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Ariston Services Group

SEC CIK
0001743859
Latest filing
Jul 27, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Mar 21, 2024. Long positions only.

Institution overview
Positions
53
No filing for Q3 2023
Portfolio value
$103.3M
No filing for Q3 2023
Filed
Mar 21, 2024
SEC

Ariston Services Group did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Ariston Services Group in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Dividend Appreciation ETF921908844ETF112,352$19.1M18.5%–––
Vanguard High Dividend Yield Index ETF921946406ETF144,073$16.1M15.6%–––
Vanguard Ftse Emerging Markets ETF922042858ETF187,052$7.69M7.4%–––
Vanguard Real Estate ETF922908553ETF77,762$6.87M6.7%–––
Vanguard Whitehall FDS921946810INTL DVD ETF81,423$6.46M6.3%–––
IAUiShares Gold TrustETF161,907$6.32M6.1%––History
Vanguard Whitehall FDS921946794INTL HIGH ETF82,900$5.51M5.3%–––
iShares Tr464288414NATIONAL MUN ETF38,114$4.13M4.0%–––
Vanguard S&P 500 ETF922908363ETF9,313$4.07M3.9%–––
GLDSPDR Gold TrustETF18,941$3.62M3.5%––History
iShares Russell 2000 Growth ETF464287648ETF11,810$2.98M2.9%–––
Vanguard Morningstar Small-Cap ETF922908751ETF11,662$2.49M2.4%–––
Vanguard Utilities ETF92204A876ETF17,276$2.37M2.3%–––
SSPE.W. Scripps CoCL A NEW187,786$1.50M1.5%––History
iShares Tr464288356CALIF MUN BD ETF17,588$1.02M1.0%–––
GOOGLAlphabet Inc.Stock5,256$734.2K0.7%––History
iShares Russell 1000 Value ETF464287598ETF4,304$711.2K0.7%–––
GOOGAlphabet Inc.Stock4,075$574.3K0.6%––History
JPMJPMorgan Chase & CoStock3,276$557.2K0.5%––History
COPConocoPhillipsStock4,788$555.7K0.5%––History
SRESempraStock7,240$541.0K0.5%––History
QCOMQualcomm IncStock3,570$516.3K0.5%––History
INTCIntel CorpStock10,230$514.1K0.5%––History
SCHWSchwab Charles CorpStock5,994$412.4K0.4%––History
NFLXNetflix IncStock845$411.4K0.4%––History
AXPAmerican Express CoStock2,124$397.9K0.4%––History
APDAir Products & Chemicals, Inc.Stock1,390$380.6K0.4%––History
BACBank of America CorpStock11,241$378.5K0.4%––History
MSIMotorola Solutions, Inc.Stock1,181$369.8K0.4%––History
XOMExxonMobil Holdings CorpCOM3,550$354.9K0.3%––History
UPSUnited Parcel Service IncStock2,070$325.5K0.3%––History
NOCNorthrop Grumman CorpStock673$315.1K0.3%––History
MCKMcKesson CorpStock636$294.5K0.3%––History
EIXEdison InternationalStock4,002$286.1K0.3%––History
TMOThermo Fisher Scientific Inc.Stock528$280.3K0.3%––History
CVXChevron CorpStock1,858$277.1K0.3%––History
VVisa Inc.Stock1,060$276.0K0.3%––History
ELVElevance Health, Inc.Stock571$269.3K0.3%––History
CMCSAComcast CorpStock5,955$261.1K0.3%––History
UNHUnitedHealth Group IncStock483$254.3K0.2%––History
MSFTMicrosoft CorpStock641$241.0K0.2%––History
TRVTravelers Companies, Inc.Stock1,220$232.4K0.2%––History
SHWSherwin Williams CoCOM738$230.2K0.2%––History
LRCXLam Research CorpCOM293$229.5K0.2%––History
BRK.BBerkshire Hathaway IncStock613$218.6K0.2%––History
HDHome Depot, Inc.Stock624$216.2K0.2%––History
MRSHMarsh & McLennan Companies, Inc.Stock1,102$208.8K0.2%––History
METAMeta Platforms, Inc.Stock585$207.1K0.2%––History
TELTE Connectivity plcREG SHS1,473$207.0K0.2%––History
CVSCVS Health CorpStock2,608$205.9K0.2%––History
MLMMartin Marietta Materials IncCOM412$205.6K0.2%––History
ITWIllinois Tool Works IncStock777$203.5K0.2%––History
HLNHaleon plcADR20,897$172.0K0.2%––History