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

Mine & Arao Wealth Creation & Management, Llc.

  • $215 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.59K
- 4.18%
$434.77 - $502.96 $1.56M - $1.81M
82.4K $40.2M
WFC
Wells Fargo & Company

Financial Services
-200
- 0.61%
$51.58 - $60.97 $10.3K - $12.2K
32.4K $1.83M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-243
- 5.72%
$98.99 - $101.51 $24.1K - $24.7K
4.01K $406K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-517
- 3.21%
$47.18 - $48.74 $24.4K - $25.2K
15.6K $759K
NFLX
Netflix Inc

Communication Services
-62
- 5.16%
$598.55 - $722.26 $37.1K - $44.8K
1.14K $808K
BAC
Bank Of America Corp

Financial Services
-23
- 0.19%
$36.65 - $44.13 $843 - $1.01K
12.3K $487K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-189
- 3.97%
$74.26 - $78.84 $14K - $14.9K
4.57K $358K
TIP
Ishares Tr Tips Bd ETF

ETFs
-191
- 3.06%
$105.92 - $110.83 $20.2K - $21.2K
6.05K $668K
VZ
Verizon Communications Inc

Communication Services
-434
- 4.46%
$38.89 - $45.0 $16.9K - $19.5K
9.3K $417K
CSCO
Cisco Systems, Inc.

Technology
-500
- 6.17%
$44.74 - $53.22 $22.4K - $26.6K
7.6K $404K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-483
- 2.81%
$48.51 - $52.86 $23.4K - $25.5K
16.7K $884K
LMT
Lockheed Martin Corp

Industrials
-20
- 3.96%
$460.3 - $584.56 $9.21K - $11.7K
485 $283K
SBUX
Starbucks Corp

Consumer Cyclical
-124
- 3.81%
$72.51 - $98.6 $8.99K - $12.2K
3.13K $305K
PAVE
Global X Fds Us Infrastructure

ETFs
-492
- 2.74%
$36.39 - $41.16 $17.9K - $20.3K
17.4K $718K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 0.42%
$160.76 - $177.82 $5.14K - $5.69K
7.64K $1.32M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-81
- 1.28%
$95.1 - $106.76 $7.7K - $8.65K
6.25K $667K
IYG
Ishares Tr

ETFs
-122
- 1.0%
$64.2 - $71.76 $7.83K - $8.75K
12K $855K
AMT
American Tower Corp

Real Estate
-70
- 2.78%
$192.27 - $242.73 $13.5K - $17K
2.45K $568K
VEU
Vanguard Ftse All World Ex Us

ETFs
-606
- 1.87%
$56.47 - $63.69 $34.2K - $38.6K
31.9K $2.01M
IYH
Ishares Tr

ETFs
-911
- 1.99%
$60.29 - $66.38 $54.9K - $60.5K
44.9K $2.92M
MA
Mastercard Inc

Financial Services
-32
- 1.22%
$429.6 - $500.99 $13.7K - $16K
2.59K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 1.26%
$405.19 - $478.57 $20.3K - $23.9K
3.91K $1.8M
ICF
Ishares Tr

ETFs
-1.14K
- 2.65%
$56.77 - $67.33 $64.9K - $77K
42.1K $2.77M
DVY
Ishares Tr

ETFs
-381
- 1.23%
$119.99 - $135.74 $45.7K - $51.7K
30.6K $4.13M
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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