$181 Million is the total value of J Arnold Wealth Management Co's 10116 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $946,000 | +15.8% | 3,000 | 0.0% | 0.52% | +8.5% | |
| SDY | SPDR SER TRs&p divid etf | $37,000 | +12.1% | 310 | 0.0% | 0.02% | +5.3% | |
| AGG | ISHARES TRcore us aggbd et | $21,000 | -4.5% | 186 | 0.0% | 0.01% | -7.7% | |
| KBE | SPDR SER TRs&p bk etf | $16,000 | +23.1% | 301 | 0.0% | 0.01% | +12.5% | |
| ITOT | ISHARES TRcore s&p ttl stk | $15,000 | +7.1% | 162 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $9,000 | +12.5% | 278 | 0.0% | 0.01% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $6,000 | +20.0% | 103 | 0.0% | 0.00% | 0.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $3,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $4,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $2,000 | +100.0% | 5 | 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.