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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$21.5 Million 9.98% of portfolio
92,263
Q3 2024 Added 0.65%
$2.01T
$12 Million 5.56% of portfolio
64,284
Q3 2024 Added 0.64%
$354B
$8.58 Million 3.99% of portfolio
70,675
Q3 2024 Added 0.79%
$1.01T
$6.27 Million 2.91% of portfolio
37,513
Q3 2024 Added 1.6%
$729B
$5.03 Million 2.34% of portfolio
23,879
Q3 2024 Added 0.61%
$507B
$3.77 Million 1.75% of portfolio
13,725
Q3 2024 Added 6.68%
$3.11T
$2.23 Million 1.04% of portfolio
5,185
Q3 2024 Added 9.71%
$984B
$2.23 Million 1.04% of portfolio
13,474
Q3 2024 Added 0.07%
$288B
$1.83 Million 0.85% of portfolio
32,394
Q3 2024 Reduced 0.61%
$620B
$1.8 Million 0.84% of portfolio
3,907
Q3 2024 Reduced 1.26%
$418B
$1.32 Million 0.61% of portfolio
7,636
Q3 2024 Reduced 0.42%
$497B
$1.28 Million 0.59% of portfolio
2,586
Q3 2024 Reduced 1.22%
$251B
$1.15 Million 0.53% of portfolio
10,096
Q3 2024 Added 0.03%
$1.26T
$1.01 Million 0.47% of portfolio
1,761
Q3 2024 Added 0.06%
$518B
$938,000 0.44% of portfolio
5,511
Q3 2024 Added 0.18%
$210B
$853,000 0.4% of portfolio
2,181
Q3 2024 Added 0.14%
$400B
$808,000 0.38% of portfolio
1,140
Q3 2024 Reduced 5.16%
$1.11T
$699,000 0.32% of portfolio
2,674
Q3 2024 Added 8.08%
$211B
$552,000 0.26% of portfolio
5,743
Q3 2024 Added 0.23%
$377B
$487,000 0.23% of portfolio
12,272
Q3 2024 Reduced 0.19%
$711B
$459,000 0.21% of portfolio
519
Q1 2024 Added 0.39%
$406B
$427,000 0.2% of portfolio
2,637
Q3 2024 Added 0.42%
$240B
$404,000 0.19% of portfolio
7,599
Q3 2024 Reduced 6.17%
$201B
$379,000 0.18% of portfolio
614
Q1 2024 Added 0.49%
$342B
$310,000 0.14% of portfolio
1,134
Q1 2024 Reduced 2.16%
$225B
$272,000 0.13% of portfolio
1,005
Q1 2024 Added 0.5%
$206B
$231,000 0.11% of portfolio
467
Q3 2024 Added 0.43%
$427B
$210,000 0.1% of portfolio
238
Q2 2024 Added 28.65%

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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