Mine & Arao Wealth Creation & Management, 13F annual report
Mine & Arao Wealth Creation & Management, is an investment fund managing more than $164 billion ran by Bud Mine. There are currently 55 companies in Mr. Mine’s portfolio. The largest investments include Spdr S&p 500 Etf Tr and Spdr Dow Jones Indl Average, together worth $54.2 billion.
$164 billion Assets Under Management (AUM)
As of 30th July 2024, Mine & Arao Wealth Creation & Management,’s top holding is 59,676 shares of Spdr S&p 500 Etf Tr currently worth over $32.5 billion and making up 19.8% of the portfolio value.
In addition, the fund holds 55,491 shares of Spdr Dow Jones Indl Average worth $21.7 billion.
The third-largest holding is Apple Inc worth $19.3 billion and the next is Amazon.com worth $12.3 billion, with 63,874 shares owned.
Currently, Mine & Arao Wealth Creation & Management,'s portfolio is worth at least $164 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mine & Arao Wealth Creation & Management,
The Mine & Arao Wealth Creation & Management, office and employees reside in Campbell, California. According to the last 13-F report filed with the SEC, Bud Mine serves as the CCO at Mine & Arao Wealth Creation & Management,.
Recent trades
In the most recent 13F filing, Mine & Arao Wealth Creation & Management, revealed that it had opened a new position in
International Business Machs and bought 1,500 shares worth $259 million.
The investment fund also strengthened its position in Spdr S&p 500 Etf Tr by buying
4,453 additional shares.
This makes their stake in Spdr S&p 500 Etf Tr total 59,676 shares worth $32.5 billion.
On the other hand, there are companies that Mine & Arao Wealth Creation & Management, is getting rid of from its portfolio.
Mine & Arao Wealth Creation & Management, closed its position in Pfizer on 6th August 2024.
It sold the previously owned 23,422 shares for $1.38 million.
Bud Mine also disclosed a decreased stake in Wells Fargo Co New by 0.1%.
This leaves the value of the investment at $1.94 billion and 32,594 shares.
One of the smallest hedge funds
The two most similar investment funds to Mine & Arao Wealth Creation & Management, are Delaney Dennis R and Ridgecrest Wealth Partners. They manage $164 billion and $164 billion respectively.
Bud Mine investment strategy
Mine & Arao Wealth Creation & Management,’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 19.7% of
the total portfolio value.
The fund focuses on investments in the United States as
58.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
55% of the total holdings value.
On the other hand, small-cap stocks make up only 3.6% of the portfolio.
The average market cap of the portfolio companies is close to $342 billion.
The complete list of Mine & Arao Wealth Creation & Management, trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr S&p 500 Etf Tr |
8.06%
59,676
|
$32,476,837,000 | 19.77% |
| Spdr Dow Jones Indl Average |
7.66%
55,491
|
$21,703,923,000 | 13.21% |
| Apple Inc |
10.63%
91,668
|
$19,307,207,000 | 11.76% |
| Amazon.com Inc. |
2,269.21%
63,874
|
$12,343,651,000 | 7.52% |
