$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $4,323,000 | +8.1% | 4,348 | 0.0% | 2.08% | +7.3% | |
| BA | BOEING CO | $1,076,000 | -8.1% | 4,890 | 0.0% | 0.52% | -8.8% | |
| PH | PARKER-HANNIFIN CORP | $839,000 | -8.9% | 3,000 | 0.0% | 0.40% | -9.8% | |
| GNRC | GENERAC HLDGS INC | $552,000 | -1.4% | 1,350 | 0.0% | 0.27% | -2.2% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $37,000 | 0.0% | 650 | 0.0% | 0.02% | 0.0% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $24,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| GOAU | ETF SER SOLUTIONSus gbl gld pre | $14,000 | -12.5% | 851 | 0.0% | 0.01% | -12.5% | |
| ACRX | ACELRX PHARMACEUTICALS INC | $13,000 | -27.8% | 13,000 | 0.0% | 0.01% | -33.3% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $11,000 | 0.0% | 156 | 0.0% | 0.01% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $10,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $7,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| RYJ | INVESCO EXCHANGE TRADED FD Trymnd jms sb 1 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
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.