Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $202 Million distributed in 385 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 $38.5M, Spdr S&P 500 ETF Trust with a value of $31.4M, Spdr Dow Jones Industrial Average ETF Trust with a value of $22.1M, Apple Inc. with a value of $15.5M, and Amazon Com Inc with a value of $11.5M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $185M to 202M.
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
$202 Million
ETFs: $124 Million
Technology: $27.6 Million
Financial Services: $13.9 Million
Consumer Cyclical: $13 Million
Communication Services: $10.6 Million
Industrials: $4.26 Million
Healthcare: $3.36 Million
Consumer Defensive: $3.35 Million
Other: $1.45 Million
Stock Holdings Table Market Cap. of $200 Billions or more