Josh Arnold Investment Consultant, LLC Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Josh Arnold Investment Consultant, LLCInvestment ActivityJosh Arnold Investment Consultant, LLC has $95.09 million in total holdings as of March 31, 2024.Josh Arnold Investment Consultant, LLC owns shares of 10 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 12.27% of the portfolio was purchased this quarter.About 17.89% of the portfolio was sold this quarter.This quarter, Josh Arnold Investment Consultant, LLC has purchased 24 new stocks and bought additional shares in 2 stocks.Josh Arnold Investment Consultant, LLC sold shares of 2 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $60,858,081Amazon.com $21,428,603Donnelley Financial Solutions $5,204,189Evolent Health $3,934,800Expedia Group $1,446,375 Largest New Holdings this Quarter Donnelley Financial Solutions $5,204,189 HoldingEvolent Health $3,934,800 HoldingBlock $869,060 HoldingSPDR Dow Jones Industrial Average ETF Trust $269,681 HoldingPhillips 66 $204,175 Holding Largest Purchases this Quarter Donnelley Financial Solutions 83,925 shares (about $5.20M)Evolent Health 120,000 shares (about $3.93M)Expedia Group 7,025 shares (about $967.69K)Block 10,275 shares (about $869.06K)SPDR Dow Jones Industrial Average ETF Trust 678 shares (about $269.68K) Largest Sales this Quarter Apple 9,369 shares (about $1.61M)Amazon.com 240 shares (about $43.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofJosh Arnold Investment Consultant, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$60,858,081$1,606,596 ▼-2.6%354,89964.0%Computer and TechnologyAMZNAmazon.com$21,428,603$43,291 ▼-0.2%118,79722.5%Retail/WholesaleDFINDonnelley Financial Solutions$5,204,189$5,204,189 ▲New Holding83,9255.5%Computer and TechnologyEVHEvolent Health$3,934,800$3,934,800 ▲New Holding120,0004.1%Computer and TechnologyEXPEExpedia Group$1,446,375$967,694 ▲202.2%10,5001.5%Retail/WholesaleSQBlock$869,060$869,060 ▲New Holding10,2750.9%Business ServicesMSFTMicrosoft$522,534$220,878 ▲73.2%1,2420.5%Computer and TechnologyWFCWells Fargo & Company$347,7600.0%6,0000.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$269,681$269,681 ▲New Holding6780.3%FinancePSXPhillips 66$204,175$204,175 ▲New Holding1,2500.2%Oils/EnergyTOIOncology Institute$0$3,786,911 ▼-100.0%00.0%MedicalPGYPagaya Technologies$0$2,149,398 ▼-100.0%00.0%Business ServicesDKNGDraftKings$0$1,434,675 ▼-100.0%00.0%Consumer DiscretionaryPENNPENN Entertainment$0$1,329,622 ▼-100.0%00.0%Consumer DiscretionaryABNBAirbnb$0$1,327,365 ▼-100.0%00.0%Computer and TechnologyCZRCaesars Entertainment$0$1,263,416 ▼-100.0%00.0%Consumer DiscretionaryCLBTWCellebrite DI$0$1,203,207 ▼-100.0%00.0%Computer and TechnologyLPROOpen Lending$0$723,350 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$399,459 ▼-100.0%00.0%FinanceRQICohen & Steers Quality Income Realty Fund$0$395,352 ▼-100.0%00.0%Financial ServicesCLBTCellebrite DI$0$346,400 ▼-100.0%00.0%Business ServicesBKDBrookdale Senior Living$0$261,900 ▼-100.0%00.0%MedicalFLAME ACQUISITION CORP$0$233,771 ▼-100.0%00.0%*W EXP 02/26/202EVLVEvolv Technologies$0$212,400 ▼-100.0%00.0%Computer and TechnologyPGYWWPagaya Technologies$0$123,048 ▼-100.0%00.0%Computer and TechnologyHUMAWHumacyte$0$108,123 ▼-100.0%00.0%MedicalTOIIWOncology Institute$0$62,933 ▼-100.0%00.0%MedicalCMAXWCareMax$0$915 ▼-100.0%00.0%MedicalCANO HEALTH INC$0$254 ▼-100.0%00.0%*W EXP 06/03/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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