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J Arnold Wealth Management Co13F | |
J Arnold Wealth Management Co | |
Last update 2024-01-17 | 34 Stocks (9 new) |
Value $291.00 Mil | Turnover 36 % |
Portfolio Report |
J Arnold Wealth Management Co Top Holdings of 2023-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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VOO | Vanguard S&P 500 ETF | 190,923 | 83397.200 | +94.70% | 28.670 | +13.94% | 0.020 | +11.55% | +21.36% | 493529.541 | ||
QQQ | INVESCO QQQ Trust | 102,261 | 41877.930 | +1,403.84% | 14.400 | +13.44% | 0.020 | +13.06% | +20.19% | 297491.724 | ||
AAPL | Apple Inc | 154,550 | 29755.980 | +4.86% | 10.230 | +0.47% | 0.000 | +6.90% | +16.50% | 3377630.649 | Hardware | |
IHI | iShares U.S. Medical Devices ETF | 544,644 | 29395.000 | +6.78% | 10.100 | +0.64% | 0.490 | +9.40% | +10.23% | 4880.772 | ||
AMZN | Amazon.com Inc | 161,407 | 24524.180 | +79.79% | 8.430 | +3.74% | 0.000 | +23.90% | +31.30% | 2097744.696 | Retail - Cyclical | |
ISRG | Intuitive Surgical Inc | 61,081 | 20607.890 | +3.76% | 7.080 | +0.26% | 0.020 | +17.62% | +52.71% | 183492.965 | Medical Devices & Instruments | |
FXL | First Trust Technology AlphaDEX Fund | 112,612 | 14422.240 | +4.29% | 4.960 | +0.20% | 1.090 | +15.83% | +11.31% | 1362.065 | ||
NVDA | NVIDIA Corp | 265,860 | 13165.930 | +6.34% | 4.530 | +0.27% | 0.000 | +39.30% | +182.58% | 3431992.300 | Semiconductors | |
FYC | FIRST TR EXCH TRD | 208,878 | 13142.760 | +5.40% | 4.520 | +0.23% | 5.720 | +17.31% | +22.14% | 357.353 | ||
MSFT | Microsoft Corp | 13,049 | 4907.460 | New Holding | 1.690 | +1.69% | 0.000 | +4.32% | +10.02% | 3059156.044 | Software |
J Arnold Wealth Management Co's Historical Top Holdings Breakdowns
J Arnold Wealth Management Co's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
FXG | First Trust Consumer Staples AlphaDEX Fund | 2023-12-31 | Reduce | -23.75% | 57.04 ($60.09) 63.37 | $67.47 | 12.28% | Reduce -96.29% | 37,477 | -972,750 | |
VOO | Vanguard S&P 500 ETF | 2023-12-31 | Add | +13.94% | 377.32 ($409.4) 438.19 | $530.10 | 29.48% | Add 94.7% | 190,923 | 92,863 | |
QQQ | INVESCO QQQ Trust | 2023-12-31 | Add | +13.44% | 343.66 ($379.61) 411.5 | $492.21 | 29.66% | Add 1403.84% | 102,261 | 95,461 | |
MISL | First Trust Indxx Aerospace & Defense ETF | 2023-12-31 | Reduce | -4.41% | 21.33 ($23.66) 25.46 | $31.90 | 34.83% | Reduce -97.78% | 11,361 | -500,493 | |
EDOW | First Trust Dow 30 Equal Weight ETF | 2023-12-31 | Reduce | -4.37% | 28.08 ($30.26) 32.76 | $35.57 | 17.55% | Reduce -92.57% | 29,864 | -372,244 | |
AMZN | Amazon.com Inc | 2023-12-31 | Add | +3.74% | 119.57 ($140.18) 154.07 | $199.50 | 42.32% | Add 79.79% | 161,407 | 71,633 | |
MSFT | Microsoft Corp | 2023-12-31 | New Buy | +1.69% | 313.39 ($355.93) 382.7 | $411.46 | 15.60% | New holding | 13,049 | 13,049 | |
IHI | iShares U.S. Medical Devices ETF | 2023-12-31 | Add | +0.64% | 44.46 ($48.85) 54.12 | $59.49 | 21.78% | Add 6.78% | 544,644 | 34,560 | |
AOM | iShares Core Moderate Allocation ETF | 2023-12-31 | Sold Out | -0.54% | 37.83 ($39.64) 41.78 | $44.15 | 11.38% | Sold Out | 0 | -34,286 | |
AAPL | Apple Inc | 2023-12-31 | Add | +0.47% | 166.89 ($184.64) 198.11 | $223.45 | 21.02% | Add 4.86% | 154,550 | 7,169 |
J Arnold Wealth Management Co Total Holding History ($B)
J Arnold Wealth Management Co's Asset Allocation
J Arnold Wealth Management Co Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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J Arnold Wealth Management Co's Hypothetical Growth since 2023-12-31
J Arnold Wealth Management Co's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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J Arnold Wealth Management Co's Holdings Heat Map
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J Arnold Wealth Management Co's Holdings Bubble Chart
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