JA
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J Arnold Wealth Management Co13F | |
| J Arnold Wealth Management Co | |
| Last update 2024-01-17 | 34 Stocks (9 new) |
| Value $291.00 Mil | Turnover 36 % |
J Arnold Wealth Management Co Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 190,923 | 83,397.2 | +94.70% | 28.670 | +13.94% | 0.020 | +14.93% | +6.46% | 655,100.6 | ||
QQQ | INVESCO QQQ Trust | 102,261 | 41,877.9 | +1,403.84% | 14.400 | +13.44% | 0.020 | +19.37% | +8.81% | 357,251.6 | ||
AAPL | Apple Inc | 154,550 | 29,756.0 | +4.86% | 10.230 | +0.47% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
IHI | iShares U.S. Medical Devices ETF | 544,644 | 29,395.0 | +6.78% | 10.100 | +0.64% | 0.490 | +6.11% | +5.72% | 4,537.4 | ||
AMZN | Amazon.com Inc | 161,407 | 24,524.2 | +79.79% | 8.430 | +3.74% | 0.000 | +16.45% | +1.44% | 2,362,563.1 | Retail - Cyclical | |
ISRG | Intuitive Surgical Inc | 61,081 | 20,607.9 | +3.76% | 7.080 | +0.26% | 0.020 | +0.99% | +1.18% | 189,291.4 | Medical Devices & Instruments | |
FXL |
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
| 112,612 | 14,422.2 | +4.29% | 4.960 | +0.20% | 1.090 | +23.11% | +7.91% | 1,395.4 | ||
NVDA | NVIDIA Corp | 265,860 | 13,165.9 | +6.34% | 4.530 | +0.27% | 0.000 | +42.47% | +21.31% | 3,972,245.3 | Semiconductors | |
FYC | FIRST TR EXCH TRD | 208,878 | 13,142.8 | +5.40% | 4.520 | +0.23% | 5.720 | +22.20% | +4.21% | 472.0 | ||
MSFT | Microsoft Corp | 13,049 | 4,907.5 | New Holding | 1.690 | +1.69% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software |
J Arnold Wealth Management Co's Historical Top Holdings Breakdowns
J Arnold Wealth Management Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FXG |
First Trust Consumer Staples AlphaDEX Fund
First Trust Consumer Staples AlphaDEX Fund
| 2023-12-31 | Reduce Reduce | -23.75% | 57.04 ($60.09) 63.37 | $63.53 | 5.73% | Reduce -96.29% | 37,477 | -972,750 | |
VOO | Vanguard S&P 500 ETF | 2023-12-31 | Add Add | +13.94% | 377.32 ($409.4) 438.19 | $573.61 | 40.11% | Add 94.7% | 190,923 | 92,863 | |
QQQ | INVESCO QQQ Trust | 2023-12-31 | Add Add | +13.44% | 343.66 ($379.61) 411.5 | $556.25 | 46.53% | Add 1403.84% | 102,261 | 95,461 | |
MISL |
First Trust Indxx Aerospace & Defense ETF
First Trust Indxx Aerospace & Defense ETF
| 2023-12-31 | Reduce Reduce | -4.41% | 21.33 ($23.66) 25.46 | $37.51 | 58.54% | Reduce -97.78% | 11,361 | -500,493 | |
EDOW | First Trust Dow 30 Equal Weight ETF | 2023-12-31 | Reduce Reduce | -4.37% | 28.08 ($30.26) 32.76 | $38.73 | 28.00% | Reduce -92.57% | 29,864 | -372,244 | |
AMZN | Amazon.com Inc | 2023-12-31 | Add Add | +3.74% | 119.57 ($140.18) 154.07 | $222.54 | 58.75% | Add 79.79% | 161,407 | 71,633 | |
MSFT | Microsoft Corp | 2023-12-31 | New Buy New Buy | +1.69% | 313.39 ($355.93) 382.7 | $503.51 | 41.46% | New holding | 13,049 | 13,049 | |
IHI | iShares U.S. Medical Devices ETF | 2023-12-31 | Add Add | +0.64% | 44.46 ($48.85) 54.12 | $61.69 | 26.28% | Add 6.78% | 544,644 | 34,560 | |
AOM |
iShares Core Moderate Allocation ETF
iShares Core Moderate Allocation ETF
| 2023-12-31 | Sold Out Sold Out | -0.54% | 37.83 ($39.64) 41.78 | $45.76 | 15.44% | Sold Out | 0 | -34,286 | |
AAPL | Apple Inc | 2023-12-31 | Add Add | +0.47% | 166.89 ($184.64) 198.11 | $211.14 | 14.35% | Add 4.86% | 154,550 | 7,169 |
J Arnold Wealth Management Co Total Holding History ($B)
J Arnold Wealth Management Co's Asset Allocation
J Arnold Wealth Management Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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J Arnold Wealth Management Co's Hypothetical Growth since 2023-12-31
J Arnold Wealth Management Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
J Arnold Wealth Management Co's Holdings Heat Map
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J Arnold Wealth Management Co's Holdings Bubble Chart
J Arnold Wealth Management Co News
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