J Arnold Wealth Management Co

Q4 2023 13F Holdings

  • Location
    youngstown, OH
  • Num holdings

    35

  • Value ($000)

    $293,696

  • Date Filed
    01/17/2024
  • Form type
    13F-HR
  • CIK
    0001875202
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$83.40M
28 %

190,923

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$41.88M
14 %

102,261

AAPL
AAPL

APPLE INC

COM
$29.76M
10 %

154,550

IHI
IHI

ISHARES TR

U.S. MED DVC ETF
$29.40M
10 %

544,644

AMZN
AMZN

AMAZON COM INC

COM
$24.52M
8 %

161,407

ISRG
ISRG

INTUITIVE SURGICAL INC

COM NEW
$20.61M
7 %

61,081

FXL
FXL

FIRST TR EXCHANGE TRADED FD

TECH ALPHADEX
$14.42M
5 %

112,612

NVDA
NVDA

NVIDIA CORPORATION

COM
$13.17M
5 %

26,586

FYC
FYC

FIRST TR EXCHANGE-TRADED ALP

SML CP GRW ALP
$13.14M
5 %

208,878

MSFT
MSFT

MICROSOFT CORP

COM
$4.91M
2 %

13,049

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