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


Currently, Mine & Arao Wealth Creation & Management, LLC. holds 78 types of securities in its portfolio with a total value $275.9M. In the most recent quarter, they have increased their positions in AMD (+799 shares, valued at $464.1K), SDY (+2.6K shares, valued at $393.7K), NOBL (+5.1K shares, valued at $286.8K); decreased their positions in QQQ (-2.2K shares, valued at $1.6M), AAPL (-736 shares, valued at $213.0K), LRCX (-350 shares, valued at $151.7K); initiated new positions in AMD (+799 shares, valued at $464.1K), UNP (+888 shares, valued at $241.4K), VNQ (+2.3K shares, valued at $222.7K).


1M P&L
+5.9M+2.85%
3M P&L
+1.9M+0.88%
HY P&L
+23.6M+12.48%

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/A114.6M
53.7%
2Consumer Electronics25.2M
11.8%
3Semiconductors18.3M
8.6%

Top Industries by Stock Count

1N/A26 stocks
39.4%
2Drug Manufacturers - General4 stocks
6.1%
3Semiconductors3 stocks
4.5%
Stock Holdings
QQQ
INVESCO QQQ TR
-3.08%
Shares69.5K
Event2026-06-30
Filed2026-07-23
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.13%
Shares55.9K
Event2026-06-30
Filed2026-07-23
DIA
STATE STR SPDR DOW JONES IND
-0.02%
Shares52.1K
Event2026-06-30
Filed2026-07-23
AAPL
APPLE INC
-0.84%
Shares86.9K
Event2026-06-30
Filed2026-07-23
NVDA
NVIDIA CORPORATION
1.17%
Shares84.0K
Event2026-06-30
Filed2026-07-23
AMZN
AMAZON COM INC
0.81%
Shares64.0K
Event2026-06-30
Filed2026-07-23
GOOG
ALPHABET INC
-0.26%
Shares35.5K
Event2026-06-30
Filed2026-07-23
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
2.47%
Shares25.9K
Event2026-06-30
Filed2026-07-23
SDY
SPDR SERIES TRUST
6.08%
Shares45.1K
Event2026-06-30
Filed2026-07-23
VISA INC
VISA INC
5.01%
Shares16.0K
Event2026-06-30
Filed2026-07-23
DVY
ISHARES TR
0.79%
Shares29.2K
Event2026-06-30
Filed2026-07-23
GOOGL
ALPHABET INC
-1.36%
Shares11.3K
Event2026-06-30
Filed2026-07-23
IYH
ISHARES TR
2.35%
Shares44.4K
Event2026-06-30
Filed2026-07-23
IJR
ISHARES TR
0.85%
Shares20.0K
Event2026-06-30
Filed2026-07-23
WFC
WELLS FARGO & CO
2.05%
Shares33.0K
Event2026-06-30
Filed2026-07-23
ICF
ISHARES TR
0.26%
Shares40.3K
Event2026-06-30
Filed2026-07-23
VEU
VANGUARD INTL EQUITY INDEX F
0.39%
Shares31.5K
Event2026-06-30
Filed2026-07-23
IJH
ISHARES TR
1.01%
Shares26.3K
Event2026-06-30
Filed2026-07-23
IYY
ISHARES TR
-0.49%
Shares10.6K
Event2026-06-30
Filed2026-07-23
LRCX
LAM RESEARCH CORP
-7.43%
Shares4.4K
Event2026-06-30
Filed2026-07-23
MSFT
MICROSOFT CORP
2.48%
Shares4.9K
Event2026-06-30
Filed2026-07-23
CAT
CATERPILLAR INC
0.12%
Shares1.7K
Event2026-06-30
Filed2026-07-23
BRK.B
BERKSHIRE HATHAWAY INC DEL
-0.43%
Shares3.5K
Event2026-06-30
Filed2026-07-23
WASTE MGMT INC DEL
WASTE MGMT INC DEL
8.37%
Shares5.7K
Event2026-06-30
Filed2026-07-23
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.16%
Shares2.5K
Event2026-06-30
Filed2026-07-23
MRK
MERCK & CO INC
0.05%
Shares8.9K
Event2026-06-30
Filed2026-07-23
KO
COCA COLA CO
2.45%
Shares13.8K
Event2026-06-30
Filed2026-07-23
IYG
ISHARES TR
0.22%
Shares12.1K
Event2026-06-30
Filed2026-07-23
MU
MICRON TECHNOLOGY INC
-7.50%
Shares925
Event2026-06-30
Filed2026-07-23
PG
PROCTER & GAMBLE CO
-0.97%
Shares6.7K
Event2026-06-30
Filed2026-07-23
META PLATFORMS INC
META PLATFORMS INC
0.41%
Shares1.7K
Event2026-06-30
Filed2026-07-23
SPYV
SPDR SERIES TRUST
0.22%
Shares15.3K
Event2026-06-30
Filed2026-07-23
