Latest JOSH ARNOLD INVESTMENT CONSULTANT, LLC Stock Portfolio
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Performance:
2025 Q1: -10.39%YTD: -10.39%2024: 11.74%
Performance for 2025 Q1 is -10.39%, and YTD is -10.39%, and 2024 is 11.74%.
About JOSH ARNOLD INVESTMENT CONSULTANT, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, JOSH ARNOLD INVESTMENT CONSULTANT, LLC reported an equity portfolio of $120.2 Millions as of 31 Mar, 2025.
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, LYV. The fund has invested 62.2% of it's portfolio in APPLE INC and 17.7% of portfolio in AMAZON COM INC.
The fund managers got completely rid off GRANITESHARES ETF TR (COMB), NVIDIA CORPORATION (NVDA) and DRAFTKINGS INC NEW (DKNG) stocks. They significantly reduced their stock positions in APPLE INC (AAPL). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in LIVE NATION ENTERTAINMENT IN (LYV), THE ONCOLOGY INSTITUTE INC (TOI) and SABLE OFFSHORE CORP. The fund showed a lot of confidence in some stocks as they added substantially to POWERFLEET INC (PWFL), TKO GROUP HOLDINGS INC and PALANTIR TECHNOLOGIES INC (PLTR).
The top stock holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC are AAPL, AMZN, LYV. The fund has invested 62.2% of it's portfolio in APPLE INC and 17.7% of portfolio in AMAZON COM INC.
The fund managers got completely rid off GRANITESHARES ETF TR (COMB), NVIDIA CORPORATION (NVDA) and DRAFTKINGS INC NEW (DKNG) stocks. They significantly reduced their stock positions in APPLE INC (AAPL). JOSH ARNOLD INVESTMENT CONSULTANT, LLC opened new stock positions in LIVE NATION ENTERTAINMENT IN (LYV), THE ONCOLOGY INSTITUTE INC (TOI) and SABLE OFFSHORE CORP. The fund showed a lot of confidence in some stocks as they added substantially to POWERFLEET INC (PWFL), TKO GROUP HOLDINGS INC and PALANTIR TECHNOLOGIES INC (PLTR).
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that JOSH ARNOLD INVESTMENT CONSULTANT, LLC made a return of -10.39% in the last quarter. In trailing 12 months, it's portfolio return was 4.16%.
New Buys
| Ticker | $ Bought |
|---|---|
| live nation entertainment in | 3,498,240 |
| the oncology institute inc | 2,267,350 |
| sable offshore corp | 2,243,620 |
| cellebrite di ltd | 1,418,390 |
| acadia healthcare company in | 1,334,080 |
| evolv technologies hldngs in | 1,248,000 |
| wynn resorts ltd | 891,363 |
| neuronetics inc | 736,000 |
New stocks bought by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| powerfleet inc | 3,196 |
| tko group holdings inc | 27.7 |
| palantir technologies inc | 15.2 |
| cohen & steers quality incom | 2.44 |
| amazon com inc | 0.36 |
Additions to existing portfolio by JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -0.75 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| graniteshares etf tr | -1,774,270 |
| draftkings inc new | -559,860 |
| nvidia corporation | -1,289,720 |
| berkshire hathaway inc del | -392,087 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC got rid off the above stocks
Sector Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 67% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 67 |
| Consumer Cyclical | 18.6 |
| Others | 6 |
| Healthcare | 4.2 |
| Communication Services | 2.9 |
Market Cap. Distribution
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has about 85% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 79.9 |
| UNALLOCATED | 6 |
| LARGE-CAP | 5.1 |
| SMALL-CAP | 4.6 |
| MID-CAP | 1.9 |
| NANO-CAP | 1.9 |
Stocks belong to which Index?
About 85.1% of the stocks held by JOSH ARNOLD INVESTMENT CONSULTANT, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 83.7 |
| Others | 14.9 |
| RUSSELL 2000 | 1.4 |
JOSH ARNOLD INVESTMENT CONSULTANT, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of JOSH ARNOLD INVESTMENT CONSULTANT, LLC
JOSH ARNOLD INVESTMENT CONSULTANT, LLC has 19 stocks in it's portfolio. About 95.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. TOI was the most profitable stock for JOSH ARNOLD INVESTMENT CONSULTANT, LLC last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 62.16 | 336,317 | 74,706,100 | reduced | -0.75 | ||
Historical Trend of APPLE INC Position Held By JOSH ARNOLD INVESTMENT CONSULTANT, LLCWhat % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
| AMZN | amazon com inc | 17.69 | 111,760 | 21,263,500 | added | 0.36 | ||
| LYV | live nation entertainment in | 2.91 | 26,790 | 3,498,240 | new | |||
| PWFL | powerfleet inc | 2.64 | 578,396 | 3,175,390 | added | 3,196 | ||
| tko group holdings inc | 2.48 | 19,475 | 2,975,980 | added | 27.7 | |||
| PLTR | palantir technologies inc | 1.97 | 28,050 | 2,367,420 | added | 15.2 | ||
| TOI | the oncology institute inc | 1.89 | 1,988,900 | 2,267,350 | new | |||
| sable offshore corp | 1.87 | 88,436 | 2,243,620 | new | ||||
| CLBT | cellebrite di ltd | 1.18 | 73,000 | 1,418,390 | new | |||
| ACHC | acadia healthcare company in | 1.11 | 44,000 | 1,334,080 | new | |||
| EVLV | evolv technologies hldngs in | 1.04 | 400,000 | 1,248,000 | new | |||
| WYNN | wynn resorts ltd | 0.74 | 10,675 | 891,363 | new | |||
| STIM | neuronetics inc | 0.61 | 200,000 | 736,000 | new | |||
| TALK | talkspace inc | 0.53 | 250,000 | 640,000 | new | |||
| cohen & steers quality incom | 0.44 | 42,050 | 528,148 | added | 2.44 | |||
| LPRO | open lending corp | 0.36 | 155,000 | 427,800 | new | |||
| AMAT | applied matls inc | 0.17 | 1,445 | 209,698 | unchanged | 0.00 | ||
| BNED | barnes & noble ed inc | 0.12 | 13,700 | 143,850 | new | |||
| PRPH | prophase labs inc | 0.08 | 250,000 | 100,000 | new | |||
| NVDA | nvidia corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
