J Arnold Wealth Management CO Portfolio Holdings

J Arnold Wealth Management CO

  • $291 Million
  • Q4 2023

J Arnold Wealth Management CO has filed its 13F form on January 17, 2024 for Q4 2023 where it was disclosed a total value porftolio of $291 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $83.4M, Invesco Qqq Trust, Series 1 with a value of $41.9M, Apple Inc. with a value of $29.8M, Ishares Tr Dow Jones Us Medica with a value of $29.4M, and Amazon Com Inc with a value of $24.5M.

Examining the 13F form we can see an increase of $54.5M in the current position value, from $236M to 291M.

J Arnold Wealth Management CO is based out at Youngstown, OH

Below you can find more details about J Arnold Wealth Management CO portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $191 Million
Technology: $47.8 Million
Consumer Cyclical: $25.7 Million
Healthcare: $20.6 Million
Financial Services: $2.06 Million
Industrials: $1.86 Million
Communication Services: $472,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83.4 Million 28.7% of portfolio
190,923
Q4 2023 Added 94.7%
$0
$41.9 Million 14.41% of portfolio
102,261
Q4 2023 Added 1,403.84%
$3.85T
$29.8 Million 10.24% of portfolio
154,550
Q4 2023 Added 4.86%
$0
$29.4 Million 10.12% of portfolio
544,644
Q4 2023 Added 6.78%
$2.15T
$24.5 Million 8.44% of portfolio
161,407
Q4 2023 Added 79.79%
$192B
$20.6 Million 7.09% of portfolio
61,081
Q4 2023 Added 3.76%
$0
$14.4 Million 4.96% of portfolio
112,612
Q4 2023 Added 4.29%
$345B
$13.2 Million 4.53% of portfolio
26,586
Q4 2023 Added 6.34%
$0
$13.1 Million 4.52% of portfolio
208,878
Q4 2023 Added 5.4%
$3.21T
$4.91 Million 1.69% of portfolio
13,049
Q4 2023 New
$0
$2.36 Million 0.81% of portfolio
37,477
Q4 2023 Reduced 96.29%
$90B
$1.38 Million 0.48% of portfolio
3,000
Q4 2019 New
$0
$1.19 Million 0.41% of portfolio
37,576
Q4 2023 Reduced 1.11%
$0
$973,000 0.33% of portfolio
29,864
Q4 2023 Reduced 92.57%
$0
$924,000 0.32% of portfolio
32,660
Q4 2023 New
$0
$794,000 0.27% of portfolio
41,493
Q4 2023 Added 2.67%
$0
$729,000 0.25% of portfolio
7,043
Q3 2023 Reduced 97.11%
$0
$695,000 0.24% of portfolio
22,255
Q4 2023 New
$0
$696,000 0.24% of portfolio
7,045
Q4 2023 Reduced 24.76%
$0
$657,000 0.23% of portfolio
41,250
Q4 2023 Reduced 8.44%
$0
$606,000 0.21% of portfolio
75,000
Q4 2023 Reduced 4.76%
$28.9B
$464,000 0.16% of portfolio
25,032
Q4 2023 Reduced 3.84%
$93.3B
$479,000 0.16% of portfolio
1,839
Q3 2023 Reduced 15.99%
$1.05T
$472,000 0.16% of portfolio
3,355
Q4 2023 New
$0
$393,000 0.14% of portfolio
10,961
Q4 2023 Reduced 2.84%
$437B
$346,000 0.12% of portfolio
1,000
Q4 2023 Reduced 45.21%
$19.7B
$318,000 0.11% of portfolio
9,031
Q4 2023 Reduced 18.13%
$0
$313,000 0.11% of portfolio
11,119
Q4 2023 New
$0
$288,000 0.1% of portfolio
9,674
Q4 2023 New
$0
$293,000 0.1% of portfolio
12,912
Q4 2023 New
$0
$221,000 0.08% of portfolio
8,615
Q4 2023 New
$338M
$28,000 0.01% of portfolio
13,330
Q3 2023 Reduced 34.43%
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 97.78%
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $291 Million
  • Prior Value $236 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 17, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 10 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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