Ariston Services Group Top Holdings and 13F Report (2025) About Ariston Services GroupInvestment ActivityAriston Services Group has $115.40 million in total holdings as of December 31, 2024.Ariston Services Group owns shares of 69 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 1.54% of the portfolio was sold this quarter.This quarter, Ariston Services Group has purchased 65 new stocks and bought additional shares in 12 stocks.Ariston Services Group sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $22,001,984Vanguard High Dividend Yield ETF $18,757,899Vanguard FTSE Emerging Markets ETF $8,237,770iShares Gold Trust $8,006,361Vanguard Real Estate ETF $6,772,307 Largest New Holdings this Quarter VANGUARD CALIF TAX FREE FDS $807,966 HoldingVanguard Value ETF $368,397 HoldingVanguard Tax-Exempt Bond ETF $340,633 HoldingBoeing $324,795 HoldingPepsiCo $303,360 Holding Largest Purchases this Quarter VANGUARD CALIF TAX FREE FDS 8,117 shares (about $807.97K)Vanguard High Dividend Yield ETF 2,944 shares (about $375.62K)Vanguard Value ETF 2,176 shares (about $368.40K)Vanguard Tax-Exempt Bond ETF 6,795 shares (about $340.63K)Boeing 1,835 shares (about $324.80K) Largest Sales this Quarter American Express 421 shares (about $124.95K)Motorola Solutions 204 shares (about $94.30K)JPMorgan Chase & Co. 314 shares (about $75.27K)Broadcom 240 shares (about $55.64K)Vanguard Utilities ETF 185 shares (about $30.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAriston Services Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$22,001,9840.0%112,35219.1%ETFVYMVanguard High Dividend Yield ETF$18,757,899$375,625 ▲2.0%147,01716.3%ETFVWOVanguard FTSE Emerging Markets ETF$8,237,7700.0%187,0527.1%ETFIAUiShares Gold Trust$8,006,361$20,547 ▲0.3%161,7126.9%FinanceVNQVanguard Real Estate ETF$6,772,307$12,649 ▼-0.2%76,0255.9%ETFVIGIVanguard International Dividend Appreciation ETF$6,513,0260.0%81,4235.6%ETFVYMIVanguard International High Dividend Yield ETF$5,768,442$141,190 ▲2.5%84,9805.0%ETFVOOVanguard S&P 500 ETF$5,013,627$148,712 ▲3.1%9,3054.3%ETFGLDSPDR Gold Shares$4,422,9890.0%18,2673.8%FinanceIWOiShares Russell 2000 Growth ETF$3,399,1540.0%11,8102.9%ETFVBVanguard Small-Cap ETF$2,997,733$258,061 ▲9.4%12,4762.6%ETFVPUVanguard Utilities ETF$2,698,064$30,233 ▼-1.1%16,5102.3%ETFGOOGLAlphabet$993,825$757 ▼-0.1%5,2500.9%Computer and TechnologyVANGUARD CALIF TAX FREE FDS$807,966$807,966 ▲New Holding8,1170.7%TAX EXEMPT BD FDGOOGAlphabet$776,0430.0%4,0750.7%Computer and TechnologyCMFiShares California Muni Bond ETF$737,0790.0%12,8680.6%ETFNFLXNetflix$729,991$23,174 ▼-3.1%8190.6%Consumer DiscretionaryJPMJPMorgan Chase & Co.