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

Mine & Arao Wealth Creation & Management, Llc.

  • $218 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.65K
- 4.39%
$567.81 - $607.81 $1.51M - $1.61M
57.8K $33.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.14K
- 3.81%
$417.69 - $450.94 $894K - $965K
54K $23M
DVY
Ishares Tr

ETFs
-2.29K
- 7.49%
$129.55 - $143.41 $296K - $328K
28.3K $3.71M
ICF
Ishares Tr

ETFs
-2.16K
- 5.13%
$58.8 - $66.61 $127K - $144K
39.9K $2.4M
IYH
Ishares Tr

ETFs
-147
- 0.33%
$57.53 - $65.24 $8.46K - $9.59K
44.8K $2.61M
CCI
Crown Castle International Corp

Real Estate
-1.55K
- 40.25%
$89.78 - $119.11 $139K - $184K
2.3K $208K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.13K
- 3.53%
$57.29 - $63.1 $64.5K - $71K
30.7K $1.77M
AMT
American Tower Corp

Real Estate
-420
- 17.17%
$179.4 - $232.01 $75.3K - $97.4K
2.03K $371K
MRK
Merck & Co., Inc.

Healthcare
-460
- 4.56%
$96.31 - $114.76 $44.3K - $52.8K
9.64K $958K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-200
- 32.57%
$501.29 - $612.85 $100K - $123K
414 $215K
KO
Coca Cola CO

Consumer Defensive
-48
- 0.41%
$61.74 - $71.71 $2.96K - $3.44K
11.6K $725K
MSFT
Microsoft Corp

Technology
-162
- 3.12%
$406.35 - $454.46 $65.8K - $73.6K
5.02K $2.12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-658
- 10.52%
$99.2 - $108.47 $65.3K - $71.4K
5.59K $556K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-615
- 2.99%
$113.92 - $127.38 $70.1K - $78.3K
19.9K $2.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.88K
- 12.02%
$47.58 - $48.56 $89.2K - $91.1K
13.7K $655K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.45K
- 8.66%
$51.09 - $55.27 $74K - $80K
15.3K $781K
PG
Procter & Gamble CO

Consumer Defensive
-331
- 4.33%
$161.05 - $179.7 $53.3K - $59.5K
7.31K $1.22M
VEA
Vanguard Ftse Developed Market

ETFs
-1.09K
- 14.59%
$47.57 - $52.44 $51.8K - $57.1K
6.37K $304K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-955
- 20.9%
$74.5 - $78.37 $71.1K - $74.8K
3.62K $270K
JNJ
Johnson & Johnson

Healthcare
-254
- 9.63%
$143.34 - $165.86 $36.4K - $42.1K
2.38K $344K
VNQ
Vanguard Specialized Funds Van

ETFs
-619
- 20.63%
$87.85 - $98.6 $54.4K - $61K
2.38K $212K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-793
- 11.58%
$90.66 - $99.46 $71.9K - $78.9K
6.06K $550K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-746
- 18.61%
$100.24 - $101.35 $74.8K - $75.6K
3.26K $328K
VZ
Verizon Communications Inc

Communication Services
-804
- 8.65%
$39.6 - $45.21 $31.8K - $36.3K
8.49K $339K
TIP
Ishares Tr Tips Bd ETF

ETFs
-503
- 8.31%
$106.33 - $110.69 $53.5K - $55.7K
5.55K $591K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-119
- 1.45%
$75.1 - $82.99 $8.94K - $9.88K
8.08K $610K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 2.35%
$442.29 - $483.08 $40.7K - $44.4K
3.82K $1.73M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.27K
- 7.26%
$40.41 - $45.95 $51.2K - $58.2K
16.2K $653K
CSX
Csx Corp

Industrials
-636
- 8.72%
$31.58 - $36.88 $20.1K - $23.5K
6.66K $214K
XLP
Consumer Staples Sector Spdr

ETFs
-479
- 6.74%
N/A
6.63K $504K
SBUX
Starbucks Corp

Consumer Cyclical
-127
- 4.05%
$87.44 - $102.5 $11.1K - $13K
3.01K $273K
IBM
International Business Machines Corp

Technology
-100
- 6.67%
$204.9 - $238.04 $20.5K - $23.8K
1.4K $307K
IWM
Ishares Russell 2000 ETF

ETFs
-86
- 5.66%
$216.13 - $242.4 $18.6K - $20.8K
1.43K $316K
CLX
Clorox CO

Consumer Defensive
-95
- 2.78%
$156.51 - $169.74 $14.9K - $16.1K
3.33K $540K
K
Kellogg CO

Consumer Defensive
-162
- 4.32%
$80.34 - $81.29 $13K - $13.2K
3.59K $290K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-142
- 0.54%
$61.68 - $67.87 $8.76K - $9.64K
25.9K $1.62M
IYY
Ishares Tr

ETFs
-288
- 2.55%
$138.14 - $149.13 $39.8K - $42.9K
11K $1.58M
CSCO
Cisco Systems, Inc.

Technology
-700
- 9.21%
$52.45 - $60.02 $36.7K - $42K
6.9K $408K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.11%
$570.51 - $610.59 $571 - $611
926 $545K
TSLA
Tesla, Inc.

Consumer Cyclical
-895
- 33.47%
$213.65 - $479.86 $191K - $429K
1.78K $718K
BAC
Bank Of America Corp

Financial Services
-124
- 1.01%
$39.22 - $47.77 $4.86K - $5.92K
12.1K $533K
MA
Mastercard Inc

Financial Services
-65
- 2.51%
$491.3 - $536.15 $31.9K - $34.8K
2.52K $1.33M
DIS
Walt Disney CO

Communication Services
-299
- 5.21%
$92.39 - $117.6 $27.6K - $35.2K
5.44K $606K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.59K
- 4.36%
$481.22 - $538.17 $1.73M - $1.93M
78.8K $40.3M
NFLX
Netflix Inc

Communication Services
-28
- 2.46%
$687.65 - $936.56 $19.3K - $26.2K
1.11K $991K
GOOGL
Alphabet Inc.

Communication Services
-313
- 2.32%
$161.86 - $196.66 $50.7K - $61.6K
13.2K $2.49M
WFC
Wells Fargo & Company

Financial Services
-216
- 0.67%
$54.98 - $77.35 $11.9K - $16.7K
32.2K $2.26M
AAPL
Apple Inc.

Technology
-1.91K
- 2.07%
$221.69 - $259.02 $423K - $494K
90.4K $22.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-123
- 0.19%
$180.88 - $232.93 $22.2K - $28.7K
64.2K $14.1M
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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