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Arrien Investments, Inc. Top Holdings and 13F Report (2025)

About Arrien Investments, Inc.

Investment Activity

  • Arrien Investments, Inc. has $140.30 million in total holdings as of December 31, 2024.
  • Arrien Investments, Inc. owns shares of 36 different stocks, but just 9 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofArrien Investments, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$27,348,9851,085,70819.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$22,839,904285,53416.3%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$19,305,586271,29813.8%ETF
SPDR MSCI EAFE StrategicFactors ETF stock logo
QEFA
SPDR MSCI EAFE StrategicFactors ETF
$9,885,073129,3697.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,690,54815,9406.9%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$7,385,65946,9775.3%ETF
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$7,165,91371,5525.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$6,391,33665,4854.6%Finance
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$4,375,94481,0663.1%Manufacturing
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$2,998,81927,1462.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,582,3454,6421.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,401,67313,5101.7%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,020,79118,7441.4%Finance
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,996,54432,0471.4%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$1,649,91634,4451.2%ETF
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$1,422,3606,5571.0%ETF
Franklin U.S. Large Cap Multifactor Index ETF stock logo
FLQL
Franklin U.S. Large Cap Multifactor Index ETF
$1,225,01320,1090.9%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,009,77610,8380.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$898,2858,4180.6%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$869,72420,1280.6%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$849,7414,6500.6%ETF
Apple Inc. stock logo
AAPL
Apple
$784,7603,3030.6%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$773,0962,6630.6%Retail/Wholesale
Perpetua Resources Corp. stock logo
PPTA
Perpetua Resources
$571,67148,2830.4%Basic Materials
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$499,3096,2630.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$427,3328170.3%Finance
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$420,8994,1820.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$395,7007,5000.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$321,7761,5880.2%Computer and Technology
IDACORP, Inc. stock logo
IDA
IDACORP
$293,2692,6680.2%Utilities
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$288,9495,6690.2%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$282,0005,8750.2%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$273,0636580.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$231,1881,0720.2%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$218,1291,2150.2%Aerospace
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$202,5152460.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data