Josh Arnold Investment Consultant
Latest statistics and disclosures from Josh Arnold Investment Consultant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, DFIN, EVH, EXPE, and represent 97.67% of Josh Arnold Investment Consultant's stock portfolio.
- Added to shares of these 7 stocks: DFIN (+$5.2M), EVH, EXPE, SQ, DIA, MSFT, PSX.
- Started 5 new stock positions in PSX, SQ, DFIN, DIA, EVH.
- Reduced shares in these 10 stocks: TOI, Pagaya Technologies, AAPL, DKNG, PENN, ABNB, CZR, CLBTW, LPRO, BRK.B.
- Sold out of its positions in ABNB, BRK.B, BKD, CZR, CANWQ, CMAXW, RQI, DKNG, EVLV, Flame Acquisition Corp. HUMAW, TOI, TOIIW, LPRO, PENN, CLBT, CLBTW, PGYWW, Pagaya Technologies.
- Josh Arnold Investment Consultant was a net seller of stock by $-5.3M.
- Josh Arnold Investment Consultant has $95M in assets under management (AUM), dropping by -9.16%.
- Central Index Key (CIK): 0001911348
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Portfolio Holdings for Josh Arnold Investment Consultant
Josh Arnold Investment Consultant holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 64.0 | $61M | -2% | 355k | 171.48 |
|
| Amazon (AMZN) | 22.5 | $21M | 119k | 180.38 |
|
|
| Donnelley Finl Solutions (DFIN) | 5.5 | $5.2M | NEW | 84k | 62.01 |
|
| Evolent Health Cl A (EVH) | 4.1 | $3.9M | NEW | 120k | 32.79 |
|
| Expedia Group Com New (EXPE) | 1.5 | $1.4M | +202% | 11k | 137.75 |
|
| Block Cl A (SQ) | 0.9 | $869k | NEW | 10k | 84.58 |
|
| Microsoft Corporation (MSFT) | 0.5 | $523k | +73% | 1.2k | 420.72 |
|
| Wells Fargo & Company (WFC) | 0.4 | $348k | 6.0k | 57.96 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $270k | NEW | 678.00 | 397.76 |
|
| Phillips 66 (PSX) | 0.2 | $204k | NEW | 1.3k | 163.34 |
|
Past Filings by Josh Arnold Investment Consultant
SEC 13F filings are viewable for Josh Arnold Investment Consultant going back to 2021
- Josh Arnold Investment Consultant 2024 Q1 filed May 15, 2024
- Josh Arnold Investment Consultant 2023 Q4 filed Feb. 7, 2024
- Josh Arnold Investment Consultant 2023 Q3 amended filed Nov. 22, 2023
- Josh Arnold Investment Consultant 2023 Q3 filed Nov. 14, 2023
- Josh Arnold Investment Consultant 2023 Q2 filed Aug. 14, 2023
- Josh Arnold Investment Consultant 2023 Q1 filed May 16, 2023
- Josh Arnold Investment Consultant 2022 Q4 filed Feb. 16, 2023
- Josh Arnold Investment Consultant 2022 Q3 filed Nov. 14, 2022
- Josh Arnold Investment Consultant 2022 Q2 filed Aug. 16, 2022
- Josh Arnold Investment Consultant 2022 Q1 filed May 12, 2022
- Josh Arnold Investment Consultant 2021 Q4 filed Feb. 15, 2022