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 $50 Millions to $300 Millions

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

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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