Mine & Arao Wealth Creation & Management, Llc. Incresed Positions in Q4 2024

Mine & Arao Wealth Creation & Management, Llc.

  • $218 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.32K
+ 3.28%
$117.0 - $148.88 $271K - $345K
73K $9.8M
V
Visa Inc.

Financial Services
1.1K
+ 8.03%
$273.87 - $320.91 $302K - $354K
14.8K $4.69M
GOOG
Alphabet Inc.

Communication Services
101
+ 0.27%
$163.08 - $198.16 $16.5K - $20K
37.6K $7.16M
JPM
Jpmorgan Chase & CO

Financial Services
166
+ 0.7%
$205.18 - $250.29 $34.1K - $41.5K
24K $5.76M
WM
Waste Management Inc

Industrials
1.35K
+ 54.27%
$201.79 - $228.46 $272K - $308K
3.83K $773K
IYG
Ishares Tr

ETFs
6
+ 0.05%
$70.24 - $82.34 $421 - $494
12.1K $937K
CRM
Salesforce, Inc.

Technology
15
+ 1.32%
$270.87 - $367.87 $4.06K - $5.52K
1.15K $384K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.83K
+ 8.45%
$131.66 - $144.0 $372K - $407K
36.3K $4.79M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.97%
$246.06 - $292.59 $2.71K - $3.22K
1.15K $319K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.21%
$486.1 - $608.57 $486 - $609
468 $267K
PFE
Pfizer Inc

Healthcare
1.84K
+ 26.25%
$24.8 - $30.19 $45.7K - $55.7K
8.87K $235K
BND
Vanguard Bd Index Fd Inc Total

ETFs
562
+ 14.92%
$71.75 - $75.11 $40.3K - $42.2K
4.33K $311K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.42%
$873.59 - $994.69 $874 - $995
239 $218K
NSC
Norfolk Southern Corp

Industrials
158
+ 6.98%
$230.6 - $277.0 $36.4K - $43.8K
2.42K $567K
ORCL
Oracle Corp

Technology
33
+ 0.6%
$165.41 - $192.43 $5.46K - $6.35K
5.54K $923K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.58%
$727.2 - $932.06 $2.18K - $2.8K
522 $402K
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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