| NVIDIA Corp |
2,589.80%
70,123
|
$8,663,024,000 | 5.27% |
| Alphabet Inc |
1,915.56%
50,389
|
$9,225,027,000 | 5.62% |
| JPMorgan Chase & Co. |
102.91%
23,734
|
$4,800,470,000 | 2.92% |
| Spdr Ser Tr |
45.81%
47,303
|
$4,666,231,000 | 2.84% |
| Ishares Tr |
36.54%
240,706
|
$19,129,046,000 | 11.65% |
| Visa Inc |
10.18%
12,865
|
$3,376,742,000 | 2.06% |
| Microsoft Corporation |
11.38%
4,726
|
$2,112,472,000 | 1.29% |
| Wells Fargo Co New |
12.11%
32,594
|
$1,935,758,000 | 1.18% |
| Vanguard Intl Equity Index F |
3.43%
32,480
|
$1,904,643,000 | 1.16% |
| Berkshire Hathaway Inc. |
1.54%
3,957
|
$1,609,708,000 | 0.98% |
| Procter And Gamble Co |
0.78%
7,668
|
$1,264,632,000 | 0.77% |
| Merck & Co Inc |
19.04%
10,093
|
$1,249,466,000 | 0.76% |
| Mastercard Incorporated |
1.39%
2,618
|
$1,155,015,000 | 0.70% |
| Meta Platforms Inc |
31.20%
1,760
|
$887,679,000 | 0.54% |
| Netflix Inc. |
1,903.33%
1,202
|
$811,206,000 | 0.49% |
| Northrop Grumman Corp. |
No change
1,800
|
$784,710,000 | 0.48% |
| Oracle Corp. |
31.14%
5,501
|
$776,718,000 | 0.47% |
| Caterpillar Inc. |
0.69%
2,178
|
$725,370,000 | 0.44% |
| Coca-Cola Co |
124.62%
10,892
|
$693,305,000 | 0.42% |
| Global X Fds |
1.05%
17,939
|
$664,093,000 | 0.40% |
| Proshares Tr |
5.29%
6,333
|
$608,760,000 | 0.37% |
| Disney Walt Co |
34.25%
5,730
|
$568,960,000 | 0.35% |
| Select Sector Spdr Tr |
1.78%
9,392
|
$1,064,136,000 | 0.65% |
| Lam Research Corp. |
50.00%
500
|
$532,425,000 | 0.32% |
| Tesla Inc |
656.57%
2,474
|
$489,555,000 | 0.30% |
| American Tower Corp. |
74.84%
2,516
|
$489,087,000 | 0.30% |
| Bank America Corp |
24.69%
12,295
|
$488,953,000 | 0.30% |
| Norfolk Southn Corp |
27.83%
2,255
|
$484,107,000 | 0.29% |
| Eli Lilly & Co |
3.80%
519
|
$469,893,000 | 0.29% |
| Clorox Co. |
7.79%
3,403
|
$464,411,000 | 0.28% |
| Verizon Communications Inc |
22.42%
9,729
|
$401,219,000 | 0.24% |
| Cisco Sys Inc |
56.65%
8,099
|
$384,795,000 | 0.23% |
| Johnson & Johnson |
4.91%
2,626
|
$383,853,000 | 0.23% |
| Crown Castle Inc |
11.65%
3,814
|
$372,581,000 | 0.23% |
| Vanguard Tax-managed Fds |
49.47%
7,439
|
$367,631,000 | 0.22% |
| Vanguard Bd Index Fds |
89.66%
8,526
|
$627,843,000 | 0.38% |
| Thermo Fisher Scientific Inc. |
20.16%
614
|
$339,706,000 | 0.21% |
| Waste Mgmt Inc Del |
314.29%
1,508
|
$321,644,000 | 0.20% |
| Salesforce Inc |
50.80%
1,134
|
$291,561,000 | 0.18% |
| Marriott Intl Inc New |
1.80%
1,132
|
$273,686,000 | 0.17% |
| International Business Machs |
Opened
1,500
|
$259,425,000 | 0.16% |
| Vanguard Index Fds |
33.80%
3,080
|
$257,971,000 | 0.16% |
| Starbucks Corp. |
157.39%
3,256
|
$253,449,000 | 0.15% |
| Huntington Ingalls Inds Inc |
No change
1,025
|
$252,489,000 | 0.15% |
| CSX Corp. |
1.27%
7,090
|
$237,147,000 | 0.14% |
| Lockheed Martin Corp. |
5.65%
505
|
$236,042,000 | 0.14% |
| American Express Co. |
0.50%
1,005
|
$232,708,000 | 0.14% |
| Kellanova Co |
20.92%
3,739
|
$215,683,000 | 0.13% |
| Goldman Sachs Group, Inc. |
5.20%
465
|
$210,501,000 | 0.13% |
| Costco Whsl Corp New |
290.16%
238
|
$202,427,000 | 0.12% |
| AT&T Inc. |
63.14%
10,198
|
$194,889,000 | 0.12% |
| Pfizer Inc. |
Closed
23,422
|
$1,384,000 | |
| Ishares Tr |
Closed
31,514
|
$2,789,000 | |
| Lauder Estee Cos Inc |
Closed
738
|
$273,000 | |
| DocuSign Inc |
Closed
1,404
|
$213,000 | |
| Select Sector Spdr Tr |
Closed
4,053
|
$463,000 | |
| Chevron Corp. |
Closed
1,570
|
$184,000 | |
| Smucker J M Co |
Closed
1,333
|
$181,000 | |
| Nike, Inc. |
Closed
1,055
|
$176,000 | |
| Fedex Corp |
Closed
651
|
$168,000 | |
| Blackrock Inc. |
Closed
183
|
$168,000 | |
| Immunogen, Inc. |
Closed
22,250
|
$165,000 | |
| Block Inc |
Closed
1,013
|
$164,000 | |
| Comcast Corp New |
Closed
3,128
|
$157,000 | |
| Ishares Inc |
Closed
4,661
|
$233,000 | |
| United Parcel Service, Inc. |
Closed
697
|
$150,000 | |
| Invesco Exch Traded Fd Tr Ii |
Closed
4,580
|
$173,000 | |
| Boeing Co. |
Closed
650
|
$131,000 | |
| Las Vegas Sands Corp |
Closed
3,437
|
$129,000 | |
| Mondelez International Inc. |
Closed
1,881
|
$125,000 | |
| Micron Technology Inc. |
Closed
1,300
|
$121,000 | |
| PayPal Holdings Inc |
Closed
635
|
$120,000 | |
| Cigna Group (The) |
Closed
514
|
$118,000 | |
| Dimensional Etf Trust |
Closed
7,032
|
$229,000 | |
| Honeywell International Inc |
Closed
534
|
$111,000 | |
| Southwest Airls Co |
Closed
2,500
|
$107,000 | |
| Pepsico Inc |
Closed
614
|
$107,000 | |
| Unitedhealth Group Inc |
Closed
211
|
$106,000 | |
| American Wtr Wks Co Inc New |
Closed
536
|
$101,000 | |
| Sempra |
Closed
748
|
$99,000 | |
| Home Depot, Inc. |
Closed
238
|
$99,000 | |
| Qualcomm, Inc. |
Closed
517
|
$94,000 | |
| Twitter Inc |
Closed
2,145
|
$93,000 | |
| Walmart Inc |
Closed
637
|
$92,000 | |
| Invesco Exchange Traded Fd T |
Closed
435
|
$92,000 | |
| Prologis Inc |
Closed
529
|
$89,000 | |
| Lowes Cos Inc |
Closed
345
|
$89,000 | |
| Bloom Energy Corp |
Closed
4,000
|
$88,000 | |
| Coupa Software Inc |
Closed
550
|
$87,000 | |
| Lucid Group, Inc. |
Closed
2,217
|
$84,000 | |
| Intel Corp. |
Closed
1,511
|
$78,000 | |
| Vanguard Index Fds |
Closed
1,086
|
$259,000 | |
| Pnc Finl Svcs Group Inc |
Closed
378
|
$76,000 | |
| Vanguard Specialized Funds |
Closed
436
|
$75,000 | |
| Laboratory Corp Amer Hldgs |
Closed
229
|
$72,000 | |
| Anthem Inc |
Closed
150
|
$70,000 | |
| Schwab Strategic Tr |
Closed
1,760
|
$185,000 | |
| Trupanion Inc |
Closed
500
|
$66,000 | |
| Airbnb, Inc. |
Closed
373
|
$62,000 | |
| Pimco Etf Tr |
Closed
638
|
$63,000 | |
| UBS AG London Branch |
Closed
69
|
$60,000 | |
| VanEck ETF Trust |
Closed
1,010
|
$63,000 | |
| Alaska Air Group Inc. |
Closed
1,120
|
$58,000 | |
| Gabelli Divid & Income Tr |
Closed
2,000
|
$54,000 | |
| Republic Svcs Inc |
Closed
376
|
$52,000 | |
| Trinseo PLC |
Closed
1,000
|
$52,000 | |
| Parker-Hannifin Corp. |
Closed
154
|
$49,000 | |
| Simon Ppty Group Inc New |
Closed
300
|
$48,000 | |
| Spdr Ser Tr |
Closed
1,412
|
$83,000 | |
| Nordstrom, Inc. |
Closed
2,000
|
$45,000 | |
| Marvell Technology Inc |
Closed
500
|
$44,000 | |
| Chipotle Mexican Grill |
Closed
25
|
$44,000 | |
| RingCentral Inc. |
Closed
225
|
$42,000 | |
| Hawaiian Elec Industries |
Closed
1,000
|
$42,000 | |
| Accenture Plc Ireland |
Closed
100
|
$41,000 | |
| Kohls Corp |
Closed
800
|
$40,000 | |
| Ford Mtr Co Del |
Closed
1,888
|
$39,000 | |
| Canopy Growth Corporation |
Closed
4,500
|
$39,000 | |
| WD-40 Co. |
Closed
150
|
$37,000 | |
| Waters Corp. |
Closed
100
|
$37,000 | |
| Rocket Cos Inc |
Closed
2,552
|
$36,000 | |
| GE Aerospace |
Closed
379
|
$36,000 | |
| GSK Plc |
Closed
800
|
$35,000 | |
| Etf Managers Tr |
Closed
3,080
|
$35,000 | |
| Fisker Inc. |
Closed
2,118
|
$33,000 | |
| Stepan Co. |
Closed
250
|
$31,000 | |
| Beyond Meat Inc |
Closed
481
|
$31,000 | |
| Nuveen Ca Qualty Mun Income |
Closed
2,000
|
$31,000 | |
| Textron Inc. |
Closed
400
|
$31,000 | |
| Ally Finl Inc |
Closed
650
|
$31,000 | |
| American Finl Group Inc Ohio |
Closed
220
|
$30,000 | |
| Granite Constr Inc |
Closed
758
|
$29,000 | |
| Peloton Interactive Inc |
Closed
780
|
$28,000 | |
| Zoom Video Communications In |
Closed
150
|
$28,000 | |
| Blackstone Inc |
Closed
207
|
$27,000 | |
| Baxter International Inc. |
Closed
318
|
$27,000 | |
| Mcdonalds Corp |
Closed
100
|
$27,000 | |
| Boston Beer Co., Inc. |
Closed
50
|
$25,000 | |
| Moderna Inc |
Closed
100
|
$25,000 | |
| Flowers Foods, Inc. |
Closed
900
|
$25,000 | |
| Illinois Tool Wks Inc |
Closed
101
|
$25,000 | |
| Sofi Technologies Inc |
Closed
1,520
|
$24,000 | |
| Prudential Finl Inc |
Closed
200
|
$22,000 | |
| Synaptics Inc |
Closed
75
|
$22,000 | |
| Stryker Corp. |
Closed
75
|
$20,000 | |
| Organon & Co |
Closed
664
|
$20,000 | |
| Citigroup Inc |
Closed
318
|
$19,000 | |
| Toyota Motor Corporation |
Closed
100
|
$19,000 | |
| Mattel, Inc. |
Closed
900
|
$19,000 | |
| Under Armour Inc |
Closed
950
|
$17,000 | |
| Rivian Automotive, Inc. |
Closed
160
|
$17,000 | |
| Spdr Gold Tr |
Closed
100
|
$17,000 | |
| Proshares Tr |
Closed
100
|
$17,000 | |
| Novartis AG |
Closed
200
|
$17,000 | |
| Bank Hawaii Corp |
Closed
200
|
$17,000 | |
| Nokia Corp |
Closed
2,500
|
$16,000 | |
| Aflac Inc. |
Closed
279
|
$16,000 | |
| Gilead Sciences, Inc. |
Closed
215
|
$16,000 | |
| Bumble Inc |
Closed
450
|
$15,000 | |
| Invesco Ltd |
Closed
600
|
$14,000 | |
| Sl Green Rlty Corp |
Closed
199
|
$14,000 | |
| Pembina Pipeline Corporation |
Closed
425
|
$13,000 | |
| Sony Group Corporation |
Closed
100
|
$13,000 | |
| Alibaba Group Hldg Ltd |
Closed
100
|
$12,000 | |
| Public Storage |
Closed
33
|
$12,000 | |
| Philip Morris International Inc |
Closed
118
|
$11,000 | |
| SVB Financial Group |
Closed
16
|
$11,000 | |
| Motorola Solutions Inc |
Closed
39
|
$11,000 | |
| Alcon Ag |
Closed
130
|
$11,000 | |
| Schwab Charles Corp |
Closed
113
|
$10,000 | |
| MSCI Inc |
Closed
16
|
$10,000 | |
| Vanguard Intl Equity Index F |
Closed
188
|
$10,000 | |
| Danaher Corp. |
Closed
31
|
$10,000 | |
| NextEra Energy Inc |
Closed
97
|
$9,000 | |
| Royal Dutch Shell PLC |
Closed
200
|
$9,000 | |
| Bio Rad Labs Inc |
Closed
12
|
$9,000 | |
| Viatris Inc. |
Closed
647
|
$9,000 | |
| Lumentum Holdings Inc |
Closed
88
|
$9,000 | |
| Flex Ltd |
Closed
482
|
$9,000 | |
| Rockwell Automation Inc |
Closed
26
|
$9,000 | |
| Nxp Semiconductors N V |
Closed
34
|
$8,000 | |
| Carrier Global Corporation |
Closed
150
|
$8,000 | |
| Steris Plc |
Closed
34
|
$8,000 | |
| NortonLifeLock Inc |
Closed
302
|
$8,000 | |
| TE Connectivity Ltd |
Closed
49
|
$8,000 | |
| Intercontinental Exchange In |
Closed
60
|
$8,000 | |
| TopBuild Corp |
Closed
29
|
$8,000 | |
| Bruker Corp |
Closed
92
|
$8,000 | |
| CIENA Corp. |
Closed
106
|
$8,000 | |
| Adobe Systems Incorporated |
Closed
13
|
$7,000 | |
| Mandiant Inc |
Closed
400
|
$7,000 | |
| Penn Natl Gaming Inc |
Closed
135
|
$7,000 | |
| SBA Communications Corp |
Closed
18
|
$7,000 | |
| Cardinal Health, Inc. |
Closed
133
|
$7,000 | |
| Otis Worldwide Corporation |
Closed
75
|
$7,000 | |
| Flexshares Tr |
Closed
202
|
$6,000 | |
| Keysight Technologies Inc |
Closed
29
|
$6,000 | |
| Monolithic Pwr Sys Inc |
Closed
12
|
$6,000 | |
| Teck Resources Ltd |
Closed
202
|
$6,000 | |
| Aptiv PLC |
Closed
37
|
$6,000 | |
| Palantir Technologies Inc. |
Closed
307
|
$6,000 | |
| RTX Corp |
Closed
74
|
$6,000 | |
| Deere & Co. |
Closed
14
|
$5,000 | |
| Gold Tr |
Closed
150
|
$5,000 | |
| Becton Dickinson & Co |
Closed
21
|
$5,000 | |
| Hexcel Corp. |
Closed
102
|
$5,000 | |
| Teva Pharmaceutical Inds Ltd |
Closed
600
|
$5,000 | |
| HP Inc |
Closed
126
|
$5,000 | |
| Vanguard Scottsdale Fds |
Closed
100
|
$5,000 | |
| Koninklijke Philips N.V. |
Closed
140
|
$5,000 | |
| Lions Gate Entmnt Corp |
Closed
247
|
$4,000 | |
| Elanco Animal Health Inc |
Closed
148
|
$4,000 | |
| Chargepoint Holdings Inc. |
Closed
200
|
$4,000 | |
| Tjx Cos Inc New |
Closed
36
|
$3,000 | |
| Advanced Micro Devices Inc. |
Closed
19
|
$3,000 | |
| General Mtrs Co |
Closed
50
|
$3,000 | |
| DuPont de Nemours Inc |
Closed
42
|
$3,000 | |
| QuantumScape Corporation |
Closed
120
|
$3,000 | |
| Colgate-Palmolive Co. |
Closed
32
|
$3,000 | |
| Bristol-Myers Squibb Co. |
Closed
45
|
$3,000 | |
| Coinbase Global Inc |
Closed
13
|
$3,000 | |
| C3.ai Inc |
Closed
100
|
$3,000 | |
| Twilio Inc |
Closed
9
|
$2,000 | |
| Exact Sciences Corp. |
Closed
26
|
$2,000 | |
| Texas Instrs Inc |
Closed
11
|
$2,000 | |
| Dow Inc |
Closed
42
|
$2,000 | |
| Insulet Corporation |
Closed
7
|
$2,000 | |
| Ecolab, Inc. |
Closed
8
|
$2,000 | |
| Honest Co Inc |
Closed
305
|
$2,000 | |
| Corteva Inc |
Closed
42
|
$2,000 | |
| Jazz Pharmaceuticals plc |
Closed
12
|
$2,000 | |
| Hewlett Packard Enterprise C |
Closed
126
|
$2,000 | |
| Coherent Corp |
Closed
34
|
$2,000 | |
| Abbott Labs |
Closed
18
|
$2,000 | |
| Wabtec |
Closed
26
|
$2,000 | |
| Snap Inc |
Closed
30
|
$1,000 | |
| Delta Air Lines, Inc. |
Closed
22
|
$1,000 | |
| Roku Inc |
Closed
5
|
$1,000 | |
| Uber Technologies Inc |
Closed
20
|
$1,000 | |
| Digital World Acquisition Co |
Closed
25
|
$1,000 | |
| Plug Power Inc |
Closed
30
|
$1,000 | |
| PG&E Corp. |
Closed
86
|
$1,000 | |
| Gamestop Corp New |
Closed
2
|
$0 | |
| Ampio Pharmaceuticals Inc |
Closed
600
|
$0 | |
| Orchard Therapeutics plc |
Closed
100
|
$0 | |
| No transactions found | |||
| Showing first 500 out of 249 holdings | |||
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