$207 Million is the total value of J Arnold Wealth Management Co's 62 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $468,000 | – | 9,944 | +100.0% | 0.23% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $232,000 | – | 3,639 | +100.0% | 0.11% | – |
| FSM | New | FORTUNA SILVER MINES INC | $51,000 | – | 13,100 | +100.0% | 0.02% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $40,000 | – | 15 | +100.0% | 0.02% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $36,000 | – | 450 | +100.0% | 0.02% | – |
| GDXJ | New | VANECK ETF TRUSTjunior gold mine | $27,000 | – | 700 | +100.0% | 0.01% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $22,000 | – | 305 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-10
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.