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

Mine & Arao Wealth Creation & Management, Llc.

  • $215 Million
  • Q3 2024

Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 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 $40.2M, Spdr S&P 500 ETF Trust with a value of $34.7M, Spdr Dow Jones Industrial Average ETF Trust with a value of $23.8M, Apple Inc. with a value of $21.5M, and Amazon Com Inc with a value of $12M.

Examining the 13F form we can see an increase of $9.91M in the current position value, from $205M to 215M.

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 $215 Million
ETFs: $131 Million
Technology: $34.7 Million
Financial Services: $14.7 Million
Consumer Cyclical: $13.3 Million
Communication Services: $11.5 Million
Industrials: $3.68 Million
Consumer Defensive: $3.23 Million
Healthcare: $2.61 Million
Other: $1.02 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.5B
$950,000 0.44% of portfolio
1,800
Q2 2024 Reduced 0.06%
$20.9B
$557,000 0.26% of portfolio
3,422
Q3 2024 Added 0.56%
$62.3B
$561,000 0.26% of portfolio
2,262
Q3 2024 Added 0.31%
$95.1B
$568,000 0.26% of portfolio
2,446
Q3 2024 Reduced 2.78%
$92.1B
$515,000 0.24% of portfolio
2,484
Q3 2024 Added 64.72%
$45.7B
$456,000 0.21% of portfolio
3,846
Q3 2024 Added 0.84%
$181B
$417,000 0.19% of portfolio
9,295
Q3 2024 Reduced 4.46%
$200B
$331,000 0.15% of portfolio
1,500
Q4 2022 Reduced 25.0%
$27.6B
$302,000 0.14% of portfolio
3,754
Q3 2024 Added 0.4%
$118B
$305,000 0.14% of portfolio
3,132
Q3 2024 Reduced 3.81%
$142B
$283,000 0.13% of portfolio
485
Q3 2024 Reduced 3.96%
$92.3B
$281,000 0.13% of portfolio
1,134
Q3 2024 Added 0.18%
$75.2B
$251,000 0.12% of portfolio
7,293
Q3 2024 Added 2.86%
$165B
$224,000 0.1% of portfolio
10,199
Q3 2024 Added 0.01%
$144B
$203,000 0.09% of portfolio
7,025
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $215 Million
  • Prior Value $205 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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