The Analysis of Mine & Arao Wealth Creation & Management, LLC.'s Holdings & P&L


Currently, Mine & Arao Wealth Creation & Management, LLC. holds 75 types of securities in its portfolio with a total value $238.3M. In the most recent quarter, they have increased their positions in SDY (+1.3K shares, valued at $184.0K), JPM (+367 shares, valued at $108.0K), NFLX (+714 shares, valued at $68.7K); decreased their positions in N/A (-2.4K shares, valued at $1.4M), SPY (-1.3K shares, valued at $828.5K), NVDA (-3.8K shares, valued at $654.9K).


1M P&L
+9.1M+4.66%
3M P&L
+13.4M+7.02%
HY P&L
+18.7M+10.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A93.6M
52.1%
2Consumer Electronics22.2M
12.4%
3Semiconductors14.8M
8.2%

Top Industries by Stock Count

1N/A26 stocks
37.7%
2Credit Services3 stocks
4.3%
3Banks - Diversified3 stocks
4.3%
Stock Holdings
INVESCO QQQ TR
INVESCO QQQ TR
-3.27%
Shares71.7K
Event2026-03-31
Filed2026-04-29
SPY
STATE STR SPDR S&P 500 ETF T
-2.23%
Shares56.0K
Event2026-03-31
Filed2026-04-29
DIA
STATE STR SPDR DOW JONES IND
-2.12%
Shares52.1K
Event2026-03-31
Filed2026-04-29
AAPL
APPLE INC
-2.00%
Shares87.7K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORPORATION
-4.33%
Shares83.0K
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC
-0.59%
Shares63.5K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-2.23%
Shares35.6K
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO
1.47%
Shares25.3K
Event2026-03-31
Filed2026-04-29
SDY
SPDR SERIES TRUST
3.06%
Shares42.5K
Event2026-03-31
Filed2026-04-29
V
VISA INC
0.77%
Shares15.2K
Event2026-03-31
Filed2026-04-29
DVY
ISHARES TR
0.12%
Shares28.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-2.05%
Shares11.4K
Event2026-03-31
Filed2026-04-29
IYH
ISHARES TR
-0.10%
Shares43.4K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO
-0.18%
Shares32.4K
Event2026-03-31
Filed2026-04-29
ICF
ISHARES TR
-0.25%
Shares40.1K
Event2026-03-31
Filed2026-04-29
IJR
ISHARES TR
-0.01%
Shares19.8K
Event2026-03-31
Filed2026-04-29
VEU
VANGUARD INTL EQUITY INDEX F
0.12%
Shares31.4K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
-3.76%
Shares4.8K
Event2026-03-31
Filed2026-04-29
IJH
ISHARES TR
0.17%
Shares26.0K
Event2026-03-31
Filed2026-04-29
IYY
ISHARES TR
-0.72%
Shares10.6K
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.71%
Shares3.5K
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INCORPORATED
-0.69%
Shares2.5K
Event2026-03-31
Filed2026-04-29
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-29
WM
WASTE MGMT INC DEL
5.01%
Shares5.3K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
0.12%
Shares1.7K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
MERCK & CO INC
0.25%
Shares8.8K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO
-0.81%
Shares13.5K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC.
7.24%
Shares10.6K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
LAM RESEARCH CORP
-5.99%
Shares4.7K
Event2026-03-31
Filed2026-04-29
IYG
ISHARES TR
0.27%
Shares12.0K
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE CO
0.43%
Shares6.8K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC
-0.93%
Shares1.7K
Event2026-03-31
Filed2026-04-29
SPYV
SPDR SERIES TRUST
0.03%
Shares15.2K
Event2026-03-31
Filed2026-04-29
PAVE
GLOBAL X FDS
-0.65%
Shares15.3K
Event2026-03-31
Filed2026-04-29
EFA
ISHARES TR
-1.25%
Shares7.9K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
-1.72%
Shares5.2K
Event2026-03-31
Filed2026-04-29
NSC
NORFOLK SOUTHN CORP
0.33%
Shares2.5K
Event2026-03-31
Filed2026-04-29
IJK
ISHARES TR
-0.74%
Shares6.1K
Event2026-03-31
Filed2026-04-29
ISTB
ISHARES TR
0.27%
Shares12.6K
Event2026-03-31
Filed2026-04-29
TIP
ISHARES TR
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA CORP
2.10%
Shares12.2K
Event2026-03-31
Filed2026-04-29
IVV
ISHARES TR
0.00%
Shares900
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON
0.34%
Shares2.4K
Event2026-03-31
Filed2026-04-29
NOBL
PROSHARES TR
-0.02%
Shares5.5K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
6.60%
Shares1.6K
Event2026-03-31
Filed2026-04-29
XLP
SELECT SECTOR SPDR TR
0.36%
Shares6.5K
Event2026-03-31
Filed2026-04-29
XLK
SELECT SECTOR SPDR TR
-0.13%
Shares3.9K
Event2026-03-31
Filed2026-04-29
DIS
DISNEY WALT CO
-0.62%
Shares5.3K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO
0.00%
Shares531
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC
0.76%
Shares8.4K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD TAX-MANAGED FDS
0.14%
Shares6.5K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC
-0.22%
Shares464
Event2026-03-31
Filed2026-04-29
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
MAR
MARRIOTT INTL INC NEW
0.18%
Shares1.1K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION
0.00%
Shares360
Event2026-03-31
Filed2026-04-29
STIP
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
AMT
AMERICAN TOWER CORP
0.53%
Shares1.9K
Event2026-03-31
Filed2026-04-29
IWM
ISHARES TR
0.08%
Shares1.3K
Event2026-03-31
Filed2026-04-29
BND
VANGUARD BD INDEX FDS
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-29
INTA
INTAPP INC
-14.93%
Shares11.4K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP
0.00%
Shares478
Event2026-03-31
Filed2026-04-29
CLX
CLOROX CO DEL
-3.68%
Shares2.8K
Event2026-03-31
Filed2026-04-29
T
AT&T INC
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-29
BIV
VANGUARD BD INDEX FDS
-2.62%
Shares3.5K
Event2026-03-31
Filed2026-04-29
CSX
CSX CORP
0.06%
Shares6.4K
Event2026-03-31
Filed2026-04-29
SBUX
STARBUCKS CORP
0.38%
Shares2.9K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
1.06%
Shares8.9K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
0.10%
Shares1.9K
Event2026-03-31
Filed2026-04-29
CRM
SALESFORCE INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares414
Event2026-03-31
Filed2026-04-29

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available