What Dan Sundheim (Mine & Arao) Bought in Q4 2024
Mine & Arao Wealth Creation & Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$218.2M
Total Value
76
Holdings
0
New Buys
0
Reduced
In Q4 2024, Dan Sundheim (Mine & Arao) reported 76 long equity positions worth $218.2M in their Mine & Arao Wealth Creation & Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 78835 | $40.3M | 18.47% | — |
| 2 | SPY | SPDR S&P 500 ETF | 57793 | $33.9M | 15.52% | — |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | 53993 | $23.0M | 10.53% | — |
| 4 | AAPL | APPLE INC | 90357 | $22.6M | 10.37% | — |
| 5 | AMZN | AMAZON COM INC | 64161 | $14.1M | 6.45% | — |
| 6 | NVDA | NVIDIA CORPORATION | 72991 | $9.8M | 4.49% | — |
| 7 | GOOG | ALPHABET INC | 37614 | $7.2M | 3.28% | — |
| 8 | JPM | JPMORGAN CHASE & CO. | 24045 | $5.8M | 2.64% | — |
| 9 | SDY | SPDR SER TR | 36277 | $4.8M | 2.20% | — |
| 10 | V | VISA INC | 14827 | $4.7M | 2.15% | — |
| 11 | DVY | ISHARES TR | 28263 | $3.7M | 1.70% | — |
| 12 | IYH | ISHARES TR | 44790 | $2.6M | 1.20% | — |
| 13 | GOOGL | ALPHABET INC | 13161 | $2.5M | 1.14% | — |
| 14 | ICF | ISHARES TR | 39904 | $2.4M | 1.10% | — |
| 15 | IJR | ISHARES TR | 19939 | $2.3M | 1.05% | — |
| 16 | WFC | WELLS FARGO CO NEW | 32178 | $2.3M | 1.04% | — |
| 17 | MSFT | MICROSOFT CORP | 5023 | $2.1M | 0.97% | — |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | 30749 | $1.8M | 0.81% | — |
| 19 | BRK.B | Berkshire Hathaway Inc. Class B | 3815 | $1.7M | 0.79% | — |
| 20 | IJH | ISHARES TR | 25944 | $1.6M | 0.74% | — |
| 21 | OEF | ISHARES TR | 11016 | $1.6M | 0.72% | — |
| 22 | MA | MASTERCARD INCORPORATED | 2521 | $1.3M | 0.61% | — |
| 23 | PG | PROCTER AND GAMBLE CO | 7305 | $1.2M | 0.56% | — |
| 24 | META | META PLATFORMS INC | 1766 | $1.0M | 0.47% | — |
| 25 | NFLX | NETFLIX INC | 1112 | $991K | 0.45% | — |
| 26 | MRK | MERCK & CO INC | 9636 | $959K | 0.44% | — |
| 27 | IYG | ISHARES TR | 12053 | $938K | 0.43% | — |
| 28 | ORCL | ORACLE CORP | 5544 | $924K | 0.42% | — |
| 29 | NOC | NORTHROP GRUMMAN CORP | 1800 | $845K | 0.39% | — |
| 30 | SPYV | SPDR SER TR | 15277 | $781K | 0.36% | — |
| 31 | WM | WASTE MGMT INC DEL | 3832 | $773K | 0.35% | — |
| 32 | CAT | CATERPILLAR INC | 2016 | $732K | 0.34% | — |
| 33 | KO | COCA COLA CO | 11646 | $725K | 0.33% | — |
| 34 | TSLA | TESLA INC | 1779 | $718K | 0.33% | — |
| 35 | ISTB | ISHARES TR | 13720 | $655K | 0.30% | — |
| 36 | PAVE | GLOBAL X FDS | 16181 | $654K | 0.30% | — |