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-23
PAVE
GLOBAL X FDS
0.00%
Shares15.3K
Event2026-06-30
Filed2026-07-23
EFA
ISHARES TR
1.47%
Shares8.0K
Event2026-06-30
Filed2026-07-23
NSC
NORFOLK SOUTHN CORP
0.37%
Shares2.5K
Event2026-06-30
Filed2026-07-23
NETFLIX INC.
NETFLIX INC.
-0.74%
Shares10.5K
Event2026-06-30
Filed2026-07-23
XLK
SELECT SECTOR SPDR TR
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-23
ORACLE CORP
ORACLE CORP
-3.76%
Shares5.0K
Event2026-06-30
Filed2026-07-23
IJK
ISHARES TR
0.08%
Shares6.1K
Event2026-06-30
Filed2026-07-23
BAC
BANK OF AMER CORP
0.16%
Shares12.2K
Event2026-06-30
Filed2026-07-23
ISHARES TR
ISHARES TR
0.00%
Shares900
Event2026-06-30
Filed2026-07-23
TSLA
TESLA INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-23
CISCO SYS INC
CISCO SYS INC
0.02%
Shares5.5K
Event2026-06-30
Filed2026-07-23
LLY
ELI LILLY & CO
0.19%
Shares532
Event2026-06-30
Filed2026-07-23
ISTB
ISHARES TR
0.42%
Shares12.7K
Event2026-06-30
Filed2026-07-23
JNJ
JOHNSON & JOHNSON
0.34%
Shares2.4K
Event2026-06-30
Filed2026-07-23
TIP
ISHARES TR
0.48%
Shares5.5K
Event2026-06-30
Filed2026-07-23
NOBL
PROSHARES TR
93.21%
Shares10.6K
Event2026-06-30
Filed2026-07-23
XLP
SELECT SECTOR SPDR TR
0.45%
Shares6.5K
Event2026-06-30
Filed2026-07-23
DIS
DISNEY WALT CO
0.00%
Shares5.3K
Event2026-06-30
Filed2026-07-23
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-23
GS
GOLDMAN SACHS GROUP INC
0.22%
Shares465
Event2026-06-30
Filed2026-07-23
VEA
VANGUARD TAX-MANAGED FDS
0.48%
Shares6.6K
Event2026-06-30
Filed2026-07-23
AMD
ADVANCED MICRO DEVICES INC
New
Shares799
Event2026-06-30
Filed2026-07-23
MAR
MARRIOTT INTL INC NEW
0.18%
Shares1.1K
Event2026-06-30
Filed2026-07-23
IWM
ISHARES TR
0.24%
Shares1.3K
Event2026-06-30
Filed2026-07-23
VZ
VERIZON COMMUNICATIONS INC
0.72%
Shares8.4K
Event2026-06-30
Filed2026-07-23
AXP
AMERICAN EXPRESS CO
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-23
STIP
ISHARES TR
1.31%
Shares3.3K
Event2026-06-30
Filed2026-07-23
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-2.50%
Shares351
Event2026-06-30
Filed2026-07-23
AMT
AMERICAN TOWER CORP
0.53%
Shares1.9K
Event2026-06-30
Filed2026-07-23
BND
VANGUARD BD INDEX FDS
0.00%
Shares4.2K
Event2026-06-30
Filed2026-07-23
CSX
CSX CORP
0.05%
Shares6.4K
Event2026-06-30
Filed2026-07-23
SBUX
STARBUCKS CORP
0.38%
Shares2.9K
Event2026-06-30
Filed2026-07-23
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-23
CLX
CLOROX CO DEL
0.94%
Shares2.8K
Event2026-06-30
Filed2026-07-23
BIV
VANGUARD BD INDEX FDS
-0.46%
Shares3.4K
Event2026-06-30
Filed2026-07-23
INTA
INTAPP INC
-8.77%
Shares10.4K
Event2026-06-30
Filed2026-07-23
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-0.52%
Shares2.1K
Event2026-06-30
Filed2026-07-23
LMT
LOCKHEED MARTIN CORP
0.00%
Shares478
Event2026-06-30
Filed2026-07-23
UNP
UNION PAC CORP
New
Shares888
Event2026-06-30
Filed2026-07-23
VNQ
VANGUARD INDEX FDS
New
Shares2.3K
Event2026-06-30
Filed2026-07-23
WMT
WALMART INC
0.10%
Shares1.9K
Event2026-06-30
Filed2026-07-23
PFE
PFIZER INC
1.07%
Shares9.0K
Event2026-06-30
Filed2026-07-23
BE
BLOOM ENERGY CORP
New
Shares700
Event2026-06-30
Filed2026-07-23
PEP
PEPSICO INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-23
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares414
Event2026-06-30
Filed2026-07-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available