Mine & Arao Wealth Creation & Management, Llc. Purchases in Q3 2024

Mine & Arao Wealth Creation & Management, Llc.

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
770
+ 1.29%
$517.38 - $573.86 $398K - $442K
60.4K $34.7M
AAPL
Apple Inc.

Technology
595
+ 0.65%
$207.23 - $234.82 $123K - $140K
92.3K $21.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
642
+ 1.16%
$386.81 - $423.12 $248K - $272K
56.1K $23.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.35K
+ 11.14%
$125.95 - $142.04 $422K - $476K
33.4K $4.75M
V
Visa Inc.

Financial Services
860
+ 6.68%
$253.74 - $291.56 $218K - $251K
13.7K $3.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
216
+ 1.06%
$105.53 - $118.34 $22.8K - $25.6K
20.6K $2.4M
JPM
Jpmorgan Chase & CO

Financial Services
145
+ 0.61%
$194.9 - $224.8 $28.3K - $32.6K
23.9K $5.03M
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 8.08%
$191.76 - $263.26 $38.4K - $52.7K
2.67K $699K
PFE
Pfizer Inc

Healthcare
7.03K
New
$27.7 - $31.39 $195K - $221K
7.03K $203K
WM
Waste Management Inc

Industrials
976
+ 64.72%
$196.96 - $223.45 $192K - $218K
2.48K $515K
KO
Coca Cola CO

Consumer Defensive
802
+ 7.36%
$62.69 - $73.01 $50.3K - $58.6K
11.7K $840K
CAT
Caterpillar Inc

Industrials
3
+ 0.14%
$316.8 - $391.12 $950 - $1.17K
2.18K $853K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.06%
$453.41 - $572.44 $453 - $572
1.76K $1.01M
MSFT
Microsoft Corp

Technology
459
+ 9.71%
$395.15 - $467.56 $181K - $215K
5.19K $2.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
61
+ 0.23%
$57.32 - $62.65 $3.5K - $3.82K
26.1K $1.63M
CLX
Clorox CO

Consumer Defensive
19
+ 0.56%
$131.73 - $166.97 $2.5K - $3.17K
3.42K $557K
K
Kellogg CO

Consumer Defensive
15
+ 0.4%
$56.19 - $80.81 $843 - $1.21K
3.75K $302K
IYY
Ishares Tr

ETFs
30
+ 0.27%
$125.77 - $139.59 $3.77K - $4.19K
11.3K $1.58M
CCI
Crown Castle International Corp

Real Estate
32
+ 0.84%
$95.29 - $120.24 $3.05K - $3.85K
3.85K $456K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.31%
$213.75 - $259.69 $1.5K - $1.82K
2.26K $561K
JNJ
Johnson & Johnson

Healthcare
11
+ 0.42%
$145.48 - $167.38 $1.6K - $1.84K
2.64K $427K
IJK
Ishares S&P Midcap 400 Growth

ETFs
58
+ 0.85%
$84.81 - $93.54 $4.92K - $5.43K
6.85K $629K
T
At&T Inc.

Communication Services
1
+ 0.01%
$18.21 - $22.28 $18.2 - $22.3
10.2K $224K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.26%
$200.87 - $224.6 $803 - $898
1.52K $335K
VEA
Vanguard Ftse Developed Market

ETFs
17
+ 0.23%
$47.6 - $53.31 $809 - $906
7.46K $393K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.43%
$459.02 - $510.25 $918 - $1.02K
467 $231K
CSX
Csx Corp

Industrials
203
+ 2.86%
$32.48 - $35.45 $6.59K - $7.2K
7.29K $251K
PFF
Ishares Trust Ishares Pfd And

ETFs
64
+ 0.93%
$31.18 - $33.5 $2K - $2.14K
6.94K $230K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.18%
$211.35 - $255.11 $423 - $510
1.13K $281K
XLP
Consumer Staples Sector Spdr

ETFs
21
+ 0.3%
$76.04 - $76.04 $1.6K - $1.6K
7.11K $540K
DIS
Walt Disney CO

Communication Services
13
+ 0.23%
$85.6 - $98.61 $1.11K - $1.28K
5.74K $552K
NVDA
Nvidia Corp

Technology
552
+ 0.79%
$98.91 - $134.91 $54.6K - $74.5K
70.7K $8.58M
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.03%
$111.15 - $128.97 $333 - $387
10.1K $1.15M
GOOGL
Alphabet Inc.

Communication Services
9
+ 0.07%
$148.65 - $191.18 $1.34K - $1.72K
13.5K $2.23M
AMZN
Amazon Com Inc

Consumer Cyclical
410
+ 0.64%
$161.02 - $200.0 $66K - $82K
64.3K $12M
GOOG
Alphabet Inc.

Communication Services
589
+ 1.6%
$149.54 - $192.66 $88.1K - $113K
37.5K $6.27M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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