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

Mine & Arao Wealth Creation & Management, Llc.

  • $205 Million
  • Q1 2025

Mine & Arao Wealth Creation & Management, Llc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 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 $36.3M, Spdr S&P 500 ETF Trust with a value of $31.9M, Spdr Dow Jones Industrial Average ETF Trust with a value of $22.3M, Apple Inc. with a value of $19.9M, and Amazon Com Inc with a value of $12M.

Examining the 13F form we can see an decrease of $13.2M in the current position value, from $218M to 205M.

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 $205 Million
ETFs: $120 Million
Technology: $33.9 Million
Financial Services: $17.7 Million
Consumer Cyclical: $13 Million
Communication Services: $10.9 Million
Industrials: $3.32 Million
Consumer Defensive: $3.04 Million
Healthcare: $2.23 Million
Other: $654,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $205 Million
  • Prior Value $218 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

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

Follow Mine & Arao Wealth Creation & Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mine & Arao Wealth Creation & Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Mine & Arao Wealth Creation & Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email