Josh Arnold Investment Consultant
Latest statistics and disclosures from Josh Arnold Investment Consultant's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, CZR, RADI, LPRO, and represent 94.85% of Josh Arnold Investment Consultant's stock portfolio.
- Added to shares of these 10 stocks: CLBTW, CZR, LPRO, PENN, CRK, MLCO, CMAX, CMAXW, TOI, CANO.WS.
- Started 13 new stock positions in CMAXW, CMAX, MLCO, CLBTW, CRK, HUMAW, ASTLW, DCRDW, CANO, PENN. VLN.WS, TOI, CANO.WS.
- Reduced shares in these 6 stocks: DKNG, AMZN, , WFC, LODE, AAPL.
- Sold out of its positions in LODE, DKNG, TSLA, WFC.
- Josh Arnold Investment Consultant was a net buyer of stock by $1.0M.
- Josh Arnold Investment Consultant has $68M in assets under management (AUM), dropping by -8.28%.
- Central Index Key (CIK): 0001911348
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Portfolio Holdings for Josh Arnold Investment Consultant
Josh Arnold Investment Consultant holds 21 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 72.8 | $50M | 382k | 129.93 | ||
| Amazon (AMZN) | 17.4 | $12M | -5% | 141k | 84.00 | |
| Caesars Entertainment (CZR) | 2.2 | $1.5M | +44% | 36k | 41.60 | |
| Radius Global Infrastrctre I Com Cl A (RADI) | 1.3 | $887k | +5% | 75k | 11.83 | |
| Open Lending Corp Com Cl A (LPRO) | 1.2 | $853k | +80% | 126k | 6.75 | |
| Cellebrite Di *w Exp 08/30/202 (CLBTW) | 0.7 | $506k | NEW | 819k | 0.62 | |
| Advanced Micro Devices (AMD) | 0.7 | $466k | 7.2k | 64.72 | ||
| Cohen & Steers Quality Income Realty (RQI) | 0.6 | $406k | 35k | 11.50 | ||
| Penn National Gaming (PENN) | 0.5 | $358k | NEW | 12k | 29.71 | |
| Comstock Resources (CRK) | 0.5 | $314k | NEW | 23k | 13.71 | |
| Melco Resorts And Entmnt Adr (MLCO) | 0.4 | $262k | NEW | 23k | 11.52 | |
| Caremax Com Cl A (CMAX) | 0.4 | $239k | NEW | 66k | 3.64 | |
| Caremax *w Exp 06/08/202 (CMAXW) | 0.3 | $215k | NEW | 412k | 0.52 | |
| Oncology Institu (TOI) | 0.3 | $172k | NEW | 104k | 1.65 | |
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| Atara Biotherapeutics (ATRA) | 0.3 | $171k | +73% | 52k | 3.29 | |
| Cano Health *w Exp 06/03/202 (CANO.WS) | 0.2 | $112k | NEW | 511k | 0.22 | |
| Cano Health Com Cl A (CANO) | 0.2 | $110k | NEW | 80k | 1.37 | |
| Humacyte *w Exp 08/27/202 (HUMAW) | 0.1 | $93k | NEW | 238k | 0.39 | |
| Valens Semiconductor *w Exp 09/30/202 (VLN.WS) | 0.1 | $39k | NEW | 96k | 0.41 | |
| Algoma Stl Group *w Exp 10/19/202 (ASTLW) | 0.0 | $31k | NEW | 27k | 1.15 | |
| Decarbonization Plus Acquisi *w Exp 07/15/202 (DCRDW) | 0.0 | $22k | NEW | 40k | 0.55 | |
Past Filings by Josh Arnold Investment Consultant
SEC 13F filings are viewable for Josh Arnold Investment Consultant going back to 2021
- Josh Arnold Investment Consultant 2022 Q4 filed Feb. 16, 2023
- Josh Arnold Investment Consultant 2022 Q3 filed Nov. 14, 2022
- Josh Arnold Investment Consultant 2022 Q2 filed Aug. 16, 2022
- Josh Arnold Investment Consultant 2022 Q1 filed May 12, 2022
- Josh Arnold Investment Consultant 2021 Q4 filed Feb. 15, 2022