Josh Arnold Investment Consultant as of March 31, 2024
Portfolio Holdings for Josh Arnold Investment Consultant
Josh Arnold Investment Consultant holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 64.0 | $61M | 355k | 171.48 | |
| Amazon (AMZN) | 22.5 | $21M | 119k | 180.38 | |
| Donnelley Finl Solutions (DFIN) | 5.5 | $5.2M | 84k | 62.01 | |
| Evolent Health Cl A (EVH) | 4.1 | $3.9M | 120k | 32.79 | |
| Expedia Group Com New (EXPE) | 1.5 | $1.4M | 11k | 137.75 | |
| Block Cl A (SQ) | 0.9 | $869k | 10k | 84.58 | |
| Microsoft Corporation (MSFT) | 0.5 | $523k | 1.2k | 420.72 | |
| Wells Fargo & Company (WFC) | 0.4 | $348k | 6.0k | 57.96 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $270k | 678.00 | 397.76 | |
| Phillips 66 (PSX) | 0.2 | $204k | 1.3k | 163.34 |
