Mine & Arao Wealth Creation & Management, Llc. Portfolio Holdings by Sector
Mine & Arao Wealth Creation & Management, Llc.
- $215 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ SPY DIA SDY DVY IYH ICF IJR 29 stocks |
$130,604
60.66% of portfolio
|
11
|
14
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,488
9.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,978
5.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$9,513
4.42% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$8,582
3.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$7,348
3.41% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$5,321
2.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$3,168
1.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK LLY JNJ PFE 4 stocks |
$2,235
1.04% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX 2 stocks |
$1,879
0.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,798
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC LMT HII 3 stocks |
$1,503
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,360
0.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI 2 stocks |
$1,024
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$853
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$840
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC CSX 2 stocks |
$812
0.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$699
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$641
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$515
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$408
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$404
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$379
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$331
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$310
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$305
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$302
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$281
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$231
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$210
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|