Mine & Arao Wealth Creation & Management, Llc. Reduced Holdings in Q1 2025

Mine & Arao Wealth Creation & Management, Llc.

  • $205 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.37K
- 1.73%
$468.34 - $539.52 $639K - $736K
77.5K $36.3M
AAPL
Apple Inc.

Technology
-955
- 1.06%
$209.68 - $247.1 $200K - $236K
89.4K $19.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.05K
- 1.64%
$190.26 - $242.06 $200K - $254K
63.1K $12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-719
- 1.24%
$551.42 - $612.93 $396K - $441K
57.1K $31.9M
GOOG
Alphabet Inc.

Communication Services
-682
- 1.81%
$156.06 - $207.71 $106K - $142K
36.9K $5.77M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-976
- 1.81%
$408.78 - $448.82 $399K - $438K
53K $22.3M
GOOGL
Alphabet Inc.

Communication Services
-741
- 5.63%
$154.33 - $206.19 $114K - $153K
12.4K $1.92M
TSLA
Tesla, Inc.

Consumer Cyclical
-375
- 21.08%
$222.15 - $428.22 $83.3K - $161K
1.4K $363K
MSFT
Microsoft Corp

Technology
-1
- 0.02%
$375.39 - $447.2 $375 - $447
5.02K $1.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-107
- 0.54%
$102.49 - $119.96 $11K - $12.8K
19.8K $2.07M
CAT
Caterpillar Inc

Industrials
-246
- 12.2%
$326.75 - $407.63 $80.4K - $100K
1.77K $583K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-22
- 0.08%
$57.21 - $65.8 $1.26K - $1.45K
25.9K $1.51M
IYY
Ishares Tr

ETFs
-80
- 0.73%
$134.05 - $149.75 $10.7K - $12K
10.9K $1.49M
CRM
Salesforce, Inc.

Technology
-5
- 0.44%
$268.36 - $359.95 $1.34K - $1.8K
1.14K $307K
MAR
Marriott International Inc

Consumer Cyclical
-48
- 4.19%
$237.01 - $304.45 $11.4K - $14.6K
1.1K $261K
CLX
Clorox CO

Consumer Defensive
-30
- 0.9%
$141.76 - $162.89 $4.25K - $4.89K
3.3K $485K
PAVE
Global X Fds Us Infrastructure

ETFs
-179
- 1.11%
$37.31 - $43.82 $6.68K - $7.84K
16K $603K
IWM
Ishares Russell 2000 ETF

ETFs
-47
- 3.28%
$198.1 - $229.79 $9.31K - $10.8K
1.39K $276K
BAC
Bank Of America Corp

Financial Services
-275
- 2.26%
$39.61 - $47.74 $10.9K - $13.1K
11.9K $495K
META
Meta Platforms, Inc.

Communication Services
-14
- 0.79%
$576.36 - $736.67 $8.07K - $10.3K
1.75K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
-298
- 4.08%
$158.56 - $176.26 $47.3K - $52.5K
7.01K $1.19M
LMT
Lockheed Martin Corp

Industrials
-7
- 1.44%
$423.19 - $506.29 $2.96K - $3.54K
478 $213K
GS
Goldman Sachs Group Inc

Financial Services
-6
- 1.28%
$524.81 - $672.19 $3.15K - $4.03K
462 $252K
VNQ
Vanguard Specialized Funds Van

ETFs
-134
- 5.63%
$85.55 - $94.34 $11.5K - $12.6K
2.25K $203K
XLP
Consumer Staples Sector Spdr

ETFs
-105
- 1.58%
N/A
6.53K $496K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-74
- 0.48%
$49.78 - $53.19 $3.68K - $3.94K
15.2K $776K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-198
- 3.54%
$97.38 - $104.52 $19.3K - $20.7K
5.4K $551K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-94
- 2.6%
$73.78 - $76.59 $6.94K - $7.2K
3.52K $269K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-84
- 2.58%
$100.59 - $103.47 $8.45K - $8.69K
3.18K $328K
CSCO
Cisco Systems, Inc.

Technology
-175
- 2.54%
$58.74 - $64.87 $10.3K - $11.4K
6.72K $414K
TIP
Ishares Tr Tips Bd ETF

ETFs
-152
- 2.74%
$106.22 - $111.09 $16.1K - $16.9K
5.4K $599K
CCI
Crown Castle International Corp

Real Estate
-176
- 7.66%
$84.33 - $106.39 $14.8K - $18.7K
2.12K $221K
MA
Mastercard Inc

Financial Services
-47
- 1.86%
$504.67 - $576.31 $23.7K - $27.1K
2.47K $1.36M
WM
Waste Management Inc

Industrials
-303
- 7.91%
$200.54 - $233.78 $60.8K - $70.8K
3.53K $816K
VZ
Verizon Communications Inc

Communication Services
-35
- 0.41%
$37.81 - $46.49 $1.32K - $1.63K
8.46K $383K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-50
- 0.62%
$74.85 - $84.89 $3.74K - $4.24K
8.03K $656K
WFC
Wells Fargo & Company

Financial Services
-28
- 0.09%
$66.78 - $81.42 $1.87K - $2.28K
32.2K $2.31M
AMT
American Tower Corp

Real Estate
-32
- 1.58%
$173.46 - $217.6 $5.55K - $6.96K
1.99K $433K
IYH
Ishares Tr

ETFs
-706
- 1.58%
$58.32 - $62.76 $41.2K - $44.3K
44.1K $2.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-210
- 5.5%
$442.66 - $534.52 $93K - $112K
3.61K $1.92M
V
Visa Inc.

Financial Services
-50
- 0.34%
$306.92 - $362.71 $15.3K - $18.1K
14.8K $5.18M
Activity Summary
Buys All Purchases 22 New Holdings 1 Increased Positions 21 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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