What Dan Sundheim (Mine & Arao) Bought in Q1 2025
Mine & Arao Wealth Creation & Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$205.1M
Total Value
75
Holdings
1
New Buys
42
Reduced
In Q1 2025, Dan Sundheim (Mine & Arao) reported 75 long equity positions worth $205.1M in their Mine & Arao Wealth Creation & Management 13F filing, including 1 new positions (largest: HUNTINGTON INGALLS INDS INC at $209K) and 21 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 77470 | $36.3M | 17.72% | -1.7% |
| 2 | SPY | SPDR S&P 500 ETF | 57074 | $31.9M | 15.57% | -1.2% |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 53017 | $22.3M | 10.86% | -1.8% |
| 4 | AAPL | APPLE INC | 89402 | $19.9M | 9.68% | -1.1% |
| 5 | AMZN | AMAZON COM INC | 63111 | $12.0M | 5.86% | -1.6% |
| 6 | NVDA | NVIDIA CORPORATION | 93257 | $10.1M | 4.93% | +27.8% |
| 7 | JPM | JPMORGAN CHASE & CO. | 24079 | $5.9M | 2.88% | +0.1% |
| 8 | GOOG | ALPHABET INC | 36932 | $5.8M | 2.81% | -1.8% |
| 9 | V | VISA INC | 14777 | $5.2M | 2.53% | -0.3% |
| 10 | SDY | SPDR SER TR | 36631 | $5.0M | 2.42% | +1.0% |
| 11 | DVY | ISHARES TR | 28412 | $3.8M | 1.86% | +0.5% |
| 12 | IYH | ISHARES TR | 44084 | $2.7M | 1.31% | -1.6% |
| 13 | ICF | ISHARES TR | 39971 | $2.5M | 1.20% | +0.2% |
| 14 | WFC | WELLS FARGO CO NEW | 32150 | $2.3M | 1.13% | -0.1% |
| 15 | IJR | ISHARES TR | 19832 | $2.1M | 1.01% | -0.5% |
| 16 | GOOGL | ALPHABET INC | 12420 | $1.9M | 0.94% | -5.6% |
| 17 | BRK.B | Berkshire Hathaway Inc. Class B | 3605 | $1.9M | 0.94% | -5.5% |
| 18 | MSFT | MICROSOFT CORP | 5022 | $1.9M | 0.92% | -0.0% |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | 30828 | $1.9M | 0.91% | +0.3% |
| 20 | IJH | ISHARES TR | 25922 | $1.5M | 0.74% | -0.1% |
| 21 | OEF | ISHARES TR | 10936 | $1.5M | 0.73% | -0.7% |
| 22 | MA | MASTERCARD INCORPORATED | 2474 | $1.4M | 0.66% | -1.9% |
| 23 | PG | PROCTER AND GAMBLE CO | 7007 | $1.2M | 0.58% | -4.1% |
| 24 | NFLX | NETFLIX INC | 1112 | $1.0M | 0.51% | — |
| 25 | META | META PLATFORMS INC | 1752 | $1.0M | 0.49% | -0.8% |
| 26 | IYG | ISHARES TR | 12081 | $949K | 0.46% | +0.2% |
| 27 | NOC | NORTHROP GRUMMAN CORP | 1800 | $922K | 0.45% | — |
| 28 | KO | COCA COLA CO | 11646 | $834K | 0.41% | — |
| 29 | WM | WASTE MGMT INC DEL | 3529 | $817K | 0.40% | -7.9% |
| 30 | MRK | MERCK & CO INC | 8988 | $807K | 0.39% | -6.7% |
| 31 | SPYV | SPDR SER TR | 15203 | $776K | 0.38% | -0.5% |
| 32 | ORCL | ORACLE CORP | 5552 | $776K | 0.38% | +0.1% |
| 33 | ISTB | ISHARES TR | 13759 | $665K | 0.32% | +0.3% |
| 34 | EFA | iShares MSCI EAFE ETF | 8027 | $656K | 0.32% | -0.6% |
| 35 | PAVE | GLOBAL X FDS | 16002 | $604K | 0.29% | -1.1% |
