ARVEST INVESTMENTS, INC.
RIA/Wealth
ARVEST INVESTMENTS, INC. is a RIA/Wealth based in Lowell, AR led by Asa Anderson Cottrell, reporting $2.8B in AUM as of Q3 2025 with 77% ETF concentration and minimal technology exposure.
CEOAsa Anderson Cottrell
- Portfolio Value
- $697.0M
- Positions
- 182
- Top Holding
- VEA at 7.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ARVEST INVESTMENTS, INC.'s portfolio (40.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $50.3M | 7.22% | -$988.6K Sold | — 839.5K shares | |
ETF ETF | $47.8M | 6.86% | -$970.9K Sold | — 252.1K shares | |
ETF ETF | $32.7M | 4.69% | +$39.0K Bought | — 699.8K shares | |
ETF ETF | $27.8M | 3.99% | -$1.3M Sold | — 609.0K shares | |
ETF ETF | $22.8M | 3.26% | -$296.5K Sold | — 34.0K shares | |
ETF ETF | $21.5M | 3.09% | -$175.8K Sold | — 438.6K shares | |
ETF ETF | $21.5M | 3.08% | -$1.7M Sold | — 225.8K shares | |
ETF ETF | $19.1M | 2.74% | -$1.1M Sold | — 353.1K shares | |
ETF ETF | $18.9M | 2.72% | +$574.5K Bought | — 108.5K shares | |
ETF ETF | $18.7M | 2.68% | -$212.6K Sold | — 143.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ARVEST INVESTMENTS, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-67.91% |
Analytics
Portfolio insights and performance metrics for ARVEST INVESTMENTS, INC.
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