$703,789$75,269 ▼-9.7%2,9360.6%FinanceSRESempra$633,163$877 ▼-0.1%7,2180.5%UtilitiesETEnergy Transfer$583,429$283,898 ▲94.8%29,7820.5%Oils/EnergyQCOMQUALCOMM$548,4230.0%3,5700.5%Computer and TechnologyWMBWilliams Companies$494,170$3,031 ▼-0.6%9,1310.4%Oils/EnergyNVDANVIDIA$479,2810.0%3,5690.4%Computer and TechnologyAPDAir Products and Chemicals$458,553$1,450 ▼-0.3%1,5810.4%Basic MaterialsCOPConocoPhillips$453,108$15,669 ▼-3.3%4,5690.4%Oils/EnergySSPE.W. Scripps$415,0080.0%187,7860.4%Consumer DiscretionaryXOMExxon Mobil$381,8740.0%3,5500.3%Oils/EnergyVTVVanguard Value ETF$368,397$368,397 ▲New Holding2,1760.3%ETFMCKMcKesson$360,1830.0%6320.3%MedicalBDXBecton, Dickinson and Company$356,867$111,393 ▲45.4%1,5730.3%MedicalUNHUnitedHealth Group$356,631$46,539 ▲15.0%7050.3%MedicalVTEBVanguard Tax-Exempt Bond ETF$340,633$340,633 ▲New Holding6,7950.3%ETFORLYO'Reilly Automotive$336,7670.0%2840.3%Retail/WholesaleVVisa$329,3140.0%1,0420.3%Business ServicesAXPAmerican Express$326,172$124,949 ▼-27.7%1,0990.3%FinanceBABoeing$324,795$324,795 ▲New Holding1,8350.3%AerospacePHParker-Hannifin$320,5590.0%5040.3%Industrial ProductsEIXEdison International$318,1620.0%3,9850.3%UtilitiesBACBank of America$314,9900.0%7,1670.3%FinanceNOCNorthrop Grumman$313,486$469 ▼-0.1%6680.3%AerospacePEPPepsiCo$303,360$303,360 ▲New Holding1,9950.3%Consumer StaplesSCHWCharles Schwab$292,9320.0%3,9580.3%FinanceTRVTravelers Companies$291,959$723 ▼-0.2%1,2120.3%FinanceMSIMotorola Solutions$290,743$94,295 ▼-24.5%6290.3%Computer and TechnologyXPOXPO$288,3990.0%2,1990.2%TransportationINTCIntel$283,186$1,043 ▲0.4%14,1240.2%Computer and TechnologyAVGOBroadcom$281,454$55,642 ▼-16.5%1,2140.2%Computer and TechnologyTMOThermo Fisher Scientific$273,6410.0%5260.2%MedicalBRK.BBerkshire Hathaway$272,8750.0%6020.2%FinanceMCHPMicrochip Technology$270,004$54,138 ▲25.1%4,7080.2%Computer and TechnologyPFEPfizer$269,412$269,412 ▲New Holding10,1550.2%MedicalMLMMartin Marietta Materials$266,5140.0%5160.2%ConstructionCVXChevron$262,595$1,014 ▼-0.4%1,8130.2%Oils/EnergyCOFCapital One Financial$251,7880.0%1,4120.2%FinanceSHWSherwin-Williams$249,169$680 ▼-0.3%7330.2%Basic MaterialsVTIVanguard Total Stock Market ETF$246,049$246,049 ▲New Holding8490.2%ETFHDHome Depot$242,7300.0%6240.2%Retail/WholesaleHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$242,396$242,396 ▲New Holding9,4760.2%ETFJNJJohnson & Johnson$240,069$1,446 ▲0.6%1,6600.2%MedicalMMCMarsh & McLennan Companies$229,190$850 ▼-0.4%1,0790.2%FinanceCMCSAComcast$224,017$1,201 ▲0.5%5,9690.2%Consumer DiscretionaryRTXRTX$220,909$1,041 ▼-0.5%1,9090.2%AerospaceDEDeere & Company$220,324$220,324 ▲New Holding5200.2%Industrial ProductsUSBU.S. Bancorp$219,1570.0%4,5820.2%FinanceMSFTMicrosoft$216,6510.0%5140.2%Computer and TechnologyPGRProgressive$216,3680.0%9030.2%FinanceWECWEC Energy Group$209,0510.0%2,2230.2%UtilitiesHLNHaleon$197,6780.0%20,7210.2%MedicalFFord Motor$178,695$178,695 ▲New Holding18,0500.2%Auto/Tires/TrucksORCLOracle$0$286,613 ▼-100.0%00.0%Computer and TechnologyINSMInsmed$0$219,000 ▼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$212,484 ▼-100.0%00.0%Computer and TechnologyELVElevance Health$0$211,120 ▼-100.0%00.0%MedicalAMTAmerican Tower$0$203,257 ▼-100.0%00.0%FinanceCVSCVS Health$0$202,285 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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