| 36 | TIP | ISHARES TR | 5399 | $600K | 0.29% | -2.7% |
| 37 | LLY | ELI LILLY & CO | 722 | $596K | 0.29% | +38.3% |
| 38 | CAT | CATERPILLAR INC | 1770 | $584K | 0.28% | -12.2% |
| 39 | NSC | NORFOLK SOUTHN CORP | 2428 | $575K | 0.28% | +0.3% |
| 40 | NOBL | PROSHARES TR | 5396 | $551K | 0.27% | -3.5% |
| 41 | DIS | DISNEY WALT CO | 5490 | $542K | 0.26% | +0.8% |
| 42 | XLP | Consumer Staples Select Sector SPDR | 6525 | $533K | 0.26% | -1.6% |
| 43 | IVV | iShares Core S&P 500 ETF | 927 | $521K | 0.25% | +0.1% |
| 44 | OEF | ISHARES TR | 6059 | $505K | 0.25% | +0.1% |
| 45 | BAC | BANK AMERICA CORP | 11873 | $495K | 0.24% | -2.3% |
| 46 | CLX | CLOROX CO DEL | 3297 | $486K | 0.24% | -0.9% |
| 47 | XLK | Technology Select Sector SPDR | 2304 | $476K | 0.23% | — |
| 48 | AMT | AMERICAN TOWER CORP NEW | 1994 | $434K | 0.21% | -1.6% |
| 49 | CSCO | CISCO SYS INC | 6724 | $415K | 0.20% | -2.5% |
| 50 | JNJ | JOHNSON & JOHNSON | 2394 | $397K | 0.19% | +0.5% |
| 51 | VZ | VERIZON COMMUNICATIONS INC | 8456 | $384K | 0.19% | -0.4% |
| 52 | TSLA | TESLA INC | 1404 | $364K | 0.18% | -21.1% |
| 53 | LRCX | LAM RESEARCH CORP | 5000 | $364K | 0.18% | — |
| 54 | IBM | INTERNATIONAL BUSINESS MACHS | 1400 | $348K | 0.17% | — |
| 55 | STIP | ISHARES TR | 3178 | $329K | 0.16% | -2.6% |
| 56 | VEA | Vanguard FTSE Developed Markets ETF | 6397 | $325K | 0.16% | +0.5% |
| 57 | BND | Vanguard Total Bond Market ETF | 4329 | $318K | 0.16% | — |
| 58 | CRM | SALESFORCE INC | 1144 | $307K | 0.15% | -0.4% |
| 59 | K | KELLANOVA | 3606 | $297K | 0.15% | +0.4% |
| 60 | SBUX | STARBUCKS CORP | 3014 | $296K | 0.14% | +0.3% |
| 61 | T | AT&T INC | 10200 | $288K | 0.14% | +0.0% |
| 62 | EEM | iShares MSCI Emerging Markets ETF | 1387 | $277K | 0.13% | -3.3% |
| 63 | AXP | AMERICAN EXPRESS CO | 1007 | $271K | 0.13% | +0.2% |
| 64 | BIV | VANGUARD BD INDEX FDS | 3521 | $270K | 0.13% | -2.6% |
| 65 | MAR | MARRIOTT INTL INC NEW | 1097 | $261K | 0.13% | -4.2% |
| 66 | GS | GOLDMAN SACHS GROUP INC | 462 | $252K | 0.12% | -1.3% |
| 67 | PFE | PFIZER INC | 8961 | $227K | 0.11% | +1.0% |
| 68 | COST | COSTCO WHSL CORP NEW | 239 | $226K | 0.11% | — |
| 69 | CCI | CROWN CASTLE INC | 2122 | $221K | 0.11% | -7.7% |
| 70 | LMT | LOCKHEED MARTIN CORP | 478 | $214K | 0.10% | -1.4% |
| 71 | HII | HUNTINGTON INGALLS INDS INC | 1025 | $209K | 0.10% | NEW |
| 72 | TMO | THERMO FISHER SCIENTIFIC INC | 414 | $206K | 0.10% | — |
| 73 | VNQ | VANGUARD INDEX FDS | 2247 | $203K | 0.10% | -5.6% |
| 74 | DOCU | DOCUSIGN INC | 2457 | $200K | 0.10% | — |
| 75 | LCID | LUCID GROUP INC | 14500 | $35K | 0.02% | — |