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  Name: Mine & Arao Wealth Creation & Management LLC.
  City: CAMPBELL
  State: CA
  Zip: 95008
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $202,138,000
  Total Value Change : $17,200,000
  Securities Held Change : 65
   
All Securities Held : 385
  New Positions : 74
  Closed Positions : 10
  Increased Positions : 86
  Unchanged Positions : 183
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MJ)1 Year Chart         MJ Amplify Alternative Harvest... 381 Closed $3.41 $0 0 0% -2,000 -530 0    N/A
   (IMGN)1 Year Chart         IMGN Immunogen Inc 343 Closed $31.23 $0 0 0% -415,000 -14,000 0    Drug Manufacturers - ...
   (MKL)1 Year Chart         MKL Markel Corp 342 Closed $1,544.07 $0 0 0% -13,000 -9 0    Property & Casualty I...
   (ORTX)1 Year Chart         ORTX Orchard Therapeutics Plc 341 Closed $0.00 $0 0 0% 0 -10 0    N/A
   (STZ)1 Year Chart         STZ Constellation Brands Inc 387 Closed $253.50 $0 0 0% -6,000 -26 0    Beverage - Wineries &...
   (EB)1 Year Chart         EB Eventbrite Inc 340 Closed $4.83 $0 0 0% -33,000 -4,000 0    N/A
   (BMBL)1 Year Chart         BMBL Bumble Inc. 383 Closed $0.00 $0 0 0% -4,000 -244 0    N/A
   (UHAL)1 Year Chart         UHAL AMERCO 339 Closed $62.71 $0 0 0% -6,000 -80 0    Rental & Leasing Serv...
   (IVZ)1 Year Chart         IVZ Invesco Plc (ADR) 382 Closed $14.56 $0 0 0% -11,000 -600 0    Asset Management
   (VVV)1 Year Chart         VVV Valvoline Inc 338 Closed $41.21 $0 0 0% -10,000 -261 0    N/A

      10 Records Found
  1    
Page 1 of 1
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