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

Mine & Arao Wealth Creation & Management, Llc.

  • $218 Million
  • Q4 2024

Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $218 Million distributed in 76 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 $40.3M, Spdr S&P 500 ETF Trust with a value of $33.9M, Spdr Dow Jones Industrial Average ETF Trust with a value of $23M, Apple Inc. with a value of $22.6M, and Amazon Com Inc with a value of $14.1M.

Examining the 13F form we can see an increase of $2.49M in the current position value, from $215M to 218M.

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 $218 Million
ETFs: $127 Million
Technology: $36.8 Million
Financial Services: $16.9 Million
Consumer Cyclical: $15.4 Million
Communication Services: $12.9 Million
Industrials: $3.36 Million
Consumer Defensive: $3 Million
Healthcare: $2.15 Million
Other: $579,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $218 Million
  • Prior Value $215 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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