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Mine & Arao Wealth Creation & Management, LLC.13F | |
Mine & Arao Wealth Creation & Management, LLC. | |
Last update 2025-05-02 | 75 Stocks (1 new) |
Value $205.00 Mil | Turnover 1 % |
Mine & Arao Wealth Creation & ... Top Holdings of 2025-03-31
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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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 77,470 | 36,327.3 | -1.73% | 17.720 | -0.32% | 0.010 | +13.17% | +4.65% | 344,271.6 | ||
SPY | SPDR S&P 500 ETF Trust | 57,074 | 31,927.0 | -1.24% | 15.570 | -0.19% | 0.010 | +7.90% | +3.21% | 613,924.7 | ||
DIA | SPDR Dow Jones Industrial Average ETF | 53,017 | 22,261.0 | -1.81% | 10.860 | -0.19% | 0.060 | +2.74% | +1.48% | 38,661.8 | ||
AAPL | Apple Inc | 89,402 | 19,858.8 | -1.06% | 9.680 | -0.11% | 0.000 | -10.79% | -18.87% | 3,027,043.9 | Hardware | |
AMZN | Amazon.com Inc | 63,111 | 12,007.5 | -1.64% | 5.860 | -0.11% | 0.000 | +11.86% | -0.81% | 2,310,224.4 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 93,257 | 10,107.1 | +27.77% | 4.930 | +1.07% | 0.000 | +34.58% | +7.21% | 3,510,832.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 24,079 | 5,906.6 | +0.14% | 2.880 | 0% | 0.000 | +16.38% | +13.32% | 746,464.8 | Banks | |
GOOG | Alphabet Inc | 36,932 | 5,769.9 | -1.81% | 2.810 | -0.06% | 0.000 | +7.40% | -5.26% | 2,174,963.8 | Interactive Media | |
V | Visa Inc | 14,777 | 5,178.7 | -0.34% | 2.530 | -0.01% | 0.000 | +8.74% | +17.69% | 710,140.3 | Credit Services | |
SDY | SPDR Dividend ETF | 36,631 | 4,970.1 | +0.98% | 2.420 | +0.02% | 0.020 | -0.64% | +4.06% | 20,090.5 |
Mine & Arao Wealth Creation & Management, LLC.'s Historical Top Holdings Breakdowns
Mine & Arao Wealth Creation & Management, LLC.'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 |
---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Add | +1.07% | 106.98 ($126.74) 149.43 | $143.96 | 13.59% | Add 27.77% | 93,257 | 20,266 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce | -0.32% | 468.34 ($508.07) 539.52 | $534.21 | 5.14% | Reduce -1.73% | 77,470 | -1,365 | |
DIA | SPDR Dow Jones Industrial Average ETF | 2025-03-31 | Reduce | -0.19% | 408.78 ($432.49) 448.82 | $429.61 | -0.67% | Reduce -1.81% | 53,017 | -976 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce | -0.19% | 551.42 ($587.78) 612.93 | $603.08 | 2.60% | Reduce -1.24% | 57,074 | -719 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce | -0.11% | 190.26 ($217) 242.06 | $217.61 | 0.28% | Reduce -1.64% | 63,111 | -1,050 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.11% | 209.68 ($231.67) 247.1 | $202.67 | -12.52% | Reduce -1.06% | 89,402 | -955 | |
HII | Huntington Ingalls Industries Inc | 2025-03-31 | New Buy | +0.10% | 159.75 ($189.77) 208.61 | $223.30 | 17.67% | New holding | 1,025 | 1,025 | |
CSX | CSX Corp | 2025-03-31 | Sold Out | -0.10% | 29.11 ($31.76) 33.67 | $32.61 | 2.68% | Sold Out | 0 | -6,657 | |
XLY | Consumer Discretionary Select Sector SPDR | 2025-03-31 | Sold Out | -0.09% | 192.6 ($216.89) 233.2 | $216.43 | -0.21% | Sold Out | 0 | -900 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add | +0.08% | 725.72 ($832.09) 929.72 | $807.19 | -2.99% | Add 38.31% | 722 | 200 |
Mine & Arao Wealth Creation & Management, LLC. Total Holding History ($B)
Mine & Arao Wealth Creation & Management, LLC.'s Asset Allocation
Mine & Arao Wealth Creation & Management, LLC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Mine & Arao Wealth Creation & Management, LLC.'s Hypothetical Growth since 2025-03-31
Mine & Arao Wealth Creation & Management, LLC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Mine & Arao Wealth Creation & Management, LLC.'s Holdings Heat Map
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Mine & Arao Wealth Creation & Management, LLC.'s Holdings Bubble Chart
Mine & Arao Wealth Creation & Management, LLC. News
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