$169 Million is the total value of J Arnold Wealth Management Co's 92 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $817,000 | +34.6% | 3,000 | 0.0% | 0.48% | +6.9% | |
| IJH | ISHARES TRcore s&p mcp etf | $282,000 | +24.2% | 1,225 | 0.0% | 0.17% | -1.2% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $56,000 | +12.0% | 1,005 | 0.0% | 0.03% | -10.8% | |
| SHY | ISHARES TR1 3 yr treas bd | $33,000 | 0.0% | 380 | 0.0% | 0.02% | -24.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $26,000 | +18.2% | 15 | 0.0% | 0.02% | -6.2% | |
| KBE | SPDR SER TRs&p bk etf | $13,000 | +44.4% | 301 | 0.0% | 0.01% | +14.3% | |
| IYH | ISHARES TRus hlthcare etf | $12,000 | +9.1% | 50 | 0.0% | 0.01% | -12.5% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $2,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-09-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTUITIVE SURGICAL INC | 16 | Q3 2023 | 10.6% |
| FIRST TR EXCHANGE TRADED FD | 16 | Q3 2023 | 11.0% |
| FIRST TR EXCHANGE TRADED FD | 16 | Q3 2023 | 11.2% |
| FIRST TR EXCHANGE TRADED FD | 16 | Q3 2023 | 17.9% |
| PARKER-HANNIFIN CORP | 16 | Q3 2023 | 1.1% |
| AMAZON COM INC | 15 | Q3 2023 | 38.3% |
| APPLE INC | 15 | Q3 2023 | 24.2% |
| FIRST TR EXCHANGE TRADED FD | 15 | Q2 2023 | 8.9% |
| ALPHABET INC | 14 | Q1 2023 | 20.6% |
| FIRST TR EXCHANGE-TRADED FD | 14 | Q2 2023 | 33.6% |
View J Arnold Wealth Management Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-01-23 |
| SC 13G/A | 2024-01-23 |
| SC 13G | 2024-01-22 |
| 13F-HR | 2024-01-17 |
| SC 13G | 2023-11-15 |
| SC 13G | 2023-11-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-14 |
View J Arnold Wealth Management Co'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.