J Arnold Wealth Management Co
CIK 1875202 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- VOO28.40%
- QQQ14.26%
- AAPL10.13%
- IHI10.01%
- AMZN8.35%
- ISRG7.02%
- FXL4.91%
- NVDA4.48%
- FYC4.47%
- MSFT1.67%
Share classes counted separately93.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $83.40M | 28.40% | 190.92K shares | — | ↗▾ | |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $41.88M | 14.26% | 102.26K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $29.76M | 10.13% | 154.55K shares | — | ↗▾ | |
| 04 | IHIISHARES U.S. MEDICAL DEVICESU.S. MED DVC ETF View history and evidence | $29.40M | 10.01% | 544.64K shares | — | ↗▾ | |
| 05 | AMZNAMAZON.COM INC View history and evidence | $24.52M | 8.35% | 161.41K shares | — | ↗▾ | |
| 06 | ISRGINTUITIVE SURGICAL INCCOM NEW View history and evidence | $20.61M | 7.02% | 61.08K shares | — | ↗▾ | |
| 07 | FXLFIRST TRUST TECHNOLOGY ALPHATECH ALPHADEX View history and evidence | $14.42M | 4.91% | 112.61K shares | — | ↗▾ | |
| 08 | NVDANVIDIA CORP View history and evidence | $13.17M | 4.48% | 26.59K shares | — | ↗▾ | |
| 09 | FYCFIRST TRUST SMALL CAP GROWTHSML CP GRW ALP View history and evidence | $13.14M | 4.47% | 208.88K shares | — | ↗▾ | |
| 10 | MSFTMICROSOFT CORP View history and evidence | $4.91M | 1.67% | 13.05K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AOM ISHARES CORE 40/60 MODERATE | Non-derivative | — | — | SEC filing ↗ | |
| AOR ISHARES CORE 60/40 BALANCED | Non-derivative | — | — | SEC filing ↗ | |
| AOK ISHARES CORE 30/70 CONSERVAT | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1875202 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 17, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 293696400
}Research all 35 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.