 | $67,173.88 | - | $7,275.4 | 12.15% | +1.82% |
| AMD Advanced Micro Devices, Inc. | 561 | $114,124.13 | $304,275.18 | - | $190,151.05 | 166.62% | -3.531% |
| AMGN Amgen Inc. | 652 | $236,102 | $283,463.52 | - | $47,361.52 | 20.06% | +0.168% |
| AMZN Amazon.com Inc | 10,310 | $1.96M | $2.61M | - | $654,350.36 | 33.44% | -0.59% |
| ANET Arista Networks, Inc. | 4,038 | $386,528.48 | $726,496.77 | - | $339,968.29 | 87.95% | -3.053% |
| APH Amphenol Corporation | 8,100 | $253,057.65 | $651,807 | - | $398,749.35 | 157.57% | -1.252% |
| ARKF Ark Fintech Innovation ETF | 6,132 | $182,856.24 | $283,237.08 | - | $100,380.84 | 54.9% | -2.202% |
| ASML ASML Holding N.V. New York Registry Shares | 507 | $1.01M | $845,959.92 | - | -$162,686.08 | -16.13% | +0.671% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 16,541 | $165,906.47 | $666,436.89 | - | $500,530.42 | 301.69% | -3.82% |
| AVDE Avantis International Equity ETF | 73,451 | $4.59M | $6.63M | - | $2.04M | 44.4% | +0.428% |
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FAQ
Which stocks have generated the highest profits for Ariadne Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $8.86M, Booking Holdings Inc - $2.63M, SPDR Gold Shares - $2.54M, United Rentals, Inc - $1.74M, and RTX Corporation - $962,940.99. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Moderna, Inc - $1.04M, The Trade Desk, Inc. Class A - $292,405.87, Adobe Inc - $235,410.04, Novo Nordisk A/S Sponsored ADR - $198,204.74, and Lattice Semiconductor Corporation - $177,356.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ariadne Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.13M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $466,948.62, iShares Emerging Markets Dividend ETF - $392,936.31, Avantis International Equity ETF - $370,307.31, Dimensional International Core Equity Market ETF - $307,842.23, and Dimensional US Marketwide Value ETF - $289,868.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ariadne Wealth Management's monthly returns?
Ariadne Wealth Management's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ariadne Wealth Management's strategy be considered aggressive or moderate?
Ariadne Wealth Management's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ariadne Wealth Management's strategy?
Ariadne Wealth Management's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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