Josh Arnold Investment Consultant, LLC Portfolio Holdings

Josh Arnold Investment Consultant, LLC

  • $115 Million
  • Q1 2025

Josh Arnold Investment Consultant, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $115 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.7M, Amazon Com Inc with a value of $21.3M, Live Nation Entertainment, Inc. with a value of $3.5M, Power Fleet, Inc. with a value of $2.89M, and Palantir Technologies Inc. with a value of $2.37M.

Examining the 13F form we can see an increase of $326K in the current position value, from $114M to 115M.

Josh Arnold Investment Consultant, LLC is based out at Edina, MN

Below you can find more details about Josh Arnold Investment Consultant, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Million
Technology: $81.6 Million
Consumer Cyclical: $22.2 Million
Healthcare: $5.08 Million
Communication Services: $3.5 Million
Industrials: $1.25 Million
Financial Services: $955,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24T
$74.7 Million 65.24% of portfolio
336,317
Q1 2025 Reduced 0.75%
$2.21T
$21.3 Million 18.57% of portfolio
111,760
Q1 2025 Added 0.36%
$33B
$3.5 Million 3.05% of portfolio
26,790
Q1 2025 New
$181M
$2.89 Million 2.52% of portfolio
578,396
Q1 2025 Added 3,196.27%
$259B
$2.37 Million 2.07% of portfolio
28,050
Q1 2025 Added 15.2%
$207M
$2.27 Million 1.98% of portfolio
1,988,900
Q1 2025 New
$3.19B
$1.42 Million 1.24% of portfolio
73,000
Q1 2025 New
$2B
$1.33 Million 1.16% of portfolio
44,000
Q1 2025 New
$789M
$1.25 Million 1.09% of portfolio
400,000
Q1 2025 New
$9.63B
$891,000 0.78% of portfolio
10,675
Q1 2025 New
$104M
$736,000 0.64% of portfolio
200,000
Q1 2025 New
$514M
$640,000 0.56% of portfolio
250,000
Q1 2025 New
$0
$528,000 0.46% of portfolio
42,050
Q1 2025 Added 2.44%
$241M
$427,000 0.37% of portfolio
155,000
Q1 2025 New
$146B
$209,000 0.18% of portfolio
1,445
Q4 2024 New
$5.77M
$100,000 0.09% of portfolio
250,000
Q1 2025 New
Barnes & Noble Ed Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Tko Group Holdings Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 27.7%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $115 Million
  • Prior Value $114 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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