Ariel Capital Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Ariel Capital Advisors, LLC 13F Holdings
CIK 02816369 · NAPLES, FL
As of Dec 31, 2024, Ariel Capital Advisors, LLC reported
256 positions worth $368.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 179,350 | $24.1M | 6.53% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 299,681 | $23.4M | 6.34% |
| AMAZON.COM INC | AMZN | Equity | 64,428 |
|
4.1M3.83% |
| ALPHABET INC | GOOGL | Equity | 74,038 |
4.0M | 3.80% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 246,354 |
2.7M | 3.45% |
| APPLE INC | AAPL | Technology | 50,748 |
2.7M | 3.44% |
| MICROSOFT CORP | MSFT | Technology | 24,946 |
0.5M | 2.85% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 43,327 |
0.4M | 2.82% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 200,400 | $9.9M | 2.70% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 37,454 | $9.0M | 2.44% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 39,449 | $8.7M | 2.36% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 7,753 | $7.1M | 1.93% |
| PALO ALTO NETWORKS INC | PANW | Technology | 38,688 | $7.0M | 1.91% |
| VISA INC-CLASS A SHARES | V | Financial Services | 19,480 | $6.2M | 1.67% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 72,827 | $5.8M | 1.58% |
| ELI LILLY & CO | LLY | Healthcare | 7,545 | $5.8M | 1.58% |
| ISHARES CORE S&P 500 ETF | IVV | — | 9,399 | $5.5M | 1.50% |
| SALESFORCE INC | CRM | Technology | 15,596 | $5.2M | 1.41% |
| ISHARES MSCI EAFE ETF | EFA | — | 67,469 | $5.1M | 1.38% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 92,385 | $4.8M | 1.29% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 99,340 | $4.8M | 1.29% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 25,027 | $4.2M | 1.14% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 78,931 | $4.1M | 1.12% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 54,261 | $4.0M | 1.09% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 28,397 | $3.9M | 1.06% |