Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
J Arnold Wealth Management Co (CIK 1875202) reported $293.7M across 35 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: VOO ($83.4M, 28.40%), QQQ ($41.9M, 14.26%), AAPL ($29.8M, 10.13%), IHI ($29.4M, 10.01%), AMZN ($24.5M, 8.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $83.4M | 28.40% | 190,923 | Added |
| 2 | QQQ | INVESCO QQQ TR | $41.9M | 14.26% | 102,261 | Added |
| 3 | AAPL | APPLE INC | $29.8M | 10.13% | 154,550 | Added |
| 4 | IHI | ISHARES TR | $29.4M | 10.01% | 544,644 | Added |
| 5 | AMZN | AMAZON COM INC | $24.5M | 8.35% | 161,407 | Added |
| 6 | ISRG | INTUITIVE SURGICAL INC | $20.6M | 7.02% | 61,081 | Added |
| 7 | FXL | FIRST TR EXCHANGE TRADED FD | $14.4M | 4.91% | 112,612 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $13.2M | 4.48% | 26,586 | Added |
| 9 | FYC | FIRST TR EXCHANGE-TRADED ALP | $13.1M | 4.47% | 208,878 | Added |
| 10 | MSFT | MICROSOFT CORP | $4.9M | 1.67% | 13,049 | New |
| 11 | CGBL | CAPITAL GROUP CORE BALANCED | $2.8M | 0.95% | 102,327 | New |
| 12 | FXG | FIRST TR EXCHANGE TRADED FD | $2.4M | 0.81% | 37,477 | Trimmed |
| 13 | PH | PARKER-HANNIFIN CORP | $1.4M | 0.47% | 3,000 | Hold |
| 14 | FXU | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.41% | 37,576 | Trimmed |
| 15 | EDOW | FIRST TR EXCHANGE TRADED FD | $973,566 | 0.33% | 29,864 | Trimmed |
| 16 | CGUS | CAPITAL GROUP CORE EQUITY ET | $924,278 | 0.31% | 32,660 | New |
| 17 | CEF | SPROTT PHYSICAL GOLD & SILVE | $794,591 | 0.27% | 41,493 | Added |
| 18 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $776,730 | 0.26% | 32,540 | New |
| 19 | FXH | FIRST TR EXCHANGE TRADED FD | $729,323 | 0.25% | 7,043 | Hold |
| 20 | ICOW | PACER FDS TR | $695,246 | 0.24% | 22,255 | New |
| 21 | TLT | ISHARES TR | $698,629 | 0.24% | 7,045 | Trimmed |
| 22 | PHYS | SPROTT PHYSICAL GOLD TR | $657,113 | 0.22% | 41,250 | Trimmed |
| 23 | PSLV | SPROTT PHYSICAL SILVER TR | $606,000 | 0.21% | 75,000 | Trimmed |
| 24 | GOOG | ALPHABET INC | $472,820 | 0.16% | 3,355 | New |
| 25 | CCL | CARNIVAL CORP | $464,093 | 0.16% | 25,032 | Trimmed |
Source: SEC Form 13F filings · as of 2023-12-31