Arrien Investments, Inc. Top Holdings and 13F Report (2025) About Arrien Investments, Inc.Investment ActivityArrien Investments, Inc. has $158.26 million in total holdings as of June 30, 2025.Arrien Investments, Inc. owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.41% of the portfolio was purchased this quarter.About 3.13% of the portfolio was sold this quarter.This quarter, Arrien Investments, Inc. has purchased 33 new stocks and bought additional shares in 15 stocks.Arrien Investments, Inc. sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio Aggregate Bond ETF $29,116,661iShares MSCI EAFE ETF $24,490,960SPDR Portfolio S&P 500 ETF $21,133,891SPDR MSCI EAFE StrategicFactors ETF $11,499,722iShares Core S&P 500 ETF $9,952,390 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $5,923,492 Holding78464A367 - SPDR Portfolio Long Term Corporate Bond ETF $3,821,051 Holding78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $771,324 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $409,551 Holding11135F101 - Broadcom $295,497 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 58,829 shares (about $5.92M)SPDR Portfolio Long Term Corporate Bond ETF 169,298 shares (about $3.82M)SPDR Portfolio S&P 500 ETF 17,593 shares (about $1.28M)SPDR Portfolio Aggregate Bond ETF 35,379 shares (about $905.70K)SPDR Portfolio Short Term Corporate Bond ETF 25,549 shares (about $771.32K) Largest Sales this Quarter iShares Short Treasury Bond ETF 11,336 shares (about $1.25M)iShares MSCI EAFE ETF 11,836 shares (about $1.06M)iShares U.S. Healthcare ETF 9,368 shares (about $529.10K)iShares National Muni Bond ETF 2,135 shares (about $223.06K)Invesco S&P 500 Equal Weight ETF 1,186 shares (about $215.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofArrien Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPABSPDR Portfolio Aggregate Bond ETF$29,116,661$905,702 ▲3.2%1,137,37018.4%ETFEFAiShares MSCI EAFE ETF$24,490,960$1,058,019 ▼-4.1%273,97915.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$21,133,891$1,278,835 ▲6.4%290,74013.4%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$11,499,722$90,972 ▲0.8%134,7527.3%ETFIVViShares Core S&P 500 ETF$9,952,390$115,487 ▲1.2%16,0296.3%ETFITAiShares U.S. Aerospace & Defense ETF$8,584,928$154,117 ▼-1.8%45,5105.4%ETFIDUiShares U.S. Utilities ETF$7,260,362$154,449 ▼-2.1%69,4314.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,375,187$171,914 ▼-2.6%64,2664.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$5,923,492$5,923,492 ▲New Holding58,8293.7%ETFIGFiShares Global Infrastructure ETF$4,892,881$126,333 ▲2.7%82,6503.1%ManufacturingSPLBSPDR Portfolio Long Term Corporate Bond ETF$3,821,051$3,821,051 ▲New Holding169,2982.4%ETFVTVVanguard Value ETF$2,896,458$83,069 ▲3.0%16,3881.8%ETFVOOVanguard S&P 500 ETF$2,724,272$102,245 ▲3.9%4,7961.7%ETFSHViShares Short Treasury Bond ETF$2,490,662$1,251,735 ▼-33.4%22,5561.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,260,158$146,329 ▲6.9%20,6201.4%FinanceIFRAiShares U.S. Infrastructure ETF$1,690,808$3,935 ▲0.2%34,3731.1%ETFFLQLFranklin U.S. Large Cap Multifactor Index ETF$1,315,970$49,706 ▲3.9%20,8360.8%ETFIYHiShares U.S. Healthcare ETF$1,283,669$529,101 ▼-29.2%22,7280.8%ETFVDCVanguard Consumer Staples ETF$1,250,7910.0%5,7110.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,042,840$57,845 ▲5.9%10,8890.7%ETFMCDMcDonald's$786,228$4,090 ▲0.5%2,6910.5%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$771,324$771,324 ▲New Holding25,5490.5%ETFRSPInvesco S&P 500 Equal Weight ETF$686,795$215,543 ▼-23.9%3,7790.4%ETFMUBiShares National Muni Bond ETF$656,448$223,065 ▼-25.4%6,2830.4%ETFAAPLApple$639,515$18,055 ▼-2.7%3,1170.4%Computer and TechnologyPPTAPerpetua Resources$578,811$4,795 ▲0.8%47,6780.4%Basic MaterialsIAUiShares Gold Trust$467,7000.0%7,5000.3%FinanceQQQInvesco QQQ$428,073$6,068 ▲1.4%7760.3%FinanceIEIiShares 3-7 Year Treasury Bond ETF$409,551$409,551 ▲New Holding3,4390.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$363,506$8,331 ▲2.3%3,5780.2%ETFXLPConsumer Staples Select Sector SPDR Fund$338,819$34,732 ▼-9.3%4,1850.2%ETFEZUiShares MSCI Eurozone ETF$314,847$22,175 ▼-6.6%5,2960.2%ETFAVGOBroadcom$295,497$295,497 ▲New Holding1,0720.2%Computer and TechnologyMSFTMicrosoft$285,513$18,902 ▼-6.2%5740.2%Computer and TechnologyIDAIDACORP$276,000$32,090 ▼-10.4%2,3910.2%UtilitiesGOOGAlphabet$268,3910.0%1,5130.2%Computer and TechnologyBABoeing$229,854$229,854 ▲New Holding1,0970.1%AerospacePPAInvesco Aerospace & Defense ETF$225,996$225,996 ▲New Holding1,5950.1%ETFUSBU.S. Bancorp$207,517$207,517 ▲New Holding4,5860.1%FinanceUAMYUnited States Antimony$23,003$23,003 ▲New Holding10,5520.0%Basic MaterialsEEMiShares MSCI Emerging Markets ETF$0$872,376 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$203,174 ▼-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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