test

JORDAN GREEN

@Josh Arnold Investment Consultant, Llc

Latest period2024 - Q3ReportedManaged Assets$122.401MTotal holdings25
Assets growth rate2.59%Assets growth rate (2-Q avg)14.04%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Josh Arnold Investment Consultant, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Josh Arnold Investment Consultant, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 122.401M in assets, with a quarterly growth rate of 2.59% and a 2-quarter average growth rate of 14.04%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CNSCohen & Steers Inc
Recent Activity
Exited
0%
$2.398M
33,050 shares@ $72.56 avg price
M219⤦Cellebrite Di Ltd
Recent Activity
Exited
0%
$1.951M
675,000 shares@ $2.89 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$1.815M
13,800 shares@ $131.53 avg price
NMMNavios Maritime Partners L P
Recent Activity
Exited
0%
$462,600↑ Call
128,500 shares@ $3.6 avg price
TTITetra Technologies Inc Del
Recent Activity
Exited
0%
$71,560↑ Call
164,000 shares@ $0.44 avg price