| 37 | EFA | iShares MSCI EAFE ETF | 8077 | $611K | 0.28% | — |
| 38 | DIS | DISNEY WALT CO | 5444 | $606K | 0.28% | — |
| 39 | TIP | ISHARES TR | 5551 | $591K | 0.27% | — |
| 40 | NSC | NORFOLK SOUTHN CORP | 2420 | $568K | 0.26% | — |
| 41 | NOBL | PROSHARES TR | 5594 | $557K | 0.26% | — |
| 42 | OEF | ISHARES TR | 6055 | $551K | 0.25% | — |
| 43 | IVV | iShares Core S&P 500 ETF | 926 | $545K | 0.25% | — |
| 44 | CLX | CLOROX CO DEL | 3327 | $540K | 0.25% | — |
| 45 | XLK | Technology Select Sector SPDR | 2304 | $536K | 0.25% | — |
| 46 | BAC | BANK AMERICA CORP | 12148 | $534K | 0.24% | — |
| 47 | XLP | Consumer Staples Select Sector SPDR | 6630 | $521K | 0.24% | — |
| 48 | CSCO | CISCO SYS INC | 6899 | $408K | 0.19% | — |
| 49 | LLY | ELI LILLY & CO | 522 | $403K | 0.18% | — |
| 50 | CRM | SALESFORCE INC | 1149 | $384K | 0.18% | — |
| 51 | AMT | AMERICAN TOWER CORP NEW | 2026 | $372K | 0.17% | — |
| 52 | LRCX | LAM RESEARCH CORP | 5000 | $361K | 0.17% | — |
| 53 | JNJ | JOHNSON & JOHNSON | 2383 | $345K | 0.16% | — |
| 54 | VZ | VERIZON COMMUNICATIONS INC | 8491 | $340K | 0.16% | — |
| 55 | STIP | ISHARES TR | 3262 | $328K | 0.15% | — |
| 56 | MAR | MARRIOTT INTL INC NEW | 1145 | $319K | 0.15% | — |
| 57 | EEM | iShares MSCI Emerging Markets ETF | 1434 | $317K | 0.15% | — |
| 58 | BND | Vanguard Total Bond Market ETF | 4329 | $311K | 0.14% | — |
| 59 | IBM | INTERNATIONAL BUSINESS MACHS | 1400 | $308K | 0.14% | — |
| 60 | VEA | Vanguard FTSE Developed Markets ETF | 6368 | $305K | 0.14% | — |
| 61 | AXP | AMERICAN EXPRESS CO | 1005 | $298K | 0.14% | — |
| 62 | K | KELLANOVA | 3592 | $291K | 0.13% | — |
| 63 | SBUX | STARBUCKS CORP | 3005 | $274K | 0.13% | — |
| 64 | BIV | VANGUARD BD INDEX FDS | 3615 | $270K | 0.12% | — |
| 65 | GS | GOLDMAN SACHS GROUP INC | 468 | $268K | 0.12% | — |
| 66 | LMT | LOCKHEED MARTIN CORP | 485 | $236K | 0.11% | — |
| 67 | PFE | PFIZER INC | 8869 | $235K | 0.11% | — |
| 68 | T | AT&T INC | 10199 | $232K | 0.11% | — |
| 69 | DOCU | DOCUSIGN INC | 2457 | $221K | 0.10% | — |
| 70 | COST | COSTCO WHSL CORP NEW | 239 | $219K | 0.10% | — |
| 71 | TMO | THERMO FISHER SCIENTIFIC INC | 414 | $216K | 0.10% | — |
| 72 | CSX | CSX CORP | 6657 | $215K | 0.10% | — |
| 73 | VNQ | VANGUARD INDEX FDS | 2381 | $212K | 0.10% | — |
| 74 | CCI | CROWN CASTLE INC | 2298 | $209K | 0.10% | — |
| 75 | XLY | Consumer Discretionary Select Sector SPDR | 900 | $202K | 0.09% | — |
| 76 | LCID | LUCID GROUP INC | 14500 | $44K | 0.02% | — |