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.
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.
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,.
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.
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.
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.
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 | |||
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