Mine & Arao Wealth Creation & Management, Llc. Portfolio Holdings

Mine & Arao Wealth Creation & Management, Llc.

  • $205 Million
  • Q1 2025

Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $36.3M, Spdr S&P 500 ETF Trust with a value of $31.9M, Spdr Dow Jones Industrial Average ETF Trust with a value of $22.3M, Apple Inc. with a value of $19.9M, and Amazon Com Inc with a value of $12M.

Examining the 13F form we can see an decrease of $13.2M in the current position value, from $218M to 205M.

Mine & Arao Wealth Creation & Management, Llc. is based out at Campbell, CA

Below you can find more details about Mine & Arao Wealth Creation & Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $120 Million
Technology: $33.9 Million
Financial Services: $17.7 Million
Consumer Cyclical: $13 Million
Communication Services: $10.9 Million
Industrials: $3.32 Million
Consumer Defensive: $3.04 Million
Healthcare: $2.23 Million
Other: $654,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.3 Million 17.75% of portfolio
77,470
Q1 2025 Reduced 1.73%
$0
$31.9 Million 15.6% of portfolio
57,074
Q1 2025 Reduced 1.24%
$0
$22.3 Million 10.88% of portfolio
53,017
Q1 2025 Reduced 1.81%
$3.24T
$19.9 Million 9.7% of portfolio
89,402
Q1 2025 Reduced 1.06%
$2.21T
$12 Million 5.87% of portfolio
63,111
Q1 2025 Reduced 1.64%
$355B
$10.1 Million 4.94% of portfolio
93,257
Q1 2025 Added 27.77%
$782B
$5.91 Million 2.89% of portfolio
24,079
Q1 2025 Added 0.14%
$1.08T
$5.77 Million 2.82% of portfolio
36,932
Q1 2025 Reduced 1.81%
$599B
$5.18 Million 2.53% of portfolio
14,777
Q1 2025 Reduced 0.34%
$0
$4.97 Million 2.43% of portfolio
36,631
Q1 2025 Added 0.98%
$0
$3.82 Million 1.86% of portfolio
28,412
Q1 2025 Added 0.53%
$0
$2.68 Million 1.31% of portfolio
44,084
Q1 2025 Reduced 1.58%
$0
$2.46 Million 1.2% of portfolio
39,971
Q1 2025 Added 0.17%
$290B
$2.31 Million 1.13% of portfolio
32,150
Q1 2025 Reduced 0.09%
$0
$2.07 Million 1.01% of portfolio
19,832
Q1 2025 Reduced 0.54%
$648B
$1.92 Million 0.94% of portfolio
3,605
Q1 2025 Reduced 5.5%
$3.52T
$1.89 Million 0.92% of portfolio
5,022
Q1 2025 Reduced 0.02%
$0
$1.87 Million 0.91% of portfolio
30,828
Q1 2025 Added 0.26%
$0
$1.51 Million 0.74% of portfolio
25,922
Q1 2025 Reduced 0.08%
$0
$1.49 Million 0.73% of portfolio
10,936
Q1 2025 Reduced 0.73%
$557B
$1.36 Million 0.66% of portfolio
2,474
Q1 2025 Reduced 1.86%
$385B
$1.19 Million 0.58% of portfolio
7,007
Q1 2025 Reduced 4.08%
$545B
$1.04 Million 0.51% of portfolio
1,112
Q4 2024 Reduced 2.46%
$1.5T
$1.01 Million 0.49% of portfolio
1,752
Q1 2025 Reduced 0.79%
$0
$948,000 0.46% of portfolio
12,081
Q1 2025 Added 0.23%
$75.6B
$921,000 0.45% of portfolio
1,800
Q2 2024 Reduced 0.06%
$310B
$834,000 0.41% of portfolio
11,646
Q4 2024 Reduced 0.41%
$96B
$816,000 0.4% of portfolio
3,529
Q1 2025 Reduced 7.91%
$201B
$806,000 0.39% of portfolio
8,988
Q1 2025 Reduced 6.72%
$478B
$776,000 0.38% of portfolio
5,552
Q1 2025 Added 0.14%
$0
$776,000 0.38% of portfolio
15,203
Q1 2025 Reduced 0.48%
$0
$656,000 0.32% of portfolio
8,027
Q1 2025 Reduced 0.62%
$0
$665,000 0.32% of portfolio
13,759
Q1 2025 Added 0.28%
$0
$603,000 0.29% of portfolio
16,002
Q1 2025 Reduced 1.11%
$0
$599,000 0.29% of portfolio
5,399
Q1 2025 Reduced 2.74%
$735B
$596,000 0.29% of portfolio
722
Q1 2025 Added 38.31%
$189B
$583,000 0.28% of portfolio
1,770
Q1 2025 Reduced 12.2%
$58B
$575,000 0.28% of portfolio
2,428
Q1 2025 Added 0.33%
$0
$551,000 0.27% of portfolio
5,396
Q1 2025 Reduced 3.54%
$211B
$541,000 0.26% of portfolio
5,490
Q1 2025 Added 0.84%
$0
$504,000 0.25% of portfolio
6,059
Q1 2025 Added 0.07%
$0
$520,000 0.25% of portfolio
927
Q1 2025 Added 0.11%
$360B
$495,000 0.24% of portfolio
11,873
Q1 2025 Reduced 2.26%
$0
$496,000 0.24% of portfolio
6,525
Q1 2025 Reduced 1.58%
$15.7B
$485,000 0.24% of portfolio
3,297
Q1 2025 Reduced 0.9%
$0
$475,000 0.23% of portfolio
2,304
Q1 2024 Added 0.04%
$99.1B
$433,000 0.21% of portfolio
1,994
Q1 2025 Reduced 1.58%
$271B
$414,000 0.2% of portfolio
6,724
Q1 2025 Reduced 2.54%
$406B
$397,000 0.19% of portfolio
2,394
Q1 2025 Added 0.46%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $205 Million
  • Prior Value $218 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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