$156 Million is the total value of Mine & Arao Wealth Creation & Management, LLC.'s 326 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | MICRO FOCUS INTL PLCspon adr new | $0 | – | -11 | -100.0% | 0.00% | – | |
| ORTX | Exit | ORCHARD THERAPEUTICS PLCspon ads | $0 | – | -100 | -100.0% | 0.00% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -16 | -100.0% | -0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -88 | -100.0% | -0.00% | – |
| BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -12 | -100.0% | -0.00% | – |
| NXPI | Exit | NXP SEMICONDUCTORS N V | $0 | – | -34 | -100.0% | -0.00% | – |
| HXL | Exit | HEXCEL CORP NEW | $0 | – | -102 | -100.0% | -0.00% | – |
| Exit | SL GREEN RLTY CORP | $0 | – | -213 | -100.0% | -0.01% | – | |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -60 | -100.0% | -0.01% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -201 | -100.0% | -0.01% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -100 | -100.0% | -0.01% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -50 | -100.0% | -0.01% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -450 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 16 | Q3 2023 | 20.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 16.3% |
| SPDR Dow Jones Indl Avrg ETF | 16 | Q3 2023 | 14.6% |
| APPLE INC | 16 | Q3 2023 | 10.3% |
| AMAZON COM INC | 16 | Q3 2023 | 6.0% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| ALPHABET INC | 16 | Q3 2023 | 2.9% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 5.5% |
| ISHARES TR | 16 | Q3 2023 | 2.1% |
| VISA INC | 16 | Q3 2023 | 1.9% |
View Mine & Arao Wealth Creation & Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-07 |
View Mine & Arao Wealth Creation